Mike:
The easiest way to do this would be to have your initial data input into an Internal Form, then have that data create the Note and have the data available for your decision diamonds, emails, etc. You could also have checkboxes inside your form that could apply tags that would trigger automation.
Here is a quick video of how I have this set up. Lmk if you have other questions.
Thanks,
Jeff
Jeff Arnold, President
4Spot Marketing
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