Notes

A simple notepad for reps to write down important information in their CRM. Notes help reps capture details about conversations, preferences, and other relevant information.

Notes can be associated to a Contact.

Rules

• Notes are always associated to a Contact
• Notes can have file attachments (images, PDFs, documents)
• Notes can be pinned for priority visibility
• Notes can have optional due dates and times

JSON Structure

{
  "id": 12345,
  "company_id": null,
  "contact_id": 67890,
  "title": "Follow up with customer",
  "body": "Customer expressed interest in our premium package. They mentioned budget constraints but are open to a payment plan.",
  "note_type": "follow_up",
  "due_date": "2025-01-20",
  "due_time": "14:30:00",
  "due_at": "JAN 20 2025, 02:30 PM",
  "pinned": true,
  "assets": [
    {
      "id": 456,
      "url": "https://example.com/file.pdf",
      "filename": "document.pdf",
      "content_type": "application/pdf",
      "content_size": 1024,
      "kind": "pdf",
      "metadata": {}
    }
  ],
  "created_at": "2025-01-15T10:30:00Z",
  "updated_at": "2025-01-15T10:30:00Z"
}

API Endpoints

Company Scoped

Note: Company scoped endpoints will only return Notes for Contacts created on the Company's website or via the Company API.

User Scoped

Next Steps

• Review the Core Elements Overview for API access patterns
• See Use Cases for examples of Notes in workflows
• Explore the User API Reference for detailed endpoint documentation