POST /crm/notes

Create a new CRM note and optionally associate it with contacts, companies, or deals. The note text content is required, and you can link the note to multiple entities simultaneously during creation.

Servers

Request headers

Name Type Required Description
Content-Type String Yes The media type of the request body.

Default value: "application/json"

Request body fields

Name Type Required Description
dealIds[] Array No

Deal Ids linked to a note

text String Yes

Content of the note. Supports HTML for rich text formatting. Supported tags include: <p> (paragraph), <b> / <strong> (bold), <i> / <em> (italic), <u> (underline), <br> (line break), <a href="..."> (labelled hyperlink). Example labelled link: <a href="https://example.com">Link text</a>.

companyIds[] Array No

Company Ids linked to a note

contactIds[] Array No

Contact Ids linked to a note

How to start integrating

  1. Add HTTP Task to your workflow definition.
  2. Search for the API you want to integrate with and click on the name.
    • This loads the API reference documentation and prepares the Http request settings.
  3. Click Test request to test run your request to the API and see the API's response.