Create Note
Notes
Create Note
Create a note linked to a contact, company, or deal
POST
Create Note
Request
Body Parameters
Note title
Note content (max 50,000 characters)
Note type:
general, meeting, call, email, otherArray of tag strings
Pin the note
UUID of the linked contact. Must belong to your workspace.
Human name — the server fuzzy-matches within your workspace and resolves to a
contact_id.
Use when an agent has a name but not a UUID. If multiple contacts match, returns
400 ambiguous_reference listing candidate UUIDs — retry with contact_id.UUID of the linked company. (Also accepts
company_id as an alias.)Human name — same fuzzy resolution as
contact_name but against the Company table.UUID of the linked deal.
Optional ISO 8601 timestamp. Honored verbatim if within the last 5 years and not more than 24 h in the future; otherwise the server
now() is used. Never null.Headers
Response
Created note with
id, title, note_type, tags, is_pinned, contact_id, related_company_id, deal_id, created_date.Errors
| Status | Code | Description |
|---|---|---|
| 400 | validation_error | Missing title — or no parent link (contact_id / company_id / deal_id) |
| 403 | insufficient_permissions | Missing contacts:write permission |
Orphan-note rejection example
Sub-resource alternative
If you already have a contact or company in hand, you can skip the parent-link body field and POST to the sub-resource endpoint:POST /v1/contacts/{contact_id}/notesPOST /v1/companies/{company_id}/notes