Appearance

Create Notes ​

Endpoint ​

http
POST /unified/crm/notes
Integrations supported
  • Affinity
  • Attio
  • Capsule
  • Close
  • Freshsales
  • Highlevel
  • HubSpot
  • Keap
  • Pipedrive
  • Pipeliner
  • Planhat
  • Salesforce
  • Zendesk Sell
  • Zoho CRM

Query parameters ​

Refer Specifying query parameters in Truto APIs

integrated_account_id
string · uuid
REQUIRED · 

The ID of the integrated account to use for the request.

Example: 62f44730-dd91-461e-bd6a-aedd9e0ad79d
truto_response_format
string

The format of the response.

  • unified will return the response with unified mappings applied.
  • raw will return the raw response from the remote API.
  • normalized will apply the unified mappings and return the data in a normalized format.

Defaults to unified.

All possible enum values:
  • unified
  • raw
  • normalized
Example: unified
truto_ignore_remote_data
boolean

Excludes the remote_data attribute from the response.

truto_exclude_fields
array

Array of fields to exclude from the response.

Example: truto_exclude_fields[]=id&truto_exclude_fields[]=name
remote_query
object

Query parameters to pass to the underlying API without any transformations. Refer this guide to see how to structure the query parameters.

Example: remote_query[foo]=bar
contact
array

The note's contact

Required in
  • Highlevel

Request Body ​

Refer Writing data using Unified APIs

account
object

Only one of account, contact, or opportunity can be filtered at a time.

Required in
  • Close
  • Planhat
Supported in
  • Attio
  • Capsule
  • Freshsales
  • HubSpot
  • Pipedrive
  • Pipeliner
  • Salesforce
  • Zoho CRM
id
string
REQUIRED · 

The account's unique identifier

content
string

Either title or content is required.

Required in
  • Affinity
  • Attio
  • Capsule
  • Close
  • Freshsales
  • Highlevel
  • Pipedrive
  • Pipeliner
  • Zendesk Sell
  • Zoho CRM
Supported in
  • HubSpot
  • Keap
  • Planhat
  • Salesforce
owner
object

The note's owner

Required in
  • Close
  • Pipeliner
Supported in
  • Capsule
  • Freshsales
  • Highlevel
  • HubSpot
  • Keap
  • Pipedrive
  • Planhat
  • Salesforce
  • Zoho CRM
id
string
REQUIRED · 

The note's owner's unique identifier

created_at
string · date-time

The date and time of the note's creation

Supported in
  • Affinity
  • Close
  • HubSpot
contact
object[]

Only one of account, contact, or opportunity can be filtered at a time.

Required in
  • Keap
Supported in
  • Attio
  • Capsule
  • Freshsales
  • HubSpot
  • Pipedrive
  • Pipeliner
  • Planhat
  • Salesforce
  • Zendesk Sell
  • Zoho CRM
type
properties
id
string
REQUIRED · 

The contact's unique identifier

opportunity
object[]

Only one of account, contact, or opportunity can be filtered at a time.

Supported in
  • Attio
  • Capsule
  • Freshsales
  • HubSpot
  • Pipedrive
  • Salesforce
  • Zendesk Sell
  • Zoho CRM
type
properties
id
string
REQUIRED · 

The opportunity's unique identifier

lead
object[]

One of contact, account or opportunity or lead is required

Supported in
  • Pipedrive
  • Salesforce
  • Zendesk Sell
  • Zoho CRM
id
string
REQUIRED · 

The lead's unique identifier

title
string

Either title or content is required.

Required in
  • Attio
  • Salesforce
Supported in
  • Keap
  • Planhat
  • Zoho CRM
creator_id
Supported in
  • Affinity
person_ids
Supported in
  • Affinity
organization_ids
Supported in
  • Affinity
opportunity_ids
Supported in
  • Affinity
content_type
All possible enum values:
  • html
  • plain_text
Enum support by integration
  • Affinity
    • html
    • plain_text
Supported in
  • Affinity
custom_fields
Supported in
  • Planhat
remote_data
object

Any additional data that should be passed as part of the request body. This data is not transformed by Truto and is passed as is to the remote API.

Response Body ​

id
string
REQUIRED · 

The note's unique identifier

Supported in
  • Affinity
  • Attio
  • Capsule
  • Close
  • Freshsales
  • Highlevel
  • HubSpot
  • Keap
  • Pipedrive
  • Pipeliner
  • Planhat
  • Zendesk Sell
title
string

The note's title

Supported in
  • Attio
  • Keap
  • Planhat
owner
object

The note's owner

Supported in
  • Affinity
  • Attio
  • Capsule
  • Close
  • Freshsales
  • Highlevel
  • HubSpot
  • Keap
  • Pipedrive
  • Pipeliner
  • Planhat
  • Zendesk Sell
id
string

The note's owner's unique identifier

content
string

The note's content

Supported in
  • Affinity
  • Attio
  • Capsule
  • Close
  • Freshsales
  • Highlevel
  • HubSpot
  • Keap
  • Pipedrive
  • Pipeliner
  • Planhat
  • Zendesk Sell
contact
object[]

The note's contact

Supported in
  • Affinity
  • Attio
  • Capsule
  • Close
  • Freshsales
  • Highlevel
  • HubSpot
  • Keap
  • Pipedrive
  • Pipeliner
  • Planhat
  • Zendesk Sell
id
string

The contact's unique identifier

account
object

The note's account

Supported in
  • Affinity
  • Attio
  • Capsule
  • Close
  • Freshsales
  • HubSpot
  • Pipedrive
  • Pipeliner
  • Planhat
id
string

The account's unique identifier

opportunity
object[]

The note's opportunities

Supported in
  • Affinity
  • Attio
  • Capsule
  • Freshsales
  • HubSpot
  • Pipedrive
  • Pipeliner
  • Zendesk Sell
id
string

The opportunity's unique identifier

lead
object[]

The note's leads

Supported in
  • Pipedrive
  • Pipeliner
  • Zendesk Sell
id
string

The lead's unique identifier

visibility
string

The note's visibility

All possible enum values:
  • public
  • private
created_at
string · date-time

The date and time of the note's creation

Supported in
  • Affinity
  • Attio
  • Capsule
  • Close
  • Freshsales
  • Highlevel
  • HubSpot
  • Keap
  • Pipedrive
  • Pipeliner
  • Planhat
  • Zendesk Sell
updated_at
string · date-time

The date and time of the note's last update

Supported in
  • Affinity
  • Capsule
  • Close
  • Freshsales
  • HubSpot
  • Keap
  • Pipedrive
  • Pipeliner
  • Zendesk Sell
remote_data
object

Raw data returned from the remote API call.