notes

Operations about notes

Get all Notes

⚠️ This endpoint is currently in BETA

Returns all notes, with the exception of replies. You can filter notes using the filter query parameter. The filter parameter is a string that you can specify conditions based on the following properties.

Property Name Description Type Allowed Operators Examples
id Filter notes by id int32 = id=1
creator.id Filter notes by the creator of the note int32 = creator.id=1
createdAt Filter notes by when it was created datetime >, <, >=, <= createdAt<2025-02-04T10:48:24Z
updatedAt Filter notes by when it was updated datetime >, <, >=, <= updatedAt>=2025-02-03T10:48:24Z
SecuritybearerAuth
Request
query Parameters
totalCount
boolean
Default: false

Include total count of the collection in the pagination response

cursor
string

Cursor for the next or previous page

limit
integer <int32> [ 0 .. 100 ]
Default: 20

Number of items to include in the page

filter
string

Filter options

includes
Array of strings (notes.includes) unique

Additional properties to include in the response

Items Enum: "companiesPreview" "personsPreview" "opportunitiesPreview" "repliesCount"
Responses
200

OK

Response Headers
X-Ratelimit-Limit-User
integer

Number of requests allowed per minute for the user

X-Ratelimit-Limit-User-Remaining
integer

Number of requests remaining for the user

X-Ratelimit-Limit-User-Reset
integer

Time in seconds before the limit resets for the user

X-Ratelimit-Limit-Org
integer

Number of requests allowed per month for the account

X-Ratelimit-Limit-Org-Remaining
integer

Number of requests remaining for the account

X-Ratelimit-Limit-Org-Reset
integer

Time in seconds before the limit resets for the account

Response Schema: application/json
required
Array of any (notes.Note) <= 100 items

A page of Note objects

Array (<= 100 items)
type
required
string

The type of the note

Value: "entities"
repliesCount
integer <int32> [ 0 .. 2147483647 ]

The number of replies to this note. This is only included if the repliesCount parameter is passed in the includes in the request and the note is not a reply itself.

object (notes.PermissionSettings)

The permission settings of a note

object (notes.OpportunitiesPreview)

A preview for attached Opportunities on a Note

object (notes.PersonsPreview)

A preview for attached Persons on a Note

object (notes.CompaniesPreview)

A preview for attached Companies on a Note

id
required
integer <int32> [ 1 .. 2147483647 ]

The id of the note

required
object (notes.Content)

A note content

required
object (PersonData)
required
Array of any (notes.Mention) <= 100 items

The mentions in the note

createdAt
required
string <date-time>

The date and time the note was created

updatedAt
required
string or null <date-time>

The date and time the note was last updated

required
object (PaginationWithTotalCount)
totalCount
integer <int64> [ 0 .. 9007199254740991 ]

The total count of the collection. Only included if requested via the totalCount query string parameter.

prevUrl
string or null <uri>

URL for the previous page

nextUrl
string or null <uri>

URL for the next page

400

Bad Request

404

Not Found

default

Errors

get/v2/notes
Request samples
Response samples
application/json

Example response for AI Notetaker notes.

{
  • "data": [
    ],
}

Get a single Note

⚠️ This endpoint is currently in BETA

Get a Note with a given id

SecuritybearerAuth
Request
path Parameters
noteId
required
integer <int32> [ 1 .. 2147483647 ]

The id of the Note

query Parameters
includes
Array of strings (note.includes) unique

Additional properties to include in the response

Items Enum: "companiesPreview" "personsPreview" "opportunitiesPreview" "repliesCount"
Responses
200

OK

Response Headers
X-Ratelimit-Limit-User
integer

Number of requests allowed per minute for the user

X-Ratelimit-Limit-User-Remaining
integer

Number of requests remaining for the user

X-Ratelimit-Limit-User-Reset
integer

Time in seconds before the limit resets for the user

X-Ratelimit-Limit-Org
integer

Number of requests allowed per month for the account

X-Ratelimit-Limit-Org-Remaining
integer

Number of requests remaining for the account

X-Ratelimit-Limit-Org-Reset
integer

Time in seconds before the limit resets for the account

Response Schema: application/json
type
required
string

The type of the note

Value: "entities"
repliesCount
integer <int32> [ 0 .. 2147483647 ]

The number of replies to this note. This is only included if the repliesCount parameter is passed in the includes in the request and the note is not a reply itself.

object (notes.PermissionSettings)

The permission settings of a note

sharingType
required
string

The sharing type of the note

Enum: "private" "public" "custom"
required
object (PersonData)
object (notes.OpportunitiesPreview)

A preview for attached Opportunities on a Note

Array of objects (Opportunity) <= 100 items

Preview of attached Opportunities for a Note

totalCount
integer <int64> [ 0 .. 9007199254740991 ]

The total count of the collection parameter.

object (notes.PersonsPreview)

A preview for attached Persons on a Note

Array of objects (PersonData) <= 100 items

Preview of attached Persons for a Note

totalCount
integer <int64> [ 0 .. 9007199254740991 ]

The total count of the collection parameter.

object (notes.CompaniesPreview)

A preview for attached Companies on a Note

Array of objects (CompanyData) <= 100 items

Preview of attached Companies for a Note

totalCount
integer <int64> [ 0 .. 9007199254740991 ]

The total count of the collection parameter.

id
required
integer <int32> [ 1 .. 2147483647 ]

The id of the note

required
object (notes.Content)

A note content

html
required
string or null

The HTML content of the note

required
object (PersonData)
id
required
integer <int64> [ 1 .. 9007199254740991 ]

The persons's unique identifier

firstName
required
string or null

The person's first name

lastName
required
string or null

The person's last name

primaryEmailAddress
required
string or null <email>

The person's primary email address

type
required
string

The person's type

Enum: "internal" "external" "collaborator"
required
Array of any (notes.Mention) <= 100 items

The mentions in the note

Array (<= 100 items)
id
required
integer <int32> [ 1 .. 2147483647 ]

The id of the mention

type
required
string

The type of mention

Value: "person"
required
object (PersonData)
createdAt
required
string <date-time>

The date and time the note was created

updatedAt
required
string or null <date-time>

The date and time the note was last updated

400

Bad Request

404

Not Found

default

Errors

get/v2/notes/{noteId}
Request samples
Response samples
application/json

Example response for an AI Notetaker note.

{
  • "id": 1,
  • "type": "ai-notetaker",
  • "content": {
    },
  • "creator": {
    },
  • "mentions": [ ],
  • "createdAt": "2023-01-01T00:00:00Z",
  • "updatedAt": "2023-01-21T00:00:00Z"
}

Get Companies attached to a Note

⚠️ This endpoint is currently in BETA

Returns directly attached companies for a given Note.

SecuritybearerAuth
Request
path Parameters
noteId
required
integer <int32> [ 1 .. 2147483647 ]

The id of the Note to get attached Companies

query Parameters
totalCount
boolean
Default: false

Include total count of the collection in the pagination response

cursor
string

Cursor for the next or previous page

limit
integer <int32> [ 0 .. 100 ]
Default: 20

Number of items to include in the page

Responses
200

OK

Response Headers
X-Ratelimit-Limit-User
integer

Number of requests allowed per minute for the user

X-Ratelimit-Limit-User-Remaining
integer

Number of requests remaining for the user

X-Ratelimit-Limit-User-Reset
integer

Time in seconds before the limit resets for the user

X-Ratelimit-Limit-Org
integer

Number of requests allowed per month for the account

X-Ratelimit-Limit-Org-Remaining
integer

Number of requests remaining for the account

X-Ratelimit-Limit-Org-Reset
integer

Time in seconds before the limit resets for the account

Response Schema: application/json
required
Array of objects (CompanyData) <= 100 items

A page of Company results

Array (<= 100 items)
id
required
integer <int64> [ 1 .. 9007199254740991 ]

The company's unique identifier

name
required
string

The company's name

domain
required
string or null <hostname>

The company's primary domain

required
object (Pagination)
prevUrl
string or null <uri>

URL for the previous page

nextUrl
string or null <uri>

URL for the next page

400

Bad Request

404

Not Found

default

Errors

get/v2/notes/{noteId}/attached-companies
Request samples
Response samples
application/json
{}

Get Opportunities attached to a Note

⚠️ This endpoint is currently in BETA

Returns directly attached opportunities for a given Note.

SecuritybearerAuth
Request
path Parameters
noteId
required
integer <int32> [ 1 .. 2147483647 ]

The id of the Note to get attached Opportunities

query Parameters
totalCount
boolean
Default: false

Include total count of the collection in the pagination response

cursor
string

Cursor for the next or previous page

limit
integer <int32> [ 0 .. 100 ]
Default: 20

Number of items to include in the page

Responses
200

OK

Response Headers
X-Ratelimit-Limit-User
integer

Number of requests allowed per minute for the user

X-Ratelimit-Limit-User-Remaining
integer

Number of requests remaining for the user

X-Ratelimit-Limit-User-Reset
integer

Time in seconds before the limit resets for the user

X-Ratelimit-Limit-Org
integer

Number of requests allowed per month for the account

X-Ratelimit-Limit-Org-Remaining
integer

Number of requests remaining for the account

X-Ratelimit-Limit-Org-Reset
integer

Time in seconds before the limit resets for the account

Response Schema: application/json
required
Array of objects (Opportunity) <= 100 items

A page of Opportunity results

Array (<= 100 items)
id
required
integer <int64> [ 1 .. 9007199254740991 ]

The unique identifier for the opportunity

name
required
string

The name of the opportunity

listId
required
integer <int64> [ 1 .. 9007199254740991 ]

The ID of the list that the opportunity belongs to

required
object (Pagination)
prevUrl
string or null <uri>

URL for the previous page

nextUrl
string or null <uri>

URL for the next page

400

Bad Request

404

Not Found

default

Errors

get/v2/notes/{noteId}/attached-opportunities
Request samples
Response samples
application/json

Example response on fetching opportunities attached to a note.

{}

Get Persons attached to a Note

⚠️ This endpoint is currently in BETA

Returns directly attached persons for a given Note.

SecuritybearerAuth
Request
path Parameters
noteId
required
integer <int32> [ 1 .. 2147483647 ]

The id of the Note to get attached Persons

query Parameters
totalCount
boolean
Default: false

Include total count of the collection in the pagination response

cursor
string

Cursor for the next or previous page

limit
integer <int32> [ 0 .. 100 ]
Default: 20

Number of items to include in the page

Responses
200

OK

Response Headers
X-Ratelimit-Limit-User
integer

Number of requests allowed per minute for the user

X-Ratelimit-Limit-User-Remaining
integer

Number of requests remaining for the user

X-Ratelimit-Limit-User-Reset
integer

Time in seconds before the limit resets for the user

X-Ratelimit-Limit-Org
integer

Number of requests allowed per month for the account

X-Ratelimit-Limit-Org-Remaining
integer

Number of requests remaining for the account

X-Ratelimit-Limit-Org-Reset
integer

Time in seconds before the limit resets for the account

Response Schema: application/json
required
Array of objects (PersonData) <= 100 items

A page of Person results

Array (<= 100 items)
id
required
integer <int64> [ 1 .. 9007199254740991 ]

The persons's unique identifier

firstName
required
string or null

The person's first name

lastName
required
string or null

The person's last name

primaryEmailAddress
required
string or null <email>

The person's primary email address

type
required
string

The person's type

Enum: "internal" "external" "collaborator"
required
object (Pagination)
prevUrl
string or null <uri>

URL for the previous page

nextUrl
string or null <uri>

URL for the next page

400

Bad Request

404

Not Found

default

Errors

get/v2/notes/{noteId}/attached-persons
Request samples
Response samples
application/json
{}

Get replies for a Note

⚠️ This endpoint is currently in BETA

This endpoint returns reply notes for a given note id. You can filter replies using the filter query parameter. The filter parameter is a string that you can specify conditions based on the following properties.

Property Name Description Type Allowed Operators Examples
creator.id Filter notes by the creator of the note int32 = creator.id=1
createdAt Filter notes by when it was created datetime >, <, >=, <= createdAt<2025-02-04T10:48:24Z
updatedAt Filter notes by when it was updated datetime >, <, >=, <= updatedAt>=2025-02-03T10:48:24Z
SecuritybearerAuth
Request
path Parameters
noteId
required
integer <int32> [ 1 .. 2147483647 ]

Note ID

query Parameters
filter
string

Filter options

cursor
string

Cursor for the next or previous page

limit
integer <int32> [ 0 .. 100 ]
Default: 20

Number of items to include in the page

totalCount
boolean
Default: false

Include total count of the collection in the pagination response

Responses
200

OK

Response Headers
X-Ratelimit-Limit-User
integer

Number of requests allowed per minute for the user

X-Ratelimit-Limit-User-Remaining
integer

Number of requests remaining for the user

X-Ratelimit-Limit-User-Reset
integer

Time in seconds before the limit resets for the user

X-Ratelimit-Limit-Org
integer

Number of requests allowed per month for the account

X-Ratelimit-Limit-Org-Remaining
integer

Number of requests remaining for the account

X-Ratelimit-Limit-Org-Reset
integer

Time in seconds before the limit resets for the account

Response Schema: application/json
required
Array of any (notes.Reply) <= 100 items

A page of Note Replies

Array (<= 100 items)
type
required
string

The type of the note

Value: "user-reply"
required
object
id
required
integer <int32> [ 1 .. 2147483647 ]

The id of the note

required
object (notes.Content)

A note content

required
object (PersonData)
required
Array of any (notes.Mention) <= 100 items

The mentions in the note

createdAt
required
string <date-time>

The date and time the note was created

updatedAt
required
string or null <date-time>

The date and time the note was last updated

required
object (PaginationWithTotalCount)
totalCount
integer <int64> [ 0 .. 9007199254740991 ]

The total count of the collection. Only included if requested via the totalCount query string parameter.

prevUrl
string or null <uri>

URL for the previous page

nextUrl
string or null <uri>

URL for the next page

400

Bad Request

404

Not Found

default

Errors

get/v2/notes/{noteId}/replies
Request samples
Response samples
application/json
{
  • "data": [
    ],
}