List Notes
Returns notes ordered by created date (newest first). prospectId and userId are optional filters. If both are omitted, returns the most recent notes for the account.
query Parameters
prospectIdstringOptional. When provided, only notes for this prospect are returned.
userIdstringOptional. When provided, only notes created by this user are returned.
limitintegerDefault: 50startAfterinteger · int64Unix timestamp in milliseconds
Responses
OK
successboolean · requirednotesobject[] · requiredlastNoteinteger | null · int64 · requiredUnix timestamp in milliseconds
Create Note
Accepts required prospectId and note body with optional fields, and creates a new note for the prospect.
Request Body
prospectIdstring · requiredProspect id the note belongs to.
notestring · requiredHTML note body content.
userIdstringOptional user id creating the note. When omitted, the note is created with
userId=null,createdByApi=true, and includes API key attribution metadata when available.dateOptional note timestamp as Unix epoch milliseconds (integer) or ISO 8601 date string.
mentionsobject[]Optional mention list for users referenced in the note body.
pinbooleanIf true, marks the note as pinned.
fileUrlstring · uriOptional HTTPS URL to a file associated with the note.
Responses
Created
successboolean · required
idstringbodystringcreatedAtinteger · int64Unix timestamp in milliseconds
prospectIdstringuserIdstring | nullcreatedByApibooleanTrue when the note was created without a userId via API.
createdByApiKeyIdstring | nullAPI key document id used to create the note when authenticated via API key.
createdByApiKeyNamestring | nullAPI key display name used to create the note when authenticated via API key.
mentionsobject[]pinbooleanfileUrlstring | null · uri
Get Note by ID
Accepts a required noteId path parameter, retrieves that specific note, and returns the note object with success status when it exists.
path Parameters
noteIdstring · required
Responses
OK
successboolean · required
idstringbodystringcreatedAtinteger · int64Unix timestamp in milliseconds
prospectIdstringuserIdstring | nullcreatedByApibooleanTrue when the note was created without a userId via API.
createdByApiKeyIdstring | nullAPI key document id used to create the note when authenticated via API key.
createdByApiKeyNamestring | nullAPI key display name used to create the note when authenticated via API key.
mentionsobject[]pinbooleanfileUrlstring | null · uri

