List Notes
Returns notes ordered by createdAt (newest first) using the standard list envelope. prospectId, userId, and createdAfter/createdBefore are optional filters; with none, the most recent notes in the account are returned. When a page is full, pagination.nextPageToken is set; pass it as pageToken to get the next page.
query Parameters
prospectIdstringOptional. Only notes for this prospect.
Example: c1a7e9d34b8f4c2aa6d15e0f7b3c9d42userIdstringOptional. Only notes attributed to this user.
Example: b2e7a1d94c3f4a8eb6d05c1f9a7e2d45createdAfterOptional inclusive lower bound for
createdAtas Unix epoch milliseconds/seconds or a date string.createdBeforeOptional inclusive upper bound for
createdAtas Unix epoch milliseconds/seconds or a date string. Must not be earlier thancreatedAfter.limitinteger · min: 1 · max: 200Page size.
Example: 25Default: 50pageTokenstringOpaque pagination token returned from a prior
GET /notesresponse.Example: eyJjcmVhdGVkQXQiOjE3MTcwMDcyMDAwMDB9fieldsstringOptional comma-separated list of top-level field names to include in each list item. Use this to reduce response payload size for large list requests.
idis always included when present. Nested paths are not supported, and the accepted names depend on the endpoint. Unknown field names or invalid syntax (for example nested selectors) return HTTP 400 withinvalidFieldsand/orinvalidSyntaxin the error body.Example: id,prospectId,hireDate
Responses
OK
successboolean · requireditemsobject[] · requiredpaginationobject · requiredPagination metadata. Fields are included only when that resource supports them; some list endpoints return an empty object.
Example: {"nextPageToken":"opaque-page-token-example","hasMore":true,"totalCount":125}
Create Note
Adds a note to a prospect. The note becomes the prospect's most recent note, mentioned users are notified,
and when userId is set the prospect owner is notified that a note was added.
body is sanitized: only b, strong, i, em, u, a, h1-h6, br, and mention span
(<span data-user-id="...">) tags are kept. Other tags are removed and their text kept. The sanitized body
must not be empty and may be at most 20,000 bytes (413 otherwise).
Headers
X-Idempotency-KeystringOptional. Client-generated key that makes retries of this request safe. The first response for the key is stored for 24 hours and replayed for retries with the same method, path, query, and body. Reuse a key only when retrying the exact same request.
Example: idem_prospect_create_01HV6W0J7Y7A5Q3T4J6N8M2P
Request Body
prospectIdstring · requiredId of an existing prospect the note belongs to.
bodystring · requiredNote content (HTML or plain text). See the sanitizing rules above.
userIdstringOptional account user the note is attributed to. When omitted,
userIdis null and the note is credited to the API key (createdByApiKeyName).dateOptional note timestamp as Unix epoch milliseconds/seconds (integer), ISO 8601, or MM/DD/YYYY[ HH:mm[:ss]]. Defaults to now.
mentionsobject[]Optional users mentioned in the note. Entries whose
userIdis not a user in the account are dropped.pinbooleanIf true, pins the note on the prospect.
Default: falsefileUrlstring · uri · maxLength: 2048Optional public HTTPS URL of a file attached to the note. Local and private-network hosts are rejected.
Responses
Created
successboolean · requireditemobject · requiredExample: {"id":"d8b2c7a14e9f4d3ab6c05e1f9a7d2c48","body":"Left voicemail and sent a follow-up email.","createdAt":1717007200000,"prospectId":"c1a7e9d34b8f4c2aa6d15e0f7b3c9d42","userId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","createdBy":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","createdByApi":true,"createdByApiKeyId":"8f4c2a19d7e34b6f9a1c5e2d7b3f8c4a","createdByApiKeyName":"Zapier production key","mentions":[{"userId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","displayName":"Jamie Lee"}],"pin":true,"fileUrl":null}
Get Note by ID
Returns one note in item.
path Parameters
noteIdstring · requiredExample: d8b2c7a14e9f4d3ab6c05e1f9a7d2c48
Responses
OK
successboolean · requireditemobject · requiredExample: {"id":"d8b2c7a14e9f4d3ab6c05e1f9a7d2c48","body":"Left voicemail and sent a follow-up email.","createdAt":1717007200000,"prospectId":"c1a7e9d34b8f4c2aa6d15e0f7b3c9d42","userId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","createdBy":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","createdByApi":true,"createdByApiKeyId":"8f4c2a19d7e34b6f9a1c5e2d7b3f8c4a","createdByApiKeyName":"Zapier production key","mentions":[{"userId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","displayName":"Jamie Lee"}],"pin":true,"fileUrl":null}
Update Note
Edits a note and returns the whole note in item. Send at least one of body, mentions, or pin
(400 otherwise); fields you leave out are not changed.
bodyis sanitized with the same rules asPOST /notesand must not be empty afterward (413 over 20,000 bytes). When the note is the prospect's most recent note, the prospect'slastNotepreview is updated too.mentionsreplaces the mention list. Entries whoseuserIdis not a user in the account are dropped. Only users who were not already mentioned are notified. AddinghiringcenterAito a note that did not mention it starts a HiringCenter AI run that answers in the note's thread, as a new note with that mention does; re-saving a note that already mentions it does not start another.pin(boolean) pins or unpins the note.
The edit is recorded in updatedBy (from userId) or updatedByApiKeyId / updatedByApiKeyName.
path Parameters
noteIdstring · requiredExample: d8b2c7a14e9f4d3ab6c05e1f9a7d2c48
Headers
X-Idempotency-KeystringOptional. Client-generated key that makes retries of this request safe. The first response for the key is stored for 24 hours and replayed for retries with the same method, path, query, and body. Reuse a key only when retrying the exact same request.
Example: idem_prospect_create_01HV6W0J7Y7A5Q3T4J6N8M2P
Request Body
bodystringNew note content (HTML or plain text).
mentionsobject[]The note's mentioned users. Replaces the current list.
pinbooleantruepins the note;falseunpins it.userIdstringOptional account user credited with the edit.
Responses
OK
successboolean · requireditemobject · requiredExample: {"id":"d8b2c7a14e9f4d3ab6c05e1f9a7d2c48","body":"Left voicemail and sent a follow-up email.","createdAt":1717007200000,"prospectId":"c1a7e9d34b8f4c2aa6d15e0f7b3c9d42","userId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","createdBy":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","createdByApi":true,"createdByApiKeyId":"8f4c2a19d7e34b6f9a1c5e2d7b3f8c4a","createdByApiKeyName":"Zapier production key","mentions":[{"userId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","displayName":"Jamie Lee"}],"pin":true,"fileUrl":null}
Delete Note
Deletes a note. If it was the prospect's most recent note, the prospect's most recent note becomes the next newest one.
path Parameters
noteIdstring · requiredExample: d8b2c7a14e9f4d3ab6c05e1f9a7d2c48
Headers
X-Idempotency-KeystringOptional. Client-generated key that makes retries of this request safe. The first response for the key is stored for 24 hours and replayed for retries with the same method, path, query, and body. Reuse a key only when retrying the exact same request.
Example: idem_prospect_create_01HV6W0J7Y7A5Q3T4J6N8M2P
Responses
OK
successboolean · requiredmessagestring · required
List Note Replies
Returns every reply in a note's thread, oldest first. pagination.hasMore is always false.
path Parameters
noteIdstring · requiredExample: d8b2c7a14e9f4d3ab6c05e1f9a7d2c48
Responses
OK
successboolean · requireditemsobject[] · requiredpaginationobject · requiredPagination metadata. Fields are included only when that resource supports them; some list endpoints return an empty object.
Example: {"nextPageToken":"opaque-page-token-example","hasMore":true,"totalCount":125}
Reply to Note
Adds a reply to a note's thread. Mentioned users, the note's author, and the prospect owner are notified (each once, never the person replying).
content is sanitized with the same rules as a note body. The sanitized content must not be empty and may be
at most 10,000 bytes (413 otherwise).
path Parameters
noteIdstring · requiredExample: d8b2c7a14e9f4d3ab6c05e1f9a7d2c48
Headers
X-Idempotency-KeystringOptional. Client-generated key that makes retries of this request safe. The first response for the key is stored for 24 hours and replayed for retries with the same method, path, query, and body. Reuse a key only when retrying the exact same request.
Example: idem_prospect_create_01HV6W0J7Y7A5Q3T4J6N8M2P
Request Body
contentstring · requiredReply content (HTML or plain text).
userIdstringOptional account user the reply is attributed to. When omitted,
userIdis null and the reply is credited to the API key (createdByApiKeyName).mentionsobject[]Optional users mentioned in the reply. Entries whose
userIdis not a user in the account are dropped.
Responses
Created
successboolean · requireditemobject · requiredA reply in a note's thread.

