List Notes
Returns notes ordered by created date (newest first) using the standard list envelope. prospectId and userId are optional filters. If both are omitted, returns the most recent notes for the account. Pagination uses pageToken; responses include pagination.nextPageToken when another page is available.
query Parameters
prospectIdstringOptional. When provided, only notes for this prospect are returned.
Example: c1a7e9d34b8f4c2aa6d15e0f7b3c9d42userIdstringOptional. When provided, only notes created by this user are returned.
Example: b2e7a1d94c3f4a8eb6d05c1f9a7e2d45limitintegerExample: 25Default: 50pageTokenstringOpaque pagination token returned from a prior
GET /notesresponse.Example: eyJjcmVhdGVkQXQiOjE3MTcwMDcyMDAwMDB9
Responses
Create Note
Accepts required prospectId and body content with optional fields, and creates a new note for the prospect.
Headers
X-Idempotency-Keystring · maxLength: 512Optional. Client-generated key used to make mutation retries safe. Reuse the same key only when retrying the exact same request.
Example: idem_prospect_create_01HV6W0J7Y7A5Q3T4J6N8M2P
Request Body
prospectIdstring · requiredProspect id the note belongs to.
bodystring · 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 · requireditemobject · requiredExample: {"id":"d8b2c7a14e9f4d3ab6c05e1f9a7d2c48","body":"<p>Left voicemail and sent a follow-up email.</p>","createdAt":1717007200000,"prospectId":"c1a7e9d34b8f4c2aa6d15e0f7b3c9d42","userId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","createdByApi":false,"createdByApiKeyId":null,"createdByApiKeyName":null,"mentions":[{"userId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","displayName":"Jamie Lee"}],"pin":true,"fileUrl":null}
Get Note by ID
Accepts a required noteId path parameter, retrieves that specific note, and returns it in item when it exists.
path Parameters
noteIdstring · requiredExample: d8b2c7a14e9f4d3ab6c05e1f9a7d2c48
Responses
OK
successboolean · requireditemobject · requiredExample: {"id":"d8b2c7a14e9f4d3ab6c05e1f9a7d2c48","body":"<p>Left voicemail and sent a follow-up email.</p>","createdAt":1717007200000,"prospectId":"c1a7e9d34b8f4c2aa6d15e0f7b3c9d42","userId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","createdByApi":false,"createdByApiKeyId":null,"createdByApiKeyName":null,"mentions":[{"userId":"b2e7a1d94c3f4a8eb6d05c1f9a7e2d45","displayName":"Jamie Lee"}],"pin":true,"fileUrl":null}
Delete Note
Accepts a required noteId path parameter and deletes the specified note.
path Parameters
noteIdstring · requiredExample: d8b2c7a14e9f4d3ab6c05e1f9a7d2c48
Headers
X-Idempotency-Keystring · maxLength: 512Optional. Client-generated key used to make mutation retries safe. Reuse the same key only when retrying the exact same request.
Example: idem_prospect_create_01HV6W0J7Y7A5Q3T4J6N8M2P
Responses
OK
successboolean · requiredmessagestring · required

