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v18

latestOpenAPI 3.0.0raw.githubusercontent.com2024-11-18167108845.6 KB
crm/notes

Create Notes

Create Notes in any supported Crm software

post/crm/notes

Query parameters

remote_databoolean

Set to true to include data from the original Crm software.

Headers

x-connection-tokenstring required

The connection token

Request body

contentstring nullable required

The content of the note

user_idstring nullable

The UUID of the user tied to the note

company_idstring nullable

The UUID of the company tied to the note

contact_idstring nullable

The UUID of the contact tied to the note

deal_idstring nullable

The UUID of the deal tied to the note

field_mappingsobject nullable

The custom field mappings of the note between the remote 3rd party & Panora

Example request

{
  "content": "My notes taken during the meeting",
  "user_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "company_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "contact_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "deal_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "field_mappings": {
    "fav_dish": "broccoli",
    "fav_color": "red"
  }
}

Response

contentstring nullable required

The content of the note

user_idstring nullable

The UUID of the user tied to the note

company_idstring nullable

The UUID of the company tied to the note

contact_idstring nullable

The UUID of the contact tied to the note

deal_idstring nullable

The UUID of the deal tied to the note

field_mappingsobject nullable

The custom field mappings of the note between the remote 3rd party & Panora

idstring nullable

The UUID of the note

remote_idstring nullable

The ID of the note in the context of the Crm 3rd Party

remote_dataobject nullable

The remote data of the note in the context of the Crm 3rd Party

created_atstring date-time nullable

The created date of the object

modified_atstring date-time nullable

The modified date of the object

Example response

{
  "content": "My notes taken during the meeting",
  "user_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "company_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "contact_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "deal_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "field_mappings": {
    "fav_dish": "broccoli",
    "fav_color": "red"
  },
  "id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "remote_id": "id_1",
  "remote_data": {
    "fav_dish": "broccoli",
    "fav_color": "red"
  },
  "created_at": "2024-10-01T12:00:00Z",
  "modified_at": "2024-10-01T12:00:00Z"
}