Skip to main content

Notes

The Notes API provides CRUD access to notes plus tags.
New to the API? Start with Getting started (base URL, response envelope, errors, pagination) and Authentication (API keys).
Identifier note: notes are addressed by their numeric note_id.
A note has a title + description and may optionally be attached to a resource (client/lead/project/task/user). Visibility is public or private.
Scope: per-user sticky-notes are excluded (the API never returns or creates them), as are file attachments, starring and the “my notes” feature. Web events are not fired.

The note object

{
  "id": 74,
  "title": "Follow-up call",
  "description": "Discuss the renewal terms.",
  "visibility": "public",
  "resource": { "type": "client", "id": 1 },
  "creator_id": 1,
  "tags": ["sales"],
  "dates": { "created": "...", "updated": "..." }
}
FieldTypeNotes
idintegerNote id.
title / descriptionstring
visibilitystringpublic or private.
resourceobjectThe attached resource (type, id), or null/null if standalone.
creator_idintThe API admin.
tagsarrayTag titles.

List / search notes

GET /api/notes
Query params: resource_type, resource_id, visibility, search, sort (note_title,note_created,note_updated), order, limit, page. Sticky-notes are always excluded.
curl -G https://your-domain/api/notes -H "Authorization: Bearer YOUR_API_KEY" -d resource_type=client -d resource_id=1

Get a note

GET /api/notes/{id}

Create a note

POST /api/notes
ParameterTypeRequiredNotes
note_titlestringyes
note_descriptionstringyes
note_visibilitystringnopublic (default) or private.
noteresource_typestringnoclient, lead, project, task or user.
noteresource_idintegernoRequired if a type is given; validated to exist.
curl -X POST https://your-domain/api/notes -H "Authorization: Bearer YOUR_API_KEY" \
  -d note_title="Follow-up call" -d note_description="Discuss renewal" \
  -d noteresource_type=client -d noteresource_id=1
Returns the new note (201).

Update a note

PATCH /api/notes/{id}
Edits the title, description and visibility (the resource attachment is immutable).
ParameterTypeRequired
note_titlestringyes
note_descriptionstringyes
note_visibilitystringno

Delete a note

DELETE /api/notes/{id}

Set tags

PUT /api/notes/{id}/tags
Full-set replace (empty clears).

Errors

See Getting started. Note-specific:
StatusMeaning
404 Not FoundThe note id does not exist (or is a sticky-note).
422 Unprocessable EntityValidation failed (missing title/description, invalid resource type, or a resource that does not exist).