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Add Notes via API

  • 8 November 2021
  • 4 replies
  • 53 views
Davidweiss

While it is possible to add activitie via API, it seems not possible to add notes via API. It would be nice to be able to add some context to say Opportunity changes done via API/automation by adding notes to Person/Company/Opps records.

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Best answer by Davidweiss 8 November 2021, 19:20

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?️ zapwise.ch • Digitalisierung & Automatisierung für KMU und NPO

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Michelle from Copper
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Userlevel 7
Badge +7

Hi @Davidweiss, you actually can create a note through the API. Here’s an example request for your reference.

Let me know if that addresses your question/suggestion. Thanks!

- Michelle from Copper
Davidweiss

I realized “Notes” is a type of “Activity” in the API. So it seems it’s possible already :-)

?️ zapwise.ch • Digitalisierung & Automatisierung für KMU und NPO
Davidweiss

Hi @Michelle from Copper I just realized that, exactly what I need. Sorry for the oversight :-)

?️ zapwise.ch • Digitalisierung & Automatisierung für KMU und NPO
Michelle from Copper
Rank
Userlevel 7
Badge +7

@Davidweiss awesome, glad it all worked out. For housekeeping/searchability purposes, I’m going to change this topic from an Idea into a Question and then mark your first response as Best Answer. Feel free to post anything else here in the Communiity!

- Michelle from Copper

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