manage_whatsapp_deal_notes
Comprehensive WhatsApp deal note management tool supporting all note operations. A note is what somebody wrote on a sales deal; a note that carries a due date IS a task. Perfect for managing sales notes, tracking tasks, and attaching files to deals. Supports both standalone notes and comments nested under deal history events.
Available actions:
list: Retrieve all notes for a deal with filtering and metadata
create: Create a new note (optionally as a task with due date, or as a comment on a deal event)
update: Update note text, due date, completion status, or file attachments
delete: Remove a note (requires confirmation)
Note: The Sales Funnel API is available on the Platform Professional subscription and above. Write endpoints return HTTP 403 when the account's plan does not include it; read endpoints are deliberately NOT plan-gated. Restricted agents (plain agent role) only ever receive their own deals, regardless of filters.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| done | No | Completes the task (true) or reopens it (false). Update only. | |
| skip | No | Number of notes to skip (>= 0). List only. | |
| text | No | Note body (required for create, optional for update) | |
| dueAt | No | ISO 8601 date-time string. A note that has one IS a task. On update, passing null turns the task back into a plain note. | |
| event | No | Id of one of the deal's own history events. Create only, set at birth and never moved. Makes the note a comment nested under that event. | |
| files | No | Ids of previously uploaded files to attach. Upload them first with the file-upload tools (POST /files). On BOTH create and update this means the COMPLETE list the note carries afterwards, never a delta: ids missing from the list are detached, and an empty array [] removes all of them. Accepted attachment types: images (jpeg, png, webp), PDF, Word, Excel, PowerPoint, plain text and markdown. | |
| limit | No | Maximum number of notes to return (1-200, default 50). List only. | |
| action | Yes | Action to perform on deal notes | |
| dealId | No | Deal ID (required for all actions) | |
| noteId | No | Note ID (required for update and delete) | |
| confirmDeletion | No | Confirmation flag required for delete action |