Create note
create_noteAdds a note to a contact or deal with HTML or plain-text content, helping record CRM context and follow-up details.
Instructions
Create note.
Creates a note on a contact or deal. Use GET /v1/note/{noteId} to retrieve the created note. Exactly one of contactId or dealId must be provided.
Supported formats:
text/html: formatted note content. See Notes for the supported tags.text/plain: plain text note content. Line breaks are supported.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| body | Yes | Note content as HTML (see the "Notes" section of `get_api_guide` for supported tags). Plain text without tags is accepted too. | |
| dealId | No | The unique identifier of the deal to associate the note with. Exactly one of `contactId` or `dealId` must be provided. | |
| contactId | No | The unique identifier of the contact to associate the note with. Exactly one of `contactId` or `dealId` must be provided. |