dex_create_note
Create timeline entries in Dex CRM by adding notes with timestamps, categorizing interactions, and linking contacts to track relationship history.
Instructions
Create a new note or timeline entry. Requires event_time (ISO datetime). Use meeting_type to categorize: 'call', 'coffee', 'email', 'meal', 'meeting', 'networking', 'note', 'other', 'party', 'text'. The meeting_type_id is resolved automatically from the note types API. Associate contacts via timeline_items_contacts array of { contact_id }. The note text goes in the 'note' field.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | Yes |