create-note
Add a sales note to a deal, person, or organization in Zentria CRM. Use the optional pinned flag to highlight important notes and keep customer context in one place.
Instructions
Create a sales note (POST /api/public/sales/notes). Scope: sales:write.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"body": "<body>"
},
"name": "create-note"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| body | Yes | Note body. | |
| dealId | No | ||
| pinned | No | ||
| personId | No | ||
| organizationId | No |