Create Notes

Purpose

To add new notes.

Request Details

Request URL

https://www.zohoapis.com/crm/v2/Notes

To add notes for a specific record:
https://www.zohoapis.com/crm/v2/{module_api_name}/{record_id}/Notes

Supported modules

Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, and Custom

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.modules.ALL
(or)
scope=ZohoCRM.modules.{module_name}.{operation_type}
(and)
scope=ZohoCRM.modules.notes.{operation_type}

Possible module names

leads, accounts, contacts, deals, campaigns, tasks, events, calls, cases, events, calls, solutions, products, vendors, pricebooks, quotes, salesorders, purchaseorders, invoices, and custom

Possible operation types

ALL - Full access to notes
WRITE - Edit note data
CREATE - Create note data

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v2/Leads/1000000145990/Notes"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-d "@newnote.json"
-X POST
3.0.08.0
Copied//Get instance of NotesOperations Class
NotesOperations notesOperations = new NotesOperations();

//Get instance of BodyWrapper Class that will contain the request body
BodyWrapper bodyWrapper = new BodyWrapper();

//List of Note instances
List < com.zoho.crm.api.notes.Note > notes = new ArrayList < com.zoho.crm.api.notes.Note > ();

for (int i = 1; i <= 5; i++) {
    //Get instance of Note Class
    com.zoho.crm.api.notes.Note note = new com.zoho.crm.api.notes.Note();

    //Set Note_Title of the Note
    note.setNoteTitle("Contacted");

    //Set NoteContent of the Note
    note.setNoteContent("Need to do further tracking");

    //Get instance of Record Class
    Record parentRecord = new Record();

    //Set ID of the Record
    parentRecord.setId(3477061000005702002 L);

    //Set ParentId of the Note
    note.setParentId(parentRecord);

    //Set SeModule of the Record
    note.setSeModule("Leads");

    //Add Note instance to the list
    notes.add(note);
}

//Set the list to notes in BodyWrapper instance
bodyWrapper.setData(notes);

//Call createNotes method that takes BodyWrapper instance as parameter 
APIResponse < ActionHandler > response = notesOperations.createNotes(bodyWrapper);
Copiedimport javax.net.ssl.SSLContext;
import org.apache.http.HttpEntity;
import org.apache.http.HttpResponse;
import org.apache.http.client.methods.HttpEntityEnclosingRequestBase;
import org.apache.http.client.methods.HttpPost;
import org.apache.http.client.methods.HttpUriRequest;
import org.apache.http.client.utils.URIBuilder;
import org.apache.http.conn.ssl.NoopHostnameVerifier;
import org.apache.http.conn.ssl.SSLConnectionSocketFactory;
import org.apache.http.entity.StringEntity;
import org.apache.http.impl.client.CloseableHttpClient;
import org.apache.http.impl.client.HttpClientBuilder;
import org.apache.http.protocol.HTTP;
import org.apache.http.util.EntityUtils;
import org.json.JSONArray;
import org.json.JSONObject;
public class CreateNotes 
{
	@SuppressWarnings("deprecation")
	private static void createNotes()
	{
		try
		{
			HttpClientBuilder httpClientBuilder = HttpClientBuilder.create();
			SSLContext sslContext = SSLContext.getDefault();
			SSLConnectionSocketFactory sslConnectionSocketFactory = new SSLConnectionSocketFactory(sslContext, NoopHostnameVerifier.INSTANCE);
			CloseableHttpClient httpclient = httpClientBuilder.setSSLSocketFactory(sslConnectionSocketFactory).build();
			URIBuilder uriBuilder = new URIBuilder("https://www.zohoapis.com/crm/v2/Notes");
			HttpUriRequest requestObj = new HttpPost(uriBuilder.build());
			HttpEntityEnclosingRequestBase requestBase = (HttpEntityEnclosingRequestBase) requestObj;
			JSONObject requestBody = new JSONObject();
			JSONArray recordArray = new JSONArray();
			JSONObject recordObject = new JSONObject();
			recordObject.put("Note_Title", "Contacted");
			recordObject.put("Note_Content", "Need to do further tracking");
			recordObject.put("Parent_Id", "34770617736020");
			recordObject.put("se_module", "Leads");
			recordArray.put(recordObject);
			recordObject = new JSONObject();
			recordObject.put("Note_Title", "Contacted1");
			recordObject.put("Note_Content", "Need to do further tracking");
			recordObject.put("Parent_Id", "34770617736020");
			recordObject.put("se_module", "Leads");
			recordArray.put(recordObject);
			requestBody.put("data", recordArray);
			requestBase.setEntity(new StringEntity(requestBody.toString(), HTTP.UTF_8));
			requestObj.addHeader("Authorization", "Zoho-oauthtoken 1000.xxxxxxx.xxxxxxx");
			HttpResponse response = httpclient.execute(requestObj);
			HttpEntity responseEntity = response.getEntity();
			System.out.println("HTTP Status Code : " + response.getStatusLine().getStatusCode());
			if(responseEntity != null)
			{
				Object responseObject = EntityUtils.toString(responseEntity);
				String responseString = responseObject.toString();
				System.out.println(responseString);
			}
		}
		catch(Exception ex)
		{
			ex.printStackTrace();
		}
	}
	@SuppressWarnings("deprecation")
	private static void addNotesforASpecificRecord()
	{
		try
		{
			HttpClientBuilder httpClientBuilder = HttpClientBuilder.create();
			SSLContext sslContext = SSLContext.getDefault();
			SSLConnectionSocketFactory sslConnectionSocketFactory = new SSLConnectionSocketFactory(sslContext, NoopHostnameVerifier.INSTANCE);
			CloseableHttpClient httpclient = httpClientBuilder.setSSLSocketFactory(sslConnectionSocketFactory).build();
			URIBuilder uriBuilder = new URIBuilder("https://www.zohoapis.com/crm/v2/Leads/34770617736020/Notes");
			HttpUriRequest requestObj = new HttpPost(uriBuilder.build());
			HttpEntityEnclosingRequestBase requestBase = (HttpEntityEnclosingRequestBase) requestObj;
			JSONObject requestBody = new JSONObject();
			JSONArray recordArray = new JSONArray();
			JSONObject recordObject = new JSONObject();
			recordObject.put("Note_Title", "Contacted");
			recordObject.put("Note_Content", "Need to do further tracking");
			recordArray.put(recordObject);
			recordObject = new JSONObject();
			recordObject.put("Note_Title", "Contacted1");
			recordObject.put("Note_Content", "Need to do further tracking");
			recordArray.put(recordObject);
			requestBody.put("data", recordArray);
			requestBase.setEntity(new StringEntity(requestBody.toString(), HTTP.UTF_8));
			requestObj.addHeader("Authorization", "Zoho-oauthtoken 1000.xxxxxxx.xxxxxxx");
			HttpResponse response = httpclient.execute(requestObj);
			HttpEntity responseEntity = response.getEntity();
			System.out.println("HTTP Status Code : " + response.getStatusLine().getStatusCode());
			if(responseEntity != null)
			{
				Object responseObject = EntityUtils.toString(responseEntity);
				String responseString = responseObject.toString();
				System.out.println(responseString);
			}
		}
		catch(Exception ex)
		{
			ex.printStackTrace();
		}
	}
	public static void main(String[] args) 
	{
		createNotes();
		addNotesforASpecificRecord();
	}
}
3.0.07.x
Copied//Get instance of NotesOperations Class
$notesOperations = new NotesOperations();
//Get instance of BodyWrapper Class that will contain the request body
$bodyWrapper = new BodyWrapper();
//List of Note instances
$notes = array();
for($i = 1; $i <= 5; $i++)
{
        $nodeClass = 'com\zoho\crm\api\notes\Note';
        //Get instance of Note Class
        $note = new $nodeClass();
        //Set Note_Title of the Note
        $note->setNoteTitle("Contacted");
        //Set NoteContent of the Note
        $note->setNoteContent("Need to do further tracking");
        //Get instance of Record Class
        $parentRecord = new Record();
        //Set ID of the Record
        $parentRecord->setId("34770615702002");
        //Set ParentId of the Note
        $note->setParentId($parentRecord);
        //Set SeModule of the Record
        $note->setSeModule("Leads");
        //Add Note instance to the list
        array_push($notes, $note);
}
//Set the list to notes in BodyWrapper instance
$bodyWrapper->setData($notes);
//Call createNotes method that takes BodyWrapper instance as parameter 
$response = $notesOperations->createNotes($bodyWrapper);
Copied<?php

class CreateNotes
{
    public function execute(){
        $curl_pointer = curl_init();
        
        $curl_options = array();
        $url = "https://www.zohoapis.com/crm/v2/Notes";
        
        $curl_options[CURLOPT_URL] =$url;
        $curl_options[CURLOPT_RETURNTRANSFER] = true;
        $curl_options[CURLOPT_HEADER] = 1;
        $curl_options[CURLOPT_CUSTOMREQUEST] = "POST";
        $requestBody = array();
        $recordArray = array();
        $recordObject = array();
        $recordObject["Note_Title"]="Contacted";
        $recordObject["Note_Content"]="Need to do further tracking";
        $recordObject["Parent_Id"]="35240335811001";
        $recordObject["se_module"]="Leads";
        
        
        $recordArray[] = $recordObject;
        $requestBody["data"] =$recordArray;
        $curl_options[CURLOPT_POSTFIELDS]= json_encode($requestBody);
        $headersArray = array();
        
        $headersArray[] = "Authorization". ":" . "Zoho-oauthtoken " ."1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf";
        
        $curl_options[CURLOPT_HTTPHEADER]=$headersArray;
        
        curl_setopt_array($curl_pointer, $curl_options);
        
        $result = curl_exec($curl_pointer);
        $responseInfo = curl_getinfo($curl_pointer);
        curl_close($curl_pointer);
        list ($headers, $content) = explode("\r\n\r\n", $result, 2);
        if(strpos($headers," 100 Continue")!==false){
            list( $headers, $content) = explode( "\r\n\r\n", $content , 2);
        }
        $headerArray = (explode("\r\n", $headers, 50));
        $headerMap = array();
        foreach ($headerArray as $key) {
            if (strpos($key, ":") != false) {
                $firstHalf = substr($key, 0, strpos($key, ":"));
                $secondHalf = substr($key, strpos($key, ":") + 1);
                $headerMap[$firstHalf] = trim($secondHalf);
            }
        }
        $jsonResponse = json_decode($content, true);
        if ($jsonResponse == null && $responseInfo['http_code'] != 204) {
            list ($headers, $content) = explode("\r\n\r\n", $content, 2);
            $jsonResponse = json_decode($content, true);
        }
        var_dump($headerMap);
        var_dump($jsonResponse);
        var_dump($responseInfo['http_code']);
        
    }
    
}
(new CreateNotes())->execute();
3.0.08.x
Copied//Get instance of NotesOperations Class
NotesOperations notesOperations = new NotesOperations();
//Get instance of BodyWrapper Class that will contain the request body
BodyWrapper bodyWrapper = new BodyWrapper();
//List of Note instances
List<Com.Zoho.Crm.API.Notes.Note> notes = new List<Com.Zoho.Crm.API.Notes.Note>();
for(int i = 1; i <= 5; i++)
{
    //Get instance of Note Class
    Com.Zoho.Crm.API.Notes.Note note = new Com.Zoho.Crm.API.Notes.Note();
    //Set Note_Title of the Note
    note.NoteTitle = "Contacted";
    //Set NoteContent of the Note
    note.NoteContent = "Need to do further tracking";
    //Get instance of Record Class
    Com.Zoho.Crm.API.Record.Record parentRecord = new Com.Zoho.Crm.API.Record.Record();
    //Set ID of the Record
    parentRecord.Id = 3477061000006920152;
    //Set ParentId of the Note
    note.ParentId = parentRecord;
    //Set SeModule of the Record
    note.SeModule = "Leads";
    //Add Note instance to the list
    notes.Add(note);
}
//Set the list to notes in BodyWrapper instance
bodyWrapper.Data = notes;
//Call CreateNotes method that takes BodyWrapper instance as parameter 
APIResponse<ActionHandler> response = notesOperations.CreateNotes(bodyWrapper);
Copiedusing System;
using System.IO;
using System.Net;
using System.Text;
using Newtonsoft.Json.Linq;
namespace Com.Zoho.Crm.API.Sample.RestAPI.Notes
{
    public class CreateNotes
    {
        public static void CreateNote()
        {
            HttpWebRequest request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2/Notes");
            request.Method = "POST";
            request.Headers["Authorization"] = "Zoho-oauthtoken 1000.abfeXXXXXXXXXXX2asw.XXXXXXXXXXXXXXXXXXsdc2";
            JObject requestBody = new JObject();
            JArray recordArray = new JArray();
            JObject recordObject = new JObject();
            recordObject.Add("Note_Title", "Contacted");
            recordObject.Add("Note_Content", "Need to do further tracking");
            recordObject.Add("Parent_Id", "347706107736020");
            recordObject.Add("se_module", "Leads");
            recordArray.Add(recordObject);
            recordObject = new JObject();
            recordObject.Add("Note_Title", "Contacted1");
            recordObject.Add("Note_Content", "Need to do further tracking");
            recordObject.Add("Parent_Id", "347706107736020");
            recordObject.Add("se_module", "Leads");
            recordArray.Add(recordObject);
            requestBody.Add("data", recordArray);
            string dataString = requestBody.ToString();
            var data = Encoding.UTF8.GetBytes(dataString);
            int dataLength = data.Length;
            request.ContentLength = dataLength;
            using (var writer = request.GetRequestStream())
            {
                writer.Write(data, 0, dataLength);
            }
            request.KeepAlive = true;
            HttpWebResponse response;
            try
            {
                response = (HttpWebResponse)request.GetResponse();
            }
            catch (WebException e)
            {
                if (e.Response == null) { throw; }
                response = (HttpWebResponse)e.Response;
            }
            HttpWebResponse responseEntity = response;
            Console.WriteLine("HTTP Status Code : " + (int)response.StatusCode);
            string responsestring = new StreamReader(responseEntity.GetResponseStream()).ReadToEnd();
            responseEntity.Close();
            Console.WriteLine(responsestring);
        }
        public static void AddNotesforASpecificRecord()
        {
            HttpWebRequest request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2/Leads/34770617736020/Notes");
            request.Method = "POST";
            request.Headers["Authorization"] = "Zoho-oauthtoken 1000.abfeXXXXXXXXXXX2asw.XXXXXXXXXXXXXXXXXXsdc2";
            JObject requestBody = new JObject();
            JArray recordArray = new JArray();
            JObject recordObject = new JObject();
            recordObject.Add("Note_Title", "Contacted");
            recordObject.Add("Note_Content", "Need to do further tracking");
            recordArray.Add(recordObject);
            recordObject = new JObject();
            recordObject.Add("Note_Title", "Contacted1");
            recordObject.Add("Note_Content", "Need to do further tracking");
            recordArray.Add(recordObject);
            requestBody.Add("data", recordArray);
            string dataString = requestBody.ToString();
            var data = Encoding.UTF8.GetBytes(dataString);
            int dataLength = data.Length;
            request.ContentLength = dataLength;
            using (var writer = request.GetRequestStream())
            {
                writer.Write(data, 0, dataLength);
            }
            request.KeepAlive = true;
            HttpWebResponse response;
            try
            {
                response = (HttpWebResponse)request.GetResponse();
            }
            catch (WebException e)
            {
                if (e.Response == null) { throw; }
                response = (HttpWebResponse)e.Response;
            }
            HttpWebResponse responseEntity = response;
            Console.WriteLine("HTTP Status Code : " + (int)response.StatusCode);
            string responsestring = new StreamReader(responseEntity.GetResponseStream()).ReadToEnd();
            responseEntity.Close();
            Console.WriteLine(responsestring);
        }
    }
}
3.0.03.x.x
Copied# Get instance of NotesOperations Class
notes_operations = NotesOperations()
# Get instance of BodyWrapper Class that will contain the request body
request = BodyWrapper()
# List to hold Note instances
notes_list = []
for i in range(0, 4):
    # Get instance of Note Class
    note = Note()
    # Set Note Content of the Note
    note.set_note_content("Need to do further tracking")
    # Set Note Title of the Note
    note.set_note_title('Contacted ' + str(i))
    # Get instance of Record Class
    parent_record = Record()
    # Set ID of the Record
    parent_record.set_id(3409643000002267003)
    # Set ParentId of the Note
    note.set_parent_id(parent_record)
    # Set SeModule of the Record
    note.set_se_module('Leads')
    notes_list.append(note)
# Set the list to notes in BodyWrapper instance
request.set_data(notes_list)
# Call create_notes method that takes BodyWrapper instance as parameter
response = notes_operations.create_notes(request)
Copieddef create_notes():
    import requests
    import json

    url = 'https://www.zohoapis.com/crm/v2/Notes'

    headers = {
        'Authorization': 'Zoho-oauthtoken 1000.04be928e4a96XXXXXXXXXXXXX68.0b9eXXXXXXXXXXXX60396e268'
    }

    request_body = dict()

    record_list = list()

    record_object_1 = {
        'Note_Title': 'Contacted',
        'Note_Content':'Need to do further tracking',
        'Parent_Id': '3409643000002277005',
        'se_module': 'Contacts'
    }

    record_object_2 = {
        'Note_Title': 'Follow Up',
        'Note_Content': 'Need to do further tracking',
        'Parent_Id': '3409643000002267003',
        'se_module': 'Leads'
    }

    record_list.append(record_object_1)
    record_list.append(record_object_2)

    request_body['data'] = record_list

    response = requests.post(url=url, headers=headers, data=json.dumps(request_body).encode('utf-8'))

    if response is not None:
        print("HTTP Status Code : " + str(response.status_code))

        print(response.json())

create_notes()

def add_notes_to_specific_record():
    import requests
    import json

    url = 'https://www.zohoapis.com/crm/v2/Leads/3409643000002267003/Notes'

    headers = {
        'Authorization': 'Zoho-oauthtoken 1000.04be928e4a96XXXXXXXXXXXXX68.0b9eXXXXXXXXXXXX60396e268'
    }

    request_body = dict()

    record_list = list()

    record_object_1 = {
        'Note_Title': 'New Note',
        'Note_Content': 'Amigo',
    }

    record_object_2 = {
        'Note_Title': 'Follow Up',
        'Note_Content': 'Need to do further tracking',
    }

    record_list.append(record_object_1)
    record_list.append(record_object_2)

    request_body['data'] = record_list

    response = requests.post(url=url, headers=headers, data=json.dumps(request_body).encode('utf-8'))

    if response is not None:
        print("HTTP Status Code : " + str(response.status_code))

        print(response.json())

add_notes_to_specific_record()
1.0.010.x
Copied//Get instance of NotesOperations Class
let notesOperations = new NotesOperations();
//Get instance of BodyWrapper Class that will contain the request body
let request = new BodyWrapper();
//Array to hold Note instances
let notesArray = [];
for (let index = 0; index < 5; index++) {
    //Get instance of Note Class
    let note = new Note();
    //Set Note Content of the Note
    note.setNoteContent("Need to do further tracking");
    //Set Note Title of the Note
    note.setNoteTitle("Contacted");
    //Get instance of Record Class
    let parentRecord = new Record();
    //Set ID of the Record
    parentRecord.setId(3409643000002757042n);
    //Set ParentId of the Note
    note.setParentId(parentRecord);
    //Set SeModule of the Record
    note.setSeModule("PRoducts");
    //Add Note instance to the array
    notesArray.push(note);
}
//Set the array to notes in BodyWrapper instance
request.setData(notesArray);
//Call createNotes method that takes BodyWrapper instance as parameter
let response = await notesOperations.createNotes(request);
Copiedasync function createNotes() {
    const got = require("got");

    let url = 'https://www.zohoapis.com/crm/v2/Notes'
    let headers = {
        Authorization : "Zoho-oauthtoken 1000.354df3680b39983084e6a9d1894732f3.aae0efe21a1cf8c14beb10f6f4c92bc9"
    }

    let requestBody = {}
    let recordArray = []

    let recordObject1 = {
        Note_Title : 'Contacted',
        Note_Content :'Need to do further tracking',
        Parent_Id : '3409643000002277005',
        se_module : 'Contacts'
    }

    let recordObject2 = {
        Note_Title : 'Follow Up',
        Note_Content :'Need to do further tracking',
        Parent_Id : '3409643000002267003',
        se_module : 'Leads'
    }

    recordArray.push(recordObject1)
    recordArray.push(recordObject2)

    requestBody['data'] = recordArray

    let requestDetails = {
        method : "POST",
        headers : headers,
        body : JSON.stringify(requestBody),
        encoding: "utf8",
        throwHttpErrors : false
    };
    
    let response = await got(url, requestDetails)
    
    if(response != null) {
        console.log(response.statusCode);
        console.log(response.body);
    } 
}
createNotes()

async function addNotesToSpecificRecord() {
    const got = require("got");

    let url = 'https://www.zohoapis.com/crm/v2/Leads/3409643000002267003/Notes'

    let headers = {
        Authorization : "Zoho-oauthtoken 1000.354df3680b39983084e6a9d1894732f3.aae0efe21a1cf8c14beb10f6f4c92bc9"
    }

    let requestBody = {}
    let recordArray = []

    let recordObject1 = {
        Note_Title : 'Contacted',
        Note_Content :'Need to do further tracking'
    }

    let recordObject2 = {
        Note_Title : 'Follow Up',
        Note_Content :'Need to do further tracking',
    }

    recordArray.push(recordObject1)
    recordArray.push(recordObject2)

    requestBody['data'] = recordArray

    let requestDetails = {
        method : "POST",
        headers : headers,
        body : JSON.stringify(requestBody),
        encoding: "utf8",
        throwHttpErrors : false
    };
    
    let response = await got(url, requestDetails)
    
    if(response != null) {
        console.log(response.statusCode);
        console.log(response.body);
    }  
}

addNotesToSpecificRecord()
2.02.x.x
Copied# Get instance of NotesOperations Class
no = Notes::NotesOperations.new
# List to hold Note instances
notes = []
(0..5).each do |i|
  # Get instance of Note Class
  note = Notes::Note.new
  # Set Note Title of the Note
  note.note_title = 'Contacted'
  # Set Note Content of the Note
  note.note_content = 'Need to do further tracking'
  # Get instance of Record Class
  parent_record = Record::Record.new
  # Set ID of the Record
  parent_record.id = 3_524_033_000_005_495_066
  # Set ParentId of the Note
  note.parent_id = parent_record
  # Set SeModule of the Record
  note.se_module = 'Leads'
  notes.push(note)
end
# Get instance of BodyWrapper Class that will contain the request body
body_wrapper = Notes::BodyWrapper.new
# Set the list to notes in BodyWrapper instance
body_wrapper.data = notes
# Call create_notes method that takes BodyWrapper instance as parameter
response = no.create_notes(body_wrapper)
Copiedclass CreateNotes
    def execute
       
        url ="https://www.zohoapis.com/crm/v2/Notes"
        url = URI(url)
        req = Net::HTTP::Post.new(url.request_uri)
        http = Net::HTTP.new(url.host, url.port)
        http.use_ssl = true
        headers={}
        headers["Authorization"]="Zoho-oauthtoken 1000.50XXXXXXXXX&77e3a.44XXXXXXXXX8353"
        headers&.each { |key, value| req.add_field(key, value) }
       
        request_body = {};
        record_array = [];
        record_object = {};
        record_object["FieldAPIName"] = "FieldAPIValue";   
        record_object["Note_Title"]="Contacted";
        record_object["Note_Content"]="Need to do further tracking";
        record_object["Parent_Id"]="3524033000005811001";
        record_object["se_module"]="Leads";
           
        record_array = [record_object];
        request_body["data"] =record_array; 
        request_json = request_body.to_json
        req.body = request_json.to_s
        response=http.request(req)
        status_code = response.code.to_i
        headers = response.each_header.to_h
        print status_code
        print headers
        unless response.body.nil?
            print  response.body
        end
    end
end

CreateNotes.new.execute
1.0.0ES6
Copied//Get instance of NotesOperations Class
let notesOperations = new ZCRM.Note.Operations();
//Get instance of BodyWrapper Class that will contain the request body
let request = new ZCRM.Note.Model.BodyWrapper();
//Array to hold Note instances
let notesArray = [];
for (let index = 0; index < 5; index++) {
    //Get instance of Note Class
    let note = new ZCRM.Note.Model.Note();
    //Set Note Content of the Note
    note.setNoteContent("Need to do further tracking");
    //Set Note Title of the Note
    note.setNoteTitle("Contacted");
    //Get instance of Record Class
    let parentRecord = new ZCRM.Record.Model.Record();
    //Set ID of the Record
    parentRecord.setId(34770616838058n);
    //Set ParentId of the Note
    note.setParentId(parentRecord);
    //Set SeModule of the Record
    note.setSeModule("Leads");
    //Add Note instance to the array
    notesArray.push(note);
}
//Set the array to notes in BodyWrapper instance
request.setData(notesArray);
//Call createNotes method that takes BodyWrapper instance as parameter
let response = await notesOperations.createNotes(request);
Copiedvar listener = 0;
class CreateNotes {

	async createNote()	{
		var url = "https://www.zohoapis.com/crm/v2/Notes"
        var parameters = new Map()
        var headers = new Map()
        var token = {
            clientId:"1000.NPY9M1V0XXXXXXXXXXXXXXXXXXXF7H",
            redirectUrl:"http://127.0.0.1:5500/redirect.html",
            scope:"ZohoCRM.users.ALL,ZohoCRM.bulk.read,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,Aaaserver.profile.Read,ZohoCRM.org.ALL,profile.userphoto.READ,ZohoFiles.files.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.variable_groups.ALL"
        }
        var accesstoken = await new CreateNotes().getToken(token)
        headers.set("Authorization", "Zoho-oauthtoken " + accesstoken)
        var requestMethod = "POST"
        var reqBody = {
            "data": [
               {
                    "Note_Title": "Contacted",
                    "Note_Content": "Need to do further tracking",
                    "Parent_Id": "35240336239039",
                    "se_module": "Leads"
                }
            ]
        }
        var params = "";
        parameters.forEach(function(value, key) {
            if (parameters.has(key)) {
                if (params) {
                    params = params + key + '=' + value + '&';
                }
                else {
                    params = key + '=' + value + '&';
                }
            }
        });
        var apiHeaders = {};
        if(headers) {
            headers.forEach(function(value, key) {
                apiHeaders[key] = value;
            });
        }
        if (params.length > 0){
            url = url + '?' + params.substring(0, params.length - 1);
        }
        var requestObj = {
            uri : url,
            method : requestMethod,
            headers : apiHeaders,
            body : JSON.stringify(reqBody),
            encoding: "utf8",
            allowGetBody : true,
			throwHttpErrors : false
        };
        var result = await new CreateNotes().makeAPICall(requestObj);
        console.log(result.status)
        console.log(result.response)
    }

	async addNotesforASpecificRecord()	{
		var url = "https://www.zohoapis.com/crm/v2/Leads/35240336239039/Notes"
        var parameters = new Map()
        var headers = new Map()
        var token = {
            clientId:"1000.NPY9M1V0XXXXXXXXXXXXXXXXXXXF7H",
            redirectUrl:"http://127.0.0.1:5500/redirect.html",
            scope:"ZohoCRM.users.ALL,ZohoCRM.bulk.read,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,Aaaserver.profile.Read,ZohoCRM.org.ALL,profile.userphoto.READ,ZohoFiles.files.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.variable_groups.ALL"
        }
        var accesstoken = await new CreateNotes().getToken(token)
        headers.set("Authorization", "Zoho-oauthtoken " + accesstoken)
        var requestMethod = "POST"
        var reqBody = {
            "data": [
               {
                    "Note_Title": "Contacted",
                    "Note_Content": "Need to do further tracking"
                }
            ]
        }
        var params = "";
        parameters.forEach(function(value, key) {
            if (parameters.has(key)) {
                if (params) {
                    params = params + key + '=' + value + '&';
                }
                else {
                    params = key + '=' + value + '&';
                }
            }
        });
        var apiHeaders = {};
        if(headers) {
            headers.forEach(function(value, key) {
                apiHeaders[key] = value;
            });
        }
        if (params.length > 0){
            url = url + '?' + params.substring(0, params.length - 1);
        }
        var requestObj = {
            uri : url,
            method : requestMethod,
            headers : apiHeaders,
            body : JSON.stringify(reqBody),
            encoding: "utf8",
            allowGetBody : true,
			throwHttpErrors : false
        };
        var result = await new CreateNotes().makeAPICall(requestObj);
        console.log(result.status)
        console.log(result.response)
	}

    async getToken(token) {

        if(listener == 0) {

            window.addEventListener("storage", function(reponse) {
                if(reponse.key === "access_token" && (reponse.oldValue != reponse.newValue || reponse.oldValue == null)){
                    location.reload();
                }
                if(reponse.key === "access_token"){

                    sessionStorage.removeItem("__auth_process");
                }
            }, false);
            listener = 1;
            if(sessionStorage.getItem("__auth_process")) {
                sessionStorage.removeItem("__auth_process");
            }
        }
        ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
            var isKeyExists = localStorage.hasOwnProperty(k);
            if(isKeyExists) {
                sessionStorage.setItem(k, localStorage[k]);
            }
            localStorage.removeItem(k);
        });
        var valueInStore = sessionStorage.getItem("access_token");
        var tokenInit = sessionStorage.getItem("__token_init");
        if(tokenInit != null && valueInStore != null && Date.now() >= parseInt(tokenInit) + 59 * 60 * 1000){ // check after 59th minute
            valueInStore = null;
            sessionStorage.removeItem("access_token");
        }

        var auth_process = sessionStorage.getItem("__auth_process");
        if ((valueInStore == null && auth_process == null) || (valueInStore == 'undefined' && (auth_process == null || auth_process == "true"))) {
            var accountsUrl = "https://accounts.zoho.com/oauth/v2/auth"
            var clientId;
            var scope;
            var redirectUrl;
            if(token != null) {
                clientId = token.clientId;
                scope = token.scope;
                redirectUrl = token.redirectUrl;
            }

            var fullGrant = sessionStorage.getItem("full_grant");
            var grantedForSession = sessionStorage.getItem("granted_for_session");
            if(sessionStorage.getItem("__token_init") != null && ((fullGrant != null && "true" == full_grant) || (grantedForSession != null && "true" == grantedForSession))) {
                accountsUrl += '/refresh';
            }
            if (clientId && scope) {
                sessionStorage.setItem("__token_init", Date.now());
                sessionStorage.removeItem("access_token");
                sessionStorage.setItem("__auth_process", "true");
                window.open(accountsUrl + "?" + "scope" + "=" + scope + "&"+ "client_id" +"=" + clientId + "&response_type=token&state=zohocrmclient&redirect_uri=" + redirectUrl);
                ["granted_for_session", "access_token","expires_in","expires_in_sec","location","api_domain","state","__token_init","__auth_process"].forEach(function (k) {
                    var isKeyExists = localStorage.hasOwnProperty(k);
                    if(isKeyExists){
                        sessionStorage.setItem(k, localStorage[k]);
                    }
                    localStorage.removeItem(k);
                });
                valueInStore = sessionStorage.getItem("access_token");
            }
        }
        if(token != null && valueInStore != 'undefined'){
            token.accessToken = valueInStore;
        }
        return token.accessToken;
    }

    async makeAPICall(requestDetails) {
        return new Promise(function (resolve, reject) {
            var body, xhr, i;
            body = requestDetails.body || null;
            xhr = new XMLHttpRequest();
            xhr.withCredentials = true;
            xhr.open(requestDetails.method, requestDetails.uri, true);
            for (i in requestDetails.headers) {
                xhr.setRequestHeader(i, requestDetails.headers[i]);
            }
            xhr.send(body);
            xhr.onreadystatechange = function() {
                if(xhr.readyState == 4) {
                    resolve(xhr);
                }
            }
        })
    }
}
Copiednote1 = Map();
note1.put("Note_Title", "Contacted");
note1.put("Note_Content", "Need to do further tracking");
note1.put("Parent_Id", "692969000000981055");
note1.put("se_module", "Leads");

dataList = List();
dataList.add(note1);

params = Map();
params.put("data", dataList);

response = invokeurl
[
	url :"https://www.zohoapis.com/crm/v2/Notes"
	type :POST
	parameters: params.toString()
	connection:"crm_oauth_connection"
];
info response;

In the request, "@newnote.json" contains the sample input data.

Request JSON Keys

  • Note_Titlestring, optional

    Specify the title of the note.

  • Note_Contentstring, mandatory

    Specify the content of the note.

  • Parent_Idstring, mandatory

    Specify the unique ID of the parent record. Refer to Get Records API to get valid record IDs.

  • se_modulestring, mandatory

    Specify the module API name of the parent module. Refer to Modules API to get valid module API names.

Note
  • You must use only Field API names in the input. You can obtain the field API names from Fields metadata API (the value for the key “api_name” for every field).

  • You can create a maximum of 100 notes per API call.

Sample Input

Copied{
    "data": [
       {
            "Note_Title": "Contacted",
            "Note_Content": "Need to do further tracking",
            "Parent_Id": "412963000001376069",
            "se_module": "Leads"
        }
    ]
}

In the input, specify the field API names of the Notes module along with the corresponding values.

Possible Errors

  • INVALID_MODULEHTTP 400

    The module name given seems to be invalid
    Resolution: You have specified an invalid module name or there is no tab permission, or the module could have been removed from the available modules. Specify a valid module API name.

  • INVALID_MODULEHTTP 400

    The given module is not supported in API
    Resolution: The modules such as Documents and Projects are not supported in the current API. (This error will not be shown, once these modules are been supported). Specify a valid module API name.

  • INVALID_URL_PATTERNHTTP 404

    Please check if the URL trying to access is a correct one
    Resolution: The request URL specified is incorrect. Specify a valid request URL. Refer to request URL section above.

  • OAUTH_SCOPE_MISMATCHHTTP 401

    Unauthorized
    Resolution: Client does not have ZohoCRM.modules.notes.CREATE scope. Create a new client with valid scope. Refer to scope section above.

  • NO_PERMISSIONHTTP 403

    Permission denied to add notes details
    Resolution: The user does not have permission to add notes data. Contact your system administrator.

  • INTERNAL_ERRORHTTP 500

    Internal Server Error
    Resolution: Unexpected and unhandled exception in Server. Contact support team.

  • INVALID_REQUEST_METHODHTTP 400

    The http request method type is not a valid one
    Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above.

  • AUTHORIZATION_FAILEDHTTP 400

    User does not have sufficient privilege to add notes
    Resolution: The user does not have the permission to add notes data. Contact your system administrator.

  • INVALID_DATAHTTP 400

    the related id given seems to be invalid
    Resolution: You have specified an incorrect related record ID. Please specify a valid record ID. Refer to Get Related Records API to get valid record IDs.

  • MANDATORY_NOT_FOUNDHTTP 400

    required field not found
    Resolution: You have not specified one or more mandatory fields in the input. Refer to Fields Metadata API to know the mandatory fields.

Sample Response

Copied{
    "data": [
       {
            "message": "record added",
            "details": {
                "created_by": {
                    "id": "410888000000086001",
                    "name": "Patricia Boyle"
                },
                "id": "410888000000737002",
                "modified_by": {
                    "id": "410888000000086001",
                    "name": "Patricia Boyle"
                },
                "modified_time": "2016-09-16T12:15:13+05:30",
                "created_time": "2016-09-16T12:15:13+05:30"
            },
            "status": "success",
            "code": "SUCCESS"
        }
    ]
}