Notes APIs

Notes are to provide some additional information about a contact, account, deal or task. You can find the notes section in most of the modules. Hence, with Notes API, you can create, delete, or update notes. You can perform actions on single or multiple notes.

Get Notes

Purpose

To get the list of notes.

Endpoints

GET /Notes

GET /Notes/{note_id}

GET /{module_api_name}/{record_id}/Notes

Request Details

Request URL

{api-domain}/crm/{version}/Notes

To get a specific note:
{api-domain}/crm/{version}/Notes/{note_id}

To get notes from a specific record:
{api-domain}/crm/{version}/{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, Appointments, Services 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, appointments, services and custom

Possible operation types

ALL - Full access to notes
READ - Get note data

Parameters

pagenumber, optional
To get the list of records from the respective pages. Default value is 1.
per_pagenumber, optional
To get the list of records available per page. The default and the maximum possible value is 200.
fieldsstring, mandatory
Specify the API names of the fields whose details you want to receive in the response.

Note

You can fetch a maximum of 200 records per API call. Use the page and per_page parameters to paginate and fetch the remaining records in subsequent calls.
By default, the notes are sorted and displayed chronologically in the API response, i.e, the oldest note is displayed first. However, if you choose "Recent First" in CRM's web UI, sorting happens based on the newest note first. Note that the option you choose in the web UI is user-specific, and applies to all the modules that have Notes as a related list.

Sample Request

Curl Deluge

Copiedcurl "https://www.zohoapis.com/crm/v3/Notes?fields=Owner,Created_Time,Note_Title"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Copiedresponse = invokeurl
[
	url: "https://www.zohoapis.com/crm/v3/Notes?fields=Owner,Created_Time,Note_Title"
	type: GET
	connection:"crm_oauth_connection"
];
info response;

Response JSON Keys

OwnerJSON object
Represents the name, ID, and email of the record owner.
Modified_Timestring
Represents the date and time at which the current note was last modified.
$attachmentsJSON array
Represents the details of the attachment, if the current note has any.
Created_Timestring
Represents the date and time at which the note was created.
Parent_Idstring
Represents the display name and the unique ID of the parent record.
$editableboolean
Represents if the user can edit the current note.
true: The user can edit the current note.
false: The user cannot edit the current note.
$se_modulestring
Represents the API name of the parent module of the note.
Modified_ByJSON object
Represents the name, ID, and email of the user who last modified the note.
idstring
Represents the unique ID of the current note.
Created_ByJSON object
Represents the name, ID, and email of the user who created the current note.
Note_Titlestring
Represents the title of the current note.
Note_Contentstring
Represents the content of the current note.
$is_shared_to_clientboolean
Represents if the note is shared with a client portal user.
sizeinteger
Represents the size of the voice note in bytes, if any.
$voice_noteboolean
Represents if the current note has a voice note attached.

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.READ scope. Create a new client with valid scope. Refer to scope section above.
NO_PERMISSIONHTTP 403
Permission denied to read notes details
Resolution: The user does not have permission to retrieve 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 read notes
Resolution: The user does not have the permission to retrieve notes data. Contact your system administrator.
REQUIRED_PARAM_MISSINGHTTP 400
One of the expected parameter is missing
Resolution: Specify the mandatory parameters. Refer to the Parameters section above for more details.

Sample Response

Copied{
    "data": [
        {
            "Owner": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001",
                "email": "patricia.boyle@zohocorp.com"
            },
            "Created_Time": "2022-04-20T14:52:11+05:30",
            "id": "4876876000001017003",
            "Note_Title": null
        },
        {
            "Owner": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001",
                "email": "patricia.boyle@zohocorp.com"
            },
            "Created_Time": "2021-08-09T09:52:26+05:30",
            "id": "4876876000000333685",
            "Note_Title": "Deal details"
        },
        {
            "Owner": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001",
                "email": "patricia.boyle@zohocorp.com"
            },
            "Created_Time": "2021-08-09T09:52:26+05:30",
            "id": "4876876000000333684",
            "Note_Title": "Info"
        },
        {
            "Owner": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001",
                "email": "patricia.boyle@zohocorp.com"
            },
            "Created_Time": "2021-08-09T09:52:26+05:30",
            "id": "4876876000000333683",
            "Note_Title": "Call notes"
        },
        {
            "Owner": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001",
                "email": "patricia.boyle@zohocorp.com"
            },
            "Created_Time": "2021-08-09T09:52:26+05:30",
            "id": "4876876000000333682",
            "Note_Title": "Call scheduled"
        },
        {
            "Owner": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001",
                "email": "patricia.boyle@zohocorp.com"
            },
            "Created_Time": "2021-08-09T09:52:26+05:30",
            "id": "4876876000000333681",
            "Note_Title": "Follow up call"
        }
    ],
    "info": {
        "per_page": 200,
        "next_page_token": null,
        "count": 6,
        "page": 1,
        "previous_page_token": null,
        "page_token_expiry": null,
        "more_records": false
    }
}