Create Notes

Purpose

To add new notes.

Endpoints

POST /{module_api_name}/{record_id}/Notes

Request Details

Request URL

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

To add notes for 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
WRITE - Edit note data
CREATE - Create note data

Sample Request

Curl Deluge

Copiedcurl "https://www.zohoapis.com/crm/v7/Leads/1000000145990/Notes"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-d "@newnote.json"
-X POST

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/v7/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

Parent_IdJSON object, mandatory
Contains the details of the parent record.
- moduleJSON object, mandatory
  Represents the details of the requested module. It is mandatory to specify either the API name or the unique ID of the requested module. Refer to GET Modules API to get the details.
- idstring, mandatory
  Specify the unique ID of the parent record. Refer to Refer the GET Records API to get valid record IDs.
Note_Contentstring, mandatory
Specify the content of the note.

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": [
        {
            "Parent_Id": {
                "module": {
                    "api_name": "Leads",  //API name of the module
                    "id": "2423488000000000125" //module ID
                },
                "id": "2423488000000771297" //record ID
            },
            "Note_Content": "note content after edit"
        }
    ]
}

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": [
        {
            "code": "SUCCESS",
            "details": {
                "Modified_Time": "2023-12-18T18:48:25+05:30",
                "Modified_By": {
                    "name": "Patricia",
                    "id": "2423488000000483001"
                },
                "Created_Time": "2023-12-18T18:48:25+05:30",
                "id": "2423488000000776006",
                "Created_By": {
                    "name": "Patricia",
                    "id": "2423488000000483001"
                }
            },
            "message": "record added", 
            "status": "success"
        }
    ]
}