Documents

Create Account Correspondence

Record ONE message, call or note against an account.

correspondence_date is when it HAPPENED, not when it was recorded - the generated documents read it as the relationship's timeline, so a wrong date is worse than a missing record.

post/accounts/{account_id}/correspondence

Request

  • Base URL: https://be.graph8.com/api/v1
  • URL: https://be.graph8.com/api/v1/accounts/{account_id}/correspondence
  • Auth: HTTP bearer

Path parameters

account_idstring required

The account.

Headers

Authorizationstring nullable
X-Target-Org-Idstring nullable

Request body

channelstring required

email, linkedin or call_notes.

directionstring required

inbound or outbound.

subjectstring nullable
contentstring required

The body. Indexed for retrieval.

correspondence_datestring date-time required

When it happened - NOT when it was recorded. Required.

stakeholder_idstring nullable

The person at the account, when known.

external_idstring nullable

Your id for this message. The app uses it to skip duplicates on /correspondence/import, so send it to make an import re-runnable.

Response

Successful Response

dataDocumentPayload required

An open envelope for one document, folder or questionnaire.

Open on purpose: a Library document carries extraction metadata, a questionnaire carries per-provider processing detail, and a generated deal document carries structured_data and highlights whose shape is the generator's rather than this contract's. Pinning those would silently drop whatever the app learned to return that this file had not caught up on.

Changes

No recorded changes to this operation across all 2 revisions of this API.