accounting/accounts3

accounting/addresses2

accounting/attachments3

accounting/balancesheets2

accounting/cashflowstatements2

accounting/companyinfos2

accounting/contacts3

accounting/creditnotes2

accounting/expenses3

accounting/incomestatements2

accounting/invoices3

accounting/items2

accounting/journalentries3

accounting/payments3

accounting/phonenumbers2

accounting/purchaseorders3

accounting/taxrates2

accounting/trackingcategories2

accounting/transactions2

accounting/vendorcredits2

auth1

connections1

crm/companies3

crm/contacts3

crm/deals3

crm/engagements3

crm/notes3

crm/stages2

crm/tasks3

crm/users2

ecommerce/customers2

ecommerce/fulfillments2

ecommerce/orders3

ecommerce/products3

events1

fieldMappings6

filestorage/files3

filestorage/folders3

filestorage/groups2

filestorage/users2

linkedUsers5

marketingautomation/actions3

marketingautomation/automations3

marketingautomation/campaigns3

marketingautomation/contacts3

marketingautomation/emails2

marketingautomation/events2

marketingautomation/lists3

marketingautomation/messages2

marketingautomation/templates3

marketingautomation/users2

passthrough2

projects2

sync4

ticketing/accounts2

ticketing/attachments3

ticketing/collections2

ticketing/comments3

ticketing/contacts2

ticketing/tags2

ticketing/teams2

ticketing/tickets3

ticketing/users2

webhooks5

crm/notes

Create Notes

Create Notes in any supported Crm software

post/crm/notes

Query parameters

remote_databoolean

Set to true to include data from the original Crm software.

Headers

x-connection-tokenstring required

The connection token

Request body

contentstring nullable required

The content of the note

user_idstring nullable

The UUID of the user tied to the note

company_idstring nullable

The UUID of the company tied to the note

contact_idstring nullable

The UUID of the contact tied to the note

deal_idstring nullable

The UUID of the deal tied to the note

field_mappingsobject nullable

The custom field mappings of the note between the remote 3rd party & Panora

Example request

{
  "content": "My notes taken during the meeting",
  "user_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "company_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "contact_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "deal_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "field_mappings": {
    "fav_dish": "broccoli",
    "fav_color": "red"
  }
}

Response

contentstring nullable required

The content of the note

user_idstring nullable

The UUID of the user tied to the note

company_idstring nullable

The UUID of the company tied to the note

contact_idstring nullable

The UUID of the contact tied to the note

deal_idstring nullable

The UUID of the deal tied to the note

field_mappingsobject nullable

The custom field mappings of the note between the remote 3rd party & Panora

idstring nullable

The UUID of the note

remote_idstring nullable

The ID of the note in the context of the Crm 3rd Party

remote_dataobject nullable

The remote data of the note in the context of the Crm 3rd Party

created_atstring date-time nullable

The created date of the object

modified_atstring date-time nullable

The modified date of the object

Example response

{
  "content": "My notes taken during the meeting",
  "user_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "company_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "contact_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "deal_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "field_mappings": {
    "fav_dish": "broccoli",
    "fav_color": "red"
  },
  "id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "remote_id": "id_1",
  "remote_data": {
    "fav_dish": "broccoli",
    "fav_color": "red"
  },
  "created_at": "2024-10-01T12:00:00Z",
  "modified_at": "2024-10-01T12:00:00Z"
}

Changes

Changed in 4 of the 18 revisions of this API.4321

Aug 5, 2024ca213ae36b7f178See the full diff
- ▲
  the response property company_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property contact_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property content became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property created_at became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property deal_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property field_mappings became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property modified_at became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property remote_data became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property remote_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property user_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property created_at became optional for the status 201
  response-property-became-optional
- ▲
  the response property field_mappings became optional for the status 201
  response-property-became-optional
- ▲
  the response property modified_at became optional for the status 201
  response-property-became-optional
- ▲
  the response property remote_data became optional for the status 201
  response-property-became-optional
- ▲
  the created_at response's property type/format changed from object/ to string/date-time for status 201
  response-property-type-changed
- ▲
  the modified_at response's property type/format changed from object/ to string/date-time for status 201
  response-property-type-changed
- ○
  the endpoint scheme security bearer was removed from the API
  api-security-removed
- ○
  the request property company_id became nullable
  request-property-became-nullable
- ○
  the request property contact_id became nullable
  request-property-became-nullable
- ○
  the request property content became nullable
  request-property-became-nullable
- ○
  the request property deal_id became nullable
  request-property-became-nullable
- ○
  the request property field_mappings became nullable
  request-property-became-nullable
- ○
  the request property user_id became nullable
  request-property-became-nullable
- ○
  the request property field_mappings became optional
  request-property-became-optional
This revision also has 5 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Aug 5, 2024167edd5346ec95See the full diff
- ▲
  the request property company_id became not nullable
  request-property-became-not-nullable
- ▲
  the request property contact_id became not nullable
  request-property-became-not-nullable
- ▲
  the request property content became not nullable
  request-property-became-not-nullable
- ▲
  the request property deal_id became not nullable
  request-property-became-not-nullable
- ▲
  the request property field_mappings became not nullable
  request-property-became-not-nullable
- ▲
  the request property user_id became not nullable
  request-property-became-not-nullable
- ▲
  the request property field_mappings became required
  request-property-became-required
- ▲
  the created_at response's property type/format changed from string/date-time to object/ for status 201
  response-property-type-changed
- ▲
  the modified_at response's property type/format changed from string/date-time to object/ for status 201
  response-property-type-changed
- ○
  the endpoint scheme security bearer was added to the API
  api-security-added
- ○
  the response property created_at became required for the status 201
  response-property-became-required
- ○
  the response property field_mappings became required for the status 201
  response-property-became-required
- ○
  the response property modified_at became required for the status 201
  response-property-became-required
- ○
  the response property remote_data became required for the status 201
  response-property-became-required
This revision also has 8 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Aug 3, 20249d25bd589fe9177See the full diff
- ▲
  the response property company_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property contact_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property content became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property created_at became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property deal_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property field_mappings became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property modified_at became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property remote_data became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property remote_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property user_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property created_at became optional for the status 201
  response-property-became-optional
- ▲
  the response property field_mappings became optional for the status 201
  response-property-became-optional
- ▲
  the response property modified_at became optional for the status 201
  response-property-became-optional
- ▲
  the response property remote_data became optional for the status 201
  response-property-became-optional
- ▲
  the created_at response's property type/format changed from object/ to string/date-time for status 201
  response-property-type-changed
- ▲
  the modified_at response's property type/format changed from object/ to string/date-time for status 201
  response-property-type-changed
- ○
  the request property company_id became nullable
  request-property-became-nullable
- ○
  the request property contact_id became nullable
  request-property-became-nullable
- ○
  the request property content became nullable
  request-property-became-nullable
- ○
  the request property deal_id became nullable
  request-property-became-nullable
- ○
  the request property field_mappings became nullable
  request-property-became-nullable
- ○
  the request property user_id became nullable
  request-property-became-nullable
- ○
  the request property field_mappings became optional
  request-property-became-optional
This revision also has 4 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Aug 1, 2024414c3e999e0b1See the full diff
- ○
  the endpoint scheme security bearer was removed from the API
  api-security-removed

Full history