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Docs
History
Schema
Generate

Filter operations

Annuity Contract Values4

Annuity Contracts4

Automations2

Books2

Businesses6

Clients1

Contacts6

Custom Fields3

Financial Accounts4

Households6

Images1

Insurance Policies4

Intake Forms4

Meetings5

Notes12

get/v1/households/{household_id}/notesList notes
post/v1/households/{household_id}/notesCreate a note
get/v1/households/{household_id}/notes/{id}Get a note
patch/v1/households/{household_id}/notes/{id}Update a note
get/v1/contacts/{contact_id}/notesList notes
post/v1/contacts/{contact_id}/notesCreate a note
get/v1/contacts/{contact_id}/notes/{id}Get a note
patch/v1/contacts/{contact_id}/notes/{id}Update a note
get/v1/businesses/{business_id}/notesList notes
post/v1/businesses/{business_id}/notesCreate a note
get/v1/businesses/{business_id}/notes/{id}Get a note
patch/v1/businesses/{business_id}/notes/{id}Update a note

Opportunities8

People18

Pipelines2

Project Templates2

Projects4

Prospects1

Related records6

Tags1

Tasks11

Trusts4

Users1

Webhooks2

Notes

Changes to Create a note

post/v1/contacts/{contact_id}/notes

Nov 3, 2026173c41bf6be9 Revision changes
- info
  endpoint added