Notes

Create person note

Adds a note to a person's CRM profile.

post/v2/api/crm/people/{person_id}/notes

Request

  • Base URL
    https://api.withallo.com
  • URL
    https://api.withallo.com/v2/api/crm/people/{person_id}/notes
  • Auth
    API key in header Authorization

Path parameters

person_idstring required
Example:per-abc123

Person ID (per-*) — the id field from the People API.

Request body

contentstring required

Note text (max 4000 characters). Mention teammates inline with @[Name](usr-...), or @[all](all) to notify the whole team.

Example request

{
  "content": "Escalate to @[Jane Doe](usr-abc123) tomorrow"
}

Response

Note created

Example response

{
  "data": {
    "id": "cno-abc123",
    "person_id": "per-abc123",
    "user": {
      "id": "usr-def456",
      "name": "John Smith"
    },
    "mentions": [
      {
        "user_id": "usr-abc123",
        "name": "Jane Doe"
      }
    ]
  }
}

Changes