Kaizen #46 - Handling Notes through Zoho CRM API (Part 1/2)

Kaizen #46 - Handling Notes through Zoho CRM API (Part 1/2)

Hello everyone!
Welcome back to another week of Kaizen!
This week, we will discuss Handling Notes through Zoho CRM API.

What will you learn from this post?
  1. Notes in Zoho CRM
  2. Working with Notes through Notes APIs
1. Notes in Zoho CRM

1a. Why add Notes to records?
Notes are a great way to summarize your observations on customer and prospect interactions and outcomes. By saving notes as CRM data, a sales rep will always be able to keep track of how a sale is progressing. To know more about notes in Zoho CRM, click here. 

1b. Associated Modules
You can attach notes to the records in the following modules:
Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, and Custom.

2. Working with Notes through Notes APIs

Request URL to get all the notes from all the modules: {{api-domain}}/crm/v2/Notes
Request URL to get a specific note: {{api-domain}}/crm/v2/Notes/{note_id}
Request URL with pagination parameters: {{api-domain}}/crm/v2/Notes?page=2&per_page=200 //fetches note records from 201-400, based on their position in Zoho CRM

Request method: GET

Sample Response
{
    "data": [
        {
            "Owner": {
                "name": "Patricia Boyle",
                "id": "4150868000000225013",
                "email": "patricia.b@zohocorp.com"
            },
            "Modified_Time": "2020-07-28T11:58:59+05:30",
            "$attachments": null,
            "Created_Time": "2020-07-28T11:55:47+05:30",
            "Parent_Id": {
                "name": null,
                "id": "4150868000002567076"
            },
            "$editable": true,
            "$se_module": "Leads",
            "$is_shared_to_client": false,
            "Modified_By": {
                "name": "Patricia Boyle",
                "id": "4150868000000225013",
                "email": "patricia.b@zohocorp.com"
            },
            "$size": null,
            "$voice_note": false,
            "id": "4150868000002748029",
            "Created_By": {
                "name": "Patricia Boyle",
                "id": "4150868000000225013",
                "email": "patricia.b@zohocorp.com"
            },
            "Note_Title": "Contacted",
            "Note_Content": null
        }
    ],
    "info": {
        "per_page": 1,
        "count": 1,
        "page": 1,
        "more_records": true
    }
}

Response JSON Keys
Key
Description
Owner
JSON Object
Represents the name, ID, and email ID of the owner of the note. This is a read-only field.
Modified_Time
Date and time in ISO 8601 format
Represents the date and time at which the note was last modified. This is a read-only field.
$attachments
JSON array
Represents the details of the attachments of the note. 
Created_Time
Date and time in ISO 8601 format
Represents the date and time at which the note was created. This is a read-only field.
Parent_Id
JSON object
Represents the name and unique ID of the parent record.
$editable
Boolean
Represents if the current user has the permission edit notes.
$se_module
String
Represents the API name of the parent module.
$is_shared_to_client
Boolean
Represents if the note is shared with a client portal user. 
Modified_By
JSON Object
Represents the name, ID, and email ID of the user who last modified the note.This is a read-only field.
$size
Integer
Represents the size of the voice note in bytes, if any. 
$voice_note
Boolean
Represents if the current note has a voice note attached. 
id
String
Represents the unique ID of the note.
Created_By
JSON object
Represents the name, ID, and email ID of the user who created the note. This is a read-only field.
Note_Title
String
Represents the title of the note.
Note_Content
String
Represents the content of the note.

Request URL: {{api-domain}}/crm/v2/Notes
Request Method: POST

Sample Input
{
    "data": [
        {
            "Note_Title": "Contacted",
            "Note_Content": "Need to do further tracking",
            "Parent_Id": "4150868000002748005",
            "se_module": "Leads"
        }
    ]
}

Input JSON Keys
Key
Description
Note_Title
String
The title of the note.
Note_Content
String
The note content.
Parent_Id
String
The unique ID of the parent record.
se_module
String
The API name of the parent module.

Things of note
  1. You cannot add values for the following read_only fields: Owner, Modified_Time, Created_Time, Modified_By, and Created_By.
  2. You can create a maximum of 100 notes per API call.
Sample Response


Request URL: {{api-domain}}/crm/v2/Notes
Request URL to update a specific note: {{api-domain}}/crm/v2/Notes/{note_id}

Request Method: PUT

Sample input to update a specific note:
{
    "data": [
        {
            "Note_Title": "Contacted",
            "Note_Content": "Junk Lead"
        }
    ]
}

Sample Response


Things of note
  1. When you update multiple notes, add "id" of the note in the request body. You can retrieve it using Get Notes API. 
  2. You can update only two fields of a note: Note_Title and Note_Content. You cannot update values for the following read_only fields: Owner, Modified_Time, Created_Time, Modified_By, and Created_By.
  3. You can update a maximum of 100 notes per API call.
Request URL: {{api-domain}}/crm/v2/Notes?ids={id1,id2,..}
Request URL to delete a specific note: {{api-domain}}/crm/v2/Notes/{note_id}

Request Method: DELETE

Sample Response


Things of note
  1. You can delete a maximum of 100 notes per API call.
We hope you found this post useful. Write to us at support@zohocrm.com if you have any questions, or let us know in the comment section.

Cheers!





    • Sticky Posts

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

    • Recent Topics

    • Zoho Projects : Task should auto-update to 'In Progress' if timer started

      Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers

    • Invoice template with sales tax totals

      Hi everyone,  I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one

    • Zoho Delayed Posting & Loss of Article Thumbnails on BlueSky

      Hello! I am wondering if anyone else has had the either of the following issues when posting to socials via Zoho and if there is a fix? 1. Post says it is scheduled or it is live when sent off via Zoho but it doesn't show up on socials till some time

    • Connection Not Secure (Certificate Mismatch) Error

      Hi, Just a fyi, when you go to https://bigin.zohocloud.ca/bigin/Home you get a "Your Connection Is Not private" error. (Certificate mismatch to domain.) I get to that page after I have signed up and signed in as a customer and select the Access Bigin

    • Recording the Investment

      Hello, - One Investor Invested to our company, So how do we record investment which we received in our bank in the Zoho books ? - How do we record if we provide shares to the investor in the Zoho books? Thanks

    • Export Invoices to XML file

      Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

    • Client and Vendor portal at the same time

      We have companies that serve both as clients and vendors and they are linked. However, we have a problem giving them access to the vendor/client portal. If they accept the invitation from the client portal, when we try to invite them to the vendor portal

    • Integrate Multiple ZohoBooks organization with zoho projects

      We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a

    • Ways to calculate the difference form two years or months

      Hi to everyone I have this request: I need to show the difference or variation from two periods (years or months) whether using a Pivot View or a graph, in this is case is better in a Pivot view. In the pivot view I will have the amount or results from

    • Career site URL - Suggestion to modify URL of non-english job posting

      Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Introducing Contract Settings & Backdated Contracts in Zoho Contracts

      We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancements

    • Celebrating our customers on International Client's Day

      Hi everyone, Every customer is part of our Zoho Desk family, and we wouldn’t want to miss celebrating you on this special day. This International Client's Day, we’d like to take a moment to appreciate every customer who has helped us grow and build meaningful

    • Zoho Books | Product updates | February 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting

    • Faster Ticket Response with use of Snippets in comments

      Hello everyone, Responding to tickets often involves repeating the same messages, whether it is sharing updates with customers or leaving notes for internal collaboration. To make this easier and more consistent, we are allowing agents to use snippets

    • Improving Zoho Creator's email deliverability

      Hi all, We're pleased to announce updates to email handling in Zoho Creator to improve the deliverability of the emails sent from the Creator platform. These updates have been designed keeping in mind the fact that emails from domains with strong sender

    • What's New in Zoho Billing | February 2026

      February brings a powerful set of updates to Zoho Billing, from smarter subscription management and flexible payment options to better reporting and more control over your hosted pages. Here's everything that's new this February. Create Subscriptions

    • Reassign Partially Saved Entries

      Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan

    • Can we rely on order of returned ids when inserting multiple records?

      Hello! API https://www.zoho.com/crm/developer/docs/api/v8/insert-records.html does not mention that the response array will match the input array*, keeping this important information implicit and someone might have doubts to rely on it. (*the response

    • Displaying only unread tickets in ticket view

      Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

    • What is a realistic turnaround time for account review for ZeptoMail?

      On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

    • Zoho Books: tax is not automatically pulled from product-data anymore - why?

      Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,

    • Issue creating a YTD report with last years numbers

      I am looking to create a widget to compare the YTD leads we have in 2023 to the YTD leads we had in 2022. I'm having issues with the aggregate formula creation to gain access to the 2022 Leads YTD data point. Feeling like this is a common view of data

    • Brand Studio Projects in Analytics

      Hi All, Currently pulling my hair out over trying to link together some social media posts for a reporting dashboard in Analytics, so I thought I'd see if anyone on here had a solution. Our Marketing Team created a LinkedIn campaign in Zoho Brand Studio,

    • Manage Testing Process in Zoho Sprints

      Agile framework supports a robust quality assurance system that incorporates continuous testing throughout the development lifecycle of the product. The agile testing team focuses on planning the testing around the development, identifying defects early

    • Announcing the Zohotshots of the ZDC Hackathon 2025

      Hey everyone, The wait is finally over! After weeks of building, experimenting, and pushing creative boundaries, we’re excited to announce the winners of the second edition of the ZDC Hackathon. This edition brought together an incredible community of

    • ZOHO CRM Button Integration

      Hi Team, I’m currently working with Zoho CRM along with a custom application where I fetch deal details from the CRM and use them based on my requirements for each deal. Now, I want to enhance this setup. I plan to create a button on the Deal Detail page

    • Major journey crash and not loading. Zoho Marketing Automation

      Hi all. Last night (19MAR, 2026) Marketing Automation for a specific journey completely crashed, and since the crash the specific journey has failed to load at all (blank journey canvas, no journey appears, no menu accessible) but other separate journey's

    • Candidate Assessments, no workflows.

      I have an issue where I would like to trigger a workflow based on a candidate assessment being completed. Sometimes a returning candidate will complete a second assessment, on completion the status of the candidate will be updated to "Unqualified" if

    • Mail Merge in Zoho Desk

      Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.

    • Workdrive backup and default storage selection

      Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the

    • Zoho vault filling in a form it's not supposed to fill in

      Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever was

    • Zoho Booking Integration with Desk

      Just wanting to share something in case it helps someone else who may run into a similar use case as we did. Issue: Currently, the Zoho Booking integration with desk will drop a comment into the ticket when a customer books a time, however it won't change

    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

    • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

      Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.

    • Organization wide Account and Contacts Visibility/Sharing Capabilities?

      Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to

    • Notification of Interaction Assignment

      If a user is assigned an interaction, they should be notified via email. These are almost useless because if I assign an interaction for someone to respond to, they dont know that I assigned it to them without me telling them or them logging in and discovering

    • Countries List Global Set- Complete with Phone Country Code and Continent.

      Dear Zoho Team I saw your recent addition to the Global Sets regarding the Countries list and states. While working on it, why didn't you also add things like Continent and Phone Country Code? Also, some ISO codes from some Countries/regions are mis

    • Custom Display Field for Lookup Dropdowns in Zoho CRM

      Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and

    • Message as bot

      I would like to be able to send a Cliq message truly as a bot. the current implementation of this function, while it sends the message as a bot it sends that message inside a chat from the user how authenticated the flow cliq connection instead of directly

    • Next Page