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?
- Notes in Zoho CRM
- 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
2a. Get Notes
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", }, "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", }, "$size": null, "$voice_note": false, "id": "4150868000002748029", "Created_By": { "name": "Patricia Boyle", "id": "4150868000000225013", }, "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. |
2b. Create Notes
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
- You cannot add values for the following read_only fields: Owner, Modified_Time, Created_Time, Modified_By, and Created_By.
- You can create a maximum of 100 notes per API call.
Sample Response
2c. Updating Notes
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
- When you update multiple notes, add "id" of the note in the request body. You can retrieve it using Get Notes API.
- 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.
- You can update a maximum of 100 notes per API call.
2d. Delete Notes
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
- 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!
Previous 'Kaizen' - Handling Attachments API in Java and Java SDK (Part 2/2)
Next 'Kaizen' - Handling Notes through Zoho CRM API (Part 1/2)
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