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 #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

      • Kaizen #152 - Client Script Support for the new Canvas Record Forms

        Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

      • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

        Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

        • Recent Topics

        • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

          Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

        • What's New in Zoho Inventory | August – October 2025

          Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

        • Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

          Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When

        • Zoho Developer - Feature Request Platform

          Zoho Developer is one of the most underatted platform in zoho ecosystem, however, it may just be what zoho needs to welcome more people to use Zoho Services. The more developers you have creating zoho creator applications and zoho extensions the more

        • Last/Previous month in relative date filter

          In the relative date filter, what is the difference between "Last 2 months" and "Previous 2 months"? So, if we are on 25-July, then is my understanding correct of the following: Last 2 months :=:      25-May~24 July Previous 2 months :=:     01-May~30-June Thanks.

        • Tags get removed from notes on mobile

          I don't know why this keeps happening even after all these app updates but if you log out and log back into the app or you reinstall it, all the tags you assigned to your notes get taken off, but if you go on the desktop version the tags are still there.

        • VAT rates - exempt and out of scope

          Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

        • Introducing Lead Capture: Empower exhibitors to capture leads effortlessly

          Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capture

        • Work Order Creation Issue

          Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image

        • Convert invoice from zoho to xml with all details

          How to convert an Invoice to XML format with all details

        • URGENT: ChatGPT Extension Failing With “gpt-3 Access Error” (Priority Support)

          Appreciate support reviewing this urgently. I am a Priority Support member and need immediate clarification on a recurring issue involving the ChatGPT extensions inside Zoho Desk. Both extensions — including the version created and published by Zoho —

        • Zoho Desk iOS update: Custom buttons, follow/ unfollow option on tickets

          Hello everyone! In the most recent Zoho Desk iOS app update, we have brought in support to access the custom buttons configured on web app(desk.zoho.com). Using custom buttons you can seamlessly execute predefined actions directly from their mobile devices,

        • Zoho pdf suit

          Pl. design products with following feature: 1. Please add all features given in Ilovepdf website to work on pdf files. It is mandatory to use pdf in court work. 2. Courts have prescribed New Times Roman, pl. add this font as well 3. Indexing, signature

        • Zoho Not Working

          Today Zoho not wokring

        • Dynamically autofill fields with URL parameters

          I have a zoho form embedded in my organization's WP website. Our users find their account with a search tool, and then can select to open this page with the embedded form. The URL of the page holds the parameter that I need, but I cannot figure out how

        • Integrate Projects for Desk KB article release tasks

          Could you please look into the possibility of integrating project tasks for Zoho Desk article release processes? We are looking for an internal integration between Zoho Projects and Zoho Desk's KB article drafting, reviewing and releasing tasks. We could

        • Issue in Annual Leave

          We created a policy to credit 21 days at the Start of the Year An employee has taken 16 days of leaves thought the year, so we expect to see 5 Leaves remaining right? But Zoho People is Showing 12 Days of Leave Balance Available If we check the Leave

        • Use the searchBy parameter to find user by email address

          I'm trying to find a user is Zoho Desk via the Api. In the documentation I see that there is the possibility to add a searchBy parameter in the request. But I can't find how the search values should be formatted. I've tried multiple things and get either

        • Zoho CRM Community Digest - September 2025 | Part 2

          Hello Everyone! Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place. Let’s dive in. Product Updates: The All-New Address Field! The new Address field type makes it easier to capture complete addresses in one structured

        • Zoho Vault API: Create new Secrets

          Hello, I attempt to Post Secrets to the vault, since the encrypted entries are almost impossible to decrypt, since there is no documentation on how to decrypt them. Like with the lack of documentation on how to descrypt, there are missing information regarding on how to create new secrets/post secrets. Source: https://www.zoho.com/vault/api/#create-a-new-secret When I try to send JSON Informationen as a POST-Request I only receive the error message: {     "operation": {         "result": {             "error_code": "",

        • CRM and Finance Tab - Add Invoice "Subject " Column

          When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this.  We need to see what that invoice is for, without opening it.   If we have tons of invoices we need a way to quick

        • Collections Management: #4 Before, During & After Payment Processing

          "Mark, I think the payment link isn't working. Can you send it again?" Staring at a message, Mark got on his phone. This was the third time the same customer had asked him that week. A few minutes later, another message came, "Hey, the invoice total seems

        • Account name not populating when importing contacts

          When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file

        • Suggestion to improve zoho writer

          I am using your product, I believe it is very useful, however, i was writing a note and I needed to draw an arrow in different angles to explain a point and I couldn't. it would be helpful, to add draw functions to the zoho writer. thanks

        • webhook basic authentication

          II want to use a webhook to send out a SMS. Unfortunately Twilio does not use an authToken but basic authentication. I created the webhook as POST and get this url: https://{username}:{password}@api.twilio.com/2010-04-01/Accounts/{account}/Messages?body=<BODY>&to=+155555555&from=+1555555555

        • Custom function return type

          Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding

        • Issue with Hour Calculation in Zoho People Attendance Module

          I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, the

        • Push Notification for New Bookings in Zoho Bookings App

          when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?

        • Automation in Zoho Sprints

          Hi. I have a Sprints board with the following statuses: ToDo, InProgress, CodeReview, Testing, Preprod, Live When a ticket is moved from e.g. Testing to Preprod, the following tags should be modified: remove 'tested OK' remove 'ready for Preprod' add

        • Export Purchase orders as Excel

          Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel

        • Draft & Schedule Emails Directly in Bigin

          Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, but

        • TDS Filing

          Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?

        • Zia’s AI Assist now helps you write clearer notes — in seconds

          After helping recruiters craft job descriptions, emails, and assessments, Zia’s AI Assist is now stepping in to make note-taking effortless too. Whether you’re recording feedback after an interview or sharing quick updates with your team, you can now

        • Shortcut to fill a range of cells

          Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found

        • Object required error

          Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(ws

        • Zoho CRM - Rename "Estimates" in CRM Finance Suite Integration to "Quotes"

          I'm not sure if it's been 2 or 3 years now since Zoho Books renamed Estimates to Quotes. I still see "Estimates" in the Zoho CRM integration. Could this be added to Translation settings so that some customisation could be made on an account by account

        • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

          I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful

        • New Series Announcement - Ecommerce Marketing Tips

          Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce

        • Marketing Tip #7: Add a blog to your online store

          A blog is more than content. It’s a magnet for new customers. Sharing product guides, styling tips, or industry insights through blog posts builds trust and helps you rank higher on search engines. Try this today: Write one blog post answering a common

        • Kanban view on Zoho CRM mobile app!

          What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given

        • Next Page