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!





    • Recent Topics

    • Tracking KPIs, Goals etc in People

      How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their

    • Zoho Desk: Ticket Owner Agents vs Teams

      Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and

    • Can not Use Attachment Button on Android Widget

      this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.

    • Announcing new features in Trident for Mac (1.24.0)

      Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition

    • Vendor Master Enhancements for Faster Purchase Entry

      I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically

    • Mass Mail Statistics - Number of unsent emails

      How do I find out which emails were not sent?

    • Est-il possible d'annuler l'envoi d'un mail automatique ?

      Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.

    • embed a form in an email

      Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates

    • Zoho Bookings - Reserve with Google

      Does Zoho Bookings plan to to integrate with Reserve with Google?

    • How to add Zoho demo site page designs to my Zoho Sites website

      Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu

    • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,

    • Text snippet

      There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that

    • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

      Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We

    • Add Analytics function for Title case (capitalising each word in a string)

      At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.

    • How to conditionally embed an own internal widget with parameters in an html snippet?

      Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following

    • Where can I find rejected inbound mails and their reason for rejection

      Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is

    • Sync more than one Workdrive

      Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards

    • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

      I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

    • Base Currency Adjustment Reversal

      Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'

    • Please implement UAE Central Bank FX rates

      Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways

    • Search Records returning different values than actually present

      Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"

    • Super Admin Access to All Courses and Spaces in Zoho Learn

      Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.

    • Print checks for owner's draw

      Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?

    • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

      [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

    • Revenue Management: #10 Common Mistakes while Recognizing Revenue

      We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing

    • Windows Desktop App - request to add minimization/startup options

      Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

    • integarting attachments from crm to creator

      when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);

    • Search Option

      🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service

    • Mobile Chat Window - Full Screen

      Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks

    • Is it possible to customize ZC Themes?

      I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight

    • Is it possible to create Custom function-based Lookup field in Zoho CRM

      Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.

    • @mention in comments no notification

      Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 

    • Zoho unified inbox

      The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?

    • Add "Running Balance" column to Account Transaction Reports

      Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • WhatsApp Channels in Zoho Campaigns

      Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

    • error : Object code : 6500

      b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------

    • How to book GST paid in zoho books

      hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth

    • I got unknown charge from Zoho

      Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.

    • Function 56: Automatically enable the option for customers to pay via bank account

      Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

    • Next Page