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Understanding Lead Gen & CRM Open API Methods: Notes

Article: 000054792
Updated: December 30, 2025

A reference source for Lead Gen & CRM's note-specific API methods

Lead Gen & CRM has a distinct API organization. This article will detail the methods listed within the Lead Gen & CRM API, related to Notes.


Article Contents


Users:
Administrators 
Company Managers  
Marketing Managers  
Sales Managers  
Salespersons  
Jr. Salespersons  

 

Additional API Information

This article provides specific method content about Lead Gen & CRM's API. However, given the size and scope of the API, information is broken up and is contained in different articles. Each article focuses on a specific function of Lead Gen & CRM's API. Additional API information can be found in the following articles:


 

Notes Methods

createNotes

Create one or more notes. Each note requires an authorID, note content, and at least one entity association (whatID/whatType or whoID/whoType). Valid entity types are: lead, opportunity, account.
 
Params Name Type  Is Required  

objects

 

list<Note>

Required: authorID, note

Optional: title, pinned, whatID, whatType, whoID, whoType

 Required 
       
Return
Data
Name Type    

creates

 list<createResult> 

 

 

 

deleteNotes

Delete one or more notes by ID. This will also remove all associated note associations.
 
Params Name Type  Is Required  

objects

 list<id> Required 
       
Return
Data
Name Type    

deletes

 list<deleteResult> 

 

 

 

getAccountNotes

Retrieve notes for a specific account by ID.
 
Params Name Type  Is Required  

id

 int Required 
       
Return
Data
Name Type    

result

 list<Note> 

 

 

 

getAccountsNotes

Retrieve ALL notes for accounts across all entities. Returns all notes where the entity type is account.
 
Params Name Type  Is Required  
 
       
Return
Data
Name Type    

result

 list<Note> 

 

 

 

getContactNotes

Retrieve notes for a specific lead/contact by ID.
 
Params Name Type  Is Required  
idintRequired 
       
Return
Data
Name Type    

result

 list<Note> 

 

 

 

getOpportunitiesNotes

Retrieve ALL notes for opportunities across all entities. Returns all notes where the entity type is opportunity.
 
Params Name Type  Is Required  
 
       
Return
Data
Name Type    

result

 list<Note> 

 

 

 

getOpportunityNotes

Retrieve notes for a specific opportunity by ID. 
Params Name Type  Is Required  
idintRequired 
       
Return
Data
Name Type    

result

 list<Note> 

 

 

updateNotes

Update one or more notes. Only the note content and pinned status can be updated. Associations can be added but not removed. Valid entity types for whatType/whoType are: lead, opportunity, account.
Params Name Type  Is Required  
objects

list<Note>

Required: id

Optional: note, pinned, whatID, whatType, whoID, whoType

Required 
       
Return
Data
Name Type    

updates

 list<updateResult> 

 


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