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Notes

Notes are standalone records that can be linked to people, companies, or opportunities via the Note Relations API. Create the note first, then attach it.

Source:apiDocs/note.md
MethodPathDescription
POST/rest/notesCreate a new note
GET/rest/notes/{id}Get a note by ID
GET/rest/notesList notes
PATCH/rest/notes/{id}Update a note
DELETE/rest/notes/{id}Delete a note
POST/rest/notes

Create a new note. Body content supports plain text or rich bodyV2 format.

Body

titlestring

Note title

bodystring

Plain text body auto-converted to rich format

bodyV2object

{ markdown: string, blocknote: string } for rich content

Requestcurl
curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Intro call",
    "body": "Discussed product fit. Sarah is evaluating tools for Q3."
  }'
GET/rest/notes/{id}

Retrieve a single note by UUID.

Parameters

idrequiredUUID

Note ID

depthnumber

1 = include note targets (linked records)

Requestcurl
curl -G "https://app.usedalil.ai/rest/notes/note-uuid" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "depth=1"
GET/rest/notes

List notes with filtering and sorting.

Parameters

limitnumber

Records per page (default 60)

starting_afterUUID

Pagination cursor

filterstring

Filter expression

order_bystring

Sort field and direction

Requestcurl
curl -G "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "order_by=createdAt[DescNullsLast]" \
  --data-urlencode "limit=20"
PATCH/rest/notes/{id}

Update a note's title or body. Partial updates send only changed fields.

Parameters

idrequiredUUID

Note ID

Requestcurl
curl -X PATCH "https://app.usedalil.ai/rest/notes/note-uuid" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "body": "Updated: Sarah confirmed Q3 budget approved." }'
DELETE/rest/notes/{id}

Permanently delete a note. Linked note targets (relations) are also removed.

Parameters

idrequiredUUID

Note ID

Requestcurl
curl -X DELETE "https://app.usedalil.ai/rest/notes/note-uuid" \
  -H "Authorization: Bearer YOUR_API_KEY"

Linking Notes to Records

After creating a note, link it to a person, company, or opportunity using the /rest/noteTargets endpoint:

curl -X POST "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "noteId": "note-uuid",
    "personId": "person-uuid"
  }'

Use personId, companyId, or opportunityId as the relation target.

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