Adding Note in Deal From Code


#1

We are trying to update deal information from external application via deal id. We want to log the updates done in notes. Is there an API which supports adding of notes?


#2

You can add a note to a particular deal using the Engagements API. When creating a new Engagement, you’ll want to use the NOTE type, and include the dealId you want the note associated with in the associations object in your request body.

e.g.

{
    "engagement": {
        "active": true,
        "ownerId": 1,
        "type": "NOTE",
        "timestamp": 1409172644778
    },
    "associations": {
        "contactIds": [],
        "companyIds": [ ],
        "dealIds": [12345],
        "ownerIds": [ ]
    },
    "metadata": {
        "body": "note body"
    }
}

#3

This works nicely! But how can I put multiline body inside a note? “\n” doesn’t work.


#4

Found it :slight_smile: Use HTML break tag to do this…


#5

@comptly What about OwnerId? How we get all these fields data e.g DealIds etc?