Create a note
Attaches a plain-text note to a person (a Contact) or a company (a Company). You identify the target by what you already know about it, such as an email address, a LinkedIn URL or a website, instead of by contact-list and contact IDs.
Matching. For type: "person", Salesfinity tries the identifiers you send in this order and uses the first that matches a contact on your team: crm_id, then the username in linkedin_url, then email, then phone. crm_id, email and phone must equal the stored value exactly; emails are stored in lowercase. For type: "company", it tries the hostname of website_url (lowercased, without www.), then name, compared case-insensitively against the whole company name.
Side effects. If nothing matches, a minimal Contact or Company is created from the identifiers you sent and the note is attached to it. For a new person, company_name and company_website also link the contact to a company, matched or created the same way. Identifiers that belong to the other type are accepted and ignored.
Retries. Not idempotent: every successful call adds another note. If a request times out, check with List notes before sending it again.
user_id is the author and must be a member of the team that owns the API key; member IDs come from the team endpoint. Only the author can later update or delete the note.
How the target is matched
Salesfinity tries the identifiers you send in the order below and uses the first one that matches a record on your team. The others are not checked against it.type. Identifiers that belong to the other type are accepted and ignored.
Request body
Person identifiers (type: "person")
Supply at least one of:
Company identifiers (type: "company")
Supply at least one of:
Example request: person
Example request: company
Response (201)
Returns the created note object. A person note hascontact set; a company note has company set.
Retries
Creating a note is not idempotent: every successful call adds another note. If a request times out, call List notes with the same identifiers before you send it again. Only the author, theuser_id you send here, can later update or delete the note. Any team member can pin it.
Errors
Authorizations
Team-scoped API key generated in the Salesfinity dashboard under Settings → Connections → API & Webhooks. A missing or invalid key returns HTTP 403.
Body
Kind of record to attach the note to: person (a contact) or company. Decides which identifier fields apply.
person, company "person"
ID of the team member who authors the note, a 24-character hex string. Must be a member of the team that owns the API key. Only this member can later edit or delete the note.
"507f1f77bcf86cd799439033"
Plain text of the note, 1 to 10,000 characters.
10000"Mentioned moving back from Lisbon next quarter."
LinkedIn profile URL. Person only. The username after /in/ is extracted and matched. Person notes need at least one of linkedin_url, email, crm_id or phone.
500"https://www.linkedin.com/in/janedoe"
Email address. Person only. Must be a valid email address. Matched exactly, and Salesfinity stores emails in lowercase, so send it in lowercase; a mixed-case address that matches nobody creates a new contact.
320The contact's record ID in your connected CRM, as Salesfinity imported it (for example a Salesforce Contact ID or a HubSpot contact ID). Person only. Matched exactly.
200"0035e00000AbCdEAAZ"
Phone number in E.164 format. Person only. Matched exactly against the contact's stored numbers; saved as a mobile number on a newly created contact.
50"+14155552671"
Company to link a newly created contact to, matched or created like a company note's name. Person only. Ignored when the person already exists.
300"Acme Corp"
Website of the company to link a newly created contact to, matched or created like a company note's website_url. Person only. Ignored when the person already exists.
500"https://acme.com"
Company website. Company only. Matched on its hostname, lowercased and without www., so https://www.acme.com/about matches acme.com. Company notes need at least one of website_url or name.
500"https://acme.com"
Company name. Company only. Matched case-insensitively against the whole name. A company created from it is named exactly as sent.
300"Acme Corp"
Response
The note was created. The body is the note.
Note ID.
"6703f1c2a9e4b8d1c2f3a4b5"
Team that owns the note.
"507f1f77bcf86cd799439012"
The author, with first_name, last_name, email and image when Salesfinity has them. null if the author's user record no longer exists.
Plain text of the note.
Whether the note is pinned. false for a new note.
When the note was pinned. Absent when the note is not pinned.
ID of the member who pinned the note. Absent when the note is not pinned.
ID of the contact the note is attached to. Present on person notes only.
ID of the company the note is attached to. Present on company notes only.
When the note was created.
When the note was last changed, including pin changes.