> ## Documentation Index > Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt > Use this file to discover all available pages before exploring further. # Create a Note > Creates a note attached to a person (Contact) or company (Company), identified by domain identifiers rather than by list/contact IDs. For a person, supply at least one of linkedin_url, email, crm_id, or phone. For a company, supply at least one of website_url or name. If no matching record exists yet, a minimal Contact or Company is created on the fly and the note is attached to its stable ID. Creates a note attached to a **person** (Contact) or a **company** (Company). Unlike the older list-scoped endpoints, v2 notes are addressed by **domain identifiers** rather than by contact-list and contact IDs — so you can attach a note without first looking the person up in a list. The target is resolved from the identifiers you provide. If no matching record exists yet, a minimal Contact or Company is created on the fly and the note is attached to its stable ID. ### Request Body | Field | Type | Required | Max Length | Description | | --------- | ------ | -------- | ---------- | --------------------------------------------------------------------------------------------- | | `type` | string | Yes | — | `person` or `company`. Determines which identifier fields are required. | | `user_id` | string | Yes | — | ID of the team member authoring the note. Must be a member of the team that owns the API key. | | `content` | string | Yes | 10,000 | Plain text content of the note. | #### Person identifiers (`type: "person"`) Supply **at least one** of: | Field | Type | Max Length | Description | | -------------- | ------ | ---------- | ---------------------------------------------------------- | | `linkedin_url` | string | 500 | LinkedIn profile URL. Username is extracted automatically. | | `email` | string | 320 | Email address. | | `crm_id` | string | 200 | External CRM identifier (e.g. `salesforce:003XXX`). | | `phone` | string | 50 | Phone number in E.164 format. | Optionally, link a company when a **new** Contact has to be created (ignored if the person already exists): | Field | Type | Max Length | Description | | ----------------- | ------ | ---------- | -------------------------------------- | | `company_name` | string | 300 | Company name to link to the person. | | `company_website` | string | 500 | Company website to link to the person. | #### Company identifiers (`type: "company"`) Supply **at least one** of: | Field | Type | Max Length | Description | | ------------- | ------ | ---------- | ------------------------------------------------------------------- | | `website_url` | string | 500 | Company website URL. Normalized to hostname for matching. | | `name` | string | 300 | Company name. Case-insensitive match against the company name list. | ### Example Request — person ```json theme={null} { "type": "person", "user_id": "507f1f77bcf86cd799439033", "content": "Mentioned moving back from Lisbon next quarter.", "email": "john@example.com", "company_name": "Acme Corp" } ``` ### Example Request — company ```json theme={null} { "type": "company", "user_id": "507f1f77bcf86cd799439033", "content": "Renewal owner is the new VP of Ops — loop in before Q3.", "website_url": "https://acme.com" } ``` ### Response (201) Returns the created [note object](/api-reference/endpoint/list-notes#note-object). For a person note, `contact` is set; for a company note, `company` is set. ### Errors | Status | Description | | ------ | --------------------------------------------------------------------------------------------------------------- | | 400 | Validation failed (e.g. no identifier supplied for the chosen `type`), or `user_id` is not a member of the team | ## OpenAPI ````yaml POST /v2/notes openapi: 3.0.1 info: title: Salesfinity API description: API documentation for Salesfinity platform license: name: MIT version: 1.0.0 servers: - url: https://client-api.salesfinity.co security: - ApiKeyAuth: [] paths: /v2/notes: post: tags: - Notes summary: Create a note description: >- Creates a note attached to a person (Contact) or company (Company), identified by domain identifiers rather than by list/contact IDs. For a person, supply at least one of linkedin_url, email, crm_id, or phone. For a company, supply at least one of website_url or name. If no matching record exists yet, a minimal Contact or Company is created on the fly and the note is attached to its stable ID. operationId: create-note requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/CreateNoteDTO' responses: '201': description: Note created successfully content: application/json: schema: $ref: '#/components/schemas/NoteDTO' '400': description: >- Validation failed (e.g. missing identifiers for the chosen type), or the user is not a member of the team components: schemas: CreateNoteDTO: type: object required: - type - user_id - content properties: type: type: string enum: - person - company example: person description: Target type. Determines which identifier fields are required. user_id: type: string description: >- ID of the team member authoring the note. Must be a member of the team that owns the API key. example: 507f1f77bcf86cd799439011 content: type: string maxLength: 10000 description: Plain text content of the note example: Mentioned moving back from Lisbon next quarter. linkedin_url: type: string maxLength: 500 example: https://linkedin.com/in/johndoe description: >- LinkedIn profile URL (person only). Username is extracted automatically. Person notes require at least one of linkedin_url, email, crm_id, or phone. email: type: string format: email maxLength: 320 example: john@example.com description: Email address (person only) crm_id: type: string maxLength: 200 example: salesforce:003XXX description: External CRM identifier (person only) phone: type: string maxLength: 50 example: '+14155552671' description: Phone number in E.164 format (person only) company_name: type: string maxLength: 300 example: Acme Corp description: >- Company name to link to the person if a new Contact is created. Ignored if the person already exists. (person only) company_website: type: string maxLength: 500 example: https://acme.com description: >- Company website to link to the person if a new Contact is created. Ignored if the person already exists. (person only) website_url: type: string maxLength: 500 example: https://acme.com description: >- Company website URL (company only). Normalized to hostname for matching. Company notes require at least one of website_url or name. name: type: string maxLength: 300 example: Acme Corp description: >- Company name (company only). Case-insensitive match against the company name list. NoteDTO: type: object properties: _id: type: string example: 507f1f77bcf86cd799439011 team: type: string example: 507f1f77bcf86cd799439012 author: allOf: - $ref: '#/components/schemas/NoteAuthorDTO' description: >- Note author. Populated when available; otherwise just the user ID under _id. content: type: string description: Plain text content of the note is_pinned: type: boolean description: Whether this note is pinned to the top pinned_at: type: string format: date-time nullable: true pinned_by: type: string nullable: true contact: type: string nullable: true description: Contact this note is attached to (mutually exclusive with company) company: type: string nullable: true description: Company this note is attached to (mutually exclusive with contact) createdAt: type: string format: date-time updatedAt: type: string format: date-time NoteAuthorDTO: type: object properties: _id: type: string example: 507f1f77bcf86cd799439011 first_name: type: string last_name: type: string email: type: string image: type: string securitySchemes: ApiKeyAuth: type: apiKey in: header name: x-api-key ````