List notes
Returns every note attached to one person or company, which Salesfinity looks up from the identifiers you send.
Resolve-only: nothing is created, and if no contact or company on your team matches, the response is 404. Identifiers are matched as in Create a note: for a person crm_id, then the username in linkedin_url, then email, then phone; for a company the hostname of website_url, then name (case-insensitive). The first match wins.
Not paginated: the response holds all of the record’s notes. Pinned notes come first, the most recently pinned at the top, followed by the rest newest first.
URL-encode every value. A + in an E.164 phone must be sent as %2B, or it arrives as a space and matches nothing. Query parameters this endpoint does not list are rejected with 400.
404.
The response is not paginated; it holds all of the record’s notes. Pinned notes come first, the most recently pinned at the top, followed by the rest newest first.
Query parameters
Person identifiers (type=person)
Supply at least one. They are tried in this order, and the first that matches wins.
Company identifiers (type=company)
Supply at least one. website_url is tried first.
Example request
Response
Note object
Errors
Authorizations
Team-scoped API key generated in the Salesfinity dashboard under Settings → Connections → API & Webhooks. A missing or invalid key returns HTTP 403.
Query Parameters
Kind of record to look up: person (a contact) or company. Decides which identifier parameters apply.
person, company "person"
LinkedIn profile URL. Person only. The username after /in/ is what is matched.
500"https://www.linkedin.com/in/janedoe"
Email address. Person only. Must be a valid email address. Matched exactly; Salesfinity stores emails in lowercase.
320The contact's record ID in your connected CRM, as Salesfinity imported it (for example a Salesforce Contact ID). Person only. Matched exactly.
200"0035e00000AbCdEAAZ"
Phone number in E.164 format, URL-encoded (%2B14155552671). Person only. Matched exactly against the contact's stored numbers.
50"+14155552671"
Company website. Company only. Matched on its hostname, lowercased and without www..
500"https://acme.com"
Company name. Company only. Matched case-insensitively against the whole name.
300"Acme Corp"
Response
The resolved record and all of its notes.
The type you sent.
person, company ID of the contact the notes belong to. Present when type is person.
"6703f1c2a9e4b8d1c2f3a4b6"
ID of the company the notes belong to. Present when type is company.
"507f1f77bcf86cd799439012"
Every note on the record, not paginated: pinned notes first (most recently pinned first), then the rest newest first.