Update a note

curl --request PATCH \
  --url https://client-api.salesfinity.co/v2/notes/{id} \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "content": "Confirmed budget approved for Q3.",
  "user_id": "507f1f77bcf86cd799439033"
}
'

import requests

url = "https://client-api.salesfinity.co/v2/notes/{id}"

payload = {
    "content": "Confirmed budget approved for Q3.",
    "user_id": "507f1f77bcf86cd799439033"
}
headers = {
    "x-api-key": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {'x-api-key': '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    content: 'Confirmed budget approved for Q3.',
    user_id: '507f1f77bcf86cd799439033'
  })
};

fetch('https://client-api.salesfinity.co/v2/notes/{id}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://client-api.salesfinity.co/v2/notes/{id}",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'content' => 'Confirmed budget approved for Q3.',
    'user_id' => '507f1f77bcf86cd799439033'
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "x-api-key: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://client-api.salesfinity.co/v2/notes/{id}"

	payload := strings.NewReader("{\n  \"content\": \"Confirmed budget approved for Q3.\",\n  \"user_id\": \"507f1f77bcf86cd799439033\"\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("x-api-key", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.patch("https://client-api.salesfinity.co/v2/notes/{id}")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"content\": \"Confirmed budget approved for Q3.\",\n  \"user_id\": \"507f1f77bcf86cd799439033\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://client-api.salesfinity.co/v2/notes/{id}")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["x-api-key"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"content\": \"Confirmed budget approved for Q3.\",\n  \"user_id\": \"507f1f77bcf86cd799439033\"\n}"

response = http.request(request)
puts response.read_body

{
  "_id": "6703f1c2a9e4b8d1c2f3a4b5",
  "team": "507f1f77bcf86cd799439012",
  "author": {
    "_id": "507f1f77bcf86cd799439033",
    "first_name": "Maya",
    "last_name": "Chen",
    "email": "[email protected]"
  },
  "content": "Confirmed budget approved for Q3.",
  "is_pinned": false,
  "contact": "6703f1c2a9e4b8d1c2f3a4b6",
  "createdAt": "2026-10-03T14:05:11.482Z",
  "updatedAt": "2026-10-03T15:20:44.019Z"
}

{
  "message": [
    "content should not be empty"
  ],
  "error": "Bad Request",
  "statusCode": 400,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Only the author can edit this note",
  "error": "Forbidden",
  "statusCode": 403,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Note not found",
  "error": "Not Found",
  "statusCode": 404,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Rate limit of 300 requests per minute exceeded. Retry in 12s.",
  "error": "Too Many Requests",
  "statusCode": 429,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Internal server error",
  "error": "Internal Server Error",
  "statusCode": 500,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

PATCH

notes

{id}

Update a note

curl --request PATCH \
  --url https://client-api.salesfinity.co/v2/notes/{id} \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "content": "Confirmed budget approved for Q3.",
  "user_id": "507f1f77bcf86cd799439033"
}
'

import requests

url = "https://client-api.salesfinity.co/v2/notes/{id}"

payload = {
    "content": "Confirmed budget approved for Q3.",
    "user_id": "507f1f77bcf86cd799439033"
}
headers = {
    "x-api-key": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {'x-api-key': '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    content: 'Confirmed budget approved for Q3.',
    user_id: '507f1f77bcf86cd799439033'
  })
};

fetch('https://client-api.salesfinity.co/v2/notes/{id}', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://client-api.salesfinity.co/v2/notes/{id}",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'content' => 'Confirmed budget approved for Q3.',
    'user_id' => '507f1f77bcf86cd799439033'
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "x-api-key: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://client-api.salesfinity.co/v2/notes/{id}"

	payload := strings.NewReader("{\n  \"content\": \"Confirmed budget approved for Q3.\",\n  \"user_id\": \"507f1f77bcf86cd799439033\"\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("x-api-key", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.patch("https://client-api.salesfinity.co/v2/notes/{id}")
  .header("x-api-key", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"content\": \"Confirmed budget approved for Q3.\",\n  \"user_id\": \"507f1f77bcf86cd799439033\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://client-api.salesfinity.co/v2/notes/{id}")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["x-api-key"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"content\": \"Confirmed budget approved for Q3.\",\n  \"user_id\": \"507f1f77bcf86cd799439033\"\n}"

response = http.request(request)
puts response.read_body

{
  "_id": "6703f1c2a9e4b8d1c2f3a4b5",
  "team": "507f1f77bcf86cd799439012",
  "author": {
    "_id": "507f1f77bcf86cd799439033",
    "first_name": "Maya",
    "last_name": "Chen",
    "email": "[email protected]"
  },
  "content": "Confirmed budget approved for Q3.",
  "is_pinned": false,
  "contact": "6703f1c2a9e4b8d1c2f3a4b6",
  "createdAt": "2026-10-03T14:05:11.482Z",
  "updatedAt": "2026-10-03T15:20:44.019Z"
}

{
  "message": [
    "content should not be empty"
  ],
  "error": "Bad Request",
  "statusCode": 400,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Only the author can edit this note",
  "error": "Forbidden",
  "statusCode": 403,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Note not found",
  "error": "Not Found",
  "statusCode": 404,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Rate limit of 300 requests per minute exceeded. Retry in 12s.",
  "error": "Too Many Requests",
  "statusCode": 429,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

{
  "message": "Internal server error",
  "error": "Internal Server Error",
  "statusCode": 500,
  "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
}

Replaces the text of an existing note. The new content replaces the old text entirely and updatedAt changes; the pin state and the record the note is attached to stay as they are.

Only the original author may edit a note: user_id must equal the note’s author._id. Any other team member gets 403.

Sending the same request again leaves the note unchanged, so it is safe to retry.

Path parameters

id (required, string): The note’s _id, a 24-character hex string, from List notes or Create a note.

Request body

Field	Type	Required	Max length	Description
`content`	string	Yes	10,000	New plain text for the note. Cannot be empty.
`user_id`	string	Yes	—	ID of the member making the change. Must be the note’s author.

Example request

{
  "content": "Confirmed budget approved for Q3.",
  "user_id": "507f1f77bcf86cd799439033"
}

Response (200)

Returns the updated note object.

Errors

Status	When
400	`content` is missing, empty or too long, `user_id` is not an ID or not a member of the team, or the note `id` is not a valid ID (`Invalid ObjectId format for parameter: id`)
403	`user_id` is not the note’s author (`Only the author can edit this note`)
404	No note with this `id` exists on your team

Authorizations

x-api-key

string

header

required

Team-scoped API key generated in the Salesfinity dashboard under Settings → Connections → API & Webhooks. A missing or invalid key returns HTTP 403.

Path Parameters

string

required

The note's _id, as returned by List notes or Create a note. A 24-character hex string.

Example:

"6703f1c2a9e4b8d1c2f3a4b5"

Body

application/json

content

string

required

New plain text for the note, 1 to 10,000 characters. Replaces the old text entirely.

Maximum string length: 10000

Example:

"Confirmed budget approved for Q3."

user_id

string

required

ID of the member making the change, a 24-character hex string. Must be the note's author.

Example:

"507f1f77bcf86cd799439033"

Response

The updated note.

_id

string

Note ID.

Example:

"6703f1c2a9e4b8d1c2f3a4b5"

team

string

Team that owns the note.

Example:

"507f1f77bcf86cd799439012"

author

object

The author, with first_name, last_name, email and image when Salesfinity has them. null if the author's user record no longer exists.

Show child attributes

content

string

Plain text of the note.

is_pinned

boolean

Whether the note is pinned. false for a new note.

pinned_at

string<date-time> | null

When the note was pinned. Absent when the note is not pinned.

pinned_by

string | null

ID of the member who pinned the note. Absent when the note is not pinned.

contact

string | null

ID of the contact the note is attached to. Present on person notes only.

company

string | null

ID of the company the note is attached to. Present on company notes only.

createdAt

string<date-time>

When the note was created.

updatedAt

string<date-time>

When the note was last changed, including pin changes.

Get started

MCP server

MCP reference

MCP use cases

Dialer API

Calls and analytics API

Enrichment API

Sequencer API

Update a note

Path parameters

Request body

Example request

Response (200)

Errors

Authorizations

Path Parameters

Body

Response

​Path parameters

​Request body

​Example request

​Response (200)

​Errors

Authorizations

Path Parameters

Body

Response

Path parameters

Request body

Example request

Response (200)

Errors