Actionstep Contact Notes API
The Contact Notes API from Actionstep — 2 operation(s) for contact notes.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Action (Matter) Bill Settings Action Bill Settings Contact Notes API
description: For retrieving Action Bill Settings. For historical reasons Matters are referred to as *actions* in this version of the API. For information of how to construct requests utilising fieldsets, sorting, paging, filters, and '*includes*', please refer to the API Developer Portal. E&OE.
version: '1.0'
servers:
- url: https://api.actionstep.com
description: Base URL reconciled from apis.yml
tags:
- name: Contact Notes
paths:
/contactnotes:
get:
description: Returns a collection of contact notes.
tags:
- Contact Notes
responses:
'200':
description: OK.
content:
application/json:
schema:
$ref: '#/components/schemas/PagedContactNotes'
post:
description: Create a new contact note.
tags:
- Contact Notes
requestBody:
$ref: '#/components/requestBodies/CreateContactNote'
responses:
'200':
description: OK.
content:
application/json:
schema:
$ref: '#/components/schemas/ContactNote'
/contactnotes/{id}:
get:
description: Returns a single contact note.
tags:
- Contact Notes
parameters:
- name: id
in: path
description: Unique identifier for a contact note.
required: true
schema:
type: integer
format: int32
example: 9287
responses:
'200':
description: OK.
content:
application/json:
schema:
$ref: '#/components/schemas/ContactNote'
put:
description: Update a contact note.
tags:
- Contact Notes
parameters:
- name: id
in: path
description: Unique identifier for a contact note.
required: true
schema:
type: integer
format: int32
example: 608
requestBody:
$ref: '#/components/requestBodies/UpdateContactNote'
responses:
'200':
description: OK.
content:
application/json:
schema:
$ref: '#/components/schemas/ContactNote'
delete:
description: Delete a contact note.
tags:
- Contact Notes
parameters:
- name: id
in: path
description: Unique identifier for a contact note.
required: true
schema:
type: integer
format: int32
example: 608
responses:
'204':
description: Success, No Content.
components:
schemas:
UpdateContactNoteLinks:
type: object
properties:
participant:
description: Unique identifier of the contact to whom the note is associated.
example: 546
type: integer
PagedContactNotes:
type: object
properties:
contactnotes:
type: array
items:
$ref: '#/components/schemas/ContactNote'
meta:
$ref: '#/components/schemas/PageMetaData'
UpdateContactNote:
type: object
required:
- text
properties:
text:
description: Content of the contact note.
example: Updated address details.
type: string
noteTimestamp:
description: The date and time for the contact note.
example: 2023-06-03 00:09:30+12:00
format: timestamp
type: string
links:
$ref: '#/components/schemas/UpdateContactNoteLinks'
ContactNotesPageData:
type: object
properties:
recordCount:
description: The total number of contact notes returned by the underlying query.
type: integer
example: 2487
pageCount:
description: The total number of pages generated by the underlying query.
type: integer
example: 50
page:
description: The page number for this page of contact notes.
type: integer
example: 2
pageSize:
description: Page size.
type: integer
example: 50
prevPage:
description: A URL to the previous page of contact notes.
type: string
example: https://ap-southeast-2.actionstep.com/api/rest/contactnotes?page=1
nextPage:
description: A URL to the next page of contact notes.
type: string
example: https://ap-southeast-2.actionstep.com/api/rest/contactnotes?page=3
CreateContactNote:
type: object
required:
- text
properties:
text:
description: Content of the contact note.
example: Updated AML status notes.
type: string
source:
description: Indicates the source of the contact note.
enum:
- System
- User
example: User
type: string
noteTimestamp:
description: The date and time for the contact note.
example: 2023-06-03 00:09:30+12:00
format: timestamp
type: string
links:
$ref: '#/components/schemas/CreateContactNoteLinks'
CreateContactNoteLinks:
type: object
required:
- participant
properties:
participant:
description: Unique identifier of the contact to whom the note is associated.
example: 546
type: integer
ContactNote:
type: object
properties:
id:
description: Unique identifier for the contact note.
example: 2347
type: integer
readOnly: true
enteredTimestamp:
description: The date and time the contact note is entered.
example: 2022-05-03 00:09:00+12:00
format: timestamp
type: string
readOnly: true
text:
description: Content of the contact note.
example: Please review AML status.
type: string
enteredBy:
description: The Actionstep user who entered the contact note.
example: Smith, John
type: string
readOnly: true
enteredByParticipant:
description: Unique identifier of the Actionstep user who created the contact note.
example: 842
type: integer
readOnly: true
source:
description: Indicates the source of the contact note.
enum:
- System
- User
example: User
type: string
noteTimestamp:
description: The date and time for the contact note.
example: 2023-06-03 00:09:30+12:00
format: timestamp
type: string
links:
$ref: '#/components/schemas/ContactNoteLinks'
ContactNoteLinks:
type: object
properties:
participant:
description: Unique identifier of the contact to whom this note is associated.
example: 546
type: integer
readOnly: true
PageMetaData:
type: object
properties:
paging:
$ref: '#/components/schemas/PagingData'
PagingData:
type: object
properties:
contactnotes:
$ref: '#/components/schemas/ContactNotesPageData'
requestBodies:
UpdateContactNote:
content:
application/json:
schema:
$ref: '#/components/schemas/UpdateContactNote'
CreateContactNote:
content:
application/json:
schema:
$ref: '#/components/schemas/CreateContactNote'
externalDocs:
description: API Developer Portal - Constructing API Requests
url: https://docs.actionstep.com/api-requests/