Actionstep Contact Notes API

The Contact Notes API from Actionstep — 2 operation(s) for contact notes.

OpenAPI Specification

actionstep-contact-notes-api-openapi.yml Raw ↑
openapi: 3.0.3
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'
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:
    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'
    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'
    PagedContactNotes:
      type: object
      properties:
        contactnotes:
          type: array
          items:
            $ref: '#/components/schemas/ContactNote'
        meta:
          $ref: '#/components/schemas/PageMetaData'
    ContactNoteLinks:
      type: object
      properties:
        participant:
          description: Unique identifier of the contact to whom this note is associated.
          example: 546
          type: integer
          readOnly: true
    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
    CreateContactNoteLinks:
      type: object
      required:
      - participant
      properties:
        participant:
          description: Unique identifier of the contact to whom the note is associated.
          example: 546
          type: integer
    PagingData:
      type: object
      properties:
        contactnotes:
          $ref: '#/components/schemas/ContactNotesPageData'
    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'
    PageMetaData:
      type: object
      properties:
        paging:
          $ref: '#/components/schemas/PagingData'
    UpdateContactNoteLinks:
      type: object
      properties:
        participant:
          description: Unique identifier of the contact to whom the note is associated.
          example: 546
          type: integer
  requestBodies:
    CreateContactNote:
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/CreateContactNote'
    UpdateContactNote:
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/UpdateContactNote'
externalDocs:
  description: API Developer Portal - Constructing API Requests
  url: https://docs.actionstep.com/api-requests/