Filevine Notes API

Append, edit, and read project notes and activity items. Notes carry a typed kind (note, task, portal message, phone call, text) and support @mentions, pinning, and attached documents.

OpenAPI Specification

filevine-notes-api-openapi.yml Raw ↑
openapi: 3.1.0
info:
  title: Filevine Contacts Notes API
  description: 'Contact cards represent people and organizations associated with a project — clients, opposing parties, witnesses, adjusters, experts, and third parties. The Contacts API exposes the global contact list as well as project-scoped contact attachments and roles.

    '
  version: '2.0'
  contact:
    name: Filevine API Support
    url: https://developer.filevine.io/
  license:
    name: Filevine Terms of Service
    url: https://www.filevine.com/terms-of-service/
servers:
- url: https://api.filevine.io
  description: Filevine API Gateway (US)
- url: https://api.filevineapp.ca
  description: Filevine API Gateway (Canada)
security:
- BearerAuth: []
tags:
- name: Notes
  description: Project notes and activity items.
paths:
  /core/projects/{projectId}/notes:
    parameters:
    - name: projectId
      in: path
      required: true
      schema:
        type: integer
        format: int64
    get:
      summary: Filevine List Project Notes
      description: Read the project's note/activity stream with optional pagination and date filtering.
      operationId: listProjectNotes
      tags:
      - Notes
      parameters:
      - name: offset
        in: query
        schema:
          type: integer
      - name: limit
        in: query
        schema:
          type: integer
          default: 50
      - name: since
        in: query
        schema:
          type: string
          format: date-time
      responses:
        '200':
          description: A page of notes.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NoteList'
    post:
      summary: Filevine Create Note
      description: Create a new note on a project. Note bodies support mentions, attached documents, and a typed kind (note, task, portal message, phone call, text).
      operationId: createNote
      tags:
      - Notes
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateNoteRequest'
      responses:
        '201':
          description: Note created.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Note'
  /core/notes/{noteId}:
    parameters:
    - name: noteId
      in: path
      required: true
      schema:
        type: integer
        format: int64
    patch:
      summary: Filevine Update Note
      description: Edit the body or pinned state of an existing note.
      operationId: updateNote
      tags:
      - Notes
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateNoteRequest'
      responses:
        '200':
          description: Updated.
components:
  schemas:
    NoteList:
      type: object
      properties:
        items:
          type: array
          items:
            $ref: '#/components/schemas/Note'
        hasMore:
          type: boolean
    UpdateNoteRequest:
      type: object
      properties:
        body:
          type: string
        pinned:
          type: boolean
    CreateNoteRequest:
      type: object
      required:
      - body
      properties:
        body:
          type: string
        kind:
          type: string
          enum:
          - note
          - task
          - portalMessage
          - phoneCall
          - text
          default: note
        pinned:
          type: boolean
        attachedDocuments:
          type: array
          items:
            type: integer
            format: int64
    Note:
      type: object
      properties:
        noteId:
          type: integer
          format: int64
        projectId:
          type: integer
          format: int64
        body:
          type: string
        kind:
          type: string
          enum:
          - note
          - task
          - portalMessage
          - phoneCall
          - text
        pinned:
          type: boolean
        authorId:
          type: integer
          format: int64
        mentions:
          type: array
          items:
            type: integer
            format: int64
        attachedDocuments:
          type: array
          items:
            type: integer
            format: int64
        createdDate:
          type: string
          format: date-time
        modifiedDate:
          type: string
          format: date-time
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT