Zoho CRM

Zoho CRM Notes API

The Notes API from Zoho CRM — 4 operation(s) for notes.

Documentation GitHub OpenAPI

Operations 14

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /Notes List notes across the CRM · Get Notes #

Ask an LLM

“How do I pull every note in the CRM regardless of which record it's attached to?”

“Can I sort all notes org-wide by a field and page through them?”

Tell an agent

List all notes in the Notes module.

Fetch the notes with IDs {ids} from the Notes module.

POST /Notes Create notes in the Notes module · Create Notes #

Ask an LLM

“Can I create several notes in one request directly in the Notes module?”

“What's the way to add notes in bulk where each note names its own parent record?”

Tell an agent

Create these notes in the Notes module: {data}.

Add a batch of new notes, each linked to its own parent: {data}.

PUT /Notes Update multiple notes in bulk · Update Notes #

Ask an LLM

“Can I edit the titles or content of many notes at once without going through their records?”

“What must each note include when bulk-updating notes module-wide?”

Tell an agent

Bulk update these notes in the Notes module: {data}.

Change the content of several notes at once: {data}.

DELETE /Notes Delete several notes by ID · Delete Notes #

Ask an LLM

“How do I permanently delete a batch of notes using a comma-separated list of IDs?”

“Is deleting notes from the Notes module reversible?”

Tell an agent destructive · confirm first

Permanently delete notes {ids}.

Remove the notes with IDs {ids} from the Notes module.

GET /Notes/{id} Get a note by its ID · Get a Specific Note #

Ask an LLM

“Where can I read one note when I only know the note ID?”

“Can I fetch a single note and limit which fields come back?”

Tell an agent

Get note {id}.

Show only the {fields} fields of note {id}.

PUT /Notes/{id} Update a note by its ID · Update a Specific Note #

Ask an LLM

“Can I edit a note's title or content knowing only its note ID?”

“Do I need both a title and content to update one note?”

Tell an agent

Update note {id} with {data}.

Rewrite the content of note {id}.

DELETE /Notes/{id} Delete a note by its ID · Delete a Specific Note #

Ask an LLM

“How do I permanently delete one note using just its note ID?”

“Can a single note be removed without knowing which record it's on?”

Tell an agent destructive · confirm first

Delete note {id} permanently.

Remove note {id} from the Notes module.

GET /{parentRecordModule}/{parentRecordId}/Notes List notes on a specific record · List Notes for a Record #

Ask an LLM

“What notes have been added to a particular deal or contact?”

“Can I page through the notes attached to one record in a chosen sort order?”

Tell an agent

List the notes on {parentRecordModule} record {parentRecordId}.

Show notes for {parentRecordModule} record {parentRecordId} sorted by {sort_by}.

POST /{parentRecordModule}/{parentRecordId}/Notes Add notes to a specific record · Create Notes for a Record #

Ask an LLM

“How do I attach a note to a contact, lead or deal?”

“Can I add more than one note to the same record in a single call?”

Tell an agent

Add a note to {parentRecordModule} record {parentRecordId}: {data}.

Log these notes against record {parentRecordId} in {parentRecordModule}.

PUT /{parentRecordModule}/{parentRecordId}/Notes Update several notes on one record · Update Multiple Notes for a Record #

Ask an LLM

“Can I edit multiple notes that all belong to the same record at once?”

“Is there a way to update a record's notes together through that record?”

Tell an agent

Update these notes on {parentRecordModule} record {parentRecordId}: {data}.

Edit all the listed notes under record {parentRecordId} in {parentRecordModule}.

DELETE /{parentRecordModule}/{parentRecordId}/Notes Delete several notes from one record · Delete Note(s) for a Record #

Ask an LLM

“Can I remove multiple notes from a single record at once?”

“What's the way to clear specific notes off one deal by their IDs?”

Tell an agent destructive · confirm first

Delete notes {ids} from {parentRecordModule} record {parentRecordId}.

Remove the notes {ids} attached to record {parentRecordId} in {parentRecordModule}.

GET /{parentRecordModule}/{parentRecordId}/Notes/{noteId} Get one note on a specific record · Get a Specific Note #

Ask an LLM

“Where can I read a single note in the context of the record it belongs to?”

“Can I fetch one note by its ID under its parent contact or deal?”

Tell an agent

Get note {noteId} on {parentRecordModule} record {parentRecordId}.

Show me note {noteId} attached to record {parentRecordId} in {parentRecordModule}.

PUT /{parentRecordModule}/{parentRecordId}/Notes/{noteId} Update one note on a specific record · Update a Note #

Ask an LLM

“Can I edit a single note under the record it's attached to?”

“What's needed to change one note's title on a particular deal?”

Tell an agent

Update note {noteId} on {parentRecordModule} record {parentRecordId} with {data}.

Change the title of note {noteId} under record {parentRecordId} in {parentRecordModule}.

DELETE /{parentRecordModule}/{parentRecordId}/Notes/{noteId} Delete one note from a specific record · Delete a Specific Note #

Ask an LLM

“How do I delete a single note from the record it belongs to?”

“Can I remove one note off a contact using the note ID in the URL?”

Tell an agent destructive · confirm first

Delete note {noteId} from {parentRecordModule} record {parentRecordId}.

Remove only note {noteId} from record {parentRecordId} in {parentRecordModule}.

Documentation

https://www.zoho.com/crm/developer/docs/api/v2/notifications/

https://www.zoho.com/crm/developer/docs/api/v8/

https://www.zoho.com/crm/developer/docs/api/v8/list-available-rest-apis.html

Specifications

https://artifacts.apis.io/zoho-crm/openapi/zoho-crm-notes-api-openapi.yml

https://artifacts.apis.io/zoho-crm/asyncapi/zoho-crm-notifications-asyncapi.yml

Other Resources

https://artifacts.apis.io/zoho-crm/asyncapi/zoho-crm-notifications-asyncapi.yml

https://github.com/zoho/crm-oas/blob/main/v8.0/apis.json

https://github.com/zoho/crm-oas/blob/main/v8.0/appointment_preference.json

https://github.com/zoho/crm-oas/blob/main/v8.0/appointments.json

https://github.com/zoho/crm-oas/blob/main/v8.0/assignment_rules.json

https://github.com/zoho/crm-oas/blob/main/v8.0/associate_email.json

https://github.com/zoho/crm-oas/blob/main/v8.0/attachments.json

https://github.com/zoho/crm-oas/blob/main/v8.0/audit_log_export.json

https://github.com/zoho/crm-oas/blob/main/v8.0/available_currencies.json

https://github.com/zoho/crm-oas/blob/main/v8.0/bulk_read.json

https://github.com/zoho/crm-oas/blob/main/v8.0/bulk_write.json

https://github.com/zoho/crm-oas/blob/main/v8.0/business_hours.json

https://github.com/zoho/crm-oas/blob/main/v8.0/cadences_execution.json

https://github.com/zoho/crm-oas/blob/main/v8.0/cadences.json

https://github.com/zoho/crm-oas/blob/main/v8.0/call_preferences.json

https://github.com/zoho/crm-oas/blob/main/v8.0/cancel_meetings.json

https://github.com/zoho/crm-oas/blob/main/v8.0/change_owner.json

https://github.com/zoho/crm-oas/blob/main/v8.0/composite_requests.json

https://github.com/zoho/crm-oas/blob/main/v8.0/contact_roles.json

https://github.com/zoho/crm-oas/blob/main/v8.0/conversion_option.json

https://github.com/zoho/crm-oas/blob/main/v8.0/convert.json

https://github.com/zoho/crm-oas/blob/main/v8.0/coql.json

https://github.com/zoho/crm-oas/blob/main/v8.0/currencies.json

https://github.com/zoho/crm-oas/blob/main/v8.0/custom_views.json

https://github.com/zoho/crm-oas/blob/main/v8.0/data_sharing.json

https://github.com/zoho/crm-oas/blob/main/v8.0/deal_contact_roles.json

https://github.com/zoho/crm-oas/blob/main/v8.0/deal_link_emails.json

https://github.com/zoho/crm-oas/blob/main/v8.0/download_attachments.json

https://github.com/zoho/crm-oas/blob/main/v8.0/download_inline_images.json

https://github.com/zoho/crm-oas/blob/main/v8.0/duplicate_check_preference.json

https://github.com/zoho/crm-oas/blob/main/v8.0/email_drafts.json

https://github.com/zoho/crm-oas/blob/main/v8.0/email_templates.json

https://github.com/zoho/crm-oas/blob/main/v8.0/emails_sharing_details.json

https://github.com/zoho/crm-oas/blob/main/v8.0/features.json

https://github.com/zoho/crm-oas/blob/main/v8.0/fetch_full_data.json

https://github.com/zoho/crm-oas/blob/main/v8.0/field_updates.json

https://github.com/zoho/crm-oas/blob/main/v8.0/fields.json

https://github.com/zoho/crm-oas/blob/main/v8.0/files.json

https://github.com/zoho/crm-oas/blob/main/v8.0/find_and_merge.json

https://github.com/zoho/crm-oas/blob/main/v8.0/fiscal_year.json

https://github.com/zoho/crm-oas/blob/main/v8.0/from_addresses.json

https://github.com/zoho/crm-oas/blob/main/v8.0/get_related_records_count.json

https://github.com/zoho/crm-oas/blob/main/v8.0/global_picklists.json

https://github.com/zoho/crm-oas/blob/main/v8.0/holidays.json

https://github.com/zoho/crm-oas/blob/main/v8.0/inventory_convert.json

https://github.com/zoho/crm-oas/blob/main/v8.0/inventory_templates.json

https://github.com/zoho/crm-oas/blob/main/v8.0/layouts_activate_deactivate.json

https://github.com/zoho/crm-oas/blob/main/v8.0/layouts.json

https://github.com/zoho/crm-oas/blob/main/v8.0/locking_informations.json

https://github.com/zoho/crm-oas/blob/main/v8.0/mail_merge.json

https://github.com/zoho/crm-oas/blob/main/v8.0/map_dependency.json

https://github.com/zoho/crm-oas/blob/main/v8.0/mass_change_owner.json

https://github.com/zoho/crm-oas/blob/main/v8.0/mass_convert.json

https://github.com/zoho/crm-oas/blob/main/v8.0/mass_delete_cvid.json

https://github.com/zoho/crm-oas/blob/main/v8.0/mass_delete_tags.json

https://github.com/zoho/crm-oas/blob/main/v8.0/mass_update.json

https://github.com/zoho/crm-oas/blob/main/v8.0/module_search.json

https://github.com/zoho/crm-oas/blob/main/v8.0/modules.json

https://github.com/zoho/crm-oas/blob/main/v8.0/notes.json

https://github.com/zoho/crm-oas/blob/main/v8.0/notifications.json

https://github.com/zoho/crm-oas/blob/main/v8.0/org.json

https://github.com/zoho/crm-oas/blob/main/v8.0/org_photo.json

https://github.com/zoho/crm-oas/blob/main/v8.0/ownership_history.json

https://github.com/zoho/crm-oas/blob/main/v8.0/pick_list_values.json

https://github.com/zoho/crm-oas/blob/main/v8.0/pipeline.json

https://github.com/zoho/crm-oas/blob/main/v8.0/portal_user_type.json

https://github.com/zoho/crm-oas/blob/main/v8.0/portal_users.json

https://github.com/zoho/crm-oas/blob/main/v8.0/portals.json

https://github.com/zoho/crm-oas/blob/main/v8.0/profiles.json

https://github.com/zoho/crm-oas/blob/main/v8.0/record_count.json

https://github.com/zoho/crm-oas/blob/main/v8.0/record_locking_configurations.json

https://github.com/zoho/crm-oas/blob/main/v8.0/record.json

https://github.com/zoho/crm-oas/blob/main/v8.0/record_photo.json

https://github.com/zoho/crm-oas/blob/main/v8.0/record_share_email.json

https://github.com/zoho/crm-oas/blob/main/v8.0/recycle_bin.json

https://github.com/zoho/crm-oas/blob/main/v8.0/related_lists.json

https://github.com/zoho/crm-oas/blob/main/v8.0/related_notes.json

https://github.com/zoho/crm-oas/blob/main/v8.0/related_records.json

https://github.com/zoho/crm-oas/blob/main/v8.0/roles.json

https://github.com/zoho/crm-oas/blob/main/v8.0/scoring_rules.json

https://github.com/zoho/crm-oas/blob/main/v8.0/send_mail.json

https://github.com/zoho/crm-oas/blob/main/v8.0/service_preference.json

https://github.com/zoho/crm-oas/blob/main/v8.0/services.json

https://github.com/zoho/crm-oas/blob/main/v8.0/share_records.json

https://github.com/zoho/crm-oas/blob/main/v8.0/shift_hours.json

https://github.com/zoho/crm-oas/blob/main/v8.0/tags_actions.json

https://github.com/zoho/crm-oas/blob/main/v8.0/tags.json

https://github.com/zoho/crm-oas/blob/main/v8.0/territories.json

https://github.com/zoho/crm-oas/blob/main/v8.0/territory_users.json

https://github.com/zoho/crm-oas/blob/main/v8.0/timelines.json

https://github.com/zoho/crm-oas/blob/main/v8.0/unblock_email.json

https://github.com/zoho/crm-oas/blob/main/v8.0/unsubscribe_links.json

https://github.com/zoho/crm-oas/blob/main/v8.0/upload.json

https://github.com/zoho/crm-oas/blob/main/v8.0/user_groups.json

https://github.com/zoho/crm-oas/blob/main/v8.0/users.json

https://github.com/zoho/crm-oas/blob/main/v8.0/users_territories.json

https://github.com/zoho/crm-oas/blob/main/v8.0/users_transfer.json

https://github.com/zoho/crm-oas/blob/main/v8.0/variable_groups.json

https://github.com/zoho/crm-oas/blob/main/v8.0/variables.json

https://github.com/zoho/crm-oas/blob/main/v8.0/webhooks.json

https://github.com/zoho/crm-oas/blob/main/v8.0/wizards.json

https://github.com/zoho/crm-oas/blob/main/v8.0/workflow_configurations.json

https://github.com/zoho/crm-oas/blob/main/v8.0/workflow_rules.json

https://github.com/zoho/crm-oas/blob/main/v8.0/workflow_tasks.json

https://github.com/zoho/crm-oas/blob/main/v8.0/zia_enrichment.json

https://github.com/zoho/crm-oas/blob/main/v8.0/zia_org_enrichment.json

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Zoho Crm Notes API
  version: '1.0'
  description: 'Operations tagged Notes across 2 of this provider''s published API definitions: zoho-crm-notes-openapi.json, zoho-crm-related-notes-openapi.json. Each path carries the servers of the definition it was published in.'
servers:
- url: https://zohoapis.{dc}/crm/{version}
  description: API Server URL
  variables:
    dc:
      enum:
      - com
      - eu
      - in
      - cn
      - au
      default: com
      description: API Server URL TLD
    version:
      default: v8
      description: API Version
tags:


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# Full source: https://artifacts.apis.io/zoho-crm/openapi/zoho-crm-notes-api-openapi.yml