Create a note

POST

notes

curl --request POST \
  --url https://api.attio.com/v2/notes \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{
  "data": {
    "parent_object": "people",
    "parent_record_id": "891dcbfc-9141-415d-9b2a-2238a6cc012d",
    "title": "Initial Prospecting Call Summary",
    "format": "plaintext",
    "content": "# Meeting Recap: Q4 Planning\n\n**Date:** 2023-10-26\n**Attendees:** Alex, Jamie, Casey\n\n## Key Discussion Points\n\n- Reviewed Q3 performance metrics.\n- Brainstormed key initiatives for Q4.\n- Discussed budget allocation for ==Project Phoenix==.\n\n## Action Items\n\n1. Alex to finalize Q4 roadmap by EOD Friday.\n2. Jamie to schedule follow-up with [Marketing Team](https://app.attio.com/teams/marketing).\n3. Casey to draft initial budget for ~~Project Chimera~~ (now deferred).\n\n*Next steps: Review draft roadmap next week.*",
    "created_at": "2023-01-01T15:00:00.000000000Z"
  }
}'

{
  "data": {
    "id": {
      "workspace_id": "14beef7a-99f7-4534-a87e-70b564330a4c",
      "note_id": "ff3f3bd4-40f4-4f80-8187-cd02385af424"
    },
    "parent_object": "people",
    "parent_record_id": "891dcbfc-9141-415d-9b2a-2238a6cc012d",
    "title": "Initial Prospecting Call Summary",
    "content_plaintext": "Introduction\nDate and time of the call\nParticipants\nPurpose of the call\nCustomer Background\nCompany overview (industry, size, location)\nKey business challenges\nCurrent software solutions (if any) and pain points",
    "content_markdown": "# Introduction\nDate and time of the call\nParticipants\nPurpose of the call\n\n## Customer Background\n- Company overview (industry, size, location)\n- Key business challenges\n- Current software solutions (if any) and pain points",
    "created_by_actor": {
      "type": "workspace-member",
      "id": "50cf242c-7fa3-4cad-87d0-75b1af71c57b"
    },
    "created_at": "2022-11-21T13:22:49.061281000Z"
  }
}

Authorizations

Authorization

string

header

required

This API uses OAuth 2.0 with the authorization code grant flow.

Body

application/json

data

object

required

data.parent_object

string

required

The ID or slug of the parent object the note belongs to.

Example:

"people"

data.parent_record_id

string

required

The ID of the parent record the note belongs to.

Example:

"891dcbfc-9141-415d-9b2a-2238a6cc012d"

data.title

string

required

The note title. The title is plaintext only and has no formatting.

Example:

"Initial Prospecting Call Summary"

data.format

enum<string>

required

Specify the format for the note's content. Choose from:

plaintext: Standard text format where \n signifies a new line.
markdown: Enables rich text formatting using a subset of Markdown syntax:
- Headings: Levels 1-3 (#, ##, ###).
- Lists: Unordered (-, *, +) and ordered (1., 2.).
- Text styles: Bold (**bold** or __bold__), italic (*italic* or _italic_), strikethrough (~~strikethrough~~), and highlight (==highlighted==).
- Links: Standard Markdown links ([link text](https://example.com)).
Note: While the Attio interface supports image embeds, they cannot currently be added or retrieved via the API's markdown format.

Available options:

plaintext,

markdown

data.content

string

required

The main content of the note, formatted according to the value provided in the format field. Use \n for line breaks in plaintext. For markdown, utilize the supported syntax elements to structure and style your note.

Example:

"# Meeting Recap: Q4 Planning\n\n**Date:** 2023-10-26\n**Attendees:** Alex, Jamie, Casey\n\n## Key Discussion Points\n\n- Reviewed Q3 performance metrics.\n- Brainstormed key initiatives for Q4.\n- Discussed budget allocation for ==Project Phoenix==.\n\n## Action Items\n\n1. Alex to finalize Q4 roadmap by EOD Friday.\n2. Jamie to schedule follow-up with [Marketing Team](https://app.attio.com/teams/marketing).\n3. Casey to draft initial budget for ~~Project Chimera~~ (now deferred).\n\n*Next steps: Review draft roadmap next week.*"

data.created_at

string

created_at will default to the current time. However, if you wish to backdate a note for migration or other purposes, you can override with a custom created_at value. Note that dates before 1970 or in the future are not allowed.

Example:

"2023-01-01T15:00:00.000000000Z"

Response

200

application/json

Success

data

object

required

data.id

object

required

data.parent_object

string

required

The slug or ID of the parent object the note belongs to.

Example:

"people"

data.parent_record_id

string

required

The ID of the parent record the note belongs to.

Example:

"891dcbfc-9141-415d-9b2a-2238a6cc012d"

data.title

string

required

The note title. The title is plaintext only and has no formatting.

Example:

"Initial Prospecting Call Summary"

data.content_plaintext

string

required

The plaintext representation of the note content. The line feed character \n represents new lines within the note content.

Example:

"Introduction\nDate and time of the call\nParticipants\nPurpose of the call\nCustomer Background\nCompany overview (industry, size, location)\nKey business challenges\nCurrent software solutions (if any) and pain points"

data.content_markdown

string

required

The markdown representation of the note content. Supports a subset of markdown features including:

Headings (levels 1-3 only with #, ##, ###)
Unordered lists (-, *, +)
Ordered lists (1., 2., etc.)
Text styling: **bold**, *italic*, ~~strikethrough~~, ==highlighted==
Links: [link text](https://example.com)

Note that note images are not returned as part of the markdown API representation.

Example:

"# Introduction\nDate and time of the call\nParticipants\nPurpose of the call\n\n## Customer Background\n- Company overview (industry, size, location)\n- Key business challenges\n- Current software solutions (if any) and pain points"

data.created_by_actor

object

required

The actor that created this note.

Example:

{
  "type": "workspace-member",
  "id": "50cf242c-7fa3-4cad-87d0-75b1af71c57b"
}

data.created_at

string

required

When the note was created.

Example:

"2022-11-21T13:22:49.061281000Z"

List notes Get a note

curl --request POST \
  --url https://api.attio.com/v2/notes \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{
  "data": {
    "parent_object": "people",
    "parent_record_id": "891dcbfc-9141-415d-9b2a-2238a6cc012d",
    "title": "Initial Prospecting Call Summary",
    "format": "plaintext",
    "content": "# Meeting Recap: Q4 Planning\n\n**Date:** 2023-10-26\n**Attendees:** Alex, Jamie, Casey\n\n## Key Discussion Points\n\n- Reviewed Q3 performance metrics.\n- Brainstormed key initiatives for Q4.\n- Discussed budget allocation for ==Project Phoenix==.\n\n## Action Items\n\n1. Alex to finalize Q4 roadmap by EOD Friday.\n2. Jamie to schedule follow-up with [Marketing Team](https://app.attio.com/teams/marketing).\n3. Casey to draft initial budget for ~~Project Chimera~~ (now deferred).\n\n*Next steps: Review draft roadmap next week.*",
    "created_at": "2023-01-01T15:00:00.000000000Z"
  }
}'

{
  "data": {
    "id": {
      "workspace_id": "14beef7a-99f7-4534-a87e-70b564330a4c",
      "note_id": "ff3f3bd4-40f4-4f80-8187-cd02385af424"
    },
    "parent_object": "people",
    "parent_record_id": "891dcbfc-9141-415d-9b2a-2238a6cc012d",
    "title": "Initial Prospecting Call Summary",
    "content_plaintext": "Introduction\nDate and time of the call\nParticipants\nPurpose of the call\nCustomer Background\nCompany overview (industry, size, location)\nKey business challenges\nCurrent software solutions (if any) and pain points",
    "content_markdown": "# Introduction\nDate and time of the call\nParticipants\nPurpose of the call\n\n## Customer Background\n- Company overview (industry, size, location)\n- Key business challenges\n- Current software solutions (if any) and pain points",
    "created_by_actor": {
      "type": "workspace-member",
      "id": "50cf242c-7fa3-4cad-87d0-75b1af71c57b"
    },
    "created_at": "2022-11-21T13:22:49.061281000Z"
  }
}

Objects

Attributes

Records

Lists

Entries

Workspace members

Notes

Tasks

Threads

Comments

Webhooks

Meta

Authorizations

Body

Response