Resources

Notes

Notes are free-text entries attached to a contact, opportunity, task, or contractor. They appear on the entity's activity timeline.

POST/v1/notes

Create a note

Attaches a note to an existing record in your workspace.

Body parameters

Name	Type	Description
entity_typerequired	enum	One of: opportunity, contact, task, contractor.
entity_idrequired	uuid	UUID of the record to attach the note to. Must belong to your workspace.
bodyrequired	string	Note text. Plain text, no length limit enforced.

Returns

HTTP 201 Created with the full note object.

Create

curl -X POST https://www.coastlinecrm.com/api/v1/notes \
  -H "Authorization: Bearer ck_live_..." \
  -H "Content-Type: application/json" \
  -d '{
    "entity_type": "opportunity",
    "entity_id": "4a3c9b6e-...",
    "body": "Customer prefers afternoon appointments."
  }'