Crear una nota
Notes
POST /v1/crm/notes
Log a note, call, email, or meeting against a contact or a ticket.
POST
Crear una nota
Creates a note. Besides
content, you must attach the note to something: at least one of chat_user or ticket_id is required. Sending neither returns 400.
The company, project, and the note’s author are taken from your token and must not appear in the body. Sending them returns 400.
Endpoint
Required scope
crm:notes:write
Headers
Body
Example request
Response
201 Created
400 Bad Request
Missing or emptycontent, neither chat_user nor ticket_id, content longer than 5000 characters, a malformed ObjectId, a type outside the allowed set, or a property the endpoint does not accept — including company, project, and created_by, which are derived from the token.
401 Unauthorized
Missing, invalid, revoked, or expired token.403 Forbidden
The token does not have thecrm:notes:write scope.
Operational notes
- Referenced ids are not verified. A
ticket_idpointing at a ticket that does not exist is stored as-is, and the note simply never appears on a timeline. Create the ticket first. - Use
typedeliberately.call,email, andmeetingrender as interaction entries in the portal;noterenders as a plain comment.
Authorizations
Personal Access Token con prefijo kbai_pk_. Generar desde el portal con permiso developer.manage_tokens.
Body
application/json
Response
201 - application/json