Create note

Create a note. Plan manager scope from X-Plan-Manager-Id header. Set participant to attach the note to a participant.

Authentication

AuthorizationBearer

API key issued for your account. Send as Bearer token in the Authorization header.

X-Plan-Manager-Idstring

Plan manager UUID. Required on all public API requests to scope data access.

Request

This endpoint expects an object.

titlestringOptional

descriptionstringOptional

authorstringOptional

Author user id

participantstringOptionalformat: "uuid"

note_typestringOptional

Note type label (align with /note-types entries)

prioritybooleanOptional

note_datedateOptional

providerstringOptionalformat: "uuid"

invoiceintegerOptional

external_idstringOptional

pinnedbooleanOptional

Response

Note created

idstringOptional

Note id (bigint as string)

created_atdatetimeOptional

titlestringOptional

descriptionstringOptional

authorstringOptional

plan_managerstringOptionalformat: "uuid"

participantstringOptionalformat: "uuid"

note_typestringOptional

prioritybooleanOptional

note_datedateOptional

providerstringOptionalformat: "uuid"

invoicestringOptional

Associated invoice id (bigint as string)

external_idstringOptional

pinnedbooleanOptional

audit_logmap from strings to anyOptional

Audit log entries (read-only

count_attachmentsintegerOptional

Errors

400

Bad Request Error

403

Forbidden Error

500

Internal Server Error