NOTE

Fetches a list of notes based on the provided query parameters.

GET/api/v2/notes

Authentication

Choose one supported method for this request.

OAuth 2.0 client credentials

Parameters

FromDatequerystring · date

ToDatequerystring · date

Commentsquerystring

ContactIdqueryinteger · int32

UserIdqueryinteger · int32

PageSizequeryinteger · int32

PageNumberqueryinteger · int32

Responses

Notes retrieved successfully.

Standard response envelopeisSuccessmessageerrorsdata

Read the result from data. When isSuccess is false, errors lists what went wrong. Handling errors

Paginated

- noteIdinteger · int32
- noteTypestring
- recordIdinteger · int32
- recordTypestring
- recordDisplaystring
- userstring
- userIdinteger · int32
- typeIdinteger · int32
- noteDatestring · date
- commentsstring
- latitudenumber · double
- longitudenumber · double
- lastModifiedstring · date-timenullable
- deletedboolean
- notePurposesstring[]nullable
- noteResultsstring[]nullable
totalItemCountinteger · int32
The total number of items for this query.
pageSizeinteger · int32
The number of items to return for each page. This will only return a maximum of 100 items.
pageNumberinteger · int32
The current page number.
pageCountinteger · int32
The total number of pages available.

REQUEST EXAMPLE

curl --request GET \
  'https://apiv2.crmseries.com/api/v2/notes' \
  --header 'Authorization: Bearer YOUR_ACCESS_TOKEN'

Replace the uppercase placeholders and sample values with your integration values.

RESPONSE · 200

{
  "isSuccess": true,
  "message": "",
  "data": {
    "items": [
      {
        "noteId": 1024,
        "noteType": "string",
        "recordId": 1024,
        "recordType": "string",
        "recordDisplay": "string",
        "user": "string",
        "userId": 1024,
        "typeId": 1024,
        "noteDate": "2026-01-15",
        "comments": "string",
        "latitude": 41.8781,
        "longitude": -87.6298,
        "lastModified": "2026-01-15T14:30:00Z",
        "deleted": false,
        "notePurposes": [
          "string"
        ],
        "noteResults": [
          "string"
        ],
        "udfs": [
          {
            "udf": {
              "udfid": 1024,
              "recordType": "string",
              "categoryId": 1024,
              "subCategoryId": 1024,
              "category": "string",
              "categorySortOrder": 1,
              "subCategory": "string",
              "subCategorySortOrder": 1,
              "fieldName": "string",
              "displayText": "string",
              "dataType": "string",
              "editable": true,
              "visible": true,
              "required": true,
              "complete": true,
              "editCriteria": "string",
              "editRules": "string",
              "sortOrder": 1,
              "location": "string",
              "lastModified": "2026-01-15T14:30:00Z",
              "deleted": false
            },
            "lookups": [
              {
                "udflookupId": 1024,
                "udfid": 1024,
                "value": "string",
                "groupName": "string",
                "sortOrder": 1,
                "lastModified": "2026-01-15T14:30:00Z",
                "deleted": false
              }
            ],
            "assignedId": 1024,
            "udfid": 1024,
            "recordType": "string",
            "recordId": 1024,
            "lookupId": 1024,
            "stringValue": "string",
            "dateValue": "2026-01-15",
            "numericValue": 125000.5,
            "booleanValue": true,
            "entered": "2026-01-15T14:30:00Z",
            "lastModified": "2026-01-15T14:30:00Z"
          }
        ]
      }
    ],
    "totalItemCount": 42,
    "pageSize": 25,
    "pageNumber": 1,
    "pageCount": 42
  },
  "errors": []
}