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InNotes

Consume InNotes CRM API

Actions22

Note → Get

AI-generated

Overview

This node interacts with the InNotes CRM API to retrieve note data associated with a specified note ID or contact ID. It supports operations to get a single note by its ID or to get all notes linked to a specific contact, with options to limit the number of results or return all notes. This is useful for scenarios where users need to fetch detailed note information or lists of notes related to contacts for CRM management, reporting, or integration purposes.

Use Case Examples

  1. Retrieve a specific note by its unique note ID to view its content and metadata.
  2. Fetch all notes associated with a particular contact to review communication history or related information.

Properties

Name Meaning
External ID The external ID (e.g., contact ID) to associate the note with, used for fetching notes related to a specific contact.
Options Additional options to control batch size and timeout between batches when processing multiple items, helping to avoid rate limiting.

Output

JSON

  • id - Unique identifier of the note
  • content - Content of the note
  • contact_id - ID of the contact associated with the note
  • visibility - Visibility setting of the note
  • ext_table_name - External table name associated with the note, if any
  • created_at - Timestamp when the note was created
  • updated_at - Timestamp when the note was last updated

Dependencies

  • InNotes API authentication credentials

Troubleshooting

  • Common errors include invalid or missing note ID, resulting in failed API requests. Ensure the note ID provided is correct and exists in the InNotes CRM.
  • Rate limiting issues may occur if processing large batches without appropriate batch size and timeout settings. Adjust batch size and timeout options to mitigate this.
  • API authentication errors can occur if the InNotes API credentials are not properly configured or expired. Verify and update credentials as needed.

Discussion