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LiraX CRM

Manage contacts, deals, tasks and notes

Actions12

📋 Create Note

AI-generated

Summary

Creates a note on a contact card in LiraX CRM, preserving client interaction history and making it visible to all CRM employees.

Inputs

  • ext (required) — Internal extension number of employee responsible for this contact. This employee will see the contact in CRM and receive notifications about calls from the client. Get list of extensions: Telephony → getUsers or CRM → getShops.
  • ani (required) — Main contact phone number in international format. System uses this number to identify contact during incoming calls and link them to CRM record.
  • text (required) — Note text that will be added to contact card in CRM. Notes are visible to all employees and preserve client interaction history.
  • idempotencySettings — Prevent duplicate operations when retrying failed requests. When enabled, a unique key is remembered for the duration specified by TTL (default 24 hours).

Output shape

Note added to contact card in LiraX CRM. The operation returns success status; specific return payload not explicitly declared in properties or source.

Idempotency is supported via the idempotencySettings collection. API requires token in body as application/x-www-form-urlencoded per LiraX v4.45 specification.

Examples

Example 1: Add a follow-up note to a client contact using their ANI phone number and assigning responsibility to an employee extension.

Set ani to the client's international phone number, ext to the responsible employee's extension, and text to the note content. Idempotency settings may be left at defaults or customized for retry protection.

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