PerfexCRMInstall

Summary

Retrieve multiple notes from PerfexCRM with optional filtering and pagination controls.

Inputs

• Return All — Choose whether to return all matching notes or limit the number of results.
• Limit — Maximum number of notes to return when 'Return All' is false; minimum 1, default 50.
• Offset — Number of notes to skip before starting to return results when 'Return All' is false; minimum 0, default 0.
• Filters — Optional filters to narrow results: Related ID (by related record ID), Related Type (such as contract, customer, invoice, lead, project, etc.), and Staff ID (notes created by specified staff member).

Output shape

a list of note records

Results respect the filters if provided; when 'Return All' is true, paginates internally to return all matching notes; otherwise, obeys Limit and Offset parameters. Errors return standard API error structures. Returned notes are as provided by the PerfexCRM API's 'notes' resource.

Examples

Example 1: Retrieve all notes related to a specific customer

Set Resource to 'Note', Operation to 'Get Many', then in Filters set 'Related Type' to 'customer' and 'Related ID' to the customer's ID, and enable 'Return All'.

Example 2: Retrieve up to 10 recent notes created by a staff member

Set Resource to 'Note', Operation to 'Get Many', enable 'Return All' to false, set Limit to 10, and in Filters set 'Staff ID' to the appropriate staff member's ID.