Notes

Use this endpoint to retrieve notes associated with contacts, accounts, deals, calendar events, or conversations in your team's Apollo workspace. You can filter notes by creation date and sort the results to bring relevant context into your own system.

Key concepts

Notes and associated recordsNotes capture information related to a contact, account, deal, calendar event, or conversation. Retrieval requires at least one associated record ID; you can't retrieve every note in your workspace without specifying a record.
Identifying the recordUse the parameter that matches the record whose notes you need: contact_id, account_id, opportunity_id, calendar_event_id, or conversation_id. A deal uses opportunity_id. You can also provide multiple contact or conversation IDs through contact_ids or conversation_ids.

Choose an endpoint

I want to . . .Use this
Retrieve notes associated with contacts, accounts, deals, calendar events, or conversationsGet a list of notes

Example workflows

Retrieve contact notes before follow-up

Bring a contact's saved notes into your system so your team can review relevant context before reaching out.

  1. Call search for contacts to find the saved contact and retain their id.
  2. Pass the contact ID as contact_id to get a list of notes. To retrieve only notes created on or after a particular date, include start_date.
  3. Review the returned notes. Use sort_by_field set to created_at or updated_at, with sort_direction set to desc, to show the newest or most recently updated notes first.

If you already have the contact ID, you can skip search. Use limit and skip to retrieve additional notes when the results span multiple requests.

Learn more: Use the get a list of notes reference to explore record filters, sorting, and pagination.