openapi: 3.1.0
info:
title: Keap Note API
description: Keap Public API Documentation
termsOfService: https://www.thryv.com/terms-of-use
contact:
name: Keap
url: https://developer.keap.com/get-support
email: api.keap@thryv.com
license:
name: Apache 2.0
url: https://www.apache.org/licenses/LICENSE-2.0
version: v2
servers:
- url: https://api.infusionsoft.com/crm
tags:
- name: Note
paths:
/rest/v2/notes/model/customFields:
post:
tags:
- Note
summary: Create a Custom Field
description: 'Creates a custom field of the specified type and options to the Note object
Note:
Custom Fields for Tasks, Classic Appointments and Notes are combined.'
operationId: createNoteCustomField
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CreateCustomFieldRequest'
required: true
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'201':
description: Created
content:
application/json:
schema:
$ref: '#/components/schemas/CustomFieldMetaData'
/rest/v2/notes/model/customFields/tabs:
get:
tags:
- Note
summary: List Note Custom Field Tabs
description: 'Retrieves a list of custom field tabs for the Note record type.
Note: Custom Field
Tabs for Tasks, Classic Appointments and Notes are combined.'
operationId: listNoteCustomFieldTabs
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/ListCustomFieldTabsResponse'
post:
tags:
- Note
summary: Create a Note Custom Field Tab
description: 'Creates a new custom field tab for the Note record type.
Note: Custom Field Tabs
for Tasks, Classic Appointments and Notes are combined.'
operationId: createNoteCustomFieldTab
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CreateCustomFieldTabRequest'
required: true
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'201':
description: Created
content:
application/json:
schema:
$ref: '#/components/schemas/CustomFieldTab'
/rest/v2/notes/model/customFields/groups:
get:
tags:
- Note
summary: List Note Custom Field Groups
description: 'Retrieves a list of custom field groups for the Note record type. Optionally filter
by tab_id to scope to a specific tab.
Note: Custom Field Groups for Tasks, Classic Appointments
and Notes are combined.'
operationId: listNoteCustomFieldGroups
parameters:
- name: tab_id
in: query
description: Optional tab id to scope groups to a single tab
required: false
schema:
type: string
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/ListCustomFieldGroupsResponse'
post:
tags:
- Note
summary: Create a Note Custom Field Group
description: 'Creates a new custom field group for the Note record type. If `tab_id` is omitted,
the group is added to the default ''Custom Fields'' tab.
Note: Custom Field Groups for Tasks,
Classic Appointments and Notes are combined.'
operationId: createNoteCustomFieldGroup
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CreateCustomFieldGroupRequest'
required: true
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'201':
description: Created
content:
application/json:
schema:
$ref: '#/components/schemas/CustomFieldGroup'
/rest/v2/contacts/{contact_id}/notes:
get:
tags:
- Note
summary: List Notes
description: Retrieves a list of Notes for a given contact
operationId: listNotes
parameters:
- name: contact_id
in: path
required: true
schema:
type: string
- name: filter
in: query
description: "Filter to apply. Allowed fields and operators:\n- (String) `id` — supports `==`,\
\ `!=`, `>`, `<`, `>=`, `<=`\n- (String list) `ids` — comma-separated note ids, supports `==`\
\ only (e.g. `ids==1,2,3`)\n- (String) `title` — supports `==`. Bare value matches anywhere\
\ in the title (contains).\n Wildcard prefix match also supported (e.g. `title==Follow*`)\n\
- (String) `contact_id`\n- (String) `assigned_to_user_id`\n- (String) `since_time` — ISO-8601\
\ date/time\n- (String) `until_time` — ISO-8601 date/time\n\nOperators must be URL-encoded.\
\ Common encodings:\n`==` → `%3D%3D`, `!=` → `!%3D`, `>` → `%3E`, `<` → `%3C`,\n`>=` → `%3E%3D`,\
\ `<=` → `%3C%3D`, `*` → `%2A`.\n\nMultiple filters are combined with AND using `;`.\n\nExamples:\n\
- `filter=contact_id%3D%3D1001`\n- `filter=id%3E5`\n- `filter=ids%3D%3D1,2,3`\n- `filter=title%3D%3DFollow%2A`\n\
- `filter=since_time%3D%3D2025-04-16T20:33:02.321Z`\n- `filter=until_time%3D%3D2025-08-16T20:33:02.321Z`\n\
\nCustom fields (when enabled) can be filtered by their field name (case-insensitive).\nA standard\
\ field above takes precedence over a custom field with the same name.\nSupported operators\
\ depend on the custom field's type:\n- Text-like fields and single-value choice fields with\
\ text options (dropdown, radio, state): `==` only, with optional trailing wildcard (e.g. `Priority%3D%3DHigh%2A`)\n\
- Yes/No and drilldown fields: `==` only\n- Numeric fields (including user, month, day of week):\
\ `==`, `>`, `<`, `>=`, `<=`\n- Date fields: `==`, `>`, `<`, `>=`, `<=` using full ISO 8601\n\
- Multi-select fields: `==` matches records that contain the given option\nExample (for a custom\
\ field named `Priority`): `filter=Priority%3D%3DHigh`\n\nNotes:\n- `id` and `ids` cannot be\
\ combined in the same request.\n- Wildcard `*` may only appear at the end of the value (prefix\
\ match).\n Leading wildcards (`*foo`, `*foo*`) are rejected for performance reasons.\n"
required: false
schema:
type: string
- name: page_token
in: query
description: Page token
required: false
schema:
type: string
- name: order_by
in: query
description: 'Attribute and direction to order items.
One of the following fields:
- `id`
- `create_time`
- `update_time`
One of the following directions:
- `asc`
- `desc`'
required: false
schema:
type: string
- name: page_size
in: query
description: Total number of items to return per page
required: false
schema:
type: integer
format: int32
maximum: 1000
minimum: 0
example: 0
- name: fields
in: query
description: 'Comma-delimited list of optional Note properties to include in the response. Allowed
values: custom_fields'
required: false
schema:
type: string
enum:
- custom_fields
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/ListNotesResponse'
post:
tags:
- Note
summary: Create a Note
description: Creates a new Note.
operationId: createNote
parameters:
- name: contact_id
in: path
required: true
schema:
type: string
- name: fields
in: query
description: 'Comma-delimited list of optional Note properties to include in the response. Allowed
values: custom_fields'
required: false
schema:
type: string
enum:
- custom_fields
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CreateNoteRequest'
required: true
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'201':
description: Created
content:
application/json:
schema:
$ref: '#/components/schemas/Note'
/rest/v2/notes/model/customFields/{custom_field_id}:
delete:
tags:
- Note
summary: Delete a Note Custom Field
description: 'Deletes a Custom Field from the Note object
Note: Custom Fields for Tasks, Classic
Appointments and Notes are combined.'
operationId: deleteNotesCustomField
parameters:
- name: custom_field_id
in: path
required: true
schema:
type: string
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'204':
description: No Content
patch:
tags:
- Note
summary: Update a Custom Field
description: 'Updates a custom field of the specified type and options to the Note object
Note:
Custom Fields for Tasks, Classic Appointments and Notes are combined.'
operationId: updateNotesCustomField
parameters:
- name: custom_field_id
in: path
required: true
schema:
type: string
- name: update_mask
in: query
description: An optional list of properties to be updated. If set, only the provided properties
will be updated and others will be skipped.
required: false
schema:
type: array
items:
type: string
enum:
- group_id
- label
- options
uniqueItems: true
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/UpdateCustomFieldMetaDataRequest'
required: true
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/CustomFieldMetaData'
/rest/v2/notes/model/customFields/tabs/{tab_id}:
get:
tags:
- Note
summary: Retrieve a Note Custom Field Tab
description: 'Retrieves a single custom field tab by id for the Note record type.
Note: Custom
Field Tabs for Tasks, Classic Appointments and Notes are combined.'
operationId: getNoteCustomFieldTab
parameters:
- name: tab_id
in: path
required: true
schema:
type: string
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/CustomFieldTab'
delete:
tags:
- Note
summary: Delete a Note Custom Field Tab
description: 'Deletes a custom field tab. Returns 409 Conflict if the tab still contains groups.
Note:
Custom Field Tabs for Tasks, Classic Appointments and Notes are combined.'
operationId: deleteNoteCustomFieldTab
parameters:
- name: tab_id
in: path
required: true
schema:
type: string
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'204':
description: No Content
patch:
tags:
- Note
summary: Update a Note Custom Field Tab
description: 'Updates an existing custom field tab. Only fields listed in `update_mask` are applied.
Note:
Custom Field Tabs for Tasks, Classic Appointments and Notes are combined.'
operationId: updateNoteCustomFieldTab
parameters:
- name: tab_id
in: path
required: true
schema:
type: string
- name: update_mask
in: query
description: Comma-separated list of fields to update
required: true
schema:
type: array
items:
type: string
enum:
- name
- order
uniqueItems: true
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/UpdateCustomFieldTabRequest'
required: true
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/CustomFieldTab'
/rest/v2/notes/model/customFields/groups/{group_id}:
get:
tags:
- Note
summary: Retrieve a Note Custom Field Group
description: 'Retrieves a single custom field group by id for the Note record type.
Note: Custom
Field Groups for Tasks, Classic Appointments and Notes are combined.'
operationId: getNoteCustomFieldGroup
parameters:
- name: group_id
in: path
required: true
schema:
type: string
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/CustomFieldGroup'
delete:
tags:
- Note
summary: Delete a Note Custom Field Group
description: 'Deletes a custom field group. Returns 409 Conflict if the group still contains custom
fields.
Note: Custom Field Groups for Tasks, Classic Appointments and Notes are combined.'
operationId: deleteNoteCustomFieldGroup
parameters:
- name: group_id
in: path
required: true
schema:
type: string
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'204':
description: No Content
patch:
tags:
- Note
summary: Update a Note Custom Field Group
description: 'Updates an existing custom field group. Only fields listed in `update_mask` are applied.
Note:
Custom Field Groups for Tasks, Classic Appointments and Notes are combined.'
operationId: updateNoteCustomFieldGroup
parameters:
- name: group_id
in: path
required: true
schema:
type: string
- name: update_mask
in: query
description: Comma-separated list of fields to update
required: true
schema:
type: array
items:
type: string
enum:
- name
- tab_id
- order
uniqueItems: true
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/UpdateCustomFieldGroupRequest'
required: true
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/CustomFieldGroup'
/rest/v2/contacts/{contact_id}/notes/{note_id}:
get:
tags:
- Note
summary: Retrieve a Note
description: Retrieves the specified Note
operationId: getNote
parameters:
- name: contact_id
in: path
required: true
schema:
type: string
- name: note_id
in: path
required: true
schema:
type: string
- name: fields
in: query
description: 'Comma-delimited list of optional Note properties to include in the response. Allowed
values: custom_fields'
required: false
schema:
type: string
enum:
- custom_fields
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/GetNoteResponse'
delete:
tags:
- Note
summary: Delete a Note
description: Deletes the specified Note
operationId: deleteNote
parameters:
- name: contact_id
in: path
required: true
schema:
type: string
- name: note_id
in: path
required: true
schema:
type: string
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'204':
description: No Content
patch:
tags:
- Note
summary: Update a Note
description: Updates a Note for a Contact
operationId: updateNote
parameters:
- name: contact_id
in: path
required: true
schema:
type: string
- name: note_id
in: path
required: true
schema:
type: string
- name: update_mask
in: query
description: An optional list of properties to be updated. If set, only the provided properties
will be updated and others will be skipped.
required: false
schema:
type: array
items:
type: string
enum:
- contact_id
- title
- text
- type
- user_id
- is_pinned
- custom_fields
uniqueItems: true
- name: fields
in: query
description: 'Comma-delimited list of optional Note properties to include in the response. Allowed
values: custom_fields'
required: false
schema:
type: string
enum:
- custom_fields
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/UpdateNoteRequest'
required: true
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/UpdateNoteResponse'
/rest/v2/notes:
get:
tags:
- Note
summary: List All Notes
description: Retrieves a list of all notes
operationId: listAllNotes
parameters:
- name: filter
in: query
description: "Filter to apply. Allowed fields and operators:\n- (String) `id` — supports `==`,\
\ `!=`, `>`, `<`, `>=`, `<=`\n- (String list) `ids` — comma-separated note ids, supports `==`\
\ only (e.g. `ids==1,2,3`)\n- (String) `title` — supports `==`. Bare value matches anywhere\
\ in the title (contains).\n Wildcard prefix match also supported (e.g. `title==Follow*`)\n\
- (String) `contact_id`\n- (String) `assigned_to_user_id`\n- (String) `since_time` — ISO-8601\
\ date/time\n- (String) `until_time` — ISO-8601 date/time\n\nOperators must be URL-encoded.\
\ Common encodings:\n`==` → `%3D%3D`, `!=` → `!%3D`, `>` → `%3E`, `<` → `%3C`,\n`>=` → `%3E%3D`,\
\ `<=` → `%3C%3D`, `*` → `%2A`.\n\nMultiple filters are combined with AND using `;`.\n\nExamples:\n\
- `filter=contact_id%3D%3D1001`\n- `filter=id%3E5`\n- `filter=ids%3D%3D1,2,3`\n- `filter=title%3D%3DFollow%2A`\n\
- `filter=since_time%3D%3D2025-04-16T20:33:02.321Z`\n- `filter=until_time%3D%3D2025-08-16T20:33:02.321Z`\n\
\nCustom fields (when enabled) can be filtered by their field name (case-insensitive).\nA standard\
\ field above takes precedence over a custom field with the same name.\nSupported operators\
\ depend on the custom field's type:\n- Text-like fields and single-value choice fields with\
\ text options (dropdown, radio, state): `==` only, with optional trailing wildcard (e.g. `Priority%3D%3DHigh%2A`)\n\
- Yes/No and drilldown fields: `==` only\n- Numeric fields (including user, month, day of week):\
\ `==`, `>`, `<`, `>=`, `<=`\n- Date fields: `==`, `>`, `<`, `>=`, `<=` using full ISO 8601\n\
- Multi-select fields: `==` matches records that contain the given option\nExample (for a custom\
\ field named `Priority`): `filter=Priority%3D%3DHigh`\n\nNotes:\n- `id` and `ids` cannot be\
\ combined in the same request.\n- Wildcard `*` may only appear at the end of the value (prefix\
\ match).\n Leading wildcards (`*foo`, `*foo*`) are rejected for performance reasons.\n"
required: false
schema:
type: string
- name: page_token
in: query
description: Page token
required: false
schema:
type: string
- name: order_by
in: query
description: 'Attribute and direction to order items.
One of the following fields:
- `id`
- `create_time`
- `update_time`
One of the following directions:
- `asc`
- `desc`'
required: false
schema:
type: string
- name: page_size
in: query
description: Total number of items to return per page
required: false
schema:
type: integer
format: int32
maximum: 1000
minimum: 0
example: 0
- name: fields
in: query
description: 'Comma-delimited list of optional Note properties to include in the response. Allowed
values: custom_fields'
required: false
schema:
type: string
enum:
- custom_fields
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/ListNotesResponse'
/rest/v2/notes/templates:
get:
tags:
- Note
summary: Retrieve Note Templates
description: Retrieves a list of Note Templates
operationId: listNoteTemplates
parameters:
- name: filter
in: query
description: Search filter to apply to results
required: false
schema:
type: string
- name: page_token
in: query
description: Page token
required: false
schema:
type: string
- name: order_by
in: query
description: Attribute and direction to order items by. E.g. `given_name desc`
required: false
schema:
type: string
- name: page_size
in: query
description: Total number of items to return per page
required: false
schema:
type: integer
format: int32
maximum: 1000
minimum: 0
example: 0
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/ListNoteTemplateResponse'
/rest/v2/notes/model:
get:
tags:
- Note
summary: Retrieve Note Model
description: 'Gets the custom fields for the Note object
Note: Custom Fields for Tasks, Classic
Appointments and Notes are combined.'
operationId: retrieveNoteModel
responses:
'401':
description: Unauthorized
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'409':
description: Conflict
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'501':
description: Method Not Implemented
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'405':
description: Method Not Allowed
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/ObjectModel'
components:
schemas:
BasicUser:
type: object
properties:
id:
type: string
description: User ID
example: 456
given_name:
type: string
description: First name
example: Jane
family_name:
type: string
description: Last name
example: Doe
email_address:
type: string
description: Email address
example: jane.doe@example.com
CreateCustomFieldGroupRequest:
type: object
properties:
name:
type: string
tab_id:
type: string
CreateCustomFieldOptionRequest:
type: object
properties:
label:
type: string
CreateCustomFieldRequest:
type: object
properties:
label:
type: string
options:
type: array
items:
$ref: '#/components/schemas/CreateCustomFieldOptionRequest'
field_type:
type: string
enum:
- CURRENCY
- DATE
- DATE_TIME
- DAY_OF_WEEK
- DECIMAL_NUMBER
- DRILLDOWN
- DROPDOWN
- EMAIL
- LIST_BOX
- MONTH
- NAME
- PERCENT
- PHONE_NUMBER
- RADIO
- SOCIAL_SECURITY_NUMBER
- STATE
- TEXT
- TEXT_AREA
- USER
- USER_LIST_BOX
- WEBSITE
- WHOLE_NUMBER
- YEAR
- YES_NO
group_id:
type: string
description: An optional tab group to place the field under in the interface. If not specified,
will default to the 'Custom Fields' tab.
user_group_id:
type: string
description: An optional user group to choose from when selecting values for User or UserListBox
fields.
required:
- field_type
- label
CreateCustomFieldTabRequest:
type: object
properties:
name:
type: string
CreateNoteRequest:
type: object
properties:
title:
type: string
description: A value for either `title` or `type` is required.
example: Follow-up Meeting
text:
type: string
description: Note content
example: Discussed pricing for contract renewal
type:
type: string
description: A value for either `title` or `type` is required. The value may be one of `Appointment`,
`Call`, `Email`, `Fax`, `Letter` or `Other` in Keap Max/Pro, or an admin-configured value
in Classic.
example: Call
user_id:
type: string
description: ID of user creating the note
example: 123
is_pinned:
type: boolean
description: Whether to pin this note
example: false
custom_fields:
type: array
description: Custom field values for the note. An empty array resets all custom fields to their
defaults.
example:
- id: '1'
content: Red
items:
$ref: '#/components/schemas/CustomFieldValueObject'
required:
- user_id
CustomFieldGroup:
type: object
properties:
id:
type: string
name:
type: string
order:
type: integer
format: int32
tab_id:
type: string
record_type:
type: string
enum:
- CONTACT
- REFERRAL_PARTNER
- OPPORTUNITY
- TASK_NOTE_APPOINTMENT
- COMPANY
- ORDER
- SUBSCRIPTION
CustomFieldMetaData:
type: object
description: Metadata describing a custom field, including its type and options
properties:
id:
type: string
description: The unique identifier of the custom field
example: 123
label:
type: string
description: The display label of the custom field
example: Favorite Color
options:
type: array
description: The list of available options for select/radio/multiselect/drilldown field types
items:
$ref: '#/components/schemas/CustomFieldOption'
record_type:
type: string
description: The entity type this custom field belongs to (e.g. CONTACT, COMPANY)
enum:
- CONTACT
- REFERRAL_PARTNER
- OPPORTUNITY
- TASK_NOTE_APPOINTMENT
- COMPANY
- ORDER
- SUBSCRIPTION
field_type:
type: string
description: The data type of the custom field (e.g. Text, Number, Date, Select)
enum:
- CURRENCY
- DATE
- DATE_TIME
- DAY_OF_WEEK
- DECIMAL_NUMBER
- DRILLDOWN
- DROPDOWN
- EMAIL
- LIST_BOX
- MONTH
- NAME
- PERCENT
- PHONE_NUMBER
- RADIO
- SOCIAL_SECURITY_NUMBER
- STATE
- TEXT
- TEXT_AREA
- USER
- USER_LIST_BOX
- WEBSITE
- WHOLE_NUMBER
- YEAR
- YES_NO
default_value:
type: string
description: The default value for this custom field, if any
group_id:
type: string
description: The ID of the group this custom field belongs to
example: 45
group_name:
type: string
description: The name of the group this custom field belongs to
example: Personal Info
field_name:
type: string
description: The database column name for this custom field. Use this value when filtering contacts
(e.g. for field_name 'firstName1', filter with 'firstName1==John').
example: firstName1
CustomFieldOption:
type: object
properties:
id:
type: string
label:
type: string
CustomFieldTab:
type: object
properties:
id:
type: string
description: The unique identifier of the custom field tab
example: 123
name:
type: string
description: The name of the custom field tab
example: Personal Info
order:
type: integer
format: int32
description: The display order of the tab
example: 1
record_type:
type: string
description: The record type this tab belongs to (e.g., CONTACT, COMPANY, OPPORTUNITY, REFERRAL_PARTNER,
ORDER, SUBSCRIPTION, TASK_NOTE_APPOINTMENT)
enum:
- CONTACT
- REFERRAL_PARTNER
- OPPORTUNITY
- TASK_NOTE_APPOINTMENT
- COMPANY
- ORDER
- SUBSCRIPTION
example: CONTACT
CustomFieldValueObject:
type: object
properties:
id:
type: string
content:
description: The value of the custom field. Text custom field values have a maximum length of
65535 characters.
Error:
type: object
properties:
code:
type: integer
format: int32
message:
type: string
status:
type: string
details:
type: array
items:
$ref: '#/components/schemas/ErrorDetails'
ErrorDetails:
type: object
properties:
domain:
type: string
resource:
type: string
GetNoteResponse:
type: object
properties:
id:
type: string
description: Note ID
example: 12345
text:
type: string
description: Note content
example: Called about the Q3 proposal
title:
type: string
description: Note title
example: Sales Call
type:
type: string
description: Note type
example: Call
contact_id:
type: string
description: Associated contact ID
example: 1001
assigned_to_user:
$ref: '#/components/schemas/BasicUser'
description: User assigned to this note
create_time:
type: string
description: Creation timestamp (ISO-8601)
example: '2024-01-10T08:00:00Z'
update_time:
type: string
description: Last update timestamp (ISO-8601)
example: '2024-03-15T10:30:00Z'
last_updated_by_user_id:
type: string
description: ID of user who last updated
example: 456
pinned_at:
type: string
description: Pin timestamp (ISO-8601), null if not pinned
example: '2024-02-18T16:45:00Z'
created_by_user_id:
type: string
description: ID of user who created
example: 789
custom_fields:
type: array
description: Custom field values for the note
example:
- id: '1'
content: Red
- id: '2'
content: Preferred
items:
$ref: '#/components/schemas/CustomFieldValueObject'
ListCustomFieldGroupsResponse:
type: object
properties:
groups:
type: array
items:
$ref: '#/components/schemas/CustomFieldGroup'
ListCustomFieldTabsResponse:
type: object
properties:
tabs:
type: array
items:
$ref: '#/components/schemas/CustomFieldTab'
ListNoteTemplateResponse:
type: object
properties:
note_templates:
type: array
items:
$ref: '#/components/schemas/NoteTemplate'
next_page_token:
type: string
ListNotesResponse:
type: object
properties:
notes:
type: array
items:
$ref: '#/components/schemas/Note'
next_page_token:
type: string
Note:
type: object
properties:
id:
type: string
description: Note ID
example: 12345
text:
type: string
description: Note content
example: Called about the Q3 proposal
title:
type: string
description: Note title
example: Sales Call
type:
type: string
description: Note type
example: Call
contact_id:
type: string
description: Associated contact ID
example: 1001
assigned_to_user:
$ref: '#/components/schemas/BasicUser'
description: User assigned to this note
create_time:
type: string
description: Creation timestamp (ISO-8601)
example: '2024-01-10T08:00:00Z'
update_time:
type: string
description: Last update timestamp (ISO-8601)
example: '2024-03-15T10:30:00Z'
last_updated_by_user_id:
type: string
description: ID of user who last updated
example: 456
pinned_at:
type: string
description: Pin timestamp (ISO-8601), null if not pinned
example: '2024-02-18T16:45:00Z'
created_by_user_id:
type: string
description: ID of user who created
example: 789
custom_fields:
type: array
description: Custom field values for the note
example:
- id: '1'
content: Red
- id: '2'
content: Preferred
items:
$ref: '#/components/schemas/CustomFieldValueObject'
NoteTemplate:
type: object
properties:
id:
type: string
description: Template ID
example: 5001
title:
type: string
description: Template title
example: Post-Sale Follow-up
description:
type: string
description: Template description
example: Follow up within 24 hours of purchase
action_type:
type: string
description: Note action type
example: Call
assignment_user_id:
type: integer
format: int64
description: Default assigned user ID
example: 100
notify_users:
type: array
description: List of user IDs to notify
items:
type: string
ObjectModel:
type: object
properties:
custom_fields:
type: array
items:
$ref: '#/components/schemas/CustomFieldMetaData'
optional_properties:
type: array
description: These fields are not transmitted by default on this model, but can be requested
by specifying them in a comma-separated list in the optional_properties query parameter.
items:
type: string
uniqueItems: true
UpdateCustomFieldGroupRequest:
type: object
properties:
name:
type: string
order:
type: integer
format: int32
tab_id:
type: string
UpdateCustomFieldMetaDataRequest:
type: object
properties:
label:
type: string
options:
type: array
items:
$ref: '#/components/schemas/CustomFieldOption'
group_id:
type: string
required:
- group_id
UpdateCustomFieldTabRequest:
type: object
properties:
name:
type: string
order:
type: integer
format: int32
UpdateNoteRequest:
type: object
properties:
title:
type: string
description: A value for either `title` or `type` is required.
example: Follow-up Meeting
text:
type: string
description: Note content
example: Discussed pricing for contract renewal
type:
type: string
description: A value for either `title` or `type` is required. The value may be one of `Appointment`,
`Call`, `Email`, `Fax`, `Letter` or `Other` in Keap Max/Pro, or an admin-configured value
in Classic.
example: Call
user_id:
type: string
description: ID of user creating the note
example: 123
is_pinned:
type: boolean
description: Whether to pin this note
example: false
custom_fields:
type: array
description: Custom field values for the note. An empty array resets all custom fields to their
defaults.
example:
- id: '1'
content: Red
items:
$ref: '#/components/schemas/CustomFieldValueObject'
contact_id:
type: string
description: Associated contact ID
example: 1001
required:
- user_id
UpdateNoteResponse:
type: object
properties:
id:
type: string
description: Note ID
example: 12345
text:
type: string
description: Note content
example: Called about the Q3 proposal
title:
type: string
description: Note title
example: Sales Call
type:
type: string
description: Note type
example: Call
contact_id:
type: string
description: Associated contact ID
example: 1001
assigned_to_user:
$ref: '#/components/schemas/BasicUser'
description: User assigned to this note
create_time:
type: string
description: Creation timestamp (ISO-8601)
example: '2024-01-10T08:00:00Z'
update_time:
type: string
description: Last update timestamp (ISO-8601)
example: '2024-03-15T10:30:00Z'
last_updated_by_user_id:
type: string
description: ID of user who last updated
example: 456
pinned_at:
type: string
description: Pin timestamp (ISO-8601), null if not pinned
example: '2024-02-18T16:45:00Z'
created_by_user_id:
type: string
description: ID of user who created
example: 789
custom_fields:
type: array
description: Custom field values for the note
example:
- id: '1'
content: Red
- id: '2'
content: Preferred
items:
$ref: '#/components/schemas/CustomFieldValueObject'
securitySchemes:
oauth2:
type: oauth2
flows:
authorizationCode:
authorizationUrl: https://accounts.infusionsoft.com/app/oauth/authorize
tokenUrl: https://api.infusionsoft.com/token
scopes: {}
security:
- oauth2: []