openapi: 3.1.0
info:
title: Accounting subpackage_notes API
version: 1.0.0
servers:
- url: https://api.merge.dev/api
- url: https://api-eu.merge.dev/api
- url: https://api-ap.merge.dev/api
tags:
- name: subpackage_notes
paths:
/crm/v1/notes:
get:
operationId: list
summary: List
description: Returns a list of `Note` objects.{/* BEGIN_CRM_NOTE_FETCH_SUPPORTED_FIELDS */}{/* END_CRM_NOTE_FETCH_SUPPORTED_FIELDS */}
tags:
- subpackage_notes
parameters:
- name: account_id
in: query
description: If provided, will only return notes with this account.
required: false
schema:
type: string
- name: contact_id
in: query
description: If provided, will only return notes with this contact.
required: false
schema:
type: string
- name: created_after
in: query
description: If provided, will only return objects created after this datetime.
required: false
schema:
type: string
format: date-time
- name: created_before
in: query
description: If provided, will only return objects created before this datetime.
required: false
schema:
type: string
format: date-time
- name: cursor
in: query
description: The pagination cursor value.
required: false
schema:
type: string
- name: expand
in: query
description: Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.
required: false
schema:
type: array
items:
$ref: '#/components/schemas/NotesGetParametersExpandSchemaItems'
- name: include_deleted_data
in: query
description: Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](https://docs.merge.dev/integrations/hris/supported-features/).
required: false
schema:
type: boolean
- name: include_remote_data
in: query
description: Whether to include the original data Merge fetched from the third-party to produce these models.
required: false
schema:
type: boolean
- name: include_remote_fields
in: query
description: Whether to include all remote fields, including fields that Merge did not map to common models, in a normalized format.
required: false
schema:
type: boolean
- name: include_shell_data
in: query
description: Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).
required: false
schema:
type: boolean
- name: modified_after
in: query
description: If provided, only objects synced by Merge after this date time will be returned.
required: false
schema:
type: string
format: date-time
- name: modified_before
in: query
description: If provided, only objects synced by Merge before this date time will be returned.
required: false
schema:
type: string
format: date-time
- name: opportunity_id
in: query
description: If provided, will only return notes with this opportunity.
required: false
schema:
type: string
- name: owner_id
in: query
description: If provided, will only return notes with this owner.
required: false
schema:
type: string
- name: page_size
in: query
description: Number of results to return per page. The maximum limit is 100.
required: false
schema:
type: integer
- name: remote_id
in: query
description: The API provider's ID for the given object.
required: false
schema:
type: string
- name: Authorization
in: header
description: Token-based authentication with required prefix "Bearer"
required: true
schema:
type: string
- name: X-Account-Token
in: header
description: Token identifying the end user.
required: true
schema:
type: string
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/PaginatedNoteList'
post:
operationId: create
summary: Create
description: Creates a `Note` object with the given values.{/* BEGIN_CRM_NOTE_CREATE_SUPPORTED_FIELDS */}{/* END_CRM_NOTE_CREATE_SUPPORTED_FIELDS */}
tags:
- subpackage_notes
parameters:
- name: is_debug_mode
in: query
description: Whether to include debug fields (such as log file links) in the response.
required: false
schema:
type: boolean
- name: run_async
in: query
description: Whether or not third-party updates should be run asynchronously.
required: false
schema:
type: boolean
- name: Authorization
in: header
description: Token-based authentication with required prefix "Bearer"
required: true
schema:
type: string
- name: X-Account-Token
in: header
description: Token identifying the end user.
required: true
schema:
type: string
responses:
'201':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/NoteResponse'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/NoteEndpointRequest'
/crm/v1/notes/{id}:
get:
operationId: retrieve
summary: Retrieve
description: Returns a `Note` object with the given `id`.{/* BEGIN_CRM_NOTE_FETCH_SUPPORTED_FIELDS */}{/* END_CRM_NOTE_FETCH_SUPPORTED_FIELDS */}
tags:
- subpackage_notes
parameters:
- name: id
in: path
required: true
schema:
type: string
format: uuid
- name: expand
in: query
description: Which relations should be returned in expanded form. Multiple relation names should be comma separated without spaces.
required: false
schema:
type: array
items:
$ref: '#/components/schemas/NotesIdGetParametersExpandSchemaItems'
- name: include_remote_data
in: query
description: Whether to include the original data Merge fetched from the third-party to produce these models.
required: false
schema:
type: boolean
- name: include_remote_fields
in: query
description: Whether to include all remote fields, including fields that Merge did not map to common models, in a normalized format.
required: false
schema:
type: boolean
- name: include_shell_data
in: query
description: Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).
required: false
schema:
type: boolean
- name: Authorization
in: header
description: Token-based authentication with required prefix "Bearer"
required: true
schema:
type: string
- name: X-Account-Token
in: header
description: Token identifying the end user.
required: true
schema:
type: string
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/Note'
/crm/v1/notes/meta/post:
get:
operationId: meta-post-retrieve
summary: Meta Post Retrieve
description: Returns metadata for `Note` POSTs.{/* BEGIN_CRM_NOTE_FETCH_SUPPORTED_FIELDS */}{/* END_CRM_NOTE_FETCH_SUPPORTED_FIELDS */}
tags:
- subpackage_notes
parameters:
- name: Authorization
in: header
description: Token-based authentication with required prefix "Bearer"
required: true
schema:
type: string
- name: X-Account-Token
in: header
description: Token identifying the end user.
required: true
schema:
type: string
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/MetaResponse'
/crm/v1/notes/remote-field-classes:
get:
operationId: remote-field-classes-list
summary: Remote Field Classes List
description: Returns a list of `RemoteFieldClass` objects.{/* BEGIN_CRM_NOTE_FETCH_SUPPORTED_FIELDS */}{/* END_CRM_NOTE_FETCH_SUPPORTED_FIELDS */}
tags:
- subpackage_notes
parameters:
- name: cursor
in: query
description: The pagination cursor value.
required: false
schema:
type: string
- name: include_deleted_data
in: query
description: Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](https://docs.merge.dev/integrations/hris/supported-features/).
required: false
schema:
type: boolean
- name: include_remote_data
in: query
description: Whether to include the original data Merge fetched from the third-party to produce these models.
required: false
schema:
type: boolean
- name: include_remote_fields
in: query
description: Whether to include all remote fields, including fields that Merge did not map to common models, in a normalized format.
required: false
schema:
type: boolean
- name: include_shell_data
in: query
description: Whether to include shell records. Shell records are empty records (they may contain some metadata but all other fields are null).
required: false
schema:
type: boolean
- name: is_common_model_field
in: query
description: If provided, will only return remote field classes with this is_common_model_field value
required: false
schema:
type: boolean
- name: is_custom
in: query
description: If provided, will only return remote fields classes with this is_custom value
required: false
schema:
type: boolean
- name: page_size
in: query
description: Number of results to return per page. The maximum limit is 100.
required: false
schema:
type: integer
- name: Authorization
in: header
description: Token-based authentication with required prefix "Bearer"
required: true
schema:
type: string
- name: X-Account-Token
in: header
description: Token identifying the end user.
required: true
schema:
type: string
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/PaginatedRemoteFieldClassList'
components:
schemas:
ErrorValidationProblem:
type: object
properties:
source:
$ref: '#/components/schemas/ValidationProblemSource'
title:
type: string
detail:
type: string
problem_type:
type: string
block_merge_link:
type: boolean
raw_error:
type: string
error_code:
type: integer
required:
- title
- detail
- problem_type
title: ErrorValidationProblem
Note:
type: object
properties:
id:
type: string
format: uuid
remote_id:
type:
- string
- 'null'
description: The third-party API ID of the matching object.
created_at:
type: string
format: date-time
description: The datetime that this object was created by Merge.
modified_at:
type: string
format: date-time
description: The datetime that this object was modified by Merge.
owner:
type:
- string
- 'null'
format: uuid
description: The note's owner.
content:
type:
- string
- 'null'
description: The note's content.
contact:
type:
- string
- 'null'
format: uuid
description: The note's contact.
account:
type:
- string
- 'null'
format: uuid
description: The note's account.
opportunity:
type:
- string
- 'null'
format: uuid
description: The note's opportunity.
note_url:
type:
- string
- 'null'
format: uri
description: The note's URL in the remote system.
remote_updated_at:
type:
- string
- 'null'
format: date-time
description: When the third party's lead was updated.
remote_created_at:
type:
- string
- 'null'
format: date-time
description: When the third party's lead was created.
remote_was_deleted:
type: boolean
description: Indicates whether or not this object has been deleted in the third party platform. Full coverage deletion detection is a premium add-on. Native deletion detection is offered for free with limited coverage. [Learn more](https://docs.merge.dev/integrations/hris/supported-features/).
field_mappings:
oneOf:
- $ref: '#/components/schemas/NoteFieldMappings'
- type: 'null'
remote_data:
type:
- array
- 'null'
items:
$ref: '#/components/schemas/RemoteData'
remote_fields:
type: array
items:
$ref: '#/components/schemas/RemoteField'
description: '# The Note Object
### Description
The `Note` object is used to represent a note on another object.
### Usage Example
TODO'
title: Note
RemoteFieldRequest:
type: object
properties:
remote_field_class:
type: string
format: uuid
value:
type: object
additionalProperties:
description: Any type
required:
- remote_field_class
title: RemoteFieldRequest
ItemTypeEnum:
type: string
enum:
- string
- number
- date
- datetime
- bool
- list
title: ItemTypeEnum
ItemFormatEnum:
type: string
enum:
- string
- number
- date
- datetime
- bool
- list
title: ItemFormatEnum
NoteFieldMappings:
type: object
properties:
organization_defined_targets:
type: object
additionalProperties:
description: Any type
linked_account_defined_targets:
type: object
additionalProperties:
description: Any type
title: NoteFieldMappings
NotesGetParametersExpandSchemaItems:
type: string
enum:
- account
- contact
- opportunity
- owner
title: NotesGetParametersExpandSchemaItems
NoteEndpointRequest:
type: object
properties:
model:
$ref: '#/components/schemas/NoteRequest'
required:
- model
title: NoteEndpointRequest
WarningValidationProblem:
type: object
properties:
source:
$ref: '#/components/schemas/ValidationProblemSource'
title:
type: string
detail:
type: string
problem_type:
type: string
block_merge_link:
type: boolean
raw_error:
type: string
error_code:
type: integer
required:
- title
- detail
- problem_type
title: WarningValidationProblem
DebugModeLog:
type: object
properties:
log_id:
type: string
dashboard_view:
type: string
log_summary:
$ref: '#/components/schemas/DebugModelLogSummary'
required:
- log_id
- dashboard_view
- log_summary
title: DebugModeLog
NoteResponse:
type: object
properties:
model:
$ref: '#/components/schemas/Note'
warnings:
type: array
items:
$ref: '#/components/schemas/WarningValidationProblem'
errors:
type: array
items:
$ref: '#/components/schemas/ErrorValidationProblem'
logs:
type: array
items:
$ref: '#/components/schemas/DebugModeLog'
required:
- model
- warnings
- errors
title: NoteResponse
MetaResponse:
type: object
properties:
request_schema:
type: object
additionalProperties:
description: Any type
status:
$ref: '#/components/schemas/LinkedAccountStatus'
has_conditional_params:
type: boolean
has_required_linked_account_params:
type: boolean
remote_fields:
type: array
items:
type: string
format: uuid
description: Remote field values to populate
required:
- request_schema
- has_conditional_params
- has_required_linked_account_params
title: MetaResponse
PaginatedRemoteFieldClassList:
type: object
properties:
next:
type:
- string
- 'null'
previous:
type:
- string
- 'null'
results:
type: array
items:
$ref: '#/components/schemas/RemoteFieldClass'
title: PaginatedRemoteFieldClassList
NotesIdGetParametersExpandSchemaItems:
type: string
enum:
- account
- contact
- opportunity
- owner
title: NotesIdGetParametersExpandSchemaItems
ItemSchema:
type: object
properties:
item_type:
$ref: '#/components/schemas/ItemTypeEnum'
item_format:
$ref: '#/components/schemas/ItemFormatEnum'
item_choices:
type: array
items:
type: string
title: ItemSchema
RemoteData:
type: object
properties:
path:
type: string
description: The third-party API path that is being called.
data:
description: The data returned from the third-party for this object in its original, unnormalized format.
required:
- path
description: '# The RemoteData Object
### Description
The `RemoteData` object is used to represent the full data pulled from the third-party API for an object.
### Usage Example
TODO'
title: RemoteData
ValidationProblemSource:
type: object
properties:
pointer:
type: string
required:
- pointer
title: ValidationProblemSource
RemoteField:
type: object
properties:
remote_field_class:
$ref: '#/components/schemas/RemoteFieldClass'
value:
type: object
additionalProperties:
description: Any type
required:
- remote_field_class
title: RemoteField
RemoteFieldClass:
type: object
properties:
id:
type: string
display_name:
type: string
remote_key_name:
type: string
description:
type: string
is_custom:
type: boolean
is_common_model_field:
type: boolean
is_required:
type: boolean
field_type:
$ref: '#/components/schemas/FieldTypeEnum'
field_format:
$ref: '#/components/schemas/FieldFormatEnum'
field_choices:
type: array
items:
type: string
item_schema:
$ref: '#/components/schemas/ItemSchema'
title: RemoteFieldClass
FieldFormatEnum:
type: string
enum:
- string
- number
- date
- datetime
- bool
- list
title: FieldFormatEnum
DebugModelLogSummary:
type: object
properties:
url:
type: string
method:
type: string
status_code:
type: integer
required:
- url
- method
- status_code
title: DebugModelLogSummary
LinkedAccountStatus:
type: object
properties:
linked_account_status:
type: string
can_make_request:
type: boolean
required:
- linked_account_status
- can_make_request
title: LinkedAccountStatus
PaginatedNoteList:
type: object
properties:
next:
type:
- string
- 'null'
previous:
type:
- string
- 'null'
results:
type: array
items:
$ref: '#/components/schemas/Note'
title: PaginatedNoteList
NoteRequest:
type: object
properties:
owner:
type:
- string
- 'null'
format: uuid
description: The note's owner.
content:
type:
- string
- 'null'
description: The note's content.
contact:
type:
- string
- 'null'
format: uuid
description: The note's contact.
account:
type:
- string
- 'null'
format: uuid
description: The note's account.
opportunity:
type:
- string
- 'null'
format: uuid
description: The note's opportunity.
note_url:
type:
- string
- 'null'
format: uri
description: The note's URL in the remote system.
integration_params:
type:
- object
- 'null'
additionalProperties:
description: Any type
linked_account_params:
type:
- object
- 'null'
additionalProperties:
description: Any type
remote_fields:
type: array
items:
$ref: '#/components/schemas/RemoteFieldRequest'
description: '# The Note Object
### Description
The `Note` object is used to represent a note on another object.
### Usage Example
TODO'
title: NoteRequest
FieldTypeEnum:
type: string
enum:
- string
- number
- date
- datetime
- bool
- list
title: FieldTypeEnum
securitySchemes:
tokenAuth:
type: http
scheme: bearer
description: Token-based authentication with required prefix "Bearer"