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The Notes API allows you to manage notes and AI-generated summaries within the Meridian CRM system.
All requests must include a Bearer token in the HTTP header:
Description: Retrieve a list of notes from the user's organization.
Endpoint: GET api/public/v1/notes/
Optional Query Parameters:
Response Example:
Description: Retrieve details for a specific note.
Endpoint: GET api/public/v1/notes/{id}/
Response Example:
Description: Create a new note.
Endpoint: POST api/public/v1/notes/
Request Example:
Response: Returns the created note object with HTTP 201 status code.
Description: Update an existing note.
Endpoint: PUT api/public/v1/notes/{id}/
Request Example:
Response: Returns the updated note object.
Description: Delete a note.
Endpoint: DELETE api/public/v1/notes/{id}/
Response: Returns HTTP 204 No Content on success.
Description: Add, update, or remove action items for a note.
Endpoint: POST api/public/v1/notes/action-items/
Request Example:
Response: Returns the created action item object with HTTP 201 status code.
Endpoint: PUT api/public/v1/notes/action-items/{id}/
Request Example:
Response: Returns the updated action item object.
Delete Endpoint: DELETE api/public/v1/notes/action-items/{id}/
Response: Returns HTTP 204 No Content on success.
Description: Add, update, or remove tags for a note.
Endpoint: POST api/public/v1/notes/tags/
Request Example:
Response: Returns the created attachment object with HTTP 201 status code.
Update Endpoint: PUT api/public/v1/notes/tags/{id}/
Request Example:
Response: Returns the updated tag object.
Delete Endpoint: DELETE api/public/v1/notes/tags/{id}/
Response: Returns HTTP 204 No Content on success.
Description: Associate a tag with a note.
Endpoint: POST api/public/v1/notes/{note_id}/add-tag/{tag_id}/
Response: Returns HTTP 200 OK on success.
Description: Remove a tag association from a note.
Endpoint: DELETE api/public/v1/notes/{note_id}/remove-tag/{tag_id}/
Response: Returns HTTP 204 No Content on success.
Description: Retrieve metadata about note fields, including field names, types, and whether they are required, createable, or updateable.
Endpoint: GET api/public/v1/notes/metadata/fields/
Response Example:
Description: Retrieve metadata about action item fields.
Endpoint: GET api/public/v1/notes/action-items/metadata/fields/
Response Example:
Description: Retrieve metadata about tag fields.
Endpoint: GET api/public/v1/notes/tags/metadata/fields/
Response Example