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Run the booksBookkeepingAccounts PayableInvoicing & AROrder to CashAI Reporting
Plan aheadCash Flow ForecastDemand PlannerInventory & COGS
For accounting firmsCFO PortalClient PortalPractice ManagementAI WorkflowsDeveloper Platform
SolutionsFor accounting firmsFor growing businessesFor bookkeepers
FeaturesIntegrationsPricingDocs
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OverviewGuidesAPI Reference
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API Reference/notes

notes

Internal notes attached to businesses and entities.

15 endpoints.

  • GET/api/v1/notesList notes for a business
  • POST/api/v1/notesCreate a note
  • POST/api/v1/notes/bulkBulk-create notes (localStorage migration)
  • DELETE/api/v1/notes/reminders/{reminder_id}Cancel a reminder
  • DELETE/api/v1/notes/{note_id}Delete a note
  • GET/api/v1/notes/{note_id}Get a single note
  • PATCH/api/v1/notes/{note_id}Update a note
  • POST/api/v1/notes/{note_id}/attachmentsRegister note attachment
  • POST/api/v1/notes/{note_id}/attachments/upload-urlGet upload URL for note attachment
  • DELETE/api/v1/notes/{note_id}/attachments/{attachment_id}Delete note attachment
  • GET/api/v1/notes/{note_id}/attachments/{attachment_id}/download-urlGet download URL for note attachment
  • POST/api/v1/notes/{note_id}/notifyNotify business users about a note
  • GET/api/v1/notes/{note_id}/remindersList reminders for a note
  • POST/api/v1/notes/{note_id}/remindersSchedule a reminder for a note
  • POST/api/v1/notes/{note_id}/rewriteAI rewrite of note body

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Product
BookkeepingAccounts PayableInvoicing & AROrder to CashAI ReportingCash Flow ForecastDemand PlannerInventory & COGSCFO PortalClient PortalPractice ManagementAI WorkflowsDeveloper PlatformIntegrationsPricing
Solutions
For accounting firmsFor growing businessesFor bookkeepers
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