Notes
Handles note entries linked to CRM records, allowing users to create, edit, delete, or retrieve notes.
Table-Specific Information
Note: The Bulk API is not supported by the Notes table. Due to this, if you are using the Bulk API (UseCOQL set to False and APIType set to Bulk), the connector will instead use the REST API (with its associated limitations) when working with notes data. Refer to v2, v2.1, or v4 (in accordance with the value you set for Schema) to see the limits imposed by the REST API.
Select
The connector uses the Zoho CRM API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client-side within the connector.
- NoteTitle supports the '=, LIKE' operators.
- NoteContent supports the '=, LIKE' operators.
- CreatedTime supports the '=' operator.
- ModifiedTime supports the '=' operator.
For example, the following queries are processed server side:
SELECT * FROM Notes WHERE Id = '3152079000000153079' SELECT * FROM Notes WHERE NoteTitle = 'Deal details'
Insert
INSERT INTO Notes (ParentID_Id, ModuleName, NoteContent) VALUES ('3276571000000184007', 'Leads', 'Janet converted this lead.')
Required fields: ParentID_Id (the Id of the item in which you are inserting the note to), ModuleName (the API name of the module you are inserting the note to), NoteContent.
Any field which is not read-only (ReadOnly = false in the table below) can be inserted.
Delete
You must specify the Id in the WHERE clause when executing a delete against this table.
DELETE FROM Notes WHERE Id = '3152079000000488014'
Update
You must specify the Id in the WHERE clause when executing an update against this table.
UPDATE Notes SET NoteTitle = 'Changed from the API.' WHERE Id = '3152079000000304003'
Required fields: Id.
Any field which is not read-only (ReadOnly = false in the table below) can be updated.
Columns
| Name | Type | ReadOnly | Description |
| Id [KEY] | String | True |
Unique identifier for the note record. |
| NoteOwner_Id | String | False |
Identifier of the user who owns the note. |
| NoteOwner_FirstName | String | True |
First name of the note owner. |
| NoteOwner_LastName | String | True |
Last name of the note owner. |
| NoteOwner_Email | String | True |
Email address of the note owner. |
| NoteOwner_Name | String | True |
Full name of the note owner. |
| NoteTitle | String | False |
Title or subject line of the note. |
| NoteContent | String | False |
Main content or body text of the note. |
| ParentID_Id | String | False |
Identifier of the record to which the note is linked. |
| ParentID_Name | String | True |
Name of the record to which the note is linked. |
| CreatedBy_Id | String | False |
Identifier of the user who created the note. |
| CreatedBy_FirstName | String | True |
First name of the user who created the note. |
| CreatedBy_LastName | String | True |
Last name of the user who created the note. |
| CreatedBy_Email | String | True |
Email address of the user who created the note. |
| CreatedBy_Name | String | True |
Full name of the user who created the note. |
| ModifiedBy_Id | String | False |
Identifier of the user who last modified the note. |
| ModifiedBy_FirstName | String | True |
First name of the user who last modified the note. |
| ModifiedBy_LastName | String | True |
Last name of the user who last modified the note. |
| ModifiedBy_Email | String | True |
Email address of the user who last modified the note. |
| ModifiedBy_Name | String | True |
Full name of the user who last modified the note. |
| CreatedTime | Datetime | False |
Timestamp indicating when the note was created. |
| ModifiedTime | Datetime | False |
Timestamp indicating when the note was last modified. |
| Associated_Id | Long | False |
Internal identifier used to associate the note with another record. |
| ModuleName | String | False |
Name of the module in which the note resides. |
| Attachments | String | False |
Comma-separated list of file attachments linked to the note. |
| Editable | String | False |
Indicates whether the note can be edited. |
| IsSharedToClient | String | False |
Indicates whether the note is shared with the client. |
| State | String | False |
Current state or status of the note. |
| VoiceNote | String | False |
Reference to an attached voice note, if any. |
Pseudo-Columns
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
| Name | Type | Description |
| DuplicateCheckFields | String |
Field or fields used to identify duplicate notes during an upsert. Multiple fields are supported in the REST API, but only one is allowed in the BULK API. |
| Trigger | String |
Specifies whether to trigger workflow rules or automation when inserting the note. |
| CustomViewId | Long |
Identifier of the custom view used to filter this note. Applies only when the useCOQL parameter is set to false. |