Excel Add-In for HubSpot

Build 25.0.9434

EngagementsNotes

Retrieves note engagement records in HubSpot, used for logging internal or customer notes.

SELECT

When selecting Note Engagements, filtering can be applied to columns marked as "Filterable." For these columns, the only supported server-side operator is =. 

SELECT * FROM EngagementsNotes WHERE ID = '96ec8565-3b73-4ee8-9815-f90566ba9c42';
SELECT * FROM EngagementsNotes WHERE Archived = TRUE;

INSERT


INSERT INTO EngagementsNotes ([Note body], [UpdatedAt], [Activity date]) VALUES ('Body of the note.', current_timestamp(), current_timestamp() )

UPDATE


UPDATE EngagementsNotes SET [Note body] = 'Updated body of the note.' WHERE ID = '11896226519'

DELETE


DELETE FROM EngagementsNotes WHERE ID = '11896226519'

Columns

Name Type ReadOnly References Filterable Description
Id [KEY] Long False True

Unique identifier of the note engagement object.

Archived Bool True True

Indicates whether the note has been archived in HubSpot.

CreatedAt Datetime True False

Timestamp representing when the note engagement was created.

UpdatedAt Datetime True False

Timestamp representing when the note engagement was last updated.

Business units String False False

The business units this note is assigned to within HubSpot.

AtMentioned Owner Ids String False False

HubSpot owner IDs of users who were @mentioned in the note.

Attached file IDs String False False

IDs of files attached to the note engagement.

Body preview String True False

A short preview of the note body content.

HTML Body Preview String True False

HTML version of the note body preview for rendering rich text.

Body Preview Truncated Bool True False

Indicates whether the body of the note was truncated in the preview.

Activity created by Decimal True False

ID of the user who created this note activity.

Created by user ID Decimal True False

User ID of the creator. Automatically populated by HubSpot.

Create date Datetime True False

Date the note engagement was originally created.

Engagement Source String False False

System or integration source that created this note.

Engagement Source ID String False False

Specific source ID from the system that created this note.

Follow up action String False False

Suggested follow-up action associated with the note, if applicable.

GDPR deleted Bool True False

Indicates whether the note content was deleted in response to a GDPR request.

HdTicketIds String True True

All Helpdesk ticketIds associated with the Note.

Last modified date Datetime True False

The most recent time any property of the note engagement was updated.

Merged object IDs String True False

List of note object IDs that have been merged into this record. Set automatically by HubSpot.

Updated by Decimal True False

User ID of the last person to update the note engagement.

Note body String False False

The full body content of the note.

Record ID Decimal True False

Unique identifier for this record, automatically generated by HubSpot.

Product name String False False

Name of the product mentioned or associated with this note, if any.

Queue Memberships String False False

The queues this note belongs to for task routing or processing.

Read Only Object Bool True False

Indicates whether the note engagement is read-only and not editable.

Activity date Datetime False False

The date on which the note engagement occurred.

Unique creation key String True False

Unique key to support idempotent creation of the note via API.

Unique ID String False False

Globally unique identifier for the note engagement object.

Updated by user ID Decimal True False

User ID of the individual who last modified this record. Automatically populated by HubSpot.

User IDs of all notification followers String True False

IDs of users following this note engagement for updates or notifications.

User IDs of all notification unfollowers String True False

IDs of users who have unfollowed this note engagement and opted out of notifications.

User IDs of all owners String True False

List of user IDs representing owners of this note engagement.

Owner Assigned Date Datetime True False

Timestamp when the ownership of this note engagement was assigned.

Activity assigned to String False False

The user assigned to this note activity. This can be set manually or via automation.

HubSpot Team String True False

The HubSpot team of the user who owns this note engagement.

All owner ids String True False

All default and custom owner IDs associated with this note.

All team ids String True False

IDs of all teams associated with ownership of this note engagement.

All accessible team ids String True False

Team IDs, including hierarchy, that have visibility into this note engagement.

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Build 25.0.9434