AccountNotes

Get details of notes related to accounts.

Select

The add-in will use the Outreach API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the add-in.

Id supports the '=' operators.
CreatedAt supports the '=,>=,<=,>,<' operators.
AccountId supports the '=' operators.

For example, the following query is processed server side:

SELECT * FROM AccountNotes WHERE Id = 1

SELECT * FROM AccountNotes WHERE CreatedAt = '2026-06-26 01:02:02.0'

SELECT * FROM AccountNotes WHERE AccountId = '12345'

Columns


Name	Type	Description
Id [KEY]	Integer	Id of account note.
CreatedAt	Datetime	The date and time the account note was created.
Message	String	The text content of this account note.
NoteType	String	The context of this account note. The allowed values are note, call, coffee, beer, meeting.
OpportunityAssociationRule	String	The rule used to associate the account note with an opportunity. The allowed values are recent_created, recent_updated.
Pinned	Boolean	A boolean value indicating whether this account note is pinned.
AccountId	Integer	The associated account Id.
AccountType	String	The associated account type.
AccountLinks	String	The associated account Links.
CreatorId	Integer	The creator of the account note.
CreatorType	String	The creator type.
CreatorLinks	String	The associated creator Links.
OpportunityId	Integer	The associated opportunity Id.
OpportunityType	String	The associated opportunity type.
OpportunityLinks	String	The associated opportunity Links.
Type	String	Type.

Excel Add-In for Outreach

AccountNotes

Select

Columns