Voters 18
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18
API add tags or Notes to Contacts
- Planned
- Subscribe
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Rory Silva |
If we can add tags to contacts or notes via the API then we would be able to automate a ton of things internally...depending on what we tag or put in the note.
Activity Newest / Oldest
Pierre Biais
It is already possible, see the example of a put contact request :
"tags": [
"tax",
"mortgage",
"east"
],
"circles": {
"add": [
"All Prospects",
"All Clients & Prospects"
],
"remove": [
"All Clients"
]
},
"background_info": "IT Specialist, with 36 years of customer service in Food Service, Food Safety",
"notes": [
{
"title": "Jay called - needs a couple more weeks",
"note": "He is still setting up the basic stuff. Incorporated yesterday and now getting quotes for CRM and software etc.",
"date": "2023-10-24"
}
]
Mike
Status changed to: Planned
Kimberley Felton
It would be excellent if notes could be automatically added to a contact. I have a reception service that takes notes for calls coming in - I would like to be able to track communications without the worry of overriding prior notes.