Manage notes in Dalil AI CRM — create, read, update, delete, search, and list note records with rich text body (markdown/blocknote). Use note-relation to attach notes to people, companies, or opportunities.

Dalil AI: Note API Skills

Quick Reference

• Base URL: https://app.usedalil.ai

• Auth: Authorization: Bearer {apiKey}

• Content-Type: application/json (POST/PATCH requests only)

• Accept: application/json (GET requests)

• Resource path: /rest/notes

GraphQL search (POST /graphql):

• searchInput is a plain String! variable — do NOT pass as an object {query: "...", includedObjectNameSingulars: [...]} (causes type error)

• limit must be hardcoded in the query string — do NOT pass as a $limit variable (causes type error)

• Returns IDs only — always follow up with REST to fetch full records

Endpoints

Create Note

Request Body

{
  "title": "Meeting Notes - Q1 Review",
  "bodyV2": {
    "markdown": "Discussed quarterly targets.\nAction items assigned.",
    "blocknote": "[{\"id\":\"unique-uuid-1\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Discussed quarterly targets.\",\"styles\":{}}],\"children\":[]},{\"id\":\"unique-uuid-2\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Action items assigned.\",\"styles\":{}}],\"children\":[]}]"
  }
}

{
  "title": "Meeting Notes - Q1 Review",
  "bodyV2": {
    "markdown": "Discussed quarterly targets.\nAction items assigned.",
    "blocknote": "[{\"id\":\"unique-uuid-1\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Discussed quarterly targets.\",\"styles\":{}}],\"children\":[]},{\"id\":\"unique-uuid-2\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Action items assigned.\",\"styles\":{}}],\"children\":[]}]"
  }
}

{
  "title": "Meeting Notes - Q1 Review",
  "bodyV2": {
    "markdown": "Discussed quarterly targets.\nAction items assigned.",
    "blocknote": "[{\"id\":\"unique-uuid-1\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Discussed quarterly targets.\",\"styles\":{}}],\"children\":[]},{\"id\":\"unique-uuid-2\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Action items assigned.\",\"styles\":{}}],\"children\":[]}]"
  }
}

Required Fields

• title (string) — Note title

Optional Fields

• bodyV2.markdown (string) — Body content as markdown

• bodyV2.blocknote (string) — Body content as blocknote JSON

Blocknote Format

Each paragraph is a block:

{
  "id": "unique-uuid",
  "type": "paragraph",
  "props": {
    "textColor": "default",
    "backgroundColor": "default",
    "textAlignment": "left"
  },
  "content": [{ "type": "text", "text": "Your text here.", "styles": {} }],
  "children": []
}

{
  "id": "unique-uuid",
  "type": "paragraph",
  "props": {
    "textColor": "default",
    "backgroundColor": "default",
    "textAlignment": "left"
  },
  "content": [{ "type": "text", "text": "Your text here.", "styles": {} }],
  "children": []
}

{
  "id": "unique-uuid",
  "type": "paragraph",
  "props": {
    "textColor": "default",
    "backgroundColor": "default",
    "textAlignment": "left"
  },
  "content": [{ "type": "text", "text": "Your text here.", "styles": {} }],
  "children": []
}

Multiple paragraphs: split text by newlines, one block per line. The blocknote field is a JSON string of an array of these blocks.

Update Note

Updatable fields: title, bodyV2

Get Note

List Notes

GET /rest/notes?limit=60&order_by=createdAt[DescNullsLast]

GET /rest/notes?limit=60&order_by=createdAt[DescNullsLast]

GET /rest/notes?limit=60&order_by=createdAt[DescNullsLast]

Delete Note

Search Pattern

Search by title (GraphQL + REST):

Step 1 — GraphQL:

{
  "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"note\"], limit: 5) { edges { node { recordId objectNameSingular label imageUrl } } } }",
  "variables": { "searchInput": "Meeting Notes" }
}

{
  "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"note\"], limit: 5) { edges { node { recordId objectNameSingular label imageUrl } } } }",
  "variables": { "searchInput": "Meeting Notes" }
}

{
  "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"note\"], limit: 5) { edges { node { recordId objectNameSingular label imageUrl } } } }",
  "variables": { "searchInput": "Meeting Notes" }
}

POST to https://app.usedalil.ai/graphql

Step 2 — Fetch:

GET /rest/notes?filter=id[in]:[recordId1,recordId2]

GET /rest/notes?filter=id[in]:[recordId1,recordId2]

GET /rest/notes?filter=id[in]:[recordId1,recordId2]

Linking Notes to Records

Notes are standalone. To attach a note to a person, company, or opportunity, create a Note Relation:

{
  "noteId": "uuid-of-note",
  "personId": "uuid-of-person"
}

{
  "noteId": "uuid-of-note",
  "personId": "uuid-of-person"
}

{
  "noteId": "uuid-of-note",
  "personId": "uuid-of-person"
}

Or use companyId or opportunityId instead of personId.

Filter Examples

# Notes with title containing "Meeting"
filter=title[like]:Meeting

# Notes created after a date
filter=createdAt[gte]

# Notes with title containing "Meeting"
filter=title[like]:Meeting

# Notes created after a date
filter=createdAt[gte]

# Notes with title containing "Meeting"
filter=title[like]:Meeting

# Notes created after a date
filter=createdAt[gte]

Gotchas

1. Body uses blocknote JSON format — The bodyV2 field requires both markdown and blocknote (JSON string). When sending via the simplified API, you can send plain body text and it auto-converts.

2. Notes are standalone — They are not directly linked to people/companies. Use Note Relations (/rest/noteTargets) to create associations.

3. Blocknote IDs must be unique — Each block in the blocknote JSON array needs a unique UUID-format id.

4. Search is title-only — No body content search is available.

5. GraphQL search returns IDs only — Follow up with GET /rest/notes?filter=id[in]:[id1,id2] to fetch full records.

6. URL-encode GET filter params — Filter strings contain special characters ([, ], :) that break manually constructed URLs. Use URL encoding when making requests (e.g., curl -G --data-urlencode "filter=...").