API Documentation

Note

Endpoints

Method	Path	Description
POST	`/rest/notes`	Create a new note
GET	`/rest/notes/{id}`	Get a note by ID
GET	`/rest/notes`	List notes
PATCH	`/rest/notes/{id}`	Update a note
DELETE	`/rest/notes/{id}`	Delete a note
POST	`/graphql`	Search notes by title

Create a Note

POST /rest/notes

POST /rest/notes

POST /rest/notes

Required Fields

Field	Type	Description
`title`	string	Note title

Optional Fields

Field	Type	Description
`bodyV2.markdown`	string	Body content as Markdown
`bodyV2.blocknote`	string	Body content as blocknote JSON (stringified)

Shortcut: Instead of providing bodyV2, you can send plain text in a body field and the API will auto-convert it to the correct bodyV2 format:
{ "title": "Call Summary", "body": "Discussed timelines and next steps." }
{ "title": "Call Summary", "body": "Discussed timelines and next steps." }
{ "title": "Call Summary", "body": "Discussed timelines and next steps." }

Request Example — Plain Body (Simplest)

curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Meeting Notes - Q1 Review",
    "body": "Discussed quarterly targets.\nAction items assigned."
  }'

curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Meeting Notes - Q1 Review",
    "body": "Discussed quarterly targets.\nAction items assigned."
  }'

curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Meeting Notes - Q1 Review",
    "body": "Discussed quarterly targets.\nAction items assigned."
  }'

Request Example — Rich Body (bodyV2)

curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Meeting Notes - Q1 Review",
    "bodyV2": {
      "markdown": "Discussed quarterly targets.\nAction items assigned.",
      "blocknote": "[{\"id\":\"block-1\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Discussed quarterly targets.\",\"styles\":{}}],\"children\":[]},{\"id\":\"block-2\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Action items assigned.\",\"styles\":{}}],\"children\":[]}]"
    }
  }'

curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Meeting Notes - Q1 Review",
    "bodyV2": {
      "markdown": "Discussed quarterly targets.\nAction items assigned.",
      "blocknote": "[{\"id\":\"block-1\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Discussed quarterly targets.\",\"styles\":{}}],\"children\":[]},{\"id\":\"block-2\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Action items assigned.\",\"styles\":{}}],\"children\":[]}]"
    }
  }'

curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Meeting Notes - Q1 Review",
    "bodyV2": {
      "markdown": "Discussed quarterly targets.\nAction items assigned.",
      "blocknote": "[{\"id\":\"block-1\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Discussed quarterly targets.\",\"styles\":{}}],\"children\":[]},{\"id\":\"block-2\",\"type\":\"paragraph\",\"props\":{\"textColor\":\"default\",\"backgroundColor\":\"default\",\"textAlignment\":\"left\"},\"content\":[{\"type\":\"text\",\"text\":\"Action items assigned.\",\"styles\":{}}],\"children\":[]}]"
    }
  }'

Understanding the Blocknote Format

When providing bodyV2 directly (rather than using the plain body shortcut), both markdown and blocknote are required.

The blocknote value is a JSON-stringified array of paragraph blocks. Each paragraph is one block:

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

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

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

Rules:

Each block needs a unique UUID-format id — UUIDs don't need to be real database UUIDs, just unique strings in that format
Split multi-paragraph content into one block per paragraph (split on \n)
The entire blocknote field value is a JSON string (not an object) — stringify the array before sending

Get a Note

GET /rest/notes/{id}?depth=0

GET /rest/notes/{id}?depth=0

GET /rest/notes/{id}?depth=0

Parameter	Type	Default	Description
`id`	UUID (path)	—	Note ID
`depth`	number	0	`0` = note only, `1` = + linked records

curl -G "https://app.usedalil.ai/rest/notes/uuid-here" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "depth=1"

curl -G "https://app.usedalil.ai/rest/notes/uuid-here" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "depth=1"

curl -G "https://app.usedalil.ai/rest/notes/uuid-here" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "depth=1"

List Notes

GET /rest/notes

GET /rest/notes

GET /rest/notes

Parameter	Type	Default	Description
`limit`	number	60	Records per page
`starting_after`	UUID	—	Pagination cursor (last record's ID)
`order_by`	string	—	Sort field and direction
`filter`	string	—	Filter conditions
`depth`	number	0	Related objects depth

# Most recent notes
curl -G "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "order_by=createdAt[DescNullsLast]"

# Notes with "Meeting" in the title
curl -G "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=title[ilike]:meeting"

# Most recent notes
curl -G "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "order_by=createdAt[DescNullsLast]"

# Notes with "Meeting" in the title
curl -G "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=title[ilike]:meeting"

# Most recent notes
curl -G "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "order_by=createdAt[DescNullsLast]"

# Notes with "Meeting" in the title
curl -G "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=title[ilike]:meeting"

Update a Note

Send only the fields you want to change.

PATCH /rest/notes/{id}

PATCH /rest/notes/{id}

PATCH /rest/notes/{id}

Updatable fields: title, bodyV2

curl -X PATCH "https://app.usedalil.ai/rest/notes/uuid-here" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Updated Meeting Notes - Q1 Review"
  }'

curl -X PATCH "https://app.usedalil.ai/rest/notes/uuid-here" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Updated Meeting Notes - Q1 Review"
  }'

curl -X PATCH "https://app.usedalil.ai/rest/notes/uuid-here" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Updated Meeting Notes - Q1 Review"
  }'

Delete a Note

DELETE /rest/notes/{id}

DELETE /rest/notes/{id}

DELETE /rest/notes/{id}

Note: Deleting a note also removes any associated Note Relations. The linked records (person, company, opportunity) are not affected.

Search Notes

Notes are searched by title only using GraphQL. Body content is not searchable.

By Title — GraphQL + REST (Two Steps)

Step 1: GraphQL search → get IDs

curl -X POST "https://app.usedalil.ai/graphql" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"note\"], limit: 5) { edges { node { recordId objectNameSingular label } } } }",
    "variables": {
      "searchInput": "Meeting Notes"
    }
  }'

curl -X POST "https://app.usedalil.ai/graphql" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"note\"], limit: 5) { edges { node { recordId objectNameSingular label } } } }",
    "variables": {
      "searchInput": "Meeting Notes"
    }
  }'

curl -X POST "https://app.usedalil.ai/graphql" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "query": "query Search($searchInput: String!) { search(searchInput: $searchInput, includedObjectNameSingulars: [\"note\"], limit: 5) { edges { node { recordId objectNameSingular label } } } }",
    "variables": {
      "searchInput": "Meeting Notes"
    }
  }'

GraphQL caveats:
searchInput is a plain String! variable
limit must be hardcoded in the query string
Returns IDs only

Step 2: Fetch full records

curl -G "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=id[in]:[recordId1,recordId2]" \
  --data-urlencode "depth=1"

curl -G "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=id[in]:[recordId1,recordId2]" \
  --data-urlencode "depth=1"

curl -G "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=id[in]:[recordId1,recordId2]" \
  --data-urlencode "depth=1"

Linking Notes to Records

Notes must be explicitly linked to CRM records using the Note Relation endpoint. A single note can be linked to multiple records.

Workflow: Create a Note and Link It

# Step 1: Create the note
curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title": "Call Summary", "body": "Great discussion about Q2 plans."}'
# Save the returned note ID

# Step 2: Link the note to a person
curl -X POST "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"noteId": "note-uuid", "personId": "person-uuid"}'

# Optionally also link to their company
curl -X POST "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"noteId": "note-uuid", "companyId": "company-uuid"}'

# Step 1: Create the note
curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title": "Call Summary", "body": "Great discussion about Q2 plans."}'
# Save the returned note ID

# Step 2: Link the note to a person
curl -X POST "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"noteId": "note-uuid", "personId": "person-uuid"}'

# Optionally also link to their company
curl -X POST "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"noteId": "note-uuid", "companyId": "company-uuid"}'

# Step 1: Create the note
curl -X POST "https://app.usedalil.ai/rest/notes" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title": "Call Summary", "body": "Great discussion about Q2 plans."}'
# Save the returned note ID

# Step 2: Link the note to a person
curl -X POST "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"noteId": "note-uuid", "personId": "person-uuid"}'

# Optionally also link to their company
curl -X POST "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"noteId": "note-uuid", "companyId": "company-uuid"}'

Find All Notes for a Person

curl -G "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=personId[eq]:person-uuid" \
  --data-urlencode "depth=1"

curl -G "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=personId[eq]:person-uuid" \
  --data-urlencode "depth=1"

curl -G "https://app.usedalil.ai/rest/noteTargets" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  --data-urlencode "filter=personId[eq]:person-uuid" \
  --data-urlencode "depth=1"

The response includes the full note object when depth >= 1.

Filter Examples

# Notes with "meeting" in the title (case-insensitive)
filter=title[ilike]:meeting

# Notes created after a specific date
filter=createdAt[gte]:2024-01-01T00:00:00.000Z

# Notes created in the last 30 days
filter=createdAt[gte]:2024-03-01T00:00:00.000Z

# Notes with "meeting" in the title (case-insensitive)
filter=title[ilike]:meeting

# Notes created after a specific date
filter=createdAt[gte]:2024-01-01T00:00:00.000Z

# Notes created in the last 30 days
filter=createdAt[gte]:2024-03-01T00:00:00.000Z

# Notes with "meeting" in the title (case-insensitive)
filter=title[ilike]:meeting

# Notes created after a specific date
filter=createdAt[gte]:2024-01-01T00:00:00.000Z

# Notes created in the last 30 days
filter=createdAt[gte]:2024-03-01T00:00:00.000Z

Common Gotchas

Notes are standalone. They are not directly attached to people or companies — a separate Note Relation (/rest/noteTargets) is required to create the link.
Body uses blocknote JSON format. The bodyV2 field requires both markdown and blocknote. Use the plain body shortcut to avoid constructing blocknote JSON manually.
Blocknote IDs must be unique. Each block in the blocknote array needs a unique UUID-format id. Duplicate IDs cause rendering issues.
Search is title-only. GraphQL search does not index note body content — only the title.
id[in] requires bracket syntax. Use id[in]:[uuid1,uuid2] — brackets are required.
URL-encode filter parameters. Use curl -G --data-urlencode "filter=...".

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