Use this file to discover all available pages before exploring further.
Attach notes to accounts and contacts. Use this to store context from conversations, meeting notes, lead source details, or any other info you want linked to a record.
Array of contact emails to attach the note to (e.g., ["john@acme.com"]).
Include at least one of account_domains or contact_emails so the note is attached to a record. You can include both to link the note to both the company and the person.
{ "success": true, "data": { "note_id": "bb0e8400-e29b-41d4-a716-446655440000", "title": "Instantly Lead - First Contact", "content": "Reached out via cold email. Replied interested in demo." }, "message": "Note created successfully"}
Storing outbound context. When a lead from Instantly or Apollo replies, push the conversation context into Octolane as a note so your agents have full history.Meeting notes via API. After a call, push a summary note attached to the contact and account.Lead source tagging. Use the note title or content to tag where a lead came from (e.g., “Source: Instantly Cold Campaign Q1”).