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”).