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Crm.Notes

Overview

Available Operations

List

List notes

Example Usage

using ApideckUnifySdk;
using ApideckUnifySdk.Models.Components;
using ApideckUnifySdk.Models.Requests;
using System.Collections.Generic;

var sdk = new Apideck(
    consumerId: "test-consumer",
    appId: "dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX",
    apiKey: "<YOUR_BEARER_TOKEN_HERE>"
);

CrmNotesAllRequest req = new CrmNotesAllRequest() {
    ServiceId = "salesforce",
    Filter = new NotesFilter() {
        Title = "Follow up call",
    },
    PassThrough = new Dictionary<string, object>() {
        { "search", "San Francisco" },
    },
    Fields = "id,updated_at",
};

CrmNotesAllResponse? res = await sdk.Crm.Notes.ListAsync(req);

while(res != null)
{
    // handle items

    res = await res.Next!();
}

Parameters

Parameter Type Required Description
request CrmNotesAllRequest ✔️ The request object to use for the request.

Response

CrmNotesAllResponse

Errors

Error Type Status Code Content Type
ApideckUnifySdk.Models.Errors.BadRequestResponse 400 application/json
ApideckUnifySdk.Models.Errors.UnauthorizedResponse 401 application/json
ApideckUnifySdk.Models.Errors.PaymentRequiredResponse 402 application/json
ApideckUnifySdk.Models.Errors.NotFoundResponse 404 application/json
ApideckUnifySdk.Models.Errors.UnprocessableResponse 422 application/json
ApideckUnifySdk.Models.Errors.APIException 4XX, 5XX */*

Create

Create note

Example Usage

using ApideckUnifySdk;
using ApideckUnifySdk.Models.Components;
using ApideckUnifySdk.Models.Requests;
using System.Collections.Generic;

var sdk = new Apideck(
    consumerId: "test-consumer",
    appId: "dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX",
    apiKey: "<YOUR_BEARER_TOKEN_HERE>"
);

CrmNotesAddRequest req = new CrmNotesAddRequest() {
    ServiceId = "salesforce",
    Note = new NoteInput() {
        Title = "Meeting Notes",
        Content = "Office hours are 9AM-6PM",
        OwnerId = "12345",
        ContactId = "12345",
        CompanyId = "12345",
        OpportunityId = "12345",
        ActivityId = "12345",
        LeadId = "12345",
        Active = true,
        PassThrough = new List<PassThroughBody>() {
            new PassThroughBody() {
                ServiceId = "<id>",
                ExtendPaths = new List<ExtendPaths>() {
                    new ExtendPaths() {
                        Path = "$.nested.property",
                        Value = new Dictionary<string, object>() {
                            { "TaxClassificationRef", new Dictionary<string, object>() {
                                { "value", "EUC-99990201-V1-00020000" },
                            } },
                        },
                    },
                    new ExtendPaths() {
                        Path = "$.nested.property",
                        Value = new Dictionary<string, object>() {
                            { "TaxClassificationRef", new Dictionary<string, object>() {
                                { "value", "EUC-99990201-V1-00020000" },
                            } },
                        },
                    },
                },
            },
            new PassThroughBody() {
                ServiceId = "<id>",
                ExtendPaths = new List<ExtendPaths>() {
                    new ExtendPaths() {
                        Path = "$.nested.property",
                        Value = new Dictionary<string, object>() {
                            { "TaxClassificationRef", new Dictionary<string, object>() {
                                { "value", "EUC-99990201-V1-00020000" },
                            } },
                        },
                    },
                    new ExtendPaths() {
                        Path = "$.nested.property",
                        Value = new Dictionary<string, object>() {
                            { "TaxClassificationRef", new Dictionary<string, object>() {
                                { "value", "EUC-99990201-V1-00020000" },
                            } },
                        },
                    },
                },
            },
            new PassThroughBody() {
                ServiceId = "<id>",
                ExtendPaths = new List<ExtendPaths>() {
                    new ExtendPaths() {
                        Path = "$.nested.property",
                        Value = new Dictionary<string, object>() {
                            { "TaxClassificationRef", new Dictionary<string, object>() {
                                { "value", "EUC-99990201-V1-00020000" },
                            } },
                        },
                    },
                    new ExtendPaths() {
                        Path = "$.nested.property",
                        Value = new Dictionary<string, object>() {
                            { "TaxClassificationRef", new Dictionary<string, object>() {
                                { "value", "EUC-99990201-V1-00020000" },
                            } },
                        },
                    },
                },
            },
        },
    },
};

var res = await sdk.Crm.Notes.CreateAsync(req);

// handle response

Parameters

Parameter Type Required Description
request CrmNotesAddRequest ✔️ The request object to use for the request.

Response

CrmNotesAddResponse

Errors

Error Type Status Code Content Type
ApideckUnifySdk.Models.Errors.BadRequestResponse 400 application/json
ApideckUnifySdk.Models.Errors.UnauthorizedResponse 401 application/json
ApideckUnifySdk.Models.Errors.PaymentRequiredResponse 402 application/json
ApideckUnifySdk.Models.Errors.NotFoundResponse 404 application/json
ApideckUnifySdk.Models.Errors.UnprocessableResponse 422 application/json
ApideckUnifySdk.Models.Errors.APIException 4XX, 5XX */*

Get

Get note

Example Usage

using ApideckUnifySdk;
using ApideckUnifySdk.Models.Components;
using ApideckUnifySdk.Models.Requests;

var sdk = new Apideck(
    consumerId: "test-consumer",
    appId: "dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX",
    apiKey: "<YOUR_BEARER_TOKEN_HERE>"
);

CrmNotesOneRequest req = new CrmNotesOneRequest() {
    Id = "<id>",
    ServiceId = "salesforce",
    Fields = "id,updated_at",
};

var res = await sdk.Crm.Notes.GetAsync(req);

// handle response

Parameters

Parameter Type Required Description
request CrmNotesOneRequest ✔️ The request object to use for the request.

Response

CrmNotesOneResponse

Errors

Error Type Status Code Content Type
ApideckUnifySdk.Models.Errors.BadRequestResponse 400 application/json
ApideckUnifySdk.Models.Errors.UnauthorizedResponse 401 application/json
ApideckUnifySdk.Models.Errors.PaymentRequiredResponse 402 application/json
ApideckUnifySdk.Models.Errors.NotFoundResponse 404 application/json
ApideckUnifySdk.Models.Errors.UnprocessableResponse 422 application/json
ApideckUnifySdk.Models.Errors.APIException 4XX, 5XX */*

Update

Update note

Example Usage

using ApideckUnifySdk;
using ApideckUnifySdk.Models.Components;
using ApideckUnifySdk.Models.Requests;
using System.Collections.Generic;

var sdk = new Apideck(
    consumerId: "test-consumer",
    appId: "dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX",
    apiKey: "<YOUR_BEARER_TOKEN_HERE>"
);

CrmNotesUpdateRequest req = new CrmNotesUpdateRequest() {
    Id = "<id>",
    ServiceId = "salesforce",
    Note = new NoteInput() {
        Title = "Meeting Notes",
        Content = "Office hours are 9AM-6PM",
        OwnerId = "12345",
        ContactId = "12345",
        CompanyId = "12345",
        OpportunityId = "12345",
        ActivityId = "12345",
        LeadId = "12345",
        Active = true,
        PassThrough = new List<PassThroughBody>() {
            new PassThroughBody() {
                ServiceId = "<id>",
                ExtendPaths = new List<ExtendPaths>() {
                    new ExtendPaths() {
                        Path = "$.nested.property",
                        Value = new Dictionary<string, object>() {
                            { "TaxClassificationRef", new Dictionary<string, object>() {
                                { "value", "EUC-99990201-V1-00020000" },
                            } },
                        },
                    },
                    new ExtendPaths() {
                        Path = "$.nested.property",
                        Value = new Dictionary<string, object>() {
                            { "TaxClassificationRef", new Dictionary<string, object>() {
                                { "value", "EUC-99990201-V1-00020000" },
                            } },
                        },
                    },
                },
            },
            new PassThroughBody() {
                ServiceId = "<id>",
                ExtendPaths = new List<ExtendPaths>() {
                    new ExtendPaths() {
                        Path = "$.nested.property",
                        Value = new Dictionary<string, object>() {
                            { "TaxClassificationRef", new Dictionary<string, object>() {
                                { "value", "EUC-99990201-V1-00020000" },
                            } },
                        },
                    },
                    new ExtendPaths() {
                        Path = "$.nested.property",
                        Value = new Dictionary<string, object>() {
                            { "TaxClassificationRef", new Dictionary<string, object>() {
                                { "value", "EUC-99990201-V1-00020000" },
                            } },
                        },
                    },
                },
            },
            new PassThroughBody() {
                ServiceId = "<id>",
                ExtendPaths = new List<ExtendPaths>() {
                    new ExtendPaths() {
                        Path = "$.nested.property",
                        Value = new Dictionary<string, object>() {
                            { "TaxClassificationRef", new Dictionary<string, object>() {
                                { "value", "EUC-99990201-V1-00020000" },
                            } },
                        },
                    },
                    new ExtendPaths() {
                        Path = "$.nested.property",
                        Value = new Dictionary<string, object>() {
                            { "TaxClassificationRef", new Dictionary<string, object>() {
                                { "value", "EUC-99990201-V1-00020000" },
                            } },
                        },
                    },
                },
            },
        },
    },
};

var res = await sdk.Crm.Notes.UpdateAsync(req);

// handle response

Parameters

Parameter Type Required Description
request CrmNotesUpdateRequest ✔️ The request object to use for the request.

Response

CrmNotesUpdateResponse

Errors

Error Type Status Code Content Type
ApideckUnifySdk.Models.Errors.BadRequestResponse 400 application/json
ApideckUnifySdk.Models.Errors.UnauthorizedResponse 401 application/json
ApideckUnifySdk.Models.Errors.PaymentRequiredResponse 402 application/json
ApideckUnifySdk.Models.Errors.NotFoundResponse 404 application/json
ApideckUnifySdk.Models.Errors.UnprocessableResponse 422 application/json
ApideckUnifySdk.Models.Errors.APIException 4XX, 5XX */*

Delete

Delete note

Example Usage

using ApideckUnifySdk;
using ApideckUnifySdk.Models.Components;
using ApideckUnifySdk.Models.Requests;

var sdk = new Apideck(
    consumerId: "test-consumer",
    appId: "dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX",
    apiKey: "<YOUR_BEARER_TOKEN_HERE>"
);

CrmNotesDeleteRequest req = new CrmNotesDeleteRequest() {
    Id = "<id>",
    ServiceId = "salesforce",
};

var res = await sdk.Crm.Notes.DeleteAsync(req);

// handle response

Parameters

Parameter Type Required Description
request CrmNotesDeleteRequest ✔️ The request object to use for the request.

Response

CrmNotesDeleteResponse

Errors

Error Type Status Code Content Type
ApideckUnifySdk.Models.Errors.BadRequestResponse 400 application/json
ApideckUnifySdk.Models.Errors.UnauthorizedResponse 401 application/json
ApideckUnifySdk.Models.Errors.PaymentRequiredResponse 402 application/json
ApideckUnifySdk.Models.Errors.NotFoundResponse 404 application/json
ApideckUnifySdk.Models.Errors.UnprocessableResponse 422 application/json
ApideckUnifySdk.Models.Errors.APIException 4XX, 5XX */*