For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
Logo
Resources
Log inGet a demo
Get startedAPI referenceImplementation
Get startedAPI referenceImplementation
    • Overview
          • The Note object
          • GET/notes
          • POST/notes
          • GET/notes/{id}
          • GET/notes/meta/post
          • GET/notes/remote-field-classes
UnifiedAgent HandlerGateway
UnifiedAgent HandlerGateway
Resources
Log inGet a demo
Common ModelsNotes

/notes/meta/post

GET
/crm/v1/notes/meta/post
GET
/api/crm/v1/notes/meta/post
$curl https://api.merge.dev/api/crm/v1/notes/meta/post \
>     -H "X-Account-Token: X-Account-Token" \
>     -H "Authorization: Bearer <token>"
200Retrieved
1{
2  "request_schema": {
3    "type": "object",
4    "properties": {
5      "model": {
6        "type": "object",
7        "required": [
8          "last_name",
9          "first_name",
10          "merge_categories",
11          "new_york_city_neighborhood",
12          "favorite_tv_shows",
13          "favorite_watch"
14        ],
15        "properties": {
16          "email_addresses": {
17            "type": "array",
18            "items": {
19              "type": "object",
20              "properties": {
21                "value": {
22                  "type": "string",
23                  "title": "value"
24                },
25                "email_address_type": {
26                  "type": "string",
27                  "title": "email_address_type"
28                },
29                "integration_params": {
30                  "type": "object",
31                  "title": "integration_params",
32                  "properties": {}
33                },
34                "linked_account_params": {
35                  "type": "object",
36                  "title": "linked_account_params",
37                  "properties": {}
38                }
39              }
40            },
41            "title": "email_addresses",
42            "description": "Array of email_addresses objects"
43          },
44          "urls": {
45            "type": "array",
46            "items": {
47              "type": "object",
48              "properties": {
49                "value": {
50                  "type": "string",
51                  "title": "value"
52                },
53                "url_type": {
54                  "type": "string",
55                  "title": "url_type"
56                },
57                "integration_params": {
58                  "type": "object",
59                  "title": "integration_params",
60                  "properties": {}
61                },
62                "linked_account_params": {
63                  "type": "object",
64                  "title": "linked_account_params",
65                  "properties": {}
66                }
67              }
68            },
69            "title": "urls",
70            "description": "Array of urls objects"
71          },
72          "first_name": {
73            "type": "string",
74            "title": "first_name",
75            "description": "The first name."
76          },
77          "last_name": {
78            "type": "string",
79            "title": "last_name",
80            "description": "The last name."
81          },
82          "phone_numbers": {
83            "type": "array",
84            "items": {
85              "type": "object",
86              "properties": {
87                "value": {
88                  "type": "string",
89                  "title": "value"
90                },
91                "phone_number_type": {
92                  "type": "string",
93                  "title": "phone_number_type"
94                },
95                "integration_params": {
96                  "type": "object",
97                  "title": "integration_params",
98                  "properties": {}
99                },
100                "linked_account_params": {
101                  "type": "object",
102                  "title": "linked_account_params",
103                  "properties": {}
104                }
105              }
106            },
107            "title": "phone_numbers",
108            "description": "Array of phone_numbers objects"
109          },
110          "tags": {
111            "type": "array",
112            "items": {
113              "type": "string",
114              "format": "uuid"
115            },
116            "title": "tags",
117            "description": "Array of tags names"
118          },
119          "attachments": {
120            "type": "array",
121            "items": {
122              "type": "object",
123              "properties": {
124                "id": {
125                  "type": "string",
126                  "title": "id"
127                },
128                "file_url": {
129                  "type": "string",
130                  "title": "file_url"
131                },
132                "file_name": {
133                  "type": "string",
134                  "title": "file_name"
135                },
136                "attachment_type": {
137                  "type": "string",
138                  "title": "attachment_type"
139                },
140                "integration_params": {
141                  "type": "object",
142                  "title": "integration_params",
143                  "properties": {}
144                },
145                "linked_account_params": {
146                  "type": "object",
147                  "title": "linked_account_params",
148                  "properties": {}
149                }
150              }
151            },
152            "title": "attachments",
153            "description": "Array of attachments objects "
154          },
155          "merge_categories": {
156            "type": "array",
157            "categories": {
158              "type": "string",
159              "enum": [
160                "HRIS",
161                "ATS",
162                "Accounting",
163                "Ticketing",
164                "File Storage",
165                "CRM",
166                "Marketing Automation"
167              ],
168              "enum_information": [
169                {
170                  "value": "HRIS",
171                  "description": "Merge HRIS Category"
172                },
173                {
174                  "value": "ATS",
175                  "description": "Merge ATS Category"
176                },
177                {
178                  "value": "Accounting",
179                  "description": "Merge Accounting Category"
180                },
181                {
182                  "value": "Ticketing",
183                  "description": "Merge Ticketing Category"
184                },
185                {
186                  "value": "File Storage",
187                  "description": "Merge File Storage Category"
188                },
189                {
190                  "value": "CRM",
191                  "description": "Merge CRM Category"
192                },
193                {
194                  "value": "Marketing Automation",
195                  "description": "Merge Marketing Automation Category"
196                }
197              ]
198            },
199            "title": "Merge Categories",
200            "description": "Array of Merge's Unified API Categories"
201          },
202          "new_york_city_neighborhood": {
203            "type": "string",
204            "title": "Borough",
205            "description": "One of the 5 Boroughs of New York City"
206          },
207          "favorite_tv_shows": {
208            "type": "array",
209            "items": {
210              "type": "string",
211              "format": "uuid"
212            },
213            "title": "Favorite TV Shows",
214            "description": "Array of TV Show objects on merge.tv_shows"
215          },
216          "favorite_watch": {
217            "type": "string",
218            "title": "Favorite Watch",
219            "description": "Favorite watch of all time"
220          }
221        }
222      }
223    }
224  },
225  "has_conditional_params": true,
226  "has_required_linked_account_params": true,
227  "status": {
228    "linked_account_status": "COMPLETE",
229    "can_make_request": true
230  }
231}

Returns metadata for Note POSTs.

Field support by integration

See all supported fields

Use the /linked-accounts endpoint to pull platform support information

Was this page helpful?
Previous

/notes/{id}

Next

/notes/remote-field-classes

Built with

Authentication

AuthorizationBearer

Token-based authentication with required prefix “Bearer”

Headers

X-Account-TokenstringRequired
Token identifying the end user.

Response

request_schemamap from strings to any
has_conditional_paramsboolean
has_required_linked_account_paramsboolean
statusobject
remote_fieldslist of strings
Remote field values to populate