Create a note for an account.

POST /accounts/{account_id}/notes

DEPRECATED - use "/notes" endpoint instead. A note to be added to the account.

Path parameters

Body

Add a Note to an entity

  • message string Required

    The contents of the note.

Responses

  • • 200 object

    New Note Created

    • note_id string Required

      A Canopy-generated ID for the note.

    • account_id string

      ID for the account related to this note.

    • product_id string

      ID for the product related to this note.

    • finance_request_id string

      ID for the finance request related to this note.

    • line_item_id string

      ID for the line item related to this note.

    • author object

      The user who authored the note

      • api_user_id string Required

        The unique ID in Canopy for this API user

      • organization_name string Required

        The organization to which the API user belongs.

      • name_first string Required

        The first name of the API user.

      • name_last string Required

        The last name of the API user.

      • email string(email) Required

        The email address of this API User

      • phone string | null

        Phone number of the API user

      • role integer Required

        The role of this user in the API

    • message string

      The contents of the note.

    • created_date string(date-time) Required

      The date and time the note was created.

  • • 401

    Unauthorized.

  • • 403

    Forbidden.

  • • 422

    Invalid input.

  • • 429

    Too many requests.

  • • default

    Unexpected Error.

POST /accounts/{account_id}/notes 
curl \
 -X POST https://<your_environment_name>-uat-api.canopyservicing.com/accounts/can_52322/notes \
 -H "Authorization: Bearer $ACCESS_TOKEN" \
 -H "Content-Type: application/json" \
 -d '{"message":"Attempted to call back customer, but no response."}'
Request example 
{
  "message": "Attempted to call back customer, but no response."
}
Response example (200) 
{
  "note_id": "31mNprzLd2bKl6koVna68ARM",
  "account_id": "31mNprzLd2bKl6koVna68ARM",
  "product_id": "31mNprzLd2bKl6koVna68ARM",
  "finance_request_id": "31mNprzLd2bKl6koVna68ARM",
  "line_item_id": "31mNprzLd2bKl6koVna68ARM",
  "author": {
    "api_user_id": "dc3d83c5-b31e-48eb-80e7-38f12ac1a6e5",
    "organization_name": "Lever Card 3000",
    "name_first": "Analise",
    "name_last": "Goldberg",
    "email": "marissa@globex.com",
    "phone": "1-123-456-7890",
    "role": 1
  },
  "message": "Attempted to call back customer, but no response.",
  "created_date": "2023-05-04T09:42:00+00:00"
}