ClientsAdd a note

Add a note

Needs: Clients Read, and Read-write on Clients, Tasks or Roster (which one depends on the note type)

Adds a note like New note on the client's Notes tab. The type decides the fields: a General note needs Clients Read-write, a Task note needs Tasks Read-write and an Appointment note (a shift note) needs Roster Read-write. Use general unless the note is about a task or a shift.

Note: Task notes return task:ID and appointment notes return appointment: followed by the shift ref in created.

curl -X POST "https://app.imploy.com.au/api/integrations/v1/clients/123/notes" \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -d '{
  "type": "general",
  "notes": "<p>Phoned the client to confirm Monday's visit.</p>"
}'
{
  "created": "general:12"
}
POST
/clients/{client_id}/notes
POST
Base URLstring

Target server for requests. Edit to use your own host.

Bearer Token
Bearer Tokenstring
Required

An organisation access token that starts with imp_at_. Send it as Authorization: Bearer imp_at_XXXX.

An organisation access token that starts with imp_at_. Send it as Authorization: Bearer imp_at_XXXX.
Content-Typestring
Required

The media type of the request body

Options: application/json
typestring
Required

general, task or appointment.

notesstring

The note. Plain text, or HTML using the note editor formatting. Needed for general and task notes.

appointment_refstring

General notes only. Links one of the client's single-client shifts, such as a:123.

task_idinteger

Task notes only. One of the client's tasks. If you leave it out, the error lists the client's open tasks.

titlestring

Task notes only. Defaults to General. General and appointment notes have no title.

refstring

Appointment notes only. The client's shift, such as a:123 or g:45.

segment_notesarray

Appointment notes. A list of segment_id and notes pairs, with segment ids from the shift's details.

author_staff_idinteger

Appointment notes. Write the note as this staff member on the shift.

Request Preview
Response

Response will appear here after sending the request

Authentication

header
Authorizationstring
Required

Bearer token. An organisation access token that starts with imp_at_. Send it as Authorization: Bearer imp_at_XXXX.

Path Parameters

Body

application/json
typestring
Required

general, task or appointment.

notesstring

The note. Plain text, or HTML using the note editor formatting. Needed for general and task notes.

appointment_refstring

General notes only. Links one of the client's single-client shifts, such as a:123.

task_idinteger

Task notes only. One of the client's tasks. If you leave it out, the error lists the client's open tasks.

titlestring

Task notes only. Defaults to General. General and appointment notes have no title.

refstring

Appointment notes only. The client's shift, such as a:123 or g:45.

segment_notesarray

Appointment notes. A list of segment_id and notes pairs, with segment ids from the shift's details.

author_staff_idinteger

Appointment notes. Write the note as this staff member on the shift.

Responses