Chilkat Online Tools

SQL Server / Zoho CRM REST APIs / Create Notes

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-- Important: See this note about string length limitations for strings returned by sp_OAMethod calls.
--
CREATE PROCEDURE ChilkatSample
AS
BEGIN
    DECLARE @hr int
    DECLARE @iTmp0 int
    -- Important: Do not use nvarchar(max).  See the warning about using nvarchar(max).
    DECLARE @sTmp0 nvarchar(4000)
    -- This example assumes the Chilkat API to have been previously unlocked.
    -- See Global Unlock Sample for sample code.

    DECLARE @http int
    -- Use "Chilkat_9_5_0.Http" for versions of Chilkat < 10.0.0
    EXEC @hr = sp_OACreate 'Chilkat.Http', @http OUT
    IF @hr <> 0
    BEGIN
        PRINT 'Failed to create ActiveX component'
        RETURN
    END

    DECLARE @success int

    -- Use this online tool to generate code from sample JSON: Generate Code to Create JSON

    -- The following JSON is sent in the request body.

    -- {
    --   "data": [
    --     {
    --       "Note_Title": "Contacted",
    --       "Note_Content": "Need to do further tracking",
    --       "Parent_Id": "{{record_id}}",
    --       "se_module": "Leads"
    --     }
    --   ]
    -- }

    DECLARE @json int
    -- Use "Chilkat_9_5_0.JsonObject" for versions of Chilkat < 10.0.0
    EXEC @hr = sp_OACreate 'Chilkat.JsonObject', @json OUT

    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].Note_Title', 'Contacted'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].Note_Content', 'Need to do further tracking'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].Parent_Id', '{{record_id}}'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].se_module', 'Leads'

    -- Adds the "Authorization: Bearer <access_token>" header.
    EXEC sp_OASetProperty @http, 'AuthToken', '<access_token>'

    DECLARE @resp int
    EXEC sp_OAMethod @http, 'PostJson3', @resp OUT, 'https://domain.com/crm/v2/notes', 'application/json', @json
    EXEC sp_OAGetProperty @http, 'LastMethodSuccess', @iTmp0 OUT
    IF @iTmp0 = 0
      BEGIN
        EXEC sp_OAGetProperty @http, 'LastErrorText', @sTmp0 OUT
        PRINT @sTmp0
        EXEC @hr = sp_OADestroy @http
        EXEC @hr = sp_OADestroy @json
        RETURN
      END

    DECLARE @sbResponseBody int
    -- Use "Chilkat_9_5_0.StringBuilder" for versions of Chilkat < 10.0.0
    EXEC @hr = sp_OACreate 'Chilkat.StringBuilder', @sbResponseBody OUT

    EXEC sp_OAMethod @resp, 'GetBodySb', @success OUT, @sbResponseBody

    DECLARE @jResp int
    -- Use "Chilkat_9_5_0.JsonObject" for versions of Chilkat < 10.0.0
    EXEC @hr = sp_OACreate 'Chilkat.JsonObject', @jResp OUT

    EXEC sp_OAMethod @jResp, 'LoadSb', @success OUT, @sbResponseBody
    EXEC sp_OASetProperty @jResp, 'EmitCompact', 0


    PRINT 'Response Body:'
    EXEC sp_OAMethod @jResp, 'Emit', @sTmp0 OUT
    PRINT @sTmp0

    DECLARE @respStatusCode int
    EXEC sp_OAGetProperty @resp, 'StatusCode', @respStatusCode OUT

    PRINT 'Response Status Code = ' + @respStatusCode
    IF @respStatusCode >= 400
      BEGIN

        PRINT 'Response Header:'
        EXEC sp_OAGetProperty @resp, 'Header', @sTmp0 OUT
        PRINT @sTmp0

        PRINT 'Failed.'
        EXEC @hr = sp_OADestroy @resp

        EXEC @hr = sp_OADestroy @http
        EXEC @hr = sp_OADestroy @json
        EXEC @hr = sp_OADestroy @sbResponseBody
        EXEC @hr = sp_OADestroy @jResp
        RETURN
      END
    EXEC @hr = sp_OADestroy @resp

    -- Sample JSON response:
    -- (Sample code for parsing the JSON response is shown below)

    -- {
    --   "data": [
    --     {
    --       "code": "SUCCESS",
    --       "details": {
    --         "Modified_Time": "2021-05-11T16:07:25+00:00",
    --         "Modified_By": {
    --           "name": "Patricia Boyle",
    --           "id": "738964000000291009"
    --         },
    --         "Created_Time": "2021-05-11T16:07:25+00:00",
    --         "id": "738964000002152031",
    --         "Created_By": {
    --           "name": "Patricia Boyle",
    --           "id": "738964000000291009"
    --         }
    --       },
    --       "message": "record added",
    --       "status": "success"
    --     }
    --   ]
    -- }

    -- Sample code for parsing the JSON response...
    -- Use this online tool to generate parsing code from sample JSON: Generate JSON Parsing Code

    DECLARE @code nvarchar(4000)

    DECLARE @Modified_Time nvarchar(4000)

    DECLARE @Name nvarchar(4000)

    DECLARE @Id nvarchar(4000)

    DECLARE @Created_Time nvarchar(4000)

    DECLARE @detailsId nvarchar(4000)

    DECLARE @Created_ByName nvarchar(4000)

    DECLARE @Created_ById nvarchar(4000)

    DECLARE @message nvarchar(4000)

    DECLARE @status nvarchar(4000)

    DECLARE @i int
    SELECT @i = 0
    DECLARE @count_i int
    EXEC sp_OAMethod @jResp, 'SizeOfArray', @count_i OUT, 'data'
    WHILE @i < @count_i
      BEGIN
        EXEC sp_OASetProperty @jResp, 'I', @i
        EXEC sp_OAMethod @jResp, 'StringOf', @code OUT, 'data[i].code'
        EXEC sp_OAMethod @jResp, 'StringOf', @Modified_Time OUT, 'data[i].details.Modified_Time'
        EXEC sp_OAMethod @jResp, 'StringOf', @Name OUT, 'data[i].details.Modified_By.name'
        EXEC sp_OAMethod @jResp, 'StringOf', @Id OUT, 'data[i].details.Modified_By.id'
        EXEC sp_OAMethod @jResp, 'StringOf', @Created_Time OUT, 'data[i].details.Created_Time'
        EXEC sp_OAMethod @jResp, 'StringOf', @detailsId OUT, 'data[i].details.id'
        EXEC sp_OAMethod @jResp, 'StringOf', @Created_ByName OUT, 'data[i].details.Created_By.name'
        EXEC sp_OAMethod @jResp, 'StringOf', @Created_ById OUT, 'data[i].details.Created_By.id'
        EXEC sp_OAMethod @jResp, 'StringOf', @message OUT, 'data[i].message'
        EXEC sp_OAMethod @jResp, 'StringOf', @status OUT, 'data[i].status'
        SELECT @i = @i + 1
      END

    EXEC @hr = sp_OADestroy @http
    EXEC @hr = sp_OADestroy @json
    EXEC @hr = sp_OADestroy @sbResponseBody
    EXEC @hr = sp_OADestroy @jResp


END
GO

Curl Command

curl -X POST
	-H "Authorization: Bearer <access_token>"
	-d '{
    "data": [
       {
            "Note_Title": "Contacted",
            "Note_Content": "Need to do further tracking",
            "Parent_Id": "{{record_id}}",
            "se_module": "Leads"
        }
    ]
}'
https://domain.com/crm/v2/notes

Postman Collection Item JSON

{
  "name": "Create Notes",
  "request": {
    "auth": {
      "type": "bearer",
      "bearer": [
        {
          "key": "token",
          "value": "{{access-token}}",
          "type": "string"
        }
      ]
    },
    "method": "POST",
    "header": [
    ],
    "body": {
      "mode": "raw",
      "raw": "{\n    \"data\": [\n       {\n            \"Note_Title\": \"Contacted\",\n            \"Note_Content\": \"Need to do further tracking\",\n            \"Parent_Id\": \"{{record_id}}\",\n            \"se_module\": \"Leads\"\n        }\n    ]\n}",
      "options": {
        "raw": {
          "language": "json"
        }
      }
    },
    "url": {
      "raw": "{{api-domain}}/crm/v2/notes",
      "host": [
        "{{api-domain}}"
      ],
      "path": [
        "crm",
        "v2",
        "notes"
      ]
    },
    "description": "To add new notes."
  },
  "response": [
    {
      "name": "SUCCESS RESPONSE",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n       {\n            \"Note_Title\": \"Contacted\",\n            \"Note_Content\": \"Need to do further tracking\",\n            \"Parent_Id\": \"738964000002131001\",\n            \"se_module\": \"Leads\"\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2/notes",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "notes"
          ]
        }
      },
      "status": "Created",
      "code": 201,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 16:07:19 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "329"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "Referrer-Policy",
          "value": "strict-origin"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        },
        {
          "key": "X-XSS-Protection",
          "value": "1; mode=block"
        },
        {
          "key": "Pragma",
          "value": "no-cache"
        },
        {
          "key": "Cache-Control",
          "value": "no-store, no-cache, must-revalidate, private"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-ACCESSTOKEN-RESET",
          "value": "2021-05-11T16:58:15+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4027076"
        },
        {
          "key": "clientsubVersion",
          "value": "748ecbe82ec7e144b66ee25f264bbd88"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        },
        {
          "key": "Strict-Transport-Security",
          "value": "max-age=15768000"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"data\": [\n        {\n            \"code\": \"SUCCESS\",\n            \"details\": {\n                \"Modified_Time\": \"2021-05-11T16:07:25+00:00\",\n                \"Modified_By\": {\n                    \"name\": \"Patricia Boyle\",\n                    \"id\": \"738964000000291009\"\n                },\n                \"Created_Time\": \"2021-05-11T16:07:25+00:00\",\n                \"id\": \"738964000002152031\",\n                \"Created_By\": {\n                    \"name\": \"Patricia Boyle\",\n                    \"id\": \"738964000000291009\"\n                }\n            },\n            \"message\": \"record added\",\n            \"status\": \"success\"\n        }\n    ]\n}"
    },
    {
      "name": "INVALID_REQUEST_METHOD",
      "originalRequest": {
        "method": "COPY",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n       {\n            \"Note_Title\": \"Contacted\",\n            \"Note_Content\": \"Need to do further tracking\",\n            \"Parent_Id\": \"738964000002131001\",\n            \"se_module\": \"Leads\"\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2/notes",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "notes"
          ]
        }
      },
      "status": "Bad Request",
      "code": 400,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 16:07:34 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "124"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "X-Frame-Options",
          "value": "deny"
        },
        {
          "key": "X-Download-Options",
          "value": "noopen"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"code\": \"INVALID_REQUEST_METHOD\",\n    \"details\": {},\n    \"message\": \"The http request method type is not a valid one\",\n    \"status\": \"error\"\n}"
    },
    {
      "name": "AUTHENTICATION_FAILURE",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n       {\n            \"Note_Title\": \"Contacted\",\n            \"Note_Content\": \"Need to do further tracking\",\n            \"Parent_Id\": \"738964000002131001\",\n            \"se_module\": \"Leads\"\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2/notes",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "notes"
          ]
        }
      },
      "status": "Unauthorized",
      "code": 401,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 16:07:51 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "98"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "Referrer-Policy",
          "value": "strict-origin"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        },
        {
          "key": "X-XSS-Protection",
          "value": "1; mode=block"
        },
        {
          "key": "Pragma",
          "value": "no-cache"
        },
        {
          "key": "Cache-Control",
          "value": "no-cache"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-Download-Options",
          "value": "noopen"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"code\": \"AUTHENTICATION_FAILURE\",\n    \"details\": {},\n    \"message\": \"Authentication failed\",\n    \"status\": \"error\"\n}"
    },
    {
      "name": "INVALID_DATA",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n       {\n            \"Note_Title\": \"Contacted\",\n            \"Note_Content\": \"Need to do further tracking\",\n            \"Parent_Id\": 123,\n            \"se_module\": \"Leads\"\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2/notes",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "notes"
          ]
        }
      },
      "status": "Accepted",
      "code": 202,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 16:08:20 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "111"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "Referrer-Policy",
          "value": "strict-origin"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        },
        {
          "key": "X-XSS-Protection",
          "value": "1; mode=block"
        },
        {
          "key": "Pragma",
          "value": "no-cache"
        },
        {
          "key": "Cache-Control",
          "value": "no-store, no-cache, must-revalidate, private"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-ACCESSTOKEN-RESET",
          "value": "2021-05-11T16:58:15+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4027076"
        },
        {
          "key": "clientsubVersion",
          "value": "748ecbe82ec7e144b66ee25f264bbd88"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"data\": [\n        {\n            \"code\": \"INVALID_DATA\",\n            \"details\": {\n                \"api_name\": \"Parent_Id\"\n            },\n            \"message\": \"invalid data\",\n            \"status\": \"error\"\n        }\n    ]\n}"
    },
    {
      "name": "MANDATORY_NOT_FOUND",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n        {\n            \"Note_Title\": \"Contacted\",\n            \"Note_Content\": \"Need to do further tracking\",\n            \"se_module\": \"Leads\"\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2/notes",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "notes"
          ]
        }
      },
      "status": "Accepted",
      "code": 202,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 16:08:38 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "130"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "Referrer-Policy",
          "value": "strict-origin"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        },
        {
          "key": "X-XSS-Protection",
          "value": "1; mode=block"
        },
        {
          "key": "Pragma",
          "value": "no-cache"
        },
        {
          "key": "Cache-Control",
          "value": "no-store, no-cache, must-revalidate, private"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-ACCESSTOKEN-RESET",
          "value": "2021-05-11T16:58:15+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4027076"
        },
        {
          "key": "clientsubVersion",
          "value": "748ecbe82ec7e144b66ee25f264bbd88"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"data\": [\n        {\n            \"code\": \"MANDATORY_NOT_FOUND\",\n            \"details\": {\n                \"api_name\": \"Parent_Id\"\n            },\n            \"message\": \"required field not found\",\n            \"status\": \"error\"\n        }\n    ]\n}"
    },
    {
      "name": "OAUTH_SCOPE_MISMATCH",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n       {\n            \"Note_Title\": \"Contacted\",\n            \"Note_Content\": \"Need to do further tracking\",\n            \"Parent_Id\": \"{{record_id}}\",\n            \"se_module\": \"Leads\"\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2/notes",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "notes"
          ]
        }
      },
      "status": "Unauthorized",
      "code": 401,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Thu, 13 May 2021 06:40:31 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "113"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "Referrer-Policy",
          "value": "strict-origin"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        },
        {
          "key": "X-XSS-Protection",
          "value": "1; mode=block"
        },
        {
          "key": "Pragma",
          "value": "no-cache"
        },
        {
          "key": "Cache-Control",
          "value": "no-cache"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-Download-Options",
          "value": "noopen"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"code\": \"OAUTH_SCOPE_MISMATCH\",\n    \"details\": {},\n    \"message\": \"invalid oauth scope to access this URL\",\n    \"status\": \"error\"\n}"
    }
  ]
}