API Reference

Add Context

Add notes, observations, and context about a contact. Perfect for recording insights from calls, meetings, property showings, or any important client interactions.

What you can store:

  • Notes from calls or meetings
  • Property showing feedback
  • Client preferences and requirements
  • Important observations
  • Documents (contracts, inspection reports, photos)

File Uploads: Upload PDFs, images, or documents up to 10MB. Supported formats: PDF, PNG, JPG, JPEG, GIF, DOC, DOCX, TXT.

The unstructuredData field accepts any JSON structure, so you can organize information however makes sense for your workflow.

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