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.

Recent Requests
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Body Params
string
required

Title or summary of the insight

string
Defaults to context_note

Document type (default 'context_note')

unstructuredData
object
required

Flexible JSON payload - can contain any structure

string | null

Optional context type (e.g., 'note', 'observation', 'analysis')

tags
array of strings | null

Optional tags for categorization

tags
date-time | null

ISO timestamp (defaults to current time if not provided)

Headers
string
enum
Defaults to application/json

Generated from available request content types

Allowed:
Responses

Language
Credentials
Bearer
JWT
URL
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Response
Click Try It! to start a request and see the response here! Or choose an example:
application/json