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Notes on leads

Write notes on a lead that your whole team can see.

Read and write the team notes on a lead from your own code. Each note has a commentId, its text, who wrote it and when. The leadId comes from GET /v3/leads. Authenticated with ?privateKey=YOUR_KEY (see Authentication).

GET/v3/leads/{leadId}/commentsGet lead comments
POST/v3/leads/{leadId}/commentsAdd a comment to a lead
PUT/v3/comments/{commentId}Edit a lead comment
DELETE/v3/comments/{commentId}Delete a lead comment
GET
Parameters
Lead IdLead id (the _id of a row returned by get_leads).
curl -X GET "https://rest-dash.revealid.xyz/v3/leads/6530c1d2e3f4a5b6c7d8e9f2/comments?privateKey=YOUR_KEY"
Response
Press Send request to try it with sample data.

What each field accepts

FieldTypeLimits and formatAccepted values
leadId*string—any

Use case: Log a call from your phone system

POST /v3/leads/{leadId}/comments with { "content": "Called, interested, follow up Friday" }. Every call adds a new note, signed with the user the API key belongs to.

Use case: Correct or remove a note

PUT /v3/comments/{commentId} with the new content replaces the text; DELETE /v3/comments/{commentId} removes it. Both work only for the user who wrote the note; anyone else gets You do not have permission.

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