REST API Specification – Notes

Note: In all API calls, replace the % and example values between the % signs with your own variable values.

Get Note

Replace %id% with the id of the note that you want to retrieve, %sessionId% and %token% with ‘sessionId’ and ‘token’ variables returned by the authentication process.

  • Description: Retrieve note by id.
  • URL structure: http://crmme_url/index.php/notes/note/api/read/%id%
  • Method: GET
  • HTTP header parameters:
    Accept: application/json
    ZURMO_API_REQUEST_TYPE: REST
    ZURMO_SESSION_ID: %sessionId%
    ZURMO_TOKEN: %token%
  • Parameters: None
  • PHP sample:
$authenticationData = login('super','super');
//Add code to check if user is logged successfully

$id = 1; // Change this with value of note id

$headers = array(
    'Accept: application/json',
    'ZURMO_SESSION_ID: ' . $authenticationData['sessionId'],
    'ZURMO_TOKEN: ' . $authenticationData['token'],
    'ZURMO_API_REQUEST_TYPE: REST',
);
$response = ApiRestHelper::createApiCall('http://crmme_url/index.php/notes/note/api/read/' . $id, 'GET', $headers);
// Decode json data
$response = json_decode($response, true);
if ($response['status'] == 'SUCCESS')
{
    $note = $response['data'];
    //Do something with note
}
else
{
    // Error, for example if we provided invalid note id
    $errors = $response['errors'];
    // Do something with errors
}
  • Return:
    Data contains note info.
{
  "status":"SUCCESS",
  "data":{
    "id":1,
    "createdDateTime":"2012-05-08 08:56:00",
    "modifiedDateTime":"2012-05-08 08:56:00",
    "createdByUser":{
      "id":1,
      "username":"super"
    },
    "modifiedByUser":{
      "id":1,
      "username":"super"
    },
    "owner":{
      "id":1,
      "username":"super"
    },
    "latestDateTime":"2012-05-08 08:56:00",
    "description":"First Note",
    "occurredOnDateTime":"2012-05-08 08:56:00"
  },
  "message":null,
  "errors":null
}

Delete Note

Replace %id% with the id of note that you want to delete, %sessionId% and %token% with ‘sessionId’ and ‘token’ variables returned by the authentication process.

  • Description: Delete note by id.
  • URL structure: http://crmme_url/index.php/notes/note/api/delete/%id%
  • Method: DELETE
  • HTTP header parameters:
    Accept: application/json
    ZURMO_API_REQUEST_TYPE: REST
    ZURMO_SESSION_ID: %sessionId%
    ZURMO_TOKEN: %token%
  • Parameters: None
  • PHP sample:
$id = 1; // Change this value to note id that you want to delete
$authenticationData = login('super','super');
//Add code to check if user is logged successfully

$headers = array(
    'Accept: application/json',
    'ZURMO_SESSION_ID: ' . $authenticationData['sessionId'],
    'ZURMO_TOKEN: ' . $authenticationData['token'],
    'ZURMO_API_REQUEST_TYPE: REST',
);
$response = ApiRestHelper::createApiCall('http://crmme_url/index.php/notes/note/api/delete/' . $id, 'DELETE', $headers);
$response = json_decode($response, true);
if ($response['status'] == 'SUCCESS')
{
    // Inform user that note is deleted
}
else
{
    // Error, for example if we provided invalid note id
    $errors = $response['errors'];
    // Do something with errors
}
  • Return:
{
  "status":"SUCCESS",
  "data":null,
  "message":null,
  "errors":null
}

Create New Note

Replace %sessionId% and %token% with ‘sessionId’ and ‘token’ variables returned by the authentication process.

  • Description: Create new note
  • URL structure: http://crmme_url/index.php/notes/note/api/create/
  • Method: POST
  • HTTP header parameters:
    Accept: application/json
    ZURMO_API_REQUEST_TYPE: REST
    ZURMO_SESSION_ID: %sessionId%
    ZURMO_TOKEN: %token%
  • Parameters:
$data = Array
(
    [description] => Note description
    [occurredOnDateTime] => 2012-05-08 08:58:56
    [modelRelations] => Array
        (
            [activityItems] => Array
                (
                    [0] => Array
                        (
                            [action] => add
                            [modelId] => 4
                            [modelClassName] => Contact
                        )
                )
        )
)
  • PHP sample:
$authenticationData = login('super','super');
//Add code to check if user is logged successfully

$headers = array(
    'Accept: application/json',
    'ZURMO_SESSION_ID: ' . $authenticationData['sessionId'],
    'ZURMO_TOKEN: ' . $authenticationData['token'],
    'ZURMO_API_REQUEST_TYPE: REST',
);
$data = Array
(
    'description' => 'Note description',
    'occurredOnDateTime' => '2012-05-08 08:58:56',
    // Attach note to contact
    'modelRelations' => array (
        'activityItems' => array(
            array(
                'action' => 'add', 
                'modelId' => $contact->id, // Replace this with contact Id (or account/opportunity id to which you want to attach note)
                'modelClassName' => 'Contact' // Instead 'Contact' you can attach note to 'Account', 'Opportunity'
            ),
         ),
     ),
);


$response = ApiRestHelper::createApiCall('http://crmme_url/index.php/notes/note/api/create/', 'POST', $headers, array('data' => $data));
$response = json_decode($response, true);

if ($response['status'] == 'SUCCESS')
{
    $note = $response['data'];
    //Do something with note data
}
else
{
    // Error
    $errors = $response['errors'];
    // Do something with errors, show them to user
}
  • Return:
{
  "status":"SUCCESS",
  "data":{
    "id":2,
    "description":"Note description",
    "occurredOnDateTime":"2012-05-08 09:03:07",
    "latestDateTime":"2012-05-08 09:03:07",
    "owner":{
      "id":1,
      "username":"super"
    },
    "createdDateTime":"2012-05-08 09:03:08",
    "modifiedDateTime":"2012-05-08 09:03:08",
    "createdByUser":{
      "id":1,
      "username":"super"
    },
    "modifiedByUser":{
      "id":1,
      "username":"super"
    }
  },
  "message":null,
  "errors":null
}

Update existing note

Replace %id% with the id of the note that you want to update, %sessionId% and %token% with ‘sessionId’ and ‘token’ variables returned by the authentication process.

  • Description: Update existing note by id
  • URL structure: http://crmme_url/index.php/notes/note/api/update/%id%
  • Method: PUT
  • HTTP header parameters:
    Accept: application/json
    ZURMO_API_REQUEST_TYPE: REST
    ZURMO_SESSION_ID: %sessionId%
    ZURMO_TOKEN: %token%
  • Parameters:
    All parameters are optional, so you can only provide properties that you want to update.
    For example:
$data = Array
(
    [description]    => Updated note description
    [modelRelations] => Array
        (
            [activityItems] => Array
                (
                    [0] => Array
                        (
                            [action] => add
                            [modelId] => 5
                            [modelClassName] => Contact
                        )
                )
        )
)
  • PHP sample:
$id = 1; // Change this value to note id that you want to change
$authenticationData = login('super','super');
//Add code to check if user is logged successfully

$headers = array(
    'Accept: application/json',
    'ZURMO_SESSION_ID: ' . $authenticationData['sessionId'],
    'ZURMO_TOKEN: ' . $authenticationData['token'],
    'ZURMO_API_REQUEST_TYPE: REST',
);
// Change note description
$data['description']    = "Updated note description";
$data['modelRelations'] = array(
    'activityItems' => array(
        array(
            'action' => 'add', // Another option is to delete relationship, and it that case replace 'add' with 'remove'
            'modelId' => $contact->id,
            'modelClassName' => 'Contact'
        ),
    ),
);
$response = ApiRestHelper::createApiCall('http://crmme_url/index.php/notes/note/api/update/' . $id, 'PUT', $headers, array('data' => $data));
$response = json_decode($response, true);
if ($response['status'] == 'SUCCESS')
{
    $note = $response['data'];
    //Do something with note data
}
else
{
    // Error, for example if we provided invalid note id
    $errors = $response['errors'];
    // Do something with errors
}
  • Return:
    Code will return complete updated note info.
{
  "status":"SUCCESS",
  "data":{
    "id":2,
    "description":"Updated note description",
    "occurredOnDateTime":"2012-05-08 09:03:07",
    "latestDateTime":"2012-05-08 09:03:07",
    "owner":{
      "id":1,
      "username":"super"
    },
    "createdDateTime":"2012-05-08 09:03:08",
    "modifiedDateTime":"2012-05-08 09:03:08",
    "createdByUser":{
      "id":1,
      "username":"super"
    },
    "modifiedByUser":{
      "id":1,
      "username":"super"
    }
  },
  "message":null,
  "errors":null
}

Search notes

Replace %sessionId% and %token% with ‘sessionId’ and ‘token’ variables returned by the authentication process.

  • Description: Search notes
  • URL structure: http://crmme_url/index.php/notes/note/api/list/filter/%searchFilter%
  • Method: GET
  • HTTP header parameters:
    Accept: application/json
    ZURMO_API_REQUEST_TYPE: REST
    ZURMO_SESSION_ID: %sessionId%
    ZURMO_TOKEN: %token%
  • Query parameters:
$searchFilter = Array
(
    [pagination] => Array
        (
            [page] => 1
            [pageSize] => 3
        )
    [search] => Array
        (
            [description] => Some text
        )
    [sort] => description.desc
)
  • PHP sample:
$authenticationData = login('super','super');
//Add code to check if user is logged successfully

$headers = array(
    'Accept: application/json',
    'ZURMO_SESSION_ID: ' . $authenticationData['sessionId'],
    'ZURMO_TOKEN: ' . $authenticationData['token'],
    'ZURMO_API_REQUEST_TYPE: REST',
);
$searchParams = array(
    'pagination' => array(
        'page'     => 1,
        'pageSize' => 3,
    ),
    'search' => array(
        'description' => '',
    ),
    'sort' => 'description.desc',
);
// Get first page of results
$searchParamsQuery = http_build_query($searchParams);
$response = ApiRestTestHelper::createApiCall('http://crmme_url/index.php/notes/note/api/list/filter/' . $searchParamsQuery, 'GET', $headers);
$response = json_decode($response, true);
if ($response['status'] == 'SUCCESS')
{
    // Do something with results
    if ($response['data']['totalCount'] > 0)
    {
        foreach ($response['data']['items'] as $item)
        {
        // Print notes
        }
    }
    else
    {
     // There are no notes
    }
}
else
{
    $errors = $response['errors'];
    // Do something with errors
}
// Now get second page (you might wanted to check if there are results on second page first)
$searchParams = array(
    'pagination' => array(
        'page'     => 2,
        'pageSize' => 3,
    ),
    'search' => array(
        'description' => '',
    ),
    'sort' => 'description.desc',
);
// Get second page of results
$searchParamsQuery = http_build_query($searchParams);
$response = ApiRestTestHelper::createApiCall('http://crmme_url/index.php/notes/note/api/list/filter/' . $searchParamsQuery, 'GET', $headers);
$response = json_decode($response, true);
if ($response['status'] == 'SUCCESS')
{
    // Do something with results
    if ($response['data']['totalCount'] > 0)
    {
        foreach ($response['data']['items'] as $item)
        {
        // Print notes
        }
    }
    else
    {
     // There are no notes
    }
}
else
{
    $errors = $response['errors'];
    // Do something with errors
}
  • Return:
{
  "status":"SUCCESS",
  "data":{
    "totalCount":"5",
    "currentPage":2,
    "items":[
      {
        "id":3,
        "createdDateTime":"2012-05-08 09:10:53",
        "modifiedDateTime":"2012-05-08 09:10:53",
        "createdByUser":{
          "id":1,
          "username":"super"
        },
        "modifiedByUser":{
          "id":1,
          "username":"super"
        },
        "owner":{
          "id":1,
          "username":"super"
        },
        "latestDateTime":"2012-05-08 09:10:53",
        "description":"First Note",
        "occurredOnDateTime":"2012-05-08 09:10:53"
      },
      {
        "id":7,
        "createdDateTime":"2012-05-08 09:10:54",
        "modifiedDateTime":"2012-05-08 09:10:54",
        "createdByUser":{
          "id":1,
          "username":"super"
        },
        "modifiedByUser":{
          "id":1,
          "username":"super"
        },
        "owner":{
          "id":1,
          "username":"super"
        },
        "latestDateTime":"2012-05-08 09:10:54",
        "description":"Fifth Note",
        "occurredOnDateTime":"2012-05-08 09:10:54"
      }
    ]
  },
  "message":null,
  "errors":null
}

Notes Dynamic Search

Replace %sessionId% and %token% with ‘sessionId’ and ‘token’ variables returned by the authentication process.

  • Description: Dynamic search notes
  • URL structure: http://crmme_url/index.php/notes/note/api/list/filter/
  • Method: GET, POST
  • HTTP header parameters:
    Accept: application/json
    ZURMO_API_REQUEST_TYPE: REST
    ZURMO_SESSION_ID: %sessionId%
    ZURMO_TOKEN: %token%
  • Query parameters:
$data = Array
(
    [dynamicSearch] => Array
        (
            [dynamicClauses] => Array
                (
                    [0] => Array
                        (
                            [attributeIndexOrDerivedType] => owner
                            [structurePosition] => 1
                            [owner] => Array
                                (
                                    [id] => 3
                                )

                        )

                    [1] => Array
                        (
                            [attributeIndexOrDerivedType] => name
                            [structurePosition] => 2
                            [description] => Fi
                        )

                    [2] => Array
                        (
                            [attributeIndexOrDerivedType] => name
                            [structurePosition] => 3
                            [description] => Se
                        )

                )

            [dynamicStructure] => 1 AND (2 OR 3)
        )

    [pagination] => Array
        (
            [page] => 1
            [pageSize] => 2
        )

    [sort] => description.asc
)
  • PHP sample:
$authenticationData = login('super','super');
//Add code to check if user is logged successfully

$headers = array(
    'Accept: application/json',
    'ZURMO_SESSION_ID: ' . $authenticationData['sessionId'],
    'ZURMO_TOKEN: ' . $authenticationData['token'],
    'ZURMO_API_REQUEST_TYPE: REST',
);
$data = array(
    'dynamicSearch' => array(
        'dynamicClauses' => array(
        array(
            'attributeIndexOrDerivedType' => 'owner',
            'structurePosition' => 1,
            'owner' => array(
                'id' => Yii::app()->user->userModel->id,
            ),
        ),
        array(
            'attributeIndexOrDerivedType' => 'name',
            'structurePosition' => 2,
            'description' => 'Fi',
        ),
        array(
            'attributeIndexOrDerivedType' => 'name',
            'structurePosition' => 3,
            'description' => 'Se',
        ),
        ),
        'dynamicStructure' => '1 AND (2 OR 3)',
    ),
    'pagination' => array(
        'page'     => 1,
        'pageSize' => 2,
    ),
    'sort' => 'description.asc',
);
// Get first page of results
$response = ApiRestTestHelper::createApiCall('http://crmme_url/index.php/notes/note/api/list/filter/', 'POST', $headers, array('data' => $data));
$response = json_decode($response, true);
if ($response['status'] == 'SUCCESS')
{
    // Do something with results
    if ($response['data']['totalCount'] > 0)
    {
        foreach ($response['data']['items'] as $item)
        {
        // Print notes
        }
    }
    else
    {
     // There are no notes
    }
}
else
{
    $errors = $response['errors'];
    // Do something with errors
}
  • Return:
{
  "status":"SUCCESS",
  "data":{
    "totalCount":"5",
    "currentPage":2,
    "items":[
      {
        "id":3,
        "createdDateTime":"2012-05-08 09:10:53",
        "modifiedDateTime":"2012-05-08 09:10:53",
        "createdByUser":{
          "id":1,
          "username":"super"
        },
        "modifiedByUser":{
          "id":1,
          "username":"super"
        },
        "owner":{
          "id":1,
          "username":"super"
        },
        "latestDateTime":"2012-05-08 09:10:53",
        "description":"First Note",
        "occurredOnDateTime":"2012-05-08 09:10:53"
      },
      {
        "id":7,
        "createdDateTime":"2012-05-08 09:10:54",
        "modifiedDateTime":"2012-05-08 09:10:54",
        "createdByUser":{
          "id":1,
          "username":"super"
        },
        "modifiedByUser":{
          "id":1,
          "username":"super"
        },
        "owner":{
          "id":1,
          "username":"super"
        },
        "latestDateTime":"2012-05-08 09:10:54",
        "description":"Fifth Note",
        "occurredOnDateTime":"2012-05-08 09:10:54"
      }
    ]
  },
  "message":null,
  "errors":null
}

Notes Improved Search

Replace %sessionId% and %token% with ‘sessionId’ and ‘token’ variables returned by the authentication process.

  • Description: Search notes – improved
  • URL structure: http://crmme_url/index.php/notes/note/api/search/filter/
  • Method: GET, POST
  • HTTP header parameters:
    Accept: application/json
    ZURMO_API_REQUEST_TYPE: REST
    ZURMO_SESSION_ID: %sessionId%
    ZURMO_TOKEN: %token%
  • Query parameters:
$data = Array
(
    [search] => Array
        (
            [modelClassName] => Note
            [searchAttributeData] => Array
                (
                    [clauses] => Array
                        (
                            [1] => Array
                                (
                                    [attributeName] => owner
                                    [relatedAttributeName] => id
                                    [operatorType] => equals
                                    [value] => 1
                                )
                            [2] => Array
                                (
                                    [attributeName] => description
                                    [operatorType] => startsWith
                                    [value] => Fi
                                )
                            [3] => Array
                                (
                                    [attributeName] => description
                                    [operatorType] => startsWith
                                    [value] => Se
                                )
                        )
                    [structure] => 1 AND (2 OR 3)
                )
        )
    [pagination] => Array
        (
            [page] => 1
            [pageSize] => 2
        )
    [sort] => description asc
)
  • PHP sample: 
$authenticationData = login('super','super');
//Add code to check if user is logged successfully

$headers = array(
    'Accept: application/json',
    'ZURMO_SESSION_ID: ' . $authenticationData['sessionId'],
    'ZURMO_TOKEN: ' . $authenticationData['token'],
    'ZURMO_API_REQUEST_TYPE: REST',
);
$data = array(
  'search' => array(
    'modelClassName' => 'Note',
    'searchAttributeData' => array(
      'clauses' => array(
         1 => array(
           'attributeName'        => 'owner',
           'relatedAttributeName' => 'id',
           'operatorType'         => 'equals',
           'value'                => $userId,
         ),
         2 => array(
           'attributeName'        => 'description',
           'operatorType'         => 'startsWith',
           'value'                => 'Fi'
         ),
         3 => array(
           'attributeName'        => 'description',
           'operatorType'         => 'startsWith',
           'value'                => 'Se'
         ),
      ),
      'structure' => '1 AND (2 OR 3)',
    ),
  ),
  'pagination' => array(
    'page'     => 1,
    'pageSize' => 2,
  ),
  'sort' => 'description asc',
);
// Get first page of results
$response = ApiRestTestHelper::createApiCall('http://crmme_url/index.php/notes/note/api/search/filter/', 'POST', $headers, array('data' => $data));
$response = json_decode($response, true);
if ($response['status'] == 'SUCCESS')
{
    // Do something with results
    if ($response['data']['totalCount'] > 0)
    {
        foreach ($response['data']['items'] as $item)
        {
        // Print notes
        }
    }
    else
    {
     // There are no notes
    }
}
else
{
    $errors = $response['errors'];
    // Do something with errors
}
  • Return:
{
  "status":"SUCCESS",
  "data":{
    "totalCount":"5",
    "currentPage":2,
    "items":[
      {
        "id":3,
        "createdDateTime":"2012-05-08 09:10:53",
        "modifiedDateTime":"2012-05-08 09:10:53",
        "createdByUser":{
          "id":1,
          "username":"super"
        },
        "modifiedByUser":{
          "id":1,
          "username":"super"
        },
        "owner":{
          "id":1,
          "username":"super"
        },
        "latestDateTime":"2012-05-08 09:10:53",
        "description":"First Note",
        "occurredOnDateTime":"2012-05-08 09:10:53"
      },
      {
        "id":7,
        "createdDateTime":"2012-05-08 09:10:54",
        "modifiedDateTime":"2012-05-08 09:10:54",
        "createdByUser":{
          "id":1,
          "username":"super"
        },
        "modifiedByUser":{
          "id":1,
          "username":"super"
        },
        "owner":{
          "id":1,
          "username":"super"
        },
        "latestDateTime":"2012-05-08 09:10:54",
        "description":"Fifth Note",
        "occurredOnDateTime":"2012-05-08 09:10:54"
      }
    ]
  },
  "message":null,
  "errors":null
}

List Note Attributes

Replace %sessionId% and %token% with ‘sessionId’ and ‘token’ variables returned by authentication process.

  • Description: List contact attributes.
  • URL structure: http://crmme_url/index.php/notes/note/api/listAttributes
  • Method: GET
  • HTTP header parameters:
    Accept: application/json
    ZURMO_API_REQUEST_TYPE: REST
    ZURMO_SESSION_ID: %sessionId%
    ZURMO_TOKEN: %token%
  • Parameters: None
  • PHP sample:
$authenticationData = login('super','super');
//Add code to check if user is logged successfully

$headers = array(
    'Accept: application/json',
    'ZURMO_SESSION_ID: ' . $authenticationData['sessionId'],
    'ZURMO_TOKEN: ' . $authenticationData['token'],
    'ZURMO_API_REQUEST_TYPE: REST',
);
$response = ApiRestHelper::createApiCall('http://crmme_url/index.php/notes/note/api/listAttributes', 'GET', $headers);
// Decode json data
$response = json_decode($response, true);
if ($response['status'] == 'SUCCESS')
{
    $noteAttributes = $response['data'];
    //Do something with note attributes
}
else
{
    // Error
    $errors = $response['errors'];
    // Do something with errors
}
  • Return:
    Data contains note attributes info.
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