Zaprosite za zgodnji dostop

Vnesite ime ter e-poštni naslov ali telefonsko številko. Poslali vam bomo podrobnosti o dostopu do platforme Tajo.

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Upravljanje zapiskov

Vmesnik Brevo CRM Notes API vam omogoča, da dokumentirate interakcije s strankami, povzetke sestankov in pomembne podrobnosti, povezane s stiki, podjetji in posli znotraj platforme Tajo.

Pregled

Upravljanje zapiskov je bistveno za:

  • zgodovino interakcij, kjer dokumentirate pogovore s strankami in izide sestankov
  • sodelovanje ekipe, kjer delite kontekst o računih po vsej prodajni ekipi
  • dokumentacijo poslov, kjer beležite podrobnosti in odločitve iz pogajanj
  • zapiske o programu zvestobe, kjer sledite željam strank in odzivom na program
  • zapise o skladnosti, kjer vzdržujete revizijske sledi za komunikacijo s strankami

Hitri začetek

Ustvarjanje zapiska 

POST https://api.brevo.com/v3/crm/notes
Content-Type: application/json
api-key: YOUR_API_KEY


{
  "text": "Met with Acme Corp to discuss enterprise loyalty program upgrade. They're interested in Diamond tier benefits and want to consolidate all 12 locations under a single account. Key decision maker is VP of Operations. Follow up with volume discount proposal by end of week.",
  "contactIds": [12345],
  "dealIds": ["deal_abc123def456"],
  "companyIds": ["comp_123456789"]
}

Odziv 

{
  "id": "note_001",
  "text": "Met with Acme Corp to discuss enterprise loyalty program upgrade...",
  "contactIds": [12345],
  "dealIds": ["deal_abc123def456"],
  "companyIds": ["comp_123456789"],
  "created_at": "2026-01-25T14:30:00Z",
  "updated_at": "2026-01-25T14:30:00Z"
}

Pridobivanje zapiskov

Seznam vseh zapiskov 

GET https://api.brevo.com/v3/crm/notes?limit=50&offset=0&sort=desc
Content-Type: application/json
api-key: YOUR_API_KEY

Odziv 

{
  "items": [
    {
      "id": "note_001",
      "text": "Met with Acme Corp to discuss enterprise loyalty program upgrade...",
      "contactIds": [12345],
      "dealIds": ["deal_abc123def456"],
      "companyIds": ["comp_123456789"],
      "created_at": "2026-01-25T14:30:00Z"
    }
  ],
  "total": 1
}

Filtriranje zapiskov 

GET https://api.brevo.com/v3/crm/notes?filters[companyIds]=comp_123456789&sort=created_at:desc

Pridobivanje posameznega zapiska 

GET https://api.brevo.com/v3/crm/notes/{note_id}
Content-Type: application/json
api-key: YOUR_API_KEY

Samodejno ustvarjanje zapiskov

Zapiski na podlagi dejavnosti

Samodejno ustvarjajte zapiske iz dejavnosti v CRM:

class NoteAutomation {
  constructor() {
    this.notesApi = new NotesApi();
  }


  async logDealStageChange(deal, oldStage, newStage) {
    const noteText = [
      `Deal stage changed: ${oldStage} → ${newStage}`,
      `Deal value: $${deal.attributes.amount?.toLocaleString()}`,
      `Probability: ${deal.attributes.probability}%`,
      newStage === 'Closed Won'
        ? `Loyalty points awarded: ${deal.attributes.loyalty_points_bonus}`
        : '',
      `Updated by: ${deal.attributes.deal_owner}`
    ].filter(Boolean).join('\n');


    return await this.notesApi.createNote({
      text: noteText,
      dealIds: [deal.id],
      companyIds: deal.attributes.company_id ? [deal.attributes.company_id] : [],
      contactIds: deal.attributes.contact_id ? [deal.attributes.contact_id] : []
    });
  }


  async logLoyaltyTierChange(company, oldTier, newTier) {
    const noteText = [
      `Loyalty tier upgraded: ${oldTier} → ${newTier}`,
      `Annual spend: $${company.attributes.annual_spend?.toLocaleString()}`,
      `New benefits: ${this.getTierBenefits(newTier).join(', ')}`,
      `Account manager notified: ${company.attributes.account_manager}`
    ].join('\n');


    return await this.notesApi.createNote({
      text: noteText,
      companyIds: [company.id]
    });
  }


  async logCustomerFeedback(contactId, feedback) {
    const noteText = [
      `Customer feedback received:`,
      `Category: ${feedback.category}`,
      `Rating: ${feedback.rating}/5`,
      `Comment: ${feedback.comment}`,
      feedback.loyaltyRelated ? `Loyalty program feedback: ${feedback.loyaltyComment}` : ''
    ].filter(Boolean).join('\n');


    return await this.notesApi.createNote({
      text: noteText,
      contactIds: [contactId]
    });
  }
}

Zapiski s povzetki sestankov 

class MeetingNotes {
  async createMeetingSummary(meetingData) {
    const noteText = [
      `Meeting: ${meetingData.title}`,
      `Date: ${new Date(meetingData.date).toLocaleDateString()}`,
      `Attendees: ${meetingData.attendees.join(', ')}`,
      '',
      '## Discussion Points',
      ...meetingData.topics.map(t => `- ${t}`),
      '',
      '## Action Items',
      ...meetingData.actions.map(a => `- [ ] ${a.description} (${a.assignee}, due ${a.dueDate})`),
      '',
      '## Next Steps',
      meetingData.nextSteps
    ].join('\n');


    return await this.notesApi.createNote({
      text: noteText,
      contactIds: meetingData.contactIds || [],
      dealIds: meetingData.dealIds || [],
      companyIds: meetingData.companyIds || []
    });
  }
}

Referenca metod API 

// Create a note
const note = await notesApi.createNote({
  text: 'Customer interested in premium loyalty tier',
  contactIds: [12345],
  dealIds: ['deal_abc123']
});


// Get note by ID
const note = await notesApi.getNote('note_001');


// Update note
await notesApi.updateNote('note_001', {
  text: 'Updated: Customer confirmed interest in premium loyalty tier. Meeting scheduled for next week.'
});


// Delete note
await notesApi.deleteNote('note_001');


// List notes with filtering
const notes = await notesApi.getNotes({
  filters: { companyIds: 'comp_123456789' },
  sort: 'created_at:desc',
  limit: 50
});

Dobre prakse

  1. Bodite natančni: vključite pomembne podrobnosti, kot so zneski, datumi in naslednji koraki
  2. Povežite zapise: zapiske povežite z vsemi povezanimi stiki, posli in podjetji
  3. Avtomatizirajte beleženje: zapiske ustvarjajte samodejno ob spremembah faz in ključnih dogodkih
  4. Uporabljajte enotno obliko: uvedite strukturo zapiskov za povzetke sestankov, ki velja za celotno ekipo
  5. Dokumentirajte pravočasno: zapiske ustvarite takoj po interakciji, dokler so podrobnosti sveže

Obravnava napak 

try {
  const note = await notesApi.createNote(noteData);
  console.log('Note created:', note.id);
} catch (error) {
  if (error.status === 400) {
    console.error('Invalid note data:', error.message);
  } else if (error.status === 404) {
    console.error('Associated contact, deal, or company not found');
  } else {
    console.error('Unexpected error:', error);
  }
}

Naslednji koraki

Zaprosite za zgodnji dostop

Vnesite ime ter e-poštni naslov ali telefonsko številko. Poslali vam bomo podrobnosti o dostopu do platforme Tajo.

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