Klantly Developers

API reference

Notes

Internal notes on a customer or a deal. Your customer never sees them.

Endpoints

List notes on a customer

GET /api/v1/customers/{customer}/notes

The notes on a customer, newest first.

Scope
customers.read — Read customers and leads

Path parameters

NameTypeDescription
customer required string (uuid) The id (UUID) of the customer.

Query parameters

NameTypeDescription
limit integer Number of results per page. from 1 to 100 · default: 50
cursor string The next_cursor or prev_cursor from meta of the previous response.

Example request

cURL
curl "https://app.klantly.com/api/v1/customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes" \
  -H "Authorization: Bearer $KLANTLY_API_KEY"
PHP
$client = new \GuzzleHttp\Client([
    'base_uri' => 'https://app.klantly.com/api/v1/',
    'headers' => ['Authorization' => 'Bearer ' . getenv('KLANTLY_API_KEY')],
]);

$response = $client->request('GET', 'customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes');

$data = json_decode((string) $response->getBody(), true)['data'];
JavaScript
const response = await fetch('https://app.klantly.com/api/v1/customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes', {
  headers: {
    Authorization: `Bearer ${process.env.KLANTLY_API_KEY}`,
  },
});

const { data } = await response.json();
Python
import os

import requests

response = requests.get(
    "https://app.klantly.com/api/v1/customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes",
    headers={
        "Authorization": f"Bearer {os.environ['KLANTLY_API_KEY']}",
    },
)
data = response.json()["data"]

Response 200

The response is a list with cursor pagination: data contains the objects, meta the pagination.

Example response
{
  "data": [
    {
      "object": "note",
      "id": "9d3f7b41-2d6f-4e8c-9b3a-4f5d6e7a8b92",
      "content": "Klant belt terug na de vakantie.",
      "is_important": true,
      "parent": {
        "object": "customer",
        "id": "9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70"
      },
      "author": {
        "object": "user",
        "id": "7",
        "name": "Sanne Bakker"
      },
      "created_at": "2026-09-14T10:15:00Z",
      "updated_at": "2026-09-14T10:15:00Z"
    }
  ],
  "meta": {
    "limit": 50,
    "next_cursor": "eyJpZCI6IjlkM2Y2YzFlIn0",
    "prev_cursor": null
  }
}

Possible errors

In addition, every endpoint can return the general errors, such as an invalid key or a reached limit. See all error codes.

Add a note to a customer

POST /api/v1/customers/{customer}/notes

Adds an internal note to a customer. It shows up in Klantly right away. A note added through the API has no author.

Scope
customers.write — Create and update customers and leads

Send an Idempotency-Key and a retry after a timeout will never create a duplicate record.

Path parameters

NameTypeDescription
customer required string (uuid) The id (UUID) of the customer.

Body (JSON)

FieldTypeDescription
content required string The text of the note. at most 10000 characters
is_important optional boolean Marked as important.

Example request

cURL
curl -X POST "https://app.klantly.com/api/v1/customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes" \
  -H "Authorization: Bearer $KLANTLY_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: 6f1c2d3e-4a5b-4c6d-8e7f-9a0b1c2d3e4f" \
  -d '{
  "content": "Klant belt terug na de vakantie.",
  "is_important": true
}'
PHP
$client = new \GuzzleHttp\Client([
    'base_uri' => 'https://app.klantly.com/api/v1/',
    'headers' => ['Authorization' => 'Bearer ' . getenv('KLANTLY_API_KEY')],
]);

$response = $client->request('POST', 'customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes', [
    'headers' => [
        'Idempotency-Key' => '6f1c2d3e-4a5b-4c6d-8e7f-9a0b1c2d3e4f',
    ],
    'json' => [
        'content' => 'Klant belt terug na de vakantie.',
        'is_important' => true,
    ],
]);

$data = json_decode((string) $response->getBody(), true)['data'];
JavaScript
const response = await fetch('https://app.klantly.com/api/v1/customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes', {
  method: 'POST',
  headers: {
    Authorization: `Bearer ${process.env.KLANTLY_API_KEY}`,
    'Content-Type': 'application/json',
    'Idempotency-Key': '6f1c2d3e-4a5b-4c6d-8e7f-9a0b1c2d3e4f',
  },
  body: JSON.stringify({
  "content": "Klant belt terug na de vakantie.",
  "is_important": true
}),
});

const { data } = await response.json();
Python
import os

import requests

response = requests.post(
    "https://app.klantly.com/api/v1/customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes",
    headers={
        "Authorization": f"Bearer {os.environ['KLANTLY_API_KEY']}",
        "Idempotency-Key": "6f1c2d3e-4a5b-4c6d-8e7f-9a0b1c2d3e4f",
    },
    json={
        "content": "Klant belt terug na de vakantie.",
        "is_important": True
    },
)
data = response.json()["data"]

Response 201

Example response
{
  "data": {
    "object": "note",
    "id": "9d3f7b41-2d6f-4e8c-9b3a-4f5d6e7a8b92",
    "content": "Klant belt terug na de vakantie.",
    "is_important": true,
    "parent": {
      "object": "customer",
      "id": "9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70"
    },
    "author": {
      "object": "user",
      "id": "7",
      "name": "Sanne Bakker"
    },
    "created_at": "2026-09-14T10:15:00Z",
    "updated_at": "2026-09-14T10:15:00Z"
  }
}

Possible errors

In addition, every endpoint can return the general errors, such as an invalid key or a reached limit. See all error codes.

Update a note on a customer

PATCH /api/v1/customers/{customer}/notes/{note}

Changes only the fields you send.

Scope
customers.write — Create and update customers and leads

Path parameters

NameTypeDescription
customer required string (uuid) The id (UUID) of the customer.
note required string (uuid) The id (UUID) of the note.

Body (JSON)

FieldTypeDescription
content optional string The text of the note. at most 10000 characters
is_important optional boolean Marked as important.

Example request

cURL
curl -X PATCH "https://app.klantly.com/api/v1/customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70" \
  -H "Authorization: Bearer $KLANTLY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "is_important": false
}'
PHP
$client = new \GuzzleHttp\Client([
    'base_uri' => 'https://app.klantly.com/api/v1/',
    'headers' => ['Authorization' => 'Bearer ' . getenv('KLANTLY_API_KEY')],
]);

$response = $client->request('PATCH', 'customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70', [
    'json' => [
        'is_important' => false,
    ],
]);

$data = json_decode((string) $response->getBody(), true)['data'];
JavaScript
const response = await fetch('https://app.klantly.com/api/v1/customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70', {
  method: 'PATCH',
  headers: {
    Authorization: `Bearer ${process.env.KLANTLY_API_KEY}`,
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
  "is_important": false
}),
});

const { data } = await response.json();
Python
import os

import requests

response = requests.patch(
    "https://app.klantly.com/api/v1/customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70",
    headers={
        "Authorization": f"Bearer {os.environ['KLANTLY_API_KEY']}",
    },
    json={
        "is_important": False
    },
)
data = response.json()["data"]

Response 200

Example response
{
  "data": {
    "object": "note",
    "id": "9d3f7b41-2d6f-4e8c-9b3a-4f5d6e7a8b92",
    "content": "Klant belt terug na de vakantie.",
    "is_important": true,
    "parent": {
      "object": "customer",
      "id": "9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70"
    },
    "author": {
      "object": "user",
      "id": "7",
      "name": "Sanne Bakker"
    },
    "created_at": "2026-09-14T10:15:00Z",
    "updated_at": "2026-09-14T10:15:00Z"
  }
}

Possible errors

In addition, every endpoint can return the general errors, such as an invalid key or a reached limit. See all error codes.

Delete a note on a customer

DELETE /api/v1/customers/{customer}/notes/{note}

Deletes the note and its attachments. This cannot be undone.

Scope
customers.write — Create and update customers and leads

Path parameters

NameTypeDescription
customer required string (uuid) The id (UUID) of the customer.
note required string (uuid) The id (UUID) of the note.

Example request

cURL
curl -X DELETE "https://app.klantly.com/api/v1/customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70" \
  -H "Authorization: Bearer $KLANTLY_API_KEY"
PHP
$client = new \GuzzleHttp\Client([
    'base_uri' => 'https://app.klantly.com/api/v1/',
    'headers' => ['Authorization' => 'Bearer ' . getenv('KLANTLY_API_KEY')],
]);

$response = $client->request('DELETE', 'customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70');

$data = json_decode((string) $response->getBody(), true)['data'];
JavaScript
const response = await fetch('https://app.klantly.com/api/v1/customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70', {
  method: 'DELETE',
  headers: {
    Authorization: `Bearer ${process.env.KLANTLY_API_KEY}`,
  },
});

const { data } = await response.json();
Python
import os

import requests

response = requests.delete(
    "https://app.klantly.com/api/v1/customers/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70",
    headers={
        "Authorization": f"Bearer {os.environ['KLANTLY_API_KEY']}",
    },
)
data = response.json()["data"]

Response 200

Example response
{
  "data": {
    "object": "note",
    "id": "9d3f7b41-2d6f-4e8c-9b3a-4f5d6e7a8b92",
    "deleted": true
  }
}

Possible errors

In addition, every endpoint can return the general errors, such as an invalid key or a reached limit. See all error codes.

List notes on a deal

GET /api/v1/deals/{deal}/notes

The notes on a deal, newest first.

Scope
deals.read — Read deals and pipeline stages
Required feature
pipeline

Path parameters

NameTypeDescription
deal required string (uuid) The id (UUID) of the deal.

Query parameters

NameTypeDescription
limit integer Number of results per page. from 1 to 100 · default: 50
cursor string The next_cursor or prev_cursor from meta of the previous response.

Example request

cURL
curl "https://app.klantly.com/api/v1/deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes" \
  -H "Authorization: Bearer $KLANTLY_API_KEY"
PHP
$client = new \GuzzleHttp\Client([
    'base_uri' => 'https://app.klantly.com/api/v1/',
    'headers' => ['Authorization' => 'Bearer ' . getenv('KLANTLY_API_KEY')],
]);

$response = $client->request('GET', 'deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes');

$data = json_decode((string) $response->getBody(), true)['data'];
JavaScript
const response = await fetch('https://app.klantly.com/api/v1/deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes', {
  headers: {
    Authorization: `Bearer ${process.env.KLANTLY_API_KEY}`,
  },
});

const { data } = await response.json();
Python
import os

import requests

response = requests.get(
    "https://app.klantly.com/api/v1/deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes",
    headers={
        "Authorization": f"Bearer {os.environ['KLANTLY_API_KEY']}",
    },
)
data = response.json()["data"]

Response 200

The response is a list with cursor pagination: data contains the objects, meta the pagination.

Example response
{
  "data": [
    {
      "object": "note",
      "id": "9d3f7b41-2d6f-4e8c-9b3a-4f5d6e7a8b92",
      "content": "Klant belt terug na de vakantie.",
      "is_important": true,
      "parent": {
        "object": "customer",
        "id": "9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70"
      },
      "author": {
        "object": "user",
        "id": "7",
        "name": "Sanne Bakker"
      },
      "created_at": "2026-09-14T10:15:00Z",
      "updated_at": "2026-09-14T10:15:00Z"
    }
  ],
  "meta": {
    "limit": 50,
    "next_cursor": "eyJpZCI6IjlkM2Y2YzFlIn0",
    "prev_cursor": null
  }
}

Possible errors

In addition, every endpoint can return the general errors, such as an invalid key or a reached limit. See all error codes.

Add a note to a deal

POST /api/v1/deals/{deal}/notes

Adds an internal note to a deal. It shows up in Klantly right away. A note added through the API has no author.

Scope
deals.write — Create, update, move and archive deals
Required feature
pipeline

Send an Idempotency-Key and a retry after a timeout will never create a duplicate record.

Path parameters

NameTypeDescription
deal required string (uuid) The id (UUID) of the deal.

Body (JSON)

FieldTypeDescription
content required string The text of the note. at most 10000 characters
is_important optional boolean Marked as important.

Example request

cURL
curl -X POST "https://app.klantly.com/api/v1/deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes" \
  -H "Authorization: Bearer $KLANTLY_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: 6f1c2d3e-4a5b-4c6d-8e7f-9a0b1c2d3e4f" \
  -d '{
  "content": "Klant belt terug na de vakantie.",
  "is_important": true
}'
PHP
$client = new \GuzzleHttp\Client([
    'base_uri' => 'https://app.klantly.com/api/v1/',
    'headers' => ['Authorization' => 'Bearer ' . getenv('KLANTLY_API_KEY')],
]);

$response = $client->request('POST', 'deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes', [
    'headers' => [
        'Idempotency-Key' => '6f1c2d3e-4a5b-4c6d-8e7f-9a0b1c2d3e4f',
    ],
    'json' => [
        'content' => 'Klant belt terug na de vakantie.',
        'is_important' => true,
    ],
]);

$data = json_decode((string) $response->getBody(), true)['data'];
JavaScript
const response = await fetch('https://app.klantly.com/api/v1/deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes', {
  method: 'POST',
  headers: {
    Authorization: `Bearer ${process.env.KLANTLY_API_KEY}`,
    'Content-Type': 'application/json',
    'Idempotency-Key': '6f1c2d3e-4a5b-4c6d-8e7f-9a0b1c2d3e4f',
  },
  body: JSON.stringify({
  "content": "Klant belt terug na de vakantie.",
  "is_important": true
}),
});

const { data } = await response.json();
Python
import os

import requests

response = requests.post(
    "https://app.klantly.com/api/v1/deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes",
    headers={
        "Authorization": f"Bearer {os.environ['KLANTLY_API_KEY']}",
        "Idempotency-Key": "6f1c2d3e-4a5b-4c6d-8e7f-9a0b1c2d3e4f",
    },
    json={
        "content": "Klant belt terug na de vakantie.",
        "is_important": True
    },
)
data = response.json()["data"]

Response 201

Example response
{
  "data": {
    "object": "note",
    "id": "9d3f7b41-2d6f-4e8c-9b3a-4f5d6e7a8b92",
    "content": "Klant belt terug na de vakantie.",
    "is_important": true,
    "parent": {
      "object": "customer",
      "id": "9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70"
    },
    "author": {
      "object": "user",
      "id": "7",
      "name": "Sanne Bakker"
    },
    "created_at": "2026-09-14T10:15:00Z",
    "updated_at": "2026-09-14T10:15:00Z"
  }
}

Possible errors

In addition, every endpoint can return the general errors, such as an invalid key or a reached limit. See all error codes.

Update a note on a deal

PATCH /api/v1/deals/{deal}/notes/{note}

Changes only the fields you send.

Scope
deals.write — Create, update, move and archive deals
Required feature
pipeline

Path parameters

NameTypeDescription
deal required string (uuid) The id (UUID) of the deal.
note required string (uuid) The id (UUID) of the note.

Body (JSON)

FieldTypeDescription
content optional string The text of the note. at most 10000 characters
is_important optional boolean Marked as important.

Example request

cURL
curl -X PATCH "https://app.klantly.com/api/v1/deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70" \
  -H "Authorization: Bearer $KLANTLY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "is_important": false
}'
PHP
$client = new \GuzzleHttp\Client([
    'base_uri' => 'https://app.klantly.com/api/v1/',
    'headers' => ['Authorization' => 'Bearer ' . getenv('KLANTLY_API_KEY')],
]);

$response = $client->request('PATCH', 'deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70', [
    'json' => [
        'is_important' => false,
    ],
]);

$data = json_decode((string) $response->getBody(), true)['data'];
JavaScript
const response = await fetch('https://app.klantly.com/api/v1/deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70', {
  method: 'PATCH',
  headers: {
    Authorization: `Bearer ${process.env.KLANTLY_API_KEY}`,
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
  "is_important": false
}),
});

const { data } = await response.json();
Python
import os

import requests

response = requests.patch(
    "https://app.klantly.com/api/v1/deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70",
    headers={
        "Authorization": f"Bearer {os.environ['KLANTLY_API_KEY']}",
    },
    json={
        "is_important": False
    },
)
data = response.json()["data"]

Response 200

Example response
{
  "data": {
    "object": "note",
    "id": "9d3f7b41-2d6f-4e8c-9b3a-4f5d6e7a8b92",
    "content": "Klant belt terug na de vakantie.",
    "is_important": true,
    "parent": {
      "object": "customer",
      "id": "9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70"
    },
    "author": {
      "object": "user",
      "id": "7",
      "name": "Sanne Bakker"
    },
    "created_at": "2026-09-14T10:15:00Z",
    "updated_at": "2026-09-14T10:15:00Z"
  }
}

Possible errors

In addition, every endpoint can return the general errors, such as an invalid key or a reached limit. See all error codes.

Delete a note on a deal

DELETE /api/v1/deals/{deal}/notes/{note}

Deletes the note and its attachments. This cannot be undone.

Scope
deals.write — Create, update, move and archive deals
Required feature
pipeline

Path parameters

NameTypeDescription
deal required string (uuid) The id (UUID) of the deal.
note required string (uuid) The id (UUID) of the note.

Example request

cURL
curl -X DELETE "https://app.klantly.com/api/v1/deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70" \
  -H "Authorization: Bearer $KLANTLY_API_KEY"
PHP
$client = new \GuzzleHttp\Client([
    'base_uri' => 'https://app.klantly.com/api/v1/',
    'headers' => ['Authorization' => 'Bearer ' . getenv('KLANTLY_API_KEY')],
]);

$response = $client->request('DELETE', 'deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70');

$data = json_decode((string) $response->getBody(), true)['data'];
JavaScript
const response = await fetch('https://app.klantly.com/api/v1/deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70', {
  method: 'DELETE',
  headers: {
    Authorization: `Bearer ${process.env.KLANTLY_API_KEY}`,
  },
});

const { data } = await response.json();
Python
import os

import requests

response = requests.delete(
    "https://app.klantly.com/api/v1/deals/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70/notes/9d3f6c1e-4b2a-4c8e-9f1a-2b3c4d5e6f70",
    headers={
        "Authorization": f"Bearer {os.environ['KLANTLY_API_KEY']}",
    },
)
data = response.json()["data"]

Response 200

Example response
{
  "data": {
    "object": "note",
    "id": "9d3f7b41-2d6f-4e8c-9b3a-4f5d6e7a8b92",
    "deleted": true
  }
}

Possible errors

In addition, every endpoint can return the general errors, such as an invalid key or a reached limit. See all error codes.

The object

All fields are always present; a field without a value is null.

FieldTypeDescription
object string Always "note".
id string (uuid) Unique id (UUID).
content string The text of the note.
is_important boolean Marked as important.
parent object What the note belongs to.
parent.object string "customer" or "deal". one of: customer, deal
parent.id string (uuid) Id of the customer or deal.
author object Who wrote the note, or null for a note added through the API. can be empty (null)
author.object string Always "user".
author.id string Id of the user.
author.name string Name of the user.
created_at string (date-time) Created at (UTC).
updated_at string (date-time) Last updated at (UTC).