API issue: unable to append notes to People / Pipeline Prospects
Hi Decile team — we’re trying to use the public API to keep CRM activity notes current for fundraising prospects, but note creation does not appear to be working or verifiable.
Use case: after meetings / WhatsApp / voice-message follow-ups, we want to append a timestamped note to an existing Investor pipeline prospect or underlying Person record.
What we tried:
• POST /people/{person_id}/notes → returns 404
• POST /pipeline_prospects/{pipeline_prospect_id}/notes → returns 404
• POST /notes with person_id or pipeline_prospect_id → returns 404
• PATCH /pipeline_prospects with a prospects wrapper and note-like fields such as note / notes → returns 200 success, but after reading the prospect/person back, the note is not visible and does not appear to have persisted.
Example behavior:
• Pipeline prospect update returns success for an existing Investor prospect.
• The same record can be updated for fields like last_contact.
• But note text cannot be confirmed after read-back.
Question:
What is the supported API endpoint/payload for appending notes to:
1. a Person record, and/or
2. a Pipeline Prospect record?
If this is not currently supported, could you add it to the API/MCP roadmap? This is a core workflow for keeping fundraising CRM activity accurate from external assistant/AI workflows.
Hi Decile team — we’re trying to use the public API to keep CRM activity notes current for fundraising prospects, but note creation does not appear to be working or verifiable.
Use case: after meetings / WhatsApp / voice-message follow-ups, we want to append a timestamped note to an existing Investor pipeline prospect or underlying Person record.
What we tried:
• POST /people/{person_id}/notes → returns 404
• POST /pipeline_prospects/{pipeline_prospect_id}/notes → returns 404
• POST /notes with person_id or pipeline_prospect_id → returns 404
• PATCH /pipeline_prospects with a prospects wrapper and note-like fields such as note / notes → returns 200 success, but after reading the prospect/person back, the note is not visible and does not appear to have persisted.
Example behavior:
• Pipeline prospect update returns success for an existing Investor prospect.
• The same record can be updated for fields like last_contact.
• But note text cannot be confirmed after read-back.
Question:
What is the supported API endpoint/payload for appending notes to:
1. a Person record, and/or
2. a Pipeline Prospect record?
If this is not currently supported, could you add it to the API/MCP roadmap? This is a core workflow for keeping fundraising CRM activity accurate from external assistant/AI workflows.