Target “Notes & Activities” by external automation?

I asked AI and this is the response:

Adding Notes via the FluentCRM REST API

You can add notes to a contact in FluentCRM by making a POST request to the following endpoint:

/wp-json/fluent-crm/v2/subscribers/{id}/notes

Replace {id} with the ID of the contact you want to add the note to. The body of the request should be a JSON object with the following parameters:

• title: The title of the note.
• description: The content of the note.
• type (optional): The type of note. You can choose from the following: 'note', 'important', 'call', 'meeting', 'email', 'sms', or 'feedback'. The default is 'note'.
• created_by (optional): The ID of the user who created the note. If you don't provide this, the note will be attributed to the user associated with the API key.

Here's an example of the data to send in your request body:

JSON

{
  "title": "Follow up call",
  "description": "Called the contact to discuss their recent inquiry.",
  "type": "call"
}

Integrating with Gravity Forms

You can use the Gravity Forms Webhooks Add-On to send data to the FluentCRM REST API when a form is submitted. Here's how:

1. Install the Webhooks Add-On: In your WordPress dashboard, go to Forms > Add-Ons and install the Webhooks Add-On.

2. Create a Webhook Feed: Go to the settings of the form you want to integrate with FluentCRM and click on the Webhooks tab. Click Add New to create a new feed.

3. Configure the Webhook:

   • Name: Give your webhook a name.

   • Request URL: Enter the URL for the FluentCRM REST API endpoint to add a note. It will look something like this:

     https://yourdomain.com/wp-json/fluent-crm/v2/subscribers/{id}/notes
     

     You'll need to dynamically populate the contact ID in the URL.

   • Request Method: Select POST.

   • Request Format: Select JSON.

   • Request Body: Select Select Fields. Map the form fields to the corresponding note parameters (title, description, etc.).

   • Authentication: You'll need to authenticate your request. You can do this by creating an API key in FluentCRM and including it in the request headers. In the Request Headers section, add a new header with the following:

     • Name: Authorization
     • Value: Basic {your_api_key} (replace {your_api_key} with your actual API key)

By following these steps, you can automate the process of adding notes to your FluentCRM contacts directly from Gravity Forms submissions.

Wendy Shoef this is great -- I'll give it a try.

Jean-Marc DEDEYAN I think it's because you have "note: {"

Your endpoint url already indicates it's a note (/{id}/notes) so it is most likely looking for the content for the note directly. I might be wrong but that's what I see.