Getting Started

As we make changes to our API, we’ll publish below. Changes to the product itself will be published on Product Updates.

June 1, 2026

Rich text notes on Opportunities

Opportunities now support a note_html field for rich text notes, alongside the existing plaintext note field.

When you create or update an opportunity:

  • Providing note_html makes it the source of truth. The plaintext note is automatically derived from it, overriding any note sent in the same request.
  • On update, sending note_html: null clears both note_html and note.
  • When you send only note and the opportunity already has a note_html, the rich text version is re-derived from the new note.

The note_html field is always included in opportunity responses (it may be null), but is excluded from CSV and JSON exports.