As we make changes to our API, we’ll publish below. Changes to the product itself will be published on Product Updates.
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_htmlmakes it the source of truth. The plaintextnoteis automatically derived from it, overriding anynotesent in the same request. - On update, sending
note_html: nullclears bothnote_htmlandnote. - When you send only
noteand the opportunity already has anote_html, the rich text version is re-derived from the newnote.
The note_html field is always included in opportunity responses (it may be
null), but is excluded from CSV and JSON exports.