Developers
Set your API contextPick a region and space ID once. Every sample fills in your base URL.
Where do I find these?

In Coevera: open your space's API application and choose Show Access. It shows the space ID and the base URL, whose host starts with your region.

From the API: if you know the space ID, the discovery endpoint GET /api/discovery/spaces/{space_id} returns its region and base URLs, without credentials.

Only the region and space ID are kept, in this browser. Never paste a key or password here.

More in the quickstart

REST APIActivities and communicationMemos

Memos: list, get, create, update and delete, plus batch operations.

The summaries on this page are generated from the specification; written descriptions come with the next releases of the reference.

MethodPathOperation
GET/entities/MemosList Memos
POST/entities/MemosCreate Memo
GET/entities/Memos/{id}Get Memo
PATCH/entities/Memos/{id}Update Memo
DEL/entities/Memos/{id}Delete Memo
POST/entities/Memos/batch-modifyCreate or update Memos in a batch
POST/entities/Memos/batch-deleteDelete Memos in a batch
POST/entities/Memos/batch-restoreRestore deleted Memos

GET List Memos

Returns the Memos the API application can read, one page at a time. In the list envelope, total counts every match and page_info pages through them.

Query parameters

NameTypeDescription
include-deletedbooleanInclude soft-deleted records. Lists only; get-by-id refuses it.
firstintegerPage size. Default 30, maximum 100; a larger value is refused with HTTP 400, code 117.
lastintegerReturn the last N records of the result; together with first, the last N of the first M. Maximum 100.
beforestringCursor from page_info.start_cursor, to page backwards. URL-encode it.
afterstringCursor from page_info.end_cursor of the previous page. URL-encode it: cursors are base64, and a raw + becomes a space.
expandstringRelated records to return inline instead of their URIs, comma-separated; dots reach nested relations, as in account_relations.account.
order-bystringFields to sort by, comma-separated. A leading - sorts descending, as in -modified; dotted paths sort by related fields.
filterobjectfilter[field]=value. Separate several values with a raw comma (OR), as in filter[name]=north,south. Encode a comma that belongs to a value as %2C. URLSearchParams and Python requests encode every comma, so build the filter part of the query string yourself. Dotted paths filter on related records, as in filter[owner.email]. Encode a + in a value as %2B: query values are form-decoded, so a raw + becomes a space.
filter-opobjectfilter-op[field]=operator, one per field: eq (the default), ieq, not-eq, not-ieq, contains, icontains, starts, istarts, ends, iends, gt, gte, lt, lte, between, null, not-null, empty and not-empty. null, not-null, empty and not-empty take no filter value; gt, gte, lt and lte take exactly one.
load-onlystringFields to return, comma-separated (raw or encoded commas both work here); dots select nested fields, as in owner.id. All fields are returned without it. Lists only: get-by-id refuses it with HTTP 400, code 118.

Responses

200 Page of Memo records.: success, total, page_info, data 400 Bad request 401 Not authenticated 429 Rate limited 500 Server error

GET /entities/Memos
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos?first=10' \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos?first=10', {
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})
import os

import requests

response = requests.get(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos",
    params={
      "first": "10"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

POST Create Memo

Creates one record and answers 201 with it.

Query parameters

NameTypeDescription
validation-levelintegerBit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.

Request body

The new record's fields. Relations are set by id. Schema createMemoInput; the fields are in Memo fields. Required: owner_id, subject.

Responses

201 The created Memo record.: success, data 400 Bad request 401 Not authenticated 422 Validation failed 429 Rate limited 500 Server error

POST /entities/Memos
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '{
  "owner_id": "37000000-0000-4000-a000-000000000001",
  "subject": "Follow up with Northwind Analytics (memo)"
}'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    owner_id: '37000000-0000-4000-a000-000000000001',
    subject: 'Follow up with Northwind Analytics (memo)'
  })
})
import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json={
      "owner_id": "37000000-0000-4000-a000-000000000001",
      "subject": "Follow up with Northwind Analytics (memo)"
    }
)

GET Get Memo

Returns one record by id. expand returns related records inline instead of their URIs.

Path parameters

NameTypeDescription
idstring (uuid)Id of the Memo record to retrieve. Required

Query parameters

NameTypeDescription
expandstringRelated records to return inline instead of their URIs, comma-separated; dots reach nested relations. The only parameter this call accepts.

Responses

200 The Memo record.: success, data 400 Bad request 401 Not authenticated 404 Not found 429 Rate limited 500 Server error

GET /entities/Memos/{id}
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/30000000-0000-4000-a000-000000000001?expand=owner' \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/30000000-0000-4000-a000-000000000001?expand=owner', {
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})
import os

import requests

response = requests.get(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/30000000-0000-4000-a000-000000000001",
    params={
      "expand": "owner"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

PATCH Update Memo

Changes the fields you send and leaves the rest as they are; there is no PUT.

Path parameters

NameTypeDescription
idstring (uuid)Id of the Memo record to update. Required

Query parameters

NameTypeDescription
validation-levelintegerBit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.

Request body

The fields to change. Schema updateMemoInput; the fields are in Memo fields.

Responses

200 The changed Memo record.: success, data 400 Bad request 401 Not authenticated 404 Not found 422 Validation failed 429 Rate limited 500 Server error

PATCH /entities/Memos/{id}
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/30000000-0000-4000-a000-000000000001' \
  --request PATCH \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '{
  "subject": "Follow up with Northwind Analytics (memo) (renamed)"
}'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/30000000-0000-4000-a000-000000000001', {
  method: 'PATCH',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    subject: 'Follow up with Northwind Analytics (memo) (renamed)'
  })
})
import os

import requests

response = requests.patch(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/30000000-0000-4000-a000-000000000001",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json={
      "subject": "Follow up with Northwind Analytics (memo) (renamed)"
    }
)

DEL Delete Memo

Deletes one record and answers with its id.

Path parameters

NameTypeDescription
idstring (uuid)Id of the Memo record to delete. Required

Responses

200 Deletion confirmation.: success, data 400 Bad request 401 Not authenticated 404 Not found 429 Rate limited 500 Server error

DEL /entities/Memos/{id}
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/30000000-0000-4000-a000-000000000001' \
  --request DELETE \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/30000000-0000-4000-a000-000000000001', {
  method: 'DELETE',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})
import os

import requests

response = requests.delete(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/30000000-0000-4000-a000-000000000001",
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

POST Create or update Memos in a batch

An item with an id updates that record; an item without one creates a record. By default one invalid item fails the whole call with HTTP 422 and nothing is written; with rollback-method=1 the response has an id or an error for each item, in input order.

Query parameters

NameTypeDescription
validation-levelintegerBit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.
rollback-methodinteger0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item.

Request body

A JSON array of records: an item with an id updates, an item without one creates. Schema batchMemoInput; the fields are in Memo fields. Required: owner_id, subject.

Responses

200 Result per item, in request order: the id of the created or updated record, or the error.: success, data 400 Bad request 401 Not authenticated 422 Validation failed 429 Rate limited 500 Server error

POST /entities/Memos/batch-modify
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/batch-modify' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  {
    "owner_id": "37000000-0000-4000-a000-000000000001",
    "subject": "Follow up with Northwind Analytics (memo)"
  },
  {
    "id": "30000000-0000-4000-a000-000000000001",
    "subject": "Follow up with Northwind Analytics (memo) (renamed)"
  }
]'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/batch-modify', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify([
    {
      owner_id: '37000000-0000-4000-a000-000000000001',
      subject: 'Follow up with Northwind Analytics (memo)'
    },
    {
      id: '30000000-0000-4000-a000-000000000001',
      subject: 'Follow up with Northwind Analytics (memo) (renamed)'
    }
  ])
})
import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/batch-modify",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json=[
      {
        "owner_id": "37000000-0000-4000-a000-000000000001",
        "subject": "Follow up with Northwind Analytics (memo)"
      },
      {
        "id": "30000000-0000-4000-a000-000000000001",
        "subject": "Follow up with Northwind Analytics (memo) (renamed)"
      }
    ]
)

POST Delete Memos in a batch

Deletes the records whose ids are in the body, a JSON array. By default an unknown id fails the whole call with HTTP 404.

Query parameters

NameTypeDescription
rollback-methodinteger0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item.

Request body

A JSON array of ids.

Responses

200 Result per id, in request order: the id of the deleted record, or the error.: success, data 400 Bad request 401 Not authenticated 404 Not found 422 Validation failed 429 Rate limited 500 Server error

POST /entities/Memos/batch-delete
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/batch-delete' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  "30000000-0000-4000-a000-000000000001",
  "30000000-0000-4000-a000-000000000002"
]'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/batch-delete', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify(['30000000-0000-4000-a000-000000000001', '30000000-0000-4000-a000-000000000002'])
})
import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/batch-delete",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json=[
      "30000000-0000-4000-a000-000000000001",
      "30000000-0000-4000-a000-000000000002"
    ]
)

POST Restore deleted Memos

Restores the deleted records whose ids are in the body, a JSON array.

Query parameters

NameTypeDescription
rollback-methodinteger0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item.

Request body

A JSON array of ids.

Responses

200 Result per id, in request order: the id of the restored record, or the error.: success, data 400 Bad request 401 Not authenticated 404 Not found 422 Validation failed 429 Rate limited 500 Server error

POST /entities/Memos/batch-restore
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/batch-restore' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  "30000000-0000-4000-a000-000000000001",
  "30000000-0000-4000-a000-000000000002"
]'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/batch-restore', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify(['30000000-0000-4000-a000-000000000001', '30000000-0000-4000-a000-000000000002'])
})
import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/Memos/batch-restore",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json=[
      "30000000-0000-4000-a000-000000000001",
      "30000000-0000-4000-a000-000000000002"
    ]
)

Memo fields

FieldTypeNotes
iduuidRead-only Unique identifier of entity.
owner_iduuid → ClientsRequired on create Id of the memo author.
subjectstringRequired on create Short summary line of the memo.
revisionintegerRevision when entity was lastly changed.
sharing_unitsarray of uri → MessageSharingSalesUnitRelationsSales units that have been granted shared access to this memo.
sharing_clientsarray of uri → MessageSharingClientRelationsUsers that have been granted shared access to this memo.
account_relationsarray of uri → MessageRelationsAccounts this memo is linked to.
contact_relationsarray of uri → MessageRelationsContacts this memo is linked to.
project_relationsarray of uri → MessageRelationsProjects this memo is linked to.
lead_relationsarray of uri → MessageRelationsLeads this memo is linked to.
quote_relationsarray of uri → MessageRelationsQuotes this memo is linked to.
opportunity_relationsarray of uri → MessageRelationsOpportunities this memo is linked to.
custom_entity_relationsarray of uri → MessageRelationsCustom entity records this memo is linked to.
documentsarray of uri → CloudObjectRelationsDocuments linked to this memo.
commentsarray of uri → MemoCommentsComments authored on this memo.
Show all 21 fields
FieldTypeNotes
is_delete_protectedbooleanRead-only True when the record is protected against deletion because it must always exist in the space.
is_deletedbooleanRead-only Specifies if the entity is considered deleted.
modifieddate-timeRead-only Last modification time.
createddate-timeRead-only Creation time.
owneruri → ClientsRead-only User who authored the memo.
table_namestringRead-only Discriminator identifying the concrete record type — always "memo" for Memo records.

Custom fields appear in your space's live spec: fetch it with your credentials.

Errors

Every error body has success: false, http_status, code, name and message. Branch on code: the status alone does not tell a missing permission from a bad parameter. All codes: error codes; how to handle them: Errors.

HTTPWhen
400Bad request: a bad or unknown parameter (codes 117, 118), a missing permission (code 50), conflicting data (code 2002) or any other API error. The REST API answers 400 where others answer 403 or 409; check code.
401Not authenticated: missing or wrong credentials, a credential of another space, or an expired token (code 401, ERROR_UNAUTHORIZED).
404No such record or entity (code 143 ERROR_NO_ENTITY, or 2006 ERROR_UNKNOWN_TYPE).
422Validation failed (code 40000, with the failing fields) or a required parameter is missing (code 119). By default one failed item fails a whole batch and nothing is written.
429Too many requests (code 182). Wait for the seconds in Retry-After, then retry.
500Unexpected server error (code 1000, ERROR_UNKNOWN).

Webhook events for memos

Memo.Comment Memo.Create Memo.Delete Memo.DocumentLinked Memo.Update See payloads

Subscribe with Create a webhook.