Delete a note?

[JonLaliberte]

You can delete a note via the UI, but there doesn't seem to be any way to delete them using the API?

[bkuhl]

Hey Jon,

You're right, there isn't currently a way to delete an individual thread via the API, which includes notes. Would you mind sharing some details about how this would be useful so I can share with our team?

[JonLaliberte]

Hey Ben,

Thanks for getting back to me! I had emailed customer support as well in the meantime, sorry for the duplicate contact.

The use case here is this:

We use a Date Custom Field on conversations to mark them for follow up. We have a script which re-activates the conversation and adds a note saying "Follow Up Date Triggered" (there are a few other possibilities for the note text too). This works great by the way (follow ups should probably be a built in feature, it's very useful).

What happens though is sometimes we're waiting on something (say, a package to be delivered). So we keep kicking the can down the road and moving the follow up date. So we end up with a conversation littered with the "Follow Up Date Triggered" notes. We can manually delete them, but it would be nice to not have to, since it's something that would be easy to automate if the API supported it.

Example:

We also have a few other ideas for improving this automation to add more context to the notes, but it's also dependent on being able to delete the old notes.

Lastly, we considered modifying a single note, but notes stay in their original position even when edited - so it doesn't entirely serve the purpose we'd like (to have the note at the top of the conversation). CS mentioned it would be useful to have the option for a note to be pinned in a conversation, I'd second that - as long as we can edit it via API as well :)

[bkuhl]

Thanks for sharing these details! The long list of notes is definitely not ideal. Pinning the note is an interesting idea. I'll pass this along to our API team and see what we can do for you. I'm not able to provide an ETA yet on if/when this would be completed.

[JonLaliberte]

@bkuhl Just figured I'd ping here on the delete endpoint for notes.

[bkuhl]

No news on this yet, but I've given it a nudge!

[JonLaliberte]

Hey @bkuhl Just me again, gently nudging for this feature (or pinned notes editable via API :) ) 🍻

[bkuhl]

Unfortunately this isn't a very popular request so we haven't gotten to it. I've nudged the issue again internally.

[JonLaliberte]

Understood Ben, appreciate you nudging it internally nonetheless.

[miguelrs]

We're closing this issue due to inactivity. We've moved your request to our backlog of tickets, although we can't tell when we will be able to act on it. Please feel free to reopen if needed. Thank you!