• List entities Company source metadata is now fully migrated to v2: the metadata.source field on company entities is populated, replacing the v1 sourceOrigin / sourceRecordId identifiers used for CRM matching and deduplication. The temporary data consistency gap has been removed from the migration guide.
  • Search entities Added an isSet presence filter for custom field filters: true matches entities whose field has a non-empty value, false matches entities with no value (unset or empty). Must be used as the only key.
  • List notes Added type[] array parameter to filter notes by one or more note types (textNote, conversationNote, opportunityNote). Legacy aliases (simple, conversation, opportunity) are also accepted.
  • List note configurations Deprecated the single-value type query parameter in favor of type[].

You can find descriptions of individual objects in the Reference section of the documentation. Each object page includes an overview, use cases, key fields, relationships, and related objects to help you understand how to work with that object type in the API.

  • Search entities Added support for filtering by custom fields in filter.fields. Text, number, date, single-select, and multi-select custom fields are supported with type-specific operators (contains, eq, id/name, any/all)
  • Search entities Changed return.fields to accept "all" or "default" as string values, in addition to an array of field names
  • Create field value Added endpoint to create a new value (option) for a select-type field (SINGLE_SELECT, MULTI_SELECT, TAG). If color is omitted, the next available color is assigned automatically
  • Update field value Added endpoint to update an existing value on a select-type field. Only provided fields are updated; omitted fields remain unchanged
  • Delete field value Added endpoint to delete a value from a select-type field. Use force=true to unset the value from all entities, or replaceWith to reassign assignments to another value (the two parameters are mutually exclusive)
  • Search members Removed deprecated legacy flat properties (ids, emails, roles, includeDisabled, includeInvitationPending, query) from the request body. Use the structured filter, search, and return objects instead
  • Search teams Removed deprecated legacy flat properties (ids, names, handles) from the request body. Use the structured filter and search objects instead
  • Search notes Removed deprecated legacy flat properties (ids, archived, processed, owners, creators, source, metadata, createdAt, updatedAt, relationships, fields) from the request body. Use the structured filter and return objects instead
  • List notes Removed deprecated source[recordId] query parameter. Use metadata[source][recordId] instead
  • Search plugin integration connections Added new POST endpoint to search connections by state and entityId filters in the request body, useful when filtering by many entity IDs or when URL length limits apply
  • List plugin integration connections Added state[] query parameter to filter connections by state
  • Plugin integration responses now include a connections link pointing to the connections list for each integration