Delete note in Planhat
CRM API · write, waits for approval · 90% field coverage
Your agent can delete note in Planhat through Apideck's CRM API, the same call it makes for every CRM app. It changes data in the customer's Planhat account, so it stops with the exact request until a person approves it. Apideck adds the customer's Planhat credentials, so no token ever reaches the agent.
The call
DELETE https://unify.apideck.com/crm/notes/{id}
Headers: x-apideck-service-id: planhat, plus your app id and the customer's consumer id. Apideck MCP tool: crm-notes-delete. Agent operation id: unified.crm.notesDelete.
| Parameter | In | Description |
|---|---|---|
| id · required | path | ID of the record you are acting upon. |
More for notes in Planhat
Delete note in other CRM apps
The same call works for each of these; only the service id changes.
AttioCloseFreshworks CRMHubSpotMicrosoft Dynamics CRMOdooPipedriveSalesforceZoho CRM