Connect CallNote to Zapier and Make

1. Generate your API key in CallNote

1. Sign in to CallNote and open Integrations in the sidebar.
2. Find the Zapier card under Automation and click Generate API key. (Workspace admins only - ask your admin if you don’t see the button.)
3. Copy the key immediately - it starts with cn_live_ and is only shown once. If you lose it, revoke it and generate a new one.

The same key works for both Zapier and Make.

2. Connect on Zapier

1. Open the CallNote app on Zapier via the invite on the same Integrations card (“Open CallNote on Zapier”), and accept it. A free Zapier account is fine.
2. Create a Zap and choose CallNote as the trigger app, with the Note Lodged trigger.
3. When Zapier asks you to sign in to CallNote, paste your API key. The connection will show your business name.
4. Add any action app and map the note fields - title, client name and email, the full note text, when it was lodged, and a link back to the note.
5. Turn the Zap on. From then on, every note you lodge fires it automatically.

What can I send notes to?

Anything on Zapier or Make - 9,000+ apps. The popular ones for our customers: practice management systems like Actionstep and Clio (both have “create file note” actions), CRMs like Salesforce, Pipedrive and Zoho, plus Google Sheets, Slack, Notion and email. HubSpot, Slack and Notion also have direct CallNote integrations that need no Zapier at all.

Connecting on Make (formerly Integromat)

The CallNote app for Make works the same way: install it from the invite link on the Integrations card, add the Watch Lodged Notes trigger to a scenario, and paste the same API key when it asks for a connection.

API reference

The integration is powered by two REST endpoints. Authenticate every request with your API key in an X-API-Key header (or Authorization: Bearer). All responses are JSON.

• GET https://callnote.com.au/api/zapier/me - validates the key. Returns {"organisation": "Your Business Name"} on success, HTTP 401 for an invalid or revoked key.
• GET https://callnote.com.au/api/zapier/notes - the polling feed of lodged notes, newest first. Optional query params: limit (1-100, default 25) and since (ISO 8601 date). Returns an array of objects with fields: id (UUID), title, client_name, client_email, template, note_text (plain text), lodged_at (ISO 8601), and url (link to the note in CallNote).

Only lodged (reviewed and locked) notes appear in the feed - drafts never leave CallNote. Keys are scoped to one organisation and can be revoked instantly from the Integrations page.

Troubleshooting

• “Invalid or revoked API key” - the key was revoked in CallNote, or has a typo. Generate a fresh key on the Integrations page and reconnect.
• Zap isn’t firing - triggers only fire for lodged notes, not drafts. Lodge a note and the Zap picks it up on its next poll (a few minutes on free Zapier plans).
• Key security - treat the key like a password. Anyone holding it can read your organisation’s lodged notes. Revoking it in CallNote cuts access instantly.

Stuck? Email hello@callnote.com.auand we’ll sort it with you.