---
title: "笔记管理 | Tajo"
description: "在 Tajo 的 Brevo CRM 中创建和管理客户笔记与互动记录"
url: https://tajo.io/zh-cn/docs/sales-crm/notes/
markdown: https://tajo.io/zh-cn/docs/sales-crm/notes.md
lang: zh-CN
author: "Set Noa"
author_url: https://tajo.io/zh-cn/set-noa/
robots: noindex
---

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# 笔记管理

[Set Noa](https://tajo.io/zh-cn/set-noa/)

Brevo CRM 笔记 API 用于在 Tajo 平台中记录客户互动、会议纪要，以及与联系人、公司和交易相关联的重要细节。

## 概览

笔记管理在以下场景中不可或缺：

- **互动历史**，记录客户对话和会议结论
- **团队协作**，在销售团队内共享客户背景信息
- **交易文档**，记录谈判细节和决策
- **忠诚度计划笔记**，追踪客户偏好和计划反馈
- **合规记录**，为客户沟通保留审计轨迹

## 快速开始

### 创建笔记

```http
POST https://api.brevo.com/v3/crm/notes
Content-Type: application/json
api-key: YOUR_API_KEY

{
  "text": "Met with Acme Corp to discuss enterprise loyalty program upgrade. They're interested in Diamond tier benefits and want to consolidate all 12 locations under a single account. Key decision maker is VP of Operations. Follow up with volume discount proposal by end of week.",
  "contactIds": [12345],
  "dealIds": ["deal_abc123def456"],
  "companyIds": ["comp_123456789"]
}
```

### 响应

```json
{
  "id": "note_001",
  "text": "Met with Acme Corp to discuss enterprise loyalty program upgrade...",
  "contactIds": [12345],
  "dealIds": ["deal_abc123def456"],
  "companyIds": ["comp_123456789"],
  "created_at": "2026-01-25T14:30:00Z",
  "updated_at": "2026-01-25T14:30:00Z"
}
```

## 获取笔记

### 列出所有笔记

```http
GET https://api.brevo.com/v3/crm/notes?limit=50&offset=0&sort=desc
Content-Type: application/json
api-key: YOUR_API_KEY
```

### 响应

```json
{
  "items": [
    {
      "id": "note_001",
      "text": "Met with Acme Corp to discuss enterprise loyalty program upgrade...",
      "contactIds": [12345],
      "dealIds": ["deal_abc123def456"],
      "companyIds": ["comp_123456789"],
      "created_at": "2026-01-25T14:30:00Z"
    }
  ],
  "total": 1
}
```

### 筛选笔记

```http
GET https://api.brevo.com/v3/crm/notes?filters[companyIds]=comp_123456789&sort=created_at:desc
```

### 获取单条笔记

```http
GET https://api.brevo.com/v3/crm/notes/{note_id}
Content-Type: application/json
api-key: YOUR_API_KEY
```

## 自动创建笔记

### 基于活动的笔记

根据 CRM 活动自动创建笔记：

```javascript
class NoteAutomation {
  constructor() {
    this.notesApi = new NotesApi();
  }

  async logDealStageChange(deal, oldStage, newStage) {
    const noteText = [
      `Deal stage changed: ${oldStage} → ${newStage}`,
      `Deal value: $${deal.attributes.amount?.toLocaleString()}`,
      `Probability: ${deal.attributes.probability}%`,
      newStage === 'Closed Won'
        ? `Loyalty points awarded: ${deal.attributes.loyalty_points_bonus}`
        : '',
      `Updated by: ${deal.attributes.deal_owner}`
    ].filter(Boolean).join('\n');

    return await this.notesApi.createNote({
      text: noteText,
      dealIds: [deal.id],
      companyIds: deal.attributes.company_id ? [deal.attributes.company_id] : [],
      contactIds: deal.attributes.contact_id ? [deal.attributes.contact_id] : []
    });
  }

  async logLoyaltyTierChange(company, oldTier, newTier) {
    const noteText = [
      `Loyalty tier upgraded: ${oldTier} → ${newTier}`,
      `Annual spend: $${company.attributes.annual_spend?.toLocaleString()}`,
      `New benefits: ${this.getTierBenefits(newTier).join(', ')}`,
      `Account manager notified: ${company.attributes.account_manager}`
    ].join('\n');

    return await this.notesApi.createNote({
      text: noteText,
      companyIds: [company.id]
    });
  }

  async logCustomerFeedback(contactId, feedback) {
    const noteText = [
      `Customer feedback received:`,
      `Category: ${feedback.category}`,
      `Rating: ${feedback.rating}/5`,
      `Comment: ${feedback.comment}`,
      feedback.loyaltyRelated ? `Loyalty program feedback: ${feedback.loyaltyComment}` : ''
    ].filter(Boolean).join('\n');

    return await this.notesApi.createNote({
      text: noteText,
      contactIds: [contactId]
    });
  }
}
```

### 会议纪要笔记

```javascript
class MeetingNotes {
  async createMeetingSummary(meetingData) {
    const noteText = [
      `Meeting: ${meetingData.title}`,
      `Date: ${new Date(meetingData.date).toLocaleDateString()}`,
      `Attendees: ${meetingData.attendees.join(', ')}`,
      '',
      '## Discussion Points',
      ...meetingData.topics.map(t => `- ${t}`),
      '',
      '## Action Items',
      ...meetingData.actions.map(a => `- [ ] ${a.description} (${a.assignee}, due ${a.dueDate})`),
      '',
      '## Next Steps',
      meetingData.nextSteps
    ].join('\n');

    return await this.notesApi.createNote({
      text: noteText,
      contactIds: meetingData.contactIds || [],
      dealIds: meetingData.dealIds || [],
      companyIds: meetingData.companyIds || []
    });
  }
}
```

## API 方法参考

```javascript
// Create a note
const note = await notesApi.createNote({
  text: 'Customer interested in premium loyalty tier',
  contactIds: [12345],
  dealIds: ['deal_abc123']
});

// Get note by ID
const note = await notesApi.getNote('note_001');

// Update note
await notesApi.updateNote('note_001', {
  text: 'Updated: Customer confirmed interest in premium loyalty tier. Meeting scheduled for next week.'
});

// Delete note
await notesApi.deleteNote('note_001');

// List notes with filtering
const notes = await notesApi.getNotes({
  filters: { companyIds: 'comp_123456789' },
  sort: 'created_at:desc',
  limit: 50
});
```

## 最佳实践

1. **写得具体**：写清金额、日期和后续步骤等相关细节
2. **关联记录**：把笔记与所有相关的联系人、交易和公司关联起来
3. **自动记录**：为阶段变更和关键事件自动创建笔记
4. **统一格式**：为会议纪要制定全团队通用的笔记结构
5. **及时记录**：互动结束后立刻创建笔记，趁细节还清晰

## 错误处理

```javascript
try {
  const note = await notesApi.createNote(noteData);
  console.log('Note created:', note.id);
} catch (error) {
  if (error.status === 400) {
    console.error('Invalid note data:', error.message);
  } else if (error.status === 404) {
    console.error('Associated contact, deal, or company not found');
  } else {
    console.error('Unexpected error:', error);
  }
}
```

## 后续步骤

- **[公司管理](https://tajo.io/zh-cn/docs/sales-crm/companies)** - 管理企业客户
- **[交易管理](https://tajo.io/zh-cn/docs/sales-crm/deals)** - 追踪销售管道
- **[任务管理](https://tajo.io/zh-cn/docs/sales-crm/tasks)** - 管理销售活动
- **[文件](https://tajo.io/zh-cn/docs/sales-crm/files)** - 管理交易附件