Log Activity
Add a note (`kind` `note`, the default) or log an activity (a built-in kind such as `coffee_chat`, `event`, `referral`, or one of the workspace's types) on a lead, company or deal. 422 `no_record` without one, `unknown_kind`.
API key access
crm:write scope with an API key (ro_pat_...). A signed-in session uses the caller's role./api/v1/activitiesAccess token from /api/v1/auth/login, or an API key (ro_pat_..., RO-176) from /api/v1/workspaces/current/api-keys: the key implies its workspace and needs the route's scope. MCP connectors (/api/v1/mcp only) may use an OAuth access token (ro_oat_..., RO-284).
In: header
Header Parameters
Id of the workspace to act on (must be a member).
Default note.
1 <= length <= 40length <= 2001 <= length <= 10000Default now.
date-timeuuiduuiduuidResponse Body
curl -X POST "http://localhost:8000/api/v1/activities" \ -H "X-Workspace-Id: string" \ -H "Content-Type: application/json" \ -d '{ "body": "string" }'{
"id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
"kind": "string",
"kind_label": "string",
"title": "string",
"body": "string",
"occurred_at": "2019-08-24T14:15:22Z",
"lead_id": "9bddab70-98e6-43a9-8f32-c9788b9de0c0",
"company_id": "b2e6a1c3-1a5e-44ae-a8fd-81f76fd715cf",
"deal_id": "2fa5b64f-5b72-4263-958e-07b76f41abe3",
"record_label": "string",
"created_by": "ee824cad-d7a6-4f48-87dc-e8461a9201c4",
"created_by_name": "string",
"created_at": "2019-08-24T14:15:22Z"
}{
"detail": [
{
"loc": [
"string"
],
"msg": "string",
"type": "string",
"input": null,
"ctx": {}
}
]
}List Tasks
Tasks, open first and soonest due first. Filter by `status`, `owner_id` (or `me`), `lead_id`, `company_id`, `deal_id` or `due_before`. Carries the open and overdue counts.
Move Deal
Move a deal to another stage of its pipeline (the board's drag and drop), optionally at a `position` in the column. The stage's required fields must be set (422 `stage_requirements` with `missing`); won and lost stages close the deal.