iVvy Developer API
  • API Documentation
  • Getting Started
    • Obtaining Keys
    • Creating the request
      • Method/URI Header
      • Request Headers
        • Standard Headers
        • Custom Headers
      • Signing the request
      • Query Parameters
    • Test Ping
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    • Use Cases
      • CRM Systems
      • Financial Accounting Systems
      • Point Of Sale
      • Property Management Systems
  • Contacts & Companies
    • Get Contact List
    • Get Contact
    • Get Contact Note List
    • Add or Update Contact
    • Get Contact Custom Field Definition
    • Get Company Custom Field Definition
    • Get Subscription Group List
    • Add Contacts To Subscription Group
    • Remove Contacts From Subscription Group
    • Get Company List
    • Get Company
    • Get Company Note List
    • Add or Update Company
    • Add or Update Lead
    • Add or Update Contact Note
    • Add or Update Company Note
  • Event
    • Add or Update Event
    • Get Event List
    • Get Event
    • Get Registration
    • Get Registration List
    • Get Attendee
    • Get Attendee List
    • Get Invited Contact List
    • Invite Contacts
    • Get Sponsorship List
    • Get Speaker List
    • Get Session List
    • Create Login Token
  • Venue
    • Venue Setup Data
      • Get Venue
      • Get Venue List
      • Get Venue Room List
      • Get Venue Room Option List
      • Get Venue Rate Plan List
      • Get Venue Rate Plan Rate List
      • Get Venue Rate Plan Room Rate List
      • Get Resource List
      • Get Resource Availability
      • Get Menu List
      • Get Beverage Package List
      • Get Function Space List
      • Get Space Blockout List
      • Get Function Space Category List
      • Get Function Space Availability
      • Get Function Space Hire Plan Rate List
      • Get Function Space Hire Plan Rate
      • Get Cost Center List
      • Get Session Type List
      • Get Revenue Template List
      • Get Tax List
      • Add or Update Function Space
      • Get Event Type List
      • Add or Update Function Space Category
      • Add or Update Guest Room
      • Get Booking Custom Field List
      • Get Space Hire Plans
      • Get Venue Package List
      • Get Venue Package
    • Booking Data
      • Convert Lead To Opportunity
      • Add or Update Opportunity
      • Get Booking
      • Get Booking List
      • Get Booking List For Account
      • Get Booking Notes
      • Get Booking Session List
      • Get Booking Session Menu List
      • Get Booking Changelog List
      • Get Booking Attendee (By Hash)
      • Get Booking Attendee List
      • Get Booking Release Schedule
      • Add or Update Booking
      • Change Booking Status
      • Add Items To Booking
      • Add Payment To Booking
      • Add Refund To Booking
      • Add or Update Booking Attendee
      • Add or Update Booking Note
      • Add or Update Booking Session
      • Add or Update Booking Session Beverage
      • Add or Update Booking Session Menu
      • Add or Update Booking Session Resource
      • Remove Booking Session
      • Remove Booking Session Beverage
      • Remove Booking Session Menu
      • Remove Booking Session Resource
      • Get Space Blockout List
      • Add or Update Blockout Space
      • Remove Blockout Space
      • Get Booking Tax List
      • Add or Update Opportunity Note
      • Upload Booking Document
    • Booking Accommodation Data
      • Get Booking Accommodation List
      • Add or Update Booking Accommodation
      • Remove Booking Accommodation
      • Get Booking Room Reservation List
      • Add or Update Booking Room Reservation
      • Update Room Reservation Guest Contact
      • Remove Booking Room Reservation
      • Confirm Booking Room Reservation
      • Cancel Booking Room Reservation
      • Change Status of Booking Room Reservation
      • Add or Update Room Counts
      • Add or Update Room Dynamic Rates
      • Remove Room Dynamic Rates
      • Add or Update Rate Plan Booking Rules
  • Partner
    • Get Venue List
    • Get Venue
  • Invoice
    • Get Invoice List
    • Get Invoice
    • Get Options
    • Add Payment
    • Get Credit Note List
    • Get Credit Note
  • Account
    • Add or Update Cost Center
    • Get Cost Center List
    • Get Email Log List
    • Add Error Report
    • Get Account User List
  • CRM
    • Get Lead List
    • Get Opportunity List
    • Get Opportunity Note List
    • Get Task List
    • Get Activity List
    • Get Lead Stage List
    • Get Lead Type List
    • Get Lead Quality List
    • Get Lead Source List
    • Get Lead Channel List
    • Get Lead Note List
    • Add or Update Activity Purpose
    • Add or Update Activity
    • Add or Update Task
    • Add or Update Lead Quality
    • Add or Update Lead Stage
    • Add or Update Lead Channel
    • Add or Update Lead Type
    • Add or Update Lead Source
    • Add or Update Lead Note
  • Notifications
    • Company Endpoint
    • Contact Endpoint
    • CRM Endpoint
    • Invoice Endpoint
    • Booking Endpoint
    • Event Endpoint
  • Development Reference
    • Calculating md5
    • HMAC-SHA1
    • JSON Encoding
    • Timestamp Format
    • Date Format
    • Time Format
    • Address Format
    • URLEncoding
    • Timezone List
  • Announcements
    • Room Reservation Contact Changes
    • Contact Customfield Changes
    • Booking Accommodation API Changes
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On this page
  • Add or Update Task which belongs contact, company, opportunity and lead
  • Task Status
  • Example Request
  • Add Task
  • Update Task
  • Returns
  • Throws
  1. CRM

Add or Update Task

Add or Update Task which belongs contact, company, opportunity and lead

POST [PlatformAddress]/api/1.0/crm?action=addOrUpdateTask

Path Parameters

Name
Type
Description

id

integer

The unique id of the task

venueId

integer

The unique id of the venue to which the task belongs. Required when assigning the task to opportunity. The api will throw an error for invalid leadId

leadId

integer

The unique id of the opportunity/lead to which the new task belongs

contactId

integer

The unique id of the contact to which the new task belongs

companyId

integer

The unique id of the company to which the new task belongs

name

string

The name of the task. Required when id is missing.

endDatetime

timestamp

The due date and time of the task. Required when id is missing.

priority

string

The priority of the task low, medium or high.

assignedUserId

integer

The unique id of the user to which the task will be assigned

status

integer

The status of the task

description

string

The description of the task

{
  "success": true,
  "id": 755
}

Task Status

Id
Name

0

Not Started

1

In Progress

2

On Hold

3

Cancelled

4

Completed

Example Request

Add Task

{
  "name": "Test Task API",
  "endDatetime": "2021-11-01 17:00:00",
  "status": 1,
  "assignedUserId": 1,
  "leadId": 2665
}

Update Task

{
  "id": 3269,
  "venueId": 1,
    "name": "Test Task API",
  "endDatetime": "2021-11-01 17:00:00",
  "status": 1,
  "assignedUserId": 1,
  "contactId": 45219,
  "companyId": 854
}

Returns

Property
Description

success

Whether or not the task was added/updated

id

The unique id of the task

Throws

Code
Description

Specific Code: 24389

The lead/opportunity does not exist

Specific Code: 24390

The contact does not exist

Specific Code: 24391

The company does not exist

Specific Code: 24392

The task does not exist

Specific Code: 24393

An error has occurred

Specific Code: 24394

The request contains invalid data. The data was validated but there was some other error. See additional messages

Specific Code: 24395

The request contains invalid data

Specific Code: 24396

The task can only belongs to either contact, company or opportunity/lead

Task can only belongs to either company, contact or lead. When companyId and contactId both provided the contactId will be added to company as company contact and task will be be associated with company.

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Last updated 8 months ago