Add or Update Task

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

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

Path Parameters

NameTypeDescription

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

IdName

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

PropertyDescription

success

Whether or not the task was added/updated

id

The unique id of the task

Throws

CodeDescription

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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