Task

An item that requires action to complete.

action
string or null <= 255 characters

The action type of the task. Can be 'action_item', 'call', 'email', or 'in_person'.

autoskipAt
string or null <date-time>

The optional date and time when the task will automatically be skipped. Tasks with an empty autoskip_at will never be autoskipped.

compiledSequenceTemplateHtml
string or null

The compiled template HTML of incomplete SMS or LinkedIn tasks associated with a sequence.

completed
boolean or null

A boolean value whether the task has been completed.

completedAt
string or null <date-time>

The date and time the task was completed.

createdAt
string or null <date-time>

The date and time the task was created.

dueAt
string or null <date-time>

The date and time the task is due.

note
string or null <= 65535 characters

An optional note for the task.

opportunityAssociation
string or null <= 255 characters

The optional opportunity rule associated with the task. Can be 'recent_created', 'recent_updated', 'noop'.

scheduledAt
string or null <date-time>

The date and time the pending task is scheduled for.

state
string or null <= 255 characters

The current state of the task. Can be 'pending', 'incomplete', or 'complete'.

stateChangedAt
string or null <date-time>

The date and time the state last changed.

taskType
string or null <= 255 characters

The type of task. Can be 'follow_up', 'manual', 'no_reply', 'sequence_open', 'sequence_click', 'sequence_step_call', 'sequence_step_email', 'sequence_step_linkedin_interact_with_post', 'sequence_step_linkedin_other', 'sequence_step_linkedin_send_connection_request', 'sequence_step_linkedin_send_message', 'sequence_step_linkedin_view_profile', 'sequence_step_sms', 'sequence_step_task', or 'touch'. Tasks created through the API will automatically be 'manual' tasks.

updatedAt
string or null <date-time>

The date and time the task was last updated.

{
  • "action": "string",
  • "autoskipAt": "2019-08-24T14:15:22Z",
  • "compiledSequenceTemplateHtml": "string",
  • "completed": true,
  • "completedAt": "2019-08-24T14:15:22Z",
  • "createdAt": "2019-08-24T14:15:22Z",
  • "dueAt": "2019-08-24T14:15:22Z",
  • "note": "string",
  • "opportunityAssociation": "string",
  • "scheduledAt": "2019-08-24T14:15:22Z",
  • "state": "string",
  • "stateChangedAt": "2019-08-24T14:15:22Z",
  • "taskType": "string",
  • "updatedAt": "2019-08-24T14:15:22Z"
}

Task Relationships

object

The associated account. You can use only the attribute id to filter tasks by account (e.g. filter[account][id]=X).

object

The associated call, if a call task. You can use only the attribute id to filter tasks by call (e.g. filter[call][id]=X).

object

The associated calls, if a call task. You can use only the attribute id to filter tasks by calls (e.g. filter[calls][id]=X).

object

The completer of this task. You can use only the attribute id to filter tasks by completer (e.g. filter[completer][id]=X).

object

The creator of this task. Relationship creator cannot be used as a filter.

object
object

The associated mailing, if a mailing task. You can use only the attribute id to filter tasks by mailing (e.g. filter[mailing][id]=X).

object

The associated mailings, if a mailing task. You can use only the attribute id to filter tasks by mailings (e.g. filter[mailings][id]=X).

object

The associated opportunity. You can use only the attribute id to filter tasks by opportunity (e.g. filter[opportunity][id]=X).

object

The owner of this task. You can use attributes id, email and firstName to filter tasks by owner (e.g. filter[owner][id]=X).

object

The associated prospect. You can use attributes id, byPersonaId, byStageId, createdAt, firstName, tags, title and updatedAt to filter tasks by prospect (e.g. filter[prospect][id]=X).

object

The account of the associated prospect.

object

The contacts of the associated prospect.

object

The owner of the associated prospect.

object

The phone numbers of the associated prospect.

object

The stage of the associated prospect.

object

The associated sequence. You can use attributes id and tags to filter tasks by sequence (e.g. filter[sequence][id]=X).

object

The sequence steps of the associated sequence. You can use only the attribute id to filter tasks by sequenceSequenceSteps (e.g. filter[sequenceSequenceSteps][id]=X).

object

The associated sequence state. You can use only the attribute id to filter tasks by sequenceState (e.g. filter[sequenceState][id]=X).

object

The sequence step of the associated sequence state.

object

The sequence step overrides of the associated sequence state.

object

The starting template of the associated sequence state.

object

The associated sequence step. You can use attributes id and stepType to filter tasks by sequenceStep (e.g. filter[sequenceStep][id]=X).

object

The templates of the associated sequence step overrides.

object

The associated sequence template. You can use only the attribute id to filter tasks by sequenceTemplate (e.g. filter[sequenceTemplate][id]=X).

object

The template of the associated sequence template.

object

The task's subject, either an account or prospect. Relationship subject cannot be used as a filter.

object

The associated task disposition.

object

The associated task priority. You can use attributes id and name to filter tasks by taskPriority (e.g. filter[taskPriority][id]=X).

object

The associated task purpose.

object

The associated task theme.

object

The task's team, will tell you this task was assigned to which team.

object

The associated template. You can use only the attribute id to filter tasks by template (e.g. filter[template][id]=X).

{
  • "account": {},
  • "call": {},
  • "calls": {},
  • "completer": {},
  • "creator": {},
  • "defaultPluginMapping": {},
  • "mailing": {},
  • "mailings": {},
  • "opportunity": {},
  • "owner": {},
  • "prospect": {},
  • "prospectAccount": {},
  • "prospectContacts": {},
  • "prospectOwner": {},
  • "prospectPhoneNumbers": {},
  • "prospectStage": {},
  • "sequence": {},
  • "sequenceSequenceSteps": {},
  • "sequenceState": {},
  • "sequenceStateSequenceStep": {},
  • "sequenceStateSequenceStepOverrides": {
    },
  • "sequenceStateStartingTemplate": {},
  • "sequenceStep": {},
  • "sequenceStepOverrideTemplates": {},
  • "sequenceTemplate": {},
  • "sequenceTemplateTemplate": {},
  • "subject": {},
  • "taskDisposition": {},
  • "taskPriority": {},
  • "taskPurpose": {},
  • "taskTheme": {},
  • "team": {},
  • "template": {}
}

Task Resource Metadata

METADATA NAME DESCRIPTION QUERY PARAM
canWrite A boolean value indicating whether the current API user has write access to this resource. provideAuthorizationMeta
canDelete A boolean value indicating whether the current API user has delete access to this resource. provideAuthorizationMeta
dataConnections The set of connections a given Task has to external sources. provideDataConnections

⌵ Task Actions

Get a Collection of Tasks

SecuritybearerAuth and s2sAuthToken
Responses
200

OK

422

JSON error message

get/tasks
Request samples
Response samples
application/vnd.api+json
{
  • "data": [
    ]
}

Create a New Task

SecuritybearerAuth and s2sAuthToken
Request
Request Body schema: application/vnd.api+json
required
object
Responses
201

Created

422

JSON error message

post/tasks
Request samples
application/vnd.api+json
{
  • "data": {
    }
}
Response samples
application/vnd.api+json
{
  • "data": {
    }
}

Delete an Existing Task by ID

SecuritybearerAuth and s2sAuthToken
Request
path Parameters
id
required
integer
Responses
204

Deleted

422

JSON error message

delete/tasks/{id}
Request samples
Response samples
application/vnd.api+json
{
  • "errors": [
    ]
}

Get a Task by ID

SecuritybearerAuth and s2sAuthToken
Request
path Parameters
id
required
integer
Responses
200

OK

404

Not Found

get/tasks/{id}
Request samples
Response samples
application/vnd.api+json
{
  • "data": {
    }
}

Update a Task

SecuritybearerAuth and s2sAuthToken
Request
path Parameters
id
required
integer
Request Body schema: application/vnd.api+json
required
object
Responses
200

OK

422

JSON error message

patch/tasks/{id}
Request samples
application/vnd.api+json
{
  • "data": {
    }
}
Response samples
application/vnd.api+json
{
  • "data": {
    }
}

Advance

Member Action

Advances the sequence state associated with the task to the next step in the sequence. Note that only tasks with task_type of 'sequence_step_call', 'sequence_step_email', 'sequence_step_linkedin_interact_with_post', 'sequence_step_linkedin_other', 'sequence_step_linkedin_send_connection_request', 'sequence_step_linkedin_send_message', 'sequence_step_linkedin_view_profile', 'sequence_step_sms' or 'sequence_step_task' can be advanced.

SecuritybearerAuth and s2sAuthToken
Request
path Parameters
id
required
integer
Responses
200

OK

422

JSON error message

post/tasks/{id}/actions/advance
Request samples
Response samples
application/vnd.api+json
{
  • "data": {
    }
}

Deliver

Member Action

Schedules the mailing associated with the task for delivery, if possible.

SecuritybearerAuth and s2sAuthToken
Request
path Parameters
id
required
integer
Responses
200

OK

422

JSON error message

post/tasks/{id}/actions/deliver
Request samples
Response samples
application/vnd.api+json
{
  • "data": {
    }
}

Log Meet In Person

Member Action

Marks the meet in-person task as complete with specified task disposition and purpose.

SecuritybearerAuth and s2sAuthToken
Request
path Parameters
id
required
integer
query Parameters
object
Responses
200

OK

422

JSON error message

post/tasks/{id}/actions/logMeetInPerson
Request samples
Response samples
application/vnd.api+json
{
  • "data": {
    }
}

Mark Complete

Member Action

Marks the task as complete.

SecuritybearerAuth and s2sAuthToken
Request
path Parameters
id
required
integer
query Parameters
object
Responses
200

OK

422

JSON error message

post/tasks/{id}/actions/markComplete
Request samples
Response samples
application/vnd.api+json
{
  • "data": {
    }
}

Reassign Owner

Member Action

Reassigns the owner of a task

SecuritybearerAuth and s2sAuthToken
Request
path Parameters
id
required
integer
query Parameters
object
Responses
200

OK

422

JSON error message

post/tasks/{id}/actions/reassignOwner
Request samples
Response samples
application/vnd.api+json
{
  • "data": {
    }
}

Reschedule

Member Action

Reschedules a task by setting a new task due time.

SecuritybearerAuth and s2sAuthToken
Request
path Parameters
id
required
integer
query Parameters
object
Responses
200

OK

422

JSON error message

post/tasks/{id}/actions/reschedule
Request samples
Response samples
application/vnd.api+json
{
  • "data": {
    }
}

Snooze

Member Action

Sets the 'dueAt' value to be a day later than either now or the existing 'dueAt' value, whichever is later.

SecuritybearerAuth and s2sAuthToken
Request
path Parameters
id
required
integer
query Parameters
object
Responses
200

OK

422

JSON error message

post/tasks/{id}/actions/snooze
Request samples
Response samples
application/vnd.api+json
{
  • "data": {
    }
}

Update Note

Member Action

Updates note of a task

SecuritybearerAuth and s2sAuthToken
Request
path Parameters
id
required
integer
query Parameters
object
Responses
200

OK

422

JSON error message

post/tasks/{id}/actions/updateNote
Request samples
Response samples
application/vnd.api+json
{
  • "data": {
    }
}

Update Opportunity Association

Member Action

Updates opportunity association of a task

SecuritybearerAuth and s2sAuthToken
Request
path Parameters
id
required
integer
query Parameters
object
Responses
200

OK

422

JSON error message

post/tasks/{id}/actions/updateOpportunityAssociation
Request samples
Response samples
application/vnd.api+json
{
  • "data": {
    }
}