CRM

List sales activities and follow-ups

Calls, meetings, tasks, notes and emails logged against customers and deals, soonest due first and undated last. overdue_only gives what is late; open_only gives what is still to do. A due date is a PLAN and a completion is a FACT — the two are separate fields and a row can have either, both or neither. Paged with cursor.

Examples

  • What am I late on? GET /api/v1/rest/crm/activities?overdue_only=true
  • What calls are booked for this week? GET /api/v1/rest/crm/activities?kind=call&open_only=true&due_from=2026-09-07&due_to=2026-09-13
get/api/v1/rest/crm/activities

Request

  • Base URL: https://api.custodo.ai
  • URL: https://api.custodo.ai/api/v1/rest/crm/activities
  • Auth: HTTP bearer

Query parameters

assignee_user_idstring uuid

Whose activities. From custodo_whoami for your own.

kind'task' | 'call' | 'meeting' | 'note' | 'email' | 'document'

Only one type of activity.

open_onlyboolean

Only activities nobody has completed yet.

overdue_onlyboolean

Only open activities whose due date has already passed.

due_fromstring

Due on or after this day, YYYY-MM-DD.

due_tostring

Due on or before this day, YYYY-MM-DD.

limitinteger

Rows to return, 1–100. Default 20.

cursorstring

Opaque cursor from a previous call’s nextCursor, to continue.

Headers

X-Tenant-Idstring uuid

The organisation to act in. An API key is bound to exactly one, so this is optional for a key and must match the one it was minted for.

Response

Done. data is the tool’s own answer.

oktrue required
dataunknown required

Changes

No recorded changes to this operation across all 1 revision of this API.