Admin

Record a sales follow-up step

Changed on

Platform-admin-only. Appends what happened (reviewed, contacted, reply, meeting, note, closed, dismissed or reopened) and sets the next action, owner and UTC follow-up date in one idempotent request. Never sends a message, changes the organization or writes to its audit log.

post/v1/admin/opportunities/accounts/{organizationId}/actions

Request

  • Base URL: https://api.openworklabs.com
  • URL: https://api.openworklabs.com/v1/admin/opportunities/accounts/{organizationId}/actions
  • Auth: one of:
    • API key in header x-api-key
    • HTTP bearer

Path parameters

organizationIdstring required

Request body

requestIdstring uuid required
kind'reviewed' | 'contacted' | 'replied' | 'meeting' | 'note' | 'closed' | 'dismissed' | 'reopened' required
contactUserIdstring nullable
notestring nullable
nextActionstring nullable
followUpOnstring date nullable

UTC calendar date (YYYY-MM-DD) of the next follow-up. Null clears it.

assignToMeboolean
confirmedOpportunity'expansion' | 'commercial' nullable

Response

Step recorded, or the original retry returned.

oktrue required
actionIdstring required

Changes