accounting/accounts3

accounting/addresses2

accounting/attachments3

accounting/balancesheets2

accounting/cashflowstatements2

accounting/companyinfos2

accounting/contacts3

accounting/creditnotes2

accounting/expenses3

accounting/incomestatements2

accounting/invoices3

accounting/items2

accounting/journalentries3

accounting/payments3

accounting/phonenumbers2

accounting/purchaseorders3

accounting/taxrates2

accounting/trackingcategories2

accounting/transactions2

accounting/vendorcredits2

auth1

connections1

crm/companies3

crm/contacts3

crm/deals3

crm/engagements3

crm/notes3

crm/stages2

crm/tasks3

crm/users2

ecommerce/customers2

ecommerce/fulfillments2

ecommerce/orders3

ecommerce/products3

events1

fieldMappings6

filestorage/files3

filestorage/folders3

filestorage/groups2

filestorage/users2

linkedUsers5

marketingautomation/actions3

marketingautomation/automations3

marketingautomation/campaigns3

marketingautomation/contacts3

marketingautomation/emails2

marketingautomation/events2

marketingautomation/lists3

marketingautomation/messages2

marketingautomation/templates3

marketingautomation/users2

passthrough2

projects2

sync4

ticketing/accounts2

ticketing/attachments3

ticketing/collections2

ticketing/comments3

ticketing/contacts2

ticketing/tags2

ticketing/teams2

ticketing/tickets3

ticketing/users2

webhooks5

crm/tasks

Create Tasks

Create Tasks in any supported Crm software

post/crm/tasks

Query parameters

remote_databoolean

Set to true to include data from the original Crm software.

Headers

x-connection-tokenstring required

The connection token

Request body

subjectstring nullable required

The subject of the task

contentstring nullable required

The content of the task

statusstring nullable required

The status of the task. Authorized values are PENDING, COMPLETED.

due_datestring nullable

The due date of the task

finished_datestring nullable

The finished date of the task

user_idstring nullable

The UUID of the user tied to the task

company_idstring nullable

The UUID of the company tied to the task

deal_idstring nullable

The UUID of the deal tied to the task

field_mappingsobject nullable

The custom field mappings of the task between the remote 3rd party & Panora

Example request

{
  "subject": "Answer customers",
  "content": "Prepare email campaign",
  "status": "PENDING",
  "due_date": "2024-10-01T12:00:00Z",
  "finished_date": "2024-10-01T12:00:00Z",
  "user_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "company_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "deal_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "field_mappings": {
    "fav_dish": "broccoli",
    "fav_color": "red"
  }
}

Response

subjectstring nullable required

The subject of the task

contentstring nullable required

The content of the task

statusstring nullable required

The status of the task. Authorized values are PENDING, COMPLETED.

due_datestring nullable

The due date of the task

finished_datestring nullable

The finished date of the task

user_idstring nullable

The UUID of the user tied to the task

company_idstring nullable

The UUID of the company tied to the task

deal_idstring nullable

The UUID of the deal tied to the task

field_mappingsobject nullable

The custom field mappings of the task between the remote 3rd party & Panora

idstring nullable

The UUID of the task

remote_idstring nullable

The ID of the task in the context of the Crm 3rd Party

remote_dataobject nullable

The remote data of the task in the context of the Crm 3rd Party

created_atstring date-time nullable

The created date of the object

modified_atstring date-time nullable

The modified date of the object

Example response

{
  "subject": "Answer customers",
  "content": "Prepare email campaign",
  "status": "PENDING",
  "due_date": "2024-10-01T12:00:00Z",
  "finished_date": "2024-10-01T12:00:00Z",
  "user_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "company_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "deal_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "field_mappings": {
    "fav_dish": "broccoli",
    "fav_color": "red"
  },
  "id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "remote_id": "id_1",
  "remote_data": {
    "key1": "value1",
    "key2": 42,
    "key3": true
  },
  "created_at": "2024-10-01T12:00:00Z",
  "modified_at": "2024-10-01T12:00:00Z"
}

Changes

Changed in 6 of the 18 revisions of this API.53233

Sep 20, 2024be3dc330edf322See the full diff
- ▲
  removed the enum value COMPLETED of the request property status
  request-property-enum-value-removed
- ▲
  removed the enum value PENDING of the request property status
  request-property-enum-value-removed
- ○
  removed the COMPLETED enum value from the status response property for the response status 201
  response-property-enum-value-removed
- ○
  removed the PENDING enum value from the status response property for the response status 201
  response-property-enum-value-removed
This revision also has 1 change that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Aug 5, 2024ca0fa45ebd05524See the full diff
- ▲
  request property status was restricted to a list of enum values
  request-property-became-enum
- ▲
  the created_at response's property type/format changed from object/ to string/date-time for status 201
  response-property-type-changed
- ▲
  the due_date response's property type/format changed from string/date-time to string/ for status 201
  response-property-type-changed
- ▲
  the finished_date response's property type/format changed from string/date-time to string/ for status 201
  response-property-type-changed
- ▲
  the modified_at response's property type/format changed from object/ to string/date-time for status 201
  response-property-type-changed
- ●
  added the new COMPLETED enum value to the status response property for the response status 201
  response-property-enum-value-added
- ●
  added the new PENDING enum value to the status response property for the response status 201
  response-property-enum-value-added
- ○
  added the new COMPLETED enum value to the request property status
  request-property-enum-value-added
- ○
  added the new PENDING enum value to the request property status
  request-property-enum-value-added
- ○
  the due_date request property type/format was generalized from string/date-time to string/
  request-property-type-generalized
- ○
  the finished_date request property type/format was generalized from string/date-time to string/
  request-property-type-generalized
This revision also has 1 change that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Aug 5, 2024ca213ae36b7f1811See the full diff
- ▲
  the response property company_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property content became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property created_at became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property deal_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property due_date became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property field_mappings became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property finished_date became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property modified_at became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property remote_data became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property remote_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property status became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property subject became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property user_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property created_at became optional for the status 201
  response-property-became-optional
- ▲
  the response property field_mappings became optional for the status 201
  response-property-became-optional
- ▲
  the response property modified_at became optional for the status 201
  response-property-became-optional
- ▲
  the response property remote_data became optional for the status 201
  response-property-became-optional
- ○
  the endpoint scheme security bearer was removed from the API
  api-security-removed
- ○
  the request property company_id became nullable
  request-property-became-nullable
- ○
  the request property content became nullable
  request-property-became-nullable
- ○
  the request property deal_id became nullable
  request-property-became-nullable
- ○
  the request property due_date became nullable
  request-property-became-nullable
- ○
  the request property field_mappings became nullable
  request-property-became-nullable
- ○
  the request property finished_date became nullable
  request-property-became-nullable
- ○
  the request property status became nullable
  request-property-became-nullable
- ○
  the request property subject became nullable
  request-property-became-nullable
- ○
  the request property user_id became nullable
  request-property-became-nullable
- ○
  the request property field_mappings became optional
  request-property-became-optional
This revision also has 5 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Aug 5, 2024167edd5346ec105See the full diff
- ▲
  the request property company_id became not nullable
  request-property-became-not-nullable
- ▲
  the request property content became not nullable
  request-property-became-not-nullable
- ▲
  the request property deal_id became not nullable
  request-property-became-not-nullable
- ▲
  the request property due_date became not nullable
  request-property-became-not-nullable
- ▲
  the request property field_mappings became not nullable
  request-property-became-not-nullable
- ▲
  the request property finished_date became not nullable
  request-property-became-not-nullable
- ▲
  the request property status became not nullable
  request-property-became-not-nullable
- ▲
  the request property subject became not nullable
  request-property-became-not-nullable
- ▲
  the request property user_id became not nullable
  request-property-became-not-nullable
- ▲
  the request property field_mappings became required
  request-property-became-required
- ○
  the endpoint scheme security bearer was added to the API
  api-security-added
- ○
  the response property created_at became required for the status 201
  response-property-became-required
- ○
  the response property field_mappings became required for the status 201
  response-property-became-required
- ○
  the response property modified_at became required for the status 201
  response-property-became-required
- ○
  the response property remote_data became required for the status 201
  response-property-became-required
This revision also has 8 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Aug 3, 20249d25bd589fe91810See the full diff
- ▲
  the response property company_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property content became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property created_at became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property deal_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property due_date became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property field_mappings became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property finished_date became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property modified_at became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property remote_data became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property remote_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property status became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property subject became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property user_id became nullable for the status 201
  response-property-became-nullable
- ▲
  the response property created_at became optional for the status 201
  response-property-became-optional
- ▲
  the response property field_mappings became optional for the status 201
  response-property-became-optional
- ▲
  the response property modified_at became optional for the status 201
  response-property-became-optional
- ▲
  the response property remote_data became optional for the status 201
  response-property-became-optional
- ○
  the request property company_id became nullable
  request-property-became-nullable
- ○
  the request property content became nullable
  request-property-became-nullable
- ○
  the request property deal_id became nullable
  request-property-became-nullable
- ○
  the request property due_date became nullable
  request-property-became-nullable
- ○
  the request property field_mappings became nullable
  request-property-became-nullable
- ○
  the request property finished_date became nullable
  request-property-became-nullable
- ○
  the request property status became nullable
  request-property-became-nullable
- ○
  the request property subject became nullable
  request-property-became-nullable
- ○
  the request property user_id became nullable
  request-property-became-nullable
- ○
  the request property field_mappings became optional
  request-property-became-optional
This revision also has 4 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Aug 1, 2024414c3e999e0b1See the full diff
- ○
  the endpoint scheme security bearer was removed from the API
  api-security-removed

Full history