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

Changed on Sep 20, 2024

Create Tasks in any supported Crm software

post/crm/tasks

Request

Base URL
https://api.panora.dev
URL
https://api.panora.dev/crm/tasks
Auth
API key in header x-api-key

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

Sep 20, 2024be3dc330edf3 Revision changes
- breaking
  removed the enum value COMPLETED of the request property
- breaking
  removed the enum value PENDING of the request property
- info
  removed the COMPLETED enum value from the response property for the response status
- info
  removed the PENDING enum value from the response property for the response status
Aug 5, 2024ca0fa45ebd05 Revision changes
- breaking
  request property was restricted to a list of enum values
- breaking
  the response's property type changed from object to string, and format from no format to date-time for status
- breaking
  the response's property format changed from date-time to no format for status
- breaking
  the response's property format changed from date-time to no format for status
- breaking
  the response's property type changed from object to string, and format from no format to date-time for status
- warning
  added the new COMPLETED enum value to the response property for the response status
- warning
  added the new PENDING enum value to the response property for the response status
- info
  added the new COMPLETED enum value to the request property
- info
  added the new PENDING enum value to the request property
- info
  the request property format was generalized from date-time to no format
- info
  the request property format was generalized from date-time to no format

Operation history (6 revisions)