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/drives2

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/engagements

Create Engagements

Create Engagements in any supported Crm software

post/crm/engagements

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

contentstring nullable

The content of the engagement

directionstring nullable

The direction of the engagement. Authorized values are INBOUND or OUTBOUND

subjectstring nullable

The subject of the engagement

start_atstring date-time nullable

The start time of the engagement

end_timestring date-time nullable

The end time of the engagement

typestring nullable required

The type of the engagement. Authorized values are EMAIL, CALL or MEETING

user_idstring nullable

The UUID of the user tied to the engagement

company_idstring nullable

The UUID of the company tied to the engagement

contactsstring[] nullable

The UUIDs of contacts tied to the engagement object

field_mappingsobject nullable

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

Example request

{
  "content": "Meeting call with CTO",
  "direction": "INBOUND",
  "subject": "Technical features planning",
  "start_at": "2024-10-01T12:00:00Z",
  "end_time": "2024-10-01T22:00:00Z",
  "type": "MEETING",
  "user_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "company_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "contacts": [
    "801f9ede-c698-4e66-a7fc-48d19eebaa4f"
  ],
  "field_mappings": {
    "fav_dish": "broccoli",
    "fav_color": "red"
  }
}

Response

contentstring nullable

The content of the engagement

directionstring nullable

The direction of the engagement. Authorized values are INBOUND or OUTBOUND

subjectstring nullable

The subject of the engagement

start_atstring date-time nullable

The start time of the engagement

end_timestring date-time nullable

The end time of the engagement

typestring nullable required

The type of the engagement. Authorized values are EMAIL, CALL or MEETING

user_idstring nullable

The UUID of the user tied to the engagement

company_idstring nullable

The UUID of the company tied to the engagement

contactsstring[] nullable

The UUIDs of contacts tied to the engagement object

field_mappingsobject nullable

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

idstring nullable

The UUID of the engagement

remote_idstring nullable

The id of the engagement in the context of the Crm 3rd Party

remote_dataobject nullable

The remote data of the engagement 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

{
  "content": "Meeting call with CTO",
  "direction": "INBOUND",
  "subject": "Technical features planning",
  "start_at": "2024-10-01T12:00:00Z",
  "end_time": "2024-10-01T22:00:00Z",
  "type": "MEETING",
  "user_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "company_id": "801f9ede-c698-4e66-a7fc-48d19eebaa4f",
  "contacts": [
    "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": {
    "fav_dish": "broccoli",
    "fav_color": "red"
  },
  "created_at": "2024-10-01T12:00:00Z",
  "modified_at": "2024-10-01T12:00:00Z"
}

Changes

Changed in 1 of the 49 revisions of this API.55

Aug 27, 20245ba5c769e2e155See the full diff
- ▲
  removed the enum value CALL of the request property type
  request-property-enum-value-removed
- ▲
  removed the enum value EMAIL of the request property type
  request-property-enum-value-removed
- ▲
  removed the enum value INBOUND of the request property direction
  request-property-enum-value-removed
- ▲
  removed the enum value MEETING of the request property type
  request-property-enum-value-removed
- ▲
  removed the enum value OUTBOUND of the request property direction
  request-property-enum-value-removed
- ○
  removed the CALL enum value from the type response property for the response status 201
  response-property-enum-value-removed
- ○
  removed the EMAIL enum value from the type response property for the response status 201
  response-property-enum-value-removed
- ○
  removed the INBOUND enum value from the direction response property for the response status 201
  response-property-enum-value-removed
- ○
  removed the MEETING enum value from the type response property for the response status 201
  response-property-enum-value-removed
- ○
  removed the OUTBOUND enum value from the direction response property for the response status 201
  response-property-enum-value-removed

Full history