Todo templates

Create todo template

post/admin/todo_templates

Request

  • Base URL: https://api.pipelinecrm.com/api/v3
  • URL: https://api.pipelinecrm.com/api/v3/admin/todo_templates
  • Auth: one of:
    • HTTP bearer
    • HTTP bearer and API key in header app-key
    • API key in query parameter api_key and API key in query parameter app_key

Request body

Example request

{
  "todo_template": {
    "created_at": "2026-09-01 14:22:07",
    "updated_at": "2026-09-01 14:22:07",
    "name": "Super-awesome template",
    "template_type": "deals",
    "todo_template_types_attributes": [
      {
        "account_id": 123,
        "template_type": "deals"
      }
    ],
    "is_default": true
  }
}

Response

Successful Response

idinteger

Unique identifier

account_idinteger
created_atstring

Timestamp when the record was created (time zone in user's time zone).

updated_atstring

Timestamp when the record was last touched (time zone in user's time zone).

namestring

The name of the todo template

template_type'companies' | 'customers' | 'deals' | 'people'
is_defaultboolean nullable

Example response

{
  "id": 1,
  "account_id": 123,
  "todo_template_items": [
    {
      "description": "Item 1",
      "days": 1,
      "event_category": {
        "id": 123,
        "name": "Category 1"
      }
    }
  ],
  "created_at": "2026-09-01 14:22:07",
  "updated_at": "2026-09-01 14:22:07",
  "name": "Super-awesome template",
  "template_type": "deals",
  "todo_template_types_attributes": [
    {
      "account_id": 123,
      "template_type": "deals"
    }
  ],
  "is_default": true
}

Changes

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