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Playground

Activity

/api/v1/crm/activities

A logged interaction (call, meeting, email).

listgetcreate

Schema

FieldTypeNotes
id*uuidServer-assigned ULID with type prefix (e.g. per_…).
tenant_id*stringTenant scope — auto-stamped from the caller's JWT.
app_idstringApp scope. Stamped ONLY when the caller's JWT was minted for a specific Application (integration API keys). Absent for human-user sessions. Filters reads when present.
created_at*date-timeServer stamp.
updated_at*date-timeServer stamp; updated on every patch.
created_byuuidPerson id from the caller's JWT (sub).
updated_byuuidPerson id from the last writer's JWT (sub).
sourcestringProvenance tag — defaults to 'edm'.
source_typeenumfrontend | backend | server | system | apiWhere the write originated. Defaults to 'api'.
is_deletedbooleanSoft-delete flag. Excluded from default list queries.
deleted_atdate-timeStamped when soft-deleted; null otherwise.
deleted_byuuidPerson id who soft-deleted; null otherwise.
schema_versionnumberDocument schema version. Bumped on incompatible writes.
account_idstringAccount this activity is logged against. At least one of accountId, dealId, contactId must be set.
deal_idstringDeal this activity is logged against.
contact_idstringPrimary contact involved in this activity.
contact_idsjsonAll contacts present in this activity.
activity_typestringType of touchpoint.
subjectstringShort subject or title of the activity.
descriptionstringDetailed notes. Markdown allowed.
activity_datedate-timeWhen the activity happened.
due_datedate-timeDue date for task-type activities.
completed_atdate-timeTimestamp when the activity was completed.
statusstringLifecycle status of this activity.
prioritystringPriority of this activity.
directionstringCommunication direction, applicable for calls and emails.
outcomestringOutcome of the activity.
actor_typestringWho or what performed this activity.
performed_by_user_idstringUser ID of the person or service account that performed this activity.
participantsjsonAll participants in this activity (users and contacts).
linked_trace_idstringTrace ID if this activity was AI-authored; references the Telemetry Trace entity.
attachment_refsjsonMinIO object keys for attached files.
recurrencejsonRecurrence schedule for repeating activities.
reminder_sentbooleanWhether a reminder notification has been sent for this activity.
custom_fieldsjsonPer-tenant schema extension (e.g. gongCallId, duration_minutes).
tagsjsonFree-form string tags.
versionnumberOptimistic-concurrency version counter.
typeenumcall | email | meeting | note | taskShort activity type classification.
owner_iduuidUser who owns this activity. Format: usr-<uuid>.
notesstringFree-text notes on the activity.
occurred_atdate-timeWhen the activity occurred.

API

client.customer.activities.*
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