Tasks (To Dos)

Tasks are the simple to-dos or reminders feature to keep reps organized. You can push tasks to a rep via the API to remind them of important to-dos in their organization.

Tasks can be associated to a Contact.

Rules

• Tasks create a push notification on the due_at date/time
• Tasks associated to a Contact show up on the Contact details screen
• If a Task is marked as complete, it does not send a push notification

JSON Structure

{
  "id": 12345,
  "company_id": 67890,
  "user_company_id": 11111,
  "contact_id": 22222,
  "body": "Follow up with Jane about her recent order",
  "due_at": "2025-01-20T14:00:00Z",
  "completed_at": null,
  "created_at": "2025-01-15T10:30:00Z",
  "contact": {
    "id": 22222,
    "first_name": "Jane",
    "last_name": "Smith",
    ...
  }
}

API Endpoints

Company Scoped

Note: Company scoped endpoints will only return tasks created from their API token. Tasks created by Users directly are not accessible via the Company API.

User Scoped

Next Steps

• Review the Core Elements Overview for API access patterns
• See Use Cases for examples of Tasks in workflows
• Explore the User API Reference for detailed endpoint documentation