Logs a new engagement such as a call, email, or meeting against a CRM record.
| Time | Status | User Agent | |
|---|---|---|---|
Retrieving recent requests… | |||
Supported apps for Create Engagement
Affinity (affinity)
Supported Request Fields:
type- Requiredcontent- RequiredstartDateTime- Requireddirection
Additional Metadata:
contactIds- Required
Supported Response Fields:
id
Close CRM (close-crm)
Supported Request Fields:
typesubjectdirectioncontentstartDateTimeendDateTimechannelowner.idowner.emailcustomFields
HubSpot (hubspot)
Supported Request Fields:
type- Requiredsubjectdirectioncontentowner.idowner.emailstartDateTimeendDateTimechannelstatuscustomFields
Additional Metadata:
metadata.associationsmetadata.accountIdmetadata.contactIdmetadata.contactIdsmetadata.dealId
Supported Response Fields:
id
Salesforce (salesforce)
Supported Request Fields:
type- Requiredsubjectdirectioncontentowner.idstartDateTimeendDateTimestatuscustomFields
Additional Metadata:
metadata.accountIdmetadata.contactIdmetadata.dealId
Supported Response Fields:
id
Sugar CRM (sugar-crm)
Supported Request Fields:
type- Requiredsubjectdirectioncontentowner.idstartDateTime- RequiredendDateTime- RequiredcustomFieldsmetadata
Additional Metadata:
fromEmailAddresstoEmailAddress
Supported Response Fields:
id
Zendesk CRM (zendesk-crm)
Supported Request Fields:
type- Requiredsubjectdirectioncontentowner.idstartDateTimeendDateTimestatuschannel
Additional Metadata:
metadata.resourceType- Requiredmetadata.resourceId- Required
Supported Response Fields:
id
Zoho CRM (zoho-crm)
Supported Request Fields:
type- Requiredsubjectdirectioncontentowner.idowner.emailstartDateTimeendDateTimecustomFields
Additional Metadata:
metadata.call.durationmetadata.accountIdmetadata.contactIdmetadata.dealId
Supported Response Fields:
id
Brevo (brevo)
Supported Request Fields:
type- Requiredcontent- Required (for NOTE type)subject- Required (for TASK type)endDateTime- Required (for TASK type)owner.idcustomFields
Additional Metadata:
taskTypeId- Required (for TASK type).
Use a passthrough request to retrieve taskTypeIds.
Supported Response Fields:
id
Pipeline CRM (pipelinecrm)
Attio (attio)
Supported Request Fields:
type- Required - one ofNOTETASK
for type NOTE
subject- Requiredcontent- RequiredcustomFields
Additional Metadata:
metadata.parent_object- Required - the object to which the note belongs to. Example : people, companies etc.metadata.parent_record_id- Required - the object id to which the note belongs to.metadata.format- Required - format of the note content, one of plaintext, markdown
for type TASK
content- RequiredcustomFields
Additional Metadata:
metadata.deadline_at- Required - The deadline of the task, in ISO 8601 format. Example: '2023-01-01T15:00:00.000000000Z' .metadata.is_completed- Required - boolean value - Whether the task has been completed.metadata.format- Required - format of the task content, one of plaintext, markdownmetadata.linked_records- Required - An array of email addresses and/or company website domains. Email addresses are matched to person records via the email_addresses attribute; domains are matched to company records via the domains attribute. An email address or company website domain. Example: ["[email protected]", "fundstack.com"]metadata.assignees- Required - An Array of email_addresses or user ids to whom this task is being assigned.If you are giving user ids - the object inside array should be like{referenced_actor_type: workspace-member, referenced_actor_id: d76621d4-9017-4cb5-953f-4f990d06ddb7}else{ workspace_member_email_address : [email protected] }
Supported Response Fields:
id
Microsoft Dynamics 365 Sales (msd-365-sales)
Supported Request Fields:
type- Requiredsubjectdirection- only supported for typesCALL,EMAILcontentowner.idstartDateTime- not supported for typeNOTEendDateTime- not supported for typeNOTEcustomFieldsmetadata
Supported Response Fields:
id

