Supported apps for Create Engagement

Affinity (affinity)

Supported Request Fields:

type - Required
content - Required
startDateTime - Required
direction

Additional Metadata:

contactIds - Required

Supported Response Fields:

id

Close CRM (close-crm)

Supported Request Fields:

type
subject
direction
content
startDateTime
endDateTime
channel
owner.id
owner.email
customFields

HubSpot (hubspot)

Supported Request Fields:

type - Required
subject
direction
content
owner.id
owner.email
startDateTime
endDateTime
channel
status
customFields

Additional Metadata:

metadata.associations
metadata.accountId
metadata.contactId
metadata.contactIds
metadata.dealId

Supported Response Fields:

id

Salesforce (salesforce)

Supported Request Fields:

type - Required
subject
direction
content
owner.id
startDateTime
endDateTime
status
customFields

Additional Metadata:

metadata.accountId
metadata.contactId
metadata.dealId

Supported Response Fields:

id

Sugar CRM (sugar-crm)

Supported Request Fields:

type - Required
subject
direction
content
owner.id
startDateTime - Required
endDateTime - Required
customFields
metadata

Additional Metadata:

fromEmailAddress
toEmailAddress

Supported Response Fields:

id

Zendesk CRM (zendesk-crm)

Supported Request Fields:

type - Required
subject
direction
content
owner.id
startDateTime
endDateTime
status
channel

Additional Metadata:

metadata.resourceType - Required
metadata.resourceId - Required

Supported Response Fields:

id

Zoho CRM (zoho-crm)

Supported Request Fields:

type - Required
subject
direction
content
owner.id
owner.email
startDateTime
endDateTime
customFields

Additional Metadata:

metadata.call.duration
metadata.accountId
metadata.contactId
metadata.dealId

Supported Response Fields:

id

Brevo (brevo)

Supported Request Fields:

type - Required
content - Required (for NOTE type)
subject - Required (for TASK type)
endDateTime - Required (for TASK type)
owner.id
customFields

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 of NOTE TASK

for type NOTE

subject - Required
content - Required
customFields

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 - Required
customFields

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, markdown
metadata.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: ["person@company.com", "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 : test.atio@getknit.dev }

Supported Response Fields:

id

200200

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