Engagement Data Models

Model ID	Event Data Key	Description
`crm_engagement_info`	`info`
`crm_engagement_type`	`type`
`crm_engagement_accounts`	`accounts`	Get the Account IDs that are associated with the engagement
`crm_engagement_contacts`	`contacts`	Get the Contact IDs that are associated with the engagement
`crm_engagement_leads`	`leads`	Get the Lead IDs that are associated with the engagement

Engagement Info

Model ID: crm_engagement_info

Name	Type	Description
`id`	`String`
`content`	`String`
`subject`	`String`
`direction`	`Enum`	One of `INBOUND`, `OUTBOUND`, `NOT_SPECIFIED`
`owner`	`User`	Please refer to https://developers.getknit.dev/reference/base-models#user
`startDateTime`	`Date`
`endDateTime`	`Date`
`status`	`Enum`	One of `NOT_STARTED`, `IN_PROGRESS`, `COMPLETED`, `CANCELLED`, `FAILED`, `WAITING_ON_SOMEONE`

Engagement Type

Model ID: crm_engagement_type

Name	Type	Description
`id`	`String`
`type`	`Enum`	One of `CALL`, `MEETING`, `EMAIL`, `COMMUNICATION` `NOT_SPECIFIED`
`name`	`String`

Engagement Accounts

Model ID: crm_engagement_accounts

Name	Type	Description
`accounts`	`List[String]`	Account IDs associated with the engagement

Engagement Contacts

Model ID: crm_engagement_contacts

Name	Type	Description
`contacts`	`List[String]`	Contact IDs associated with the engagement

Engagement Leads

Model ID: crm_engagement_leads

Name	Type	Description
`leads`	`List[String]`	Lead IDs associated with the engagement

Event Data Example

{
    "info": {
      "id": "35114635700",
      "content": "<div style=\"\" dir=\"auto\" data-top-level=\"true\"><p style=\"margin:0;\">Can we discuss the upcoming deal terms?</p></div>",
      "subject": "Can we discuss the upcoming deal terms?",
      "direction": "INBOUND",
      "owner": {
        "id": "407425865",
        "email": "[email protected]"
      },
      "startDateTime": "2023-05-23T12:04:28Z",
      "endDateTime": "2023-05-23T12:04:28Z",
      "status": "NOT_SPECIFIED"
    },
    "type": {
      "id": null,
      "type": "COMMUNICATION",
      "name": "Call"
    },
    "accounts": [
      "15828038229"
    ],
    "contacts": [
      "101"
    ],
    "leads": [
      "13422012089"
    ]
  }