Log an Activity on an Account
Log an activity (note, call, meeting, email, task) on an account.
Mirrors POST /deals//activities. Reuses rpc_create_activity since accounts have no last_activity_at column to bump (unlike deals).
TODO: when an activity has account_id but no deal_id, a future Temporal workflow can suggest deal candidates by matching attendees / context.
POST /deals/{id}/activities; unlike the deal version, there’s no last_activity_at column on accounts to bump. The type field isn’t restricted to a fixed enum at the API layer — any string is accepted, though in practice it’s one of note, call, meeting, email, or task.
direction field (used by the deals version of this endpoint), but this account endpoint silently ignores it — it’s never passed through to the database write, so it has no effect here.Auth
Requires a CRM manage scope and an active organization on the token. Any*:manage scope qualifies — in practice contacts:manage, deals:manage, companies:manage, or activities:manage.
Response
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Path Parameters
The account's id.
Body
Activity type: note, call, meeting, email, or task.
Short headline for the activity; stored as the subject column.
Free-text body/notes content.
Direction for calls/emails, e.g. inbound or outbound.
Contact this activity is associated with.
ISO 8601 scheduled time. Persisted for any activity type, not just meetings, and it drives the generated effective_time column (COALESCE(due_at, created_at)) that the activity feed sorts by and that exclude_future filters on.
Duration in minutes. Persisted for any activity type, not just meetings.
Attendee list, stored in metadata. Persisted for any activity type, not just meetings.
Transcript text, stored in metadata. Persisted for any activity type, not just meetings.
Absolute http(s) URL to a recording, stored in metadata. Persisted for any activity type, not just meetings.
Location or video-call link, stored in metadata. Persisted for any activity type, not just meetings.
Source provider, e.g. gcal, zoom, teams, or manual, stored in metadata. Persisted for any activity type, not just meetings.
Response
Successful Response