Create activity
agencybloc_create_activityWRITE: log an activity (call, task, renewal reminder) on a group, individual, agent, carrier or lead. Status, type, method and priority are the text values of the account's dropdowns (My Agency Settings > Data Administration); unknown values are created. When the status is not Complete the activity is a follow-up: give follow_up_user_id and follow_up_date (and start/end times), and AgencyBloc assigns it to that user. Nothing is sent to the customer. Activities cannot be edited or deleted through the API. Returns the new activityID. POST activities/create.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | Activity type, e.g. Renewal. | |
| notes | Yes | The activity text. | |
| method | Yes | Activity method, e.g. Phone or Email. | |
| status | Yes | e.g. Complete or In Progress. | |
| subject | Yes | ||
| priority | Yes | e.g. Low, Medium or High. | |
| entity_id | Yes | Id of the record. | |
| entity_type | Yes | ||
| activity_date | No | Defaults to today. | |
| follow_up_date | No | A date, yyyy-mm-dd. | |
| follow_up_all_day | No | ||
| follow_up_user_id | No | AgencyBloc user the follow-up is assigned to. | |
| related_policy_id | No | A policy of this group or individual. | |
| follow_up_end_time | No | 24-hour HH:MM or HH:MM:SS. | |
| follow_up_start_time | No | 24-hour HH:MM or HH:MM:SS. |