Add follow-up
add_follow_upSchedule a follow-up reminder for a contact, optionally tied to a deal. Two-step process: preview then confirm to save the reminder.
Instructions
Schedule a follow-up reminder for a contact (optionally tied to a deal). TWO-STEP: the first call (no confirm_token) only returns a preview and a confirm_token; nothing is written. Show the preview to the user, and only after they approve call again with the same arguments plus confirm_token.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| due | Yes | ||
| note | Yes | ||
| deal_id | No | ||
| contact_id | Yes | ||
| confirm_token | No | Omit on the first call to get a preview. Pass the token from the preview (with identical arguments) to apply the change. |