Activities & Tasks

Activities track interactions that have happened. Tasks track work that needs to happen.

Activities

An activity is a recorded interaction with a contact: an email sent, a call made, a meeting held, a note added.

Activity types

Type	Description
email	Email sent or received
call	Phone call
meeting	Meeting or video call
note	Internal note or observation

Key fields

Field	Type	Description
id	string	TypeID with act_ prefix
type	enum	Activity type
subject	string	Brief summary
body	string	Full content (email body, call notes, etc.)
contact_id	string	Linked contact
deal_id	string	Linked deal (optional)
occurred_at	datetime	When the activity happened
metadata	object	Arbitrary key-value pairs

Activities are immutable — once logged, they're a historical record. Use notes to add context to past activities.

Tasks

A task is a to-do item assigned to a team member, optionally linked to a contact or deal.

Task status

Status	Description
open	Not yet started
in_progress	Being worked on
completed	Done

Key fields

Field	Type	Description
id	string	TypeID with task_ prefix
title	string	What needs to be done
description	string	Additional detail
status	enum	Current status
priority	enum	low, medium, high
due_at	datetime	Deadline
contact_id	string	Linked contact (optional)
deal_id	string	Linked deal (optional)
assignee_id	string	Team member responsible

Common patterns

• Follow-up tasks: After logging a call activity, create a task to follow up in 3 days
• Sequence tasks: Sequences can create tasks as steps (e.g., "Research this contact's company")
• Agent-created tasks: AI agents create tasks when they detect action items

Common API operations

Operation	Method	Endpoint
Log an activity	POST	/activities
List activities	GET	/activities
Create a task	POST	/tasks
List tasks	GET	/tasks
Update a task	PATCH	/tasks/:id
Complete a task	PATCH	/tasks/:id with {"status": "completed"}

See the Activities API reference and Tasks API reference.