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 /accounts/{account_id}/activities

Log Account Activity

cURL

curl --request POST \
  --url https://api.example.com/accounts/{account_id}/activities \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "type": "note",
  "summary": "<string>",
  "body": "<string>",
  "direction": "<string>",
  "contact_id": "<string>",
  "due_at": "<string>",
  "duration_minutes": 123,
  "attendees": [
    {
      "name": "<string>",
      "email": "<string>"
    }
  ],
  "transcript": "<string>",
  "recording_url": "<string>",
  "location": "<string>",
  "provider": "<string>"
}
'

422

{
  "detail": [
    {
      "loc": [
        "<string>"
      ],
      "msg": "<string>",
      "type": "<string>"
    }
  ]
}

Logs a note, call, meeting, email, or task against this account. This is the account-scoped twin of 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.

The shared activity body also accepts a 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

Field	Type	Description
id	string (uuid)	The new activity’s id.

Authorizations

Authorization · string · header · required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

account_id · string · required

The account's id.

Body

application/json

type · string · default: note

Activity type: note, call, meeting, email, or task.

summary · string | null

Short headline for the activity; stored as the subject column.

body · string | null

Free-text body/notes content.

direction · string | null

Direction for calls/emails, e.g. inbound or outbound.

contact_id · string | null

Contact this activity is associated with.

due_at · string | null

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_minutes · integer | null

Duration in minutes. Persisted for any activity type, not just meetings.

attendees · MeetingAttendee · object[] | null

Attendee list, stored in metadata. Persisted for any activity type, not just meetings.

Show child attributes

transcript · string | null

Transcript text, stored in metadata. Persisted for any activity type, not just meetings.

recording_url · string | null

Absolute http(s) URL to a recording, stored in metadata. Persisted for any activity type, not just meetings.

location · string | null

Location or video-call link, stored in metadata. Persisted for any activity type, not just meetings.

provider · string | null

Source provider, e.g. gcal, zoom, teams, or manual, stored in metadata. Persisted for any activity type, not just meetings.

Response

201

application/json

Successful Response