Activities notifications using the API

A new feature was added to our API where clients can instruct the Lead Manager CRM to send a notification to the assigned Agent and/or Lender when an activity is created.

First make sure the notification setting Activity shared by another user is enabled.

notification settings - shared by another user

Now when sending an activity set the field notify_users to true

curl -X POST '{site-uuid}/leads/{lead-id}/activities' \
-u '{user}:{password}' \
-d '[
        "type": "note",
        "description": "Something happened",
        "notify_users": true,
        "source": "My System"

The assigned agent and/or the assigned lender will receive a notification. Here is the email notification received for the activity above:

email notification of activity shared by another user

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s