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 'https://receivers.leadrouter.realgeeks.com/rest/sites/{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

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