Configurable CRM Activities: Methods Overview
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Configurable activities are CRM activities created by an application. An application configures the appearance of the activity card, timeline blocks, buttons, and badges.
Warning
Methods crm.activity.configurable.add, crm.activity.configurable.update, and crm.activity.configurable.get work only within the context of an application. Calling them via an incoming webhook will return error ERROR_WRONG_CONTEXT.
Quick navigation: All Methods
Getting Started
- Prepare the application from which the methods will be called and obtain an OAuth token
- Create a configurable activity using the crm.activity.configurable.add method. If a custom activity type is required, first register it using the crm.activity.type.add method with the
IS_CONFIGURABLE_TYPE = Yfield - Update the structure or data of an activity using the crm.activity.configurable.update method
- Retrieve an activity by ID using the crm.activity.configurable.get method
- Find configurable activities using the crm.activity.list method with the
PROVIDER_ID = CONFIGURABLE_REST_APPfilter - Delete an activity using the crm.activity.delete method
Relationships with Other Sections
Custom Activity Types. The crm.activity.type.add, crm.activity.type.list, and crm.activity.type.delete methods manage the types that can be passed to the typeId field of a configurable activity. For typeId, different from CONFIGURABLE, the type must be created by the same application with IS_CONFIGURABLE_TYPE = Y.
Card Structure. The Configurable Activity Structure section describes layout: the icon, heading, body, footer, and actions within the card.
Badges. The Configurable Activity Badges section describes the badge codes that can be passed to the badgeCode field.
Additional
Overview of Methods
Scope:
crmWho can execute the method: any user
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Method |
Description |
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Adds a new configurable activity to the timeline |
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Updates a configurable activity |
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Retrieves information about the activity |
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Deletes a configurable activity by its identifier |
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Retrieves a list of all configurable activities for a CRM entity filtered by |