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Understanding activities
Core purpose
Activities provide a structured way to define and execute operations within workflows. Each activity represents a discrete, reusable operation that can be configured, secured, and monitored.
Activity types
System activities
• Data manipulation: Transform, filter, format
• Flow control: Branch, delay
• Flow control: Branch, delay
App activities
• Ticket activities: Create, update, assign
• User activities: Create, update, permissions
• Integration activities: API calls, webhooks
• User activities: Create, update, permissions
• Integration activities: API calls, webhooks
Activity anatomy
Core properties
Identifiers
• uid: Unique system identifier
• name: Human-readable name
• uniqueIdentifier: Machine-readable identifier (e.g.,
• version: Activity version number
• source: Origin application
• name: Human-readable name
• uniqueIdentifier: Machine-readable identifier (e.g.,
tickets:create-ticket-platform)• version: Activity version number
• source: Origin application
Metadata
• description: Purpose description
• throttler: Rate limiting configuration
• metadata: Additional configuration data
• throttler: Rate limiting configuration
• metadata: Additional configuration data
Schema structure
Request schema
Request schema
Input parameters definition:
- Required fields
- Optional fields
- Data types and validation
- Nested object structures
Response schema
Response schema
Output data definition:
- Required response fields
- Optional response fields
- Success/failure indicators
- Return data structure
Throttling
Throttling
Rate limiting configuration:
- Time window (TTL)
- Request limits
- Key definition
- Enable/disable flag
Core platform activities
Ticket management
Create ticket
Create ticket
Scope: Organization
Source: Platform
Description: Creates a new ticketRequest payload:Response payload:
Source: Platform
Description: Creates a new ticketRequest payload:
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{
"title": {
"type": "string",
"required": true,
"description": "Title of the ticket"
},
"requestorEmail": {
"type": "string",
"required": true,
"description": "Email of the person requesting the ticket"
},
"teamId": {
"type": "string",
"required": true,
"description": "ID of the team to assign the ticket to"
},
"description": {
"type": "string",
"optional": true,
"description": "Detailed description of the ticket"
},
"accountId": {
"type": "string",
"optional": true,
"description": "ID of the associated account"
},
"typeId": {
"type": "string",
"optional": true,
"description": "Type of the ticket"
},
"statusId": {
"type": "string",
"optional": true,
"description": "Status of the ticket"
},
"priorityId": {
"type": "string",
"optional": true,
"description": "Priority of the ticket"
},
"assignedAgentId": {
"type": "string",
"optional": true,
"description": "ID of the agent to assign the ticket to"
},
"isPrivate": {
"type": "boolean",
"optional": true,
"description": "Whether the ticket is private"
},
"dueDate": {
"type": "string",
"optional": true,
"description": "Due date for the ticket"
},
"source": {
"type": "string",
"optional": true,
"description": "Source of the ticket"
},
"attachmentUrls": {
"type": "array",
"items": {
"type": "string"
},
"optional": true,
"description": "URLs of attached files"
},
"customFieldValues": {
"type": "array",
"items": {
"type": "object",
"properties": {
"customFieldId": {
"type": "string",
"required": true
},
"data": {
"type": "object",
"required": true
}
}
},
"optional": true,
"description": "Custom field values"
}
}
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{
"id": {
"type": "string",
"required": true,
"description": "Unique identifier of the created ticket"
},
"title": {
"type": "string",
"required": true,
"description": "Title of the ticket"
},
"ticketId": {
"type": "number",
"required": true,
"description": "Numeric ID of the ticket"
},
"teamId": {
"type": "string",
"required": true,
"description": "Team ID"
},
"teamName": {
"type": "string",
"required": true,
"description": "Team name"
},
"requestorEmail": {
"type": "string",
"required": true,
"description": "Email of the requestor"
},
"status": {
"type": "string",
"optional": true,
"description": "Current status"
},
"priority": {
"type": "string",
"optional": true,
"description": "Current priority"
},
"description": {
"type": "string",
"optional": true,
"description": "Ticket description"
},
"assignedAgent": {
"type": "string",
"optional": true,
"description": "Name of assigned agent"
},
"assignedAgentId": {
"type": "string",
"optional": true,
"description": "ID of assigned agent"
},
"assignedAgentEmail": {
"type": "string",
"optional": true,
"description": "Assigned agent email"
},
"accountId": {
"type": "string",
"optional": true,
"description": "Associated account ID"
},
"isPrivate": {
"type": "boolean",
"required": true,
"description": "Whether the ticket is private"
},
"createdAt": {
"type": "string",
"required": true,
"description": "Ticket creation timestamp"
},
"updatedAt": {
"type": "string",
"required": true,
"description": "Last update timestamp"
}
}
Update ticket
Update ticket
Scope: Organization
Source: Platform
Description: Updates an existing ticketRequest payload:Response payload:
Source: Platform
Description: Updates an existing ticketRequest payload:
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{
"id": {
"type": "string",
"required": true,
"description": "ID of the ticket to update"
},
"title": {
"type": "string",
"optional": true,
"description": "New title for the ticket"
},
"description": {
"type": "string",
"optional": true,
"description": "New description for the ticket"
},
"teamId": {
"type": "string",
"optional": true,
"description": "New team ID"
},
"typeId": {
"type": "string",
"optional": true,
"description": "New type ID"
},
"statusId": {
"type": "string",
"optional": true,
"description": "New status ID"
},
"priorityId": {
"type": "string",
"optional": true,
"description": "New priority ID"
},
"accountId": {
"type": "string",
"optional": true,
"description": "New account ID"
},
"assignedAgentId": {
"type": "string",
"optional": true,
"description": "New assigned agent ID"
},
"isPrivate": {
"type": "boolean",
"optional": true,
"description": "Whether the ticket is private"
},
"dueDate": {
"type": "string",
"optional": true,
"description": "New due date"
},
"attachmentUrls": {
"type": "array",
"optional": true,
"items": {
"type": "string"
},
"description": "List of attachment URLs"
},
"customFieldValues": {
"type": "array",
"optional": true,
"items": {
"type": "object",
"properties": {
"customFieldId": {
"type": "string",
"required": true
},
"data": {
"type": "object",
"required": true
}
}
},
"description": "Custom field values"
}
}
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{
"id": {
"type": "string",
"required": true
},
"title": {
"type": "string",
"required": true
},
"ticketId": {
"type": "number",
"required": true
},
"teamId": {
"type": "string",
"required": true
},
"teamName": {
"type": "string",
"required": true
},
"requestorEmail": {
"type": "string",
"required": true
},
"status": {
"type": "string",
"optional": true
},
"type": {
"type": "string",
"optional": true
},
"priority": {
"type": "string",
"optional": true
},
"description": {
"type": "string",
"optional": true
},
"assignedAgent": {
"type": "string",
"optional": true
},
"assignedAgentId": {
"type": "string",
"optional": true
},
"assignedAgentEmail": {
"type": "string",
"optional": true,
"description": "Assigned agent email"
},
"accountId": {
"type": "string",
"optional": true
},
"isPrivate": {
"type": "boolean",
"required": true
},
"createdAt": {
"type": "string",
"required": true
},
"updatedAt": {
"type": "string",
"required": true
}
}
Assign ticket
Assign ticket
Scope: Team
Source: Platform
Compensation: Compensate assign ticket
Description: Assigns a ticket to an agentRequest payload:Response payload:Connection details: Platform API
Source: Platform
Compensation: Compensate assign ticket
Description: Assigns a ticket to an agentRequest payload:
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{
"ticketId": {
"type": "string",
"required": true,
"description": "ID of the ticket to assign"
},
"agentId": {
"type": "string",
"required": true,
"description": "ID of the agent to assign the ticket to"
},
"unassign": {
"type": "boolean",
"optional": true,
"description": "Whether to unassign the ticket instead"
}
}
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{
"success": {
"type": "boolean",
"required": true,
"description": "Whether the assignment was successful"
},
"ticket": {
"type": "object",
"required": true,
"description": "The updated ticket object",
"properties": {
"id": {
"type": "string",
"required": true,
"description": "Ticket ID"
},
"title": {
"type": "string",
"required": true,
"description": "Ticket title"
},
"ticketId": {
"type": "number",
"required": true,
"description": "Numeric ticket identifier"
},
"teamId": {
"type": "string",
"required": true,
"description": "Team ID"
},
"teamName": {
"type": "string",
"required": true,
"description": "Team name"
},
"requestorEmail": {
"type": "string",
"required": true,
"description": "Email of the ticket requestor"
},
"assignedAgent": {
"type": "string",
"optional": true,
"description": "Name of the assigned agent"
},
"assignedAgentId": {
"type": "string",
"optional": true,
"description": "ID of the assigned agent"
},
"assignedAgentEmail": {
"type": "string",
"optional": true,
"description": "Email of the assigned agent"
},
"status": {
"type": "string",
"optional": true,
"description": "Ticket status"
},
"priority": {
"type": "string",
"optional": true,
"description": "Ticket priority"
},
"description": {
"type": "string",
"optional": true,
"description": "Ticket description"
},
"accountId": {
"type": "string",
"optional": true,
"description": "Associated account ID"
},
"isPrivate": {
"type": "boolean",
"required": true,
"description": "Whether the ticket is private"
},
"createdAt": {
"type": "string",
"required": true,
"description": "Ticket creation timestamp"
},
"updatedAt": {
"type": "string",
"required": true,
"description": "Last update timestamp"
}
}
}
}
Escalate ticket
Escalate ticket
Scope: Organization
Source: Platform
Description: Escalates a ticketRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Escalates a ticketRequest payload:
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{
"id": {
"type": "string",
"required": true,
"description": "ID of the ticket to escalate"
},
"reason": {
"type": "string",
"required": true,
"description": "Reason for escalation"
},
"details": {
"type": "string",
"required": true,
"description": "Detailed explanation of the escalation"
},
"impact": {
"type": "string",
"required": true,
"description": "Impact level of the escalation"
}
}
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{
"id": {
"type": "string",
"required": true,
"description": "Ticket ID"
},
"title": {
"type": "string",
"required": true,
"description": "Ticket title"
},
"ticketId": {
"type": "number",
"required": true,
"description": "Numeric ticket identifier"
},
"teamId": {
"type": "string",
"required": true,
"description": "Team ID"
},
"teamName": {
"type": "string",
"required": true,
"description": "Team name"
},
"requestorEmail": {
"type": "string",
"required": true,
"description": "Email of the ticket requestor"
},
"description": {
"type": "string",
"optional": true,
"description": "Ticket description"
},
"status": {
"type": "string",
"optional": true,
"description": "Ticket status"
},
"priority": {
"type": "string",
"optional": true,
"description": "Ticket priority"
},
"assignedAgent": {
"type": "string",
"optional": true,
"description": "Name of the assigned agent"
},
"assignedAgentId": {
"type": "string",
"optional": true,
"description": "ID of the assigned agent"
},
"assignedAgentEmail": {
"type": "string",
"optional": true,
"description": "Email of the assigned agent"
},
"accountId": {
"type": "string",
"optional": true,
"description": "Associated account ID"
},
"isPrivate": {
"type": "boolean",
"required": true,
"description": "Whether the ticket is private"
},
"createdAt": {
"type": "string",
"required": true,
"description": "Ticket creation timestamp"
},
"updatedAt": {
"type": "string",
"required": true,
"description": "Last update timestamp"
}
}
Archive ticket
Archive ticket
Scope: Organization
Source: Platform
Description: Archives a ticketRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Archives a ticketRequest payload:
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{
"id": {
"type": "string",
"required": true,
"description": "ID of the ticket to archive"
}
}
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{
"id": {
"type": "string",
"required": true,
"description": "Ticket ID"
},
"title": {
"type": "string",
"required": true,
"description": "Ticket title"
},
"ticketId": {
"type": "number",
"required": true,
"description": "Numeric ticket identifier"
},
"teamId": {
"type": "string",
"required": true,
"description": "Team ID"
},
"teamName": {
"type": "string",
"required": true,
"description": "Team name"
},
"requestorEmail": {
"type": "string",
"required": true,
"description": "Email of the ticket requestor"
},
"description": {
"type": "string",
"optional": true,
"description": "Ticket description"
},
"status": {
"type": "string",
"optional": true,
"description": "Ticket status"
},
"priority": {
"type": "string",
"optional": true,
"description": "Ticket priority"
},
"assignedAgent": {
"type": "string",
"optional": true,
"description": "Name of the assigned agent"
},
"assignedAgentId": {
"type": "string",
"optional": true,
"description": "ID of the assigned agent"
},
"assignedAgentEmail": {
"type": "string",
"optional": true,
"description": "Email of the assigned agent"
},
"accountId": {
"type": "string",
"optional": true,
"description": "Associated account ID"
},
"isPrivate": {
"type": "boolean",
"required": true,
"description": "Whether the ticket is private"
},
"archivedAt": {
"type": "string",
"optional": true,
"description": "Timestamp when the ticket was archived"
},
"createdAt": {
"type": "string",
"required": true,
"description": "Ticket creation timestamp"
},
"updatedAt": {
"type": "string",
"required": true,
"description": "Last update timestamp"
}
}
Get ticket
Get ticket
Scope: Organization
Source: Platform
Description: Gets a ticket by IDRequest payload:Response payload:
Source: Platform
Description: Gets a ticket by IDRequest payload:
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{
"id": {
"type": "string",
"required": true,
"description": "ID of the ticket to retrieve"
}
}
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{
"id": {
"type": "string",
"required": true,
"description": "Ticket ID"
},
"title": {
"type": "string",
"required": true,
"description": "Ticket title"
},
"ticketId": {
"type": "number",
"required": true,
"description": "Numeric ticket identifier"
},
"teamId": {
"type": "string",
"required": true,
"description": "Team ID"
},
"teamName": {
"type": "string",
"required": true,
"description": "Team name"
},
"requestorEmail": {
"type": "string",
"required": true,
"description": "Email of the ticket requestor"
},
"description": {
"type": "string",
"optional": true,
"description": "Ticket description"
},
"status": {
"type": "string",
"optional": true,
"description": "Ticket status"
},
"priority": {
"type": "string",
"optional": true,
"description": "Ticket priority"
},
"assignedAgent": {
"type": "string",
"optional": true,
"description": "Assigned agent name"
},
"assignedAgentId": {
"type": "string",
"optional": true,
"description": "Assigned agent ID"
},
"assignedAgentEmail": {
"type": "string",
"optional": true,
"description": "Assigned agent email"
},
"accountId": {
"type": "string",
"optional": true,
"description": "Associated account ID"
},
"isPrivate": {
"type": "boolean",
"required": true,
"description": "Whether the ticket is private"
},
"createdAt": {
"type": "string",
"required": true,
"description": "Ticket creation timestamp"
},
"updatedAt": {
"type": "string",
"required": true,
"description": "Last update timestamp"
}
}
Comment management
Create comment
Create comment
Scope: Organization
Source: Platform
Description: Creates a comment on an entityRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Creates a comment on an entityRequest payload:
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{
"content": {
"type": "string",
"required": true,
"description": "Content of the comment"
},
"entityType": {
"type": "string",
"required": true,
"description": "Type of entity the comment is for (e.g., 'ticket')"
},
"entityId": {
"type": "string",
"required": true,
"description": "ID of the entity the comment is for"
},
"metadata": {
"type": "string",
"required": false,
"description": "Additional metadata for the comment"
},
"threadName": {
"type": "string",
"required": false,
"description": "Name of the thread this comment belongs to"
},
"commentType": {
"type": "string",
"required": false,
"description": "Type of comment"
},
"attachmentUrls": {
"type": "array",
"required": false,
"description": "Array of attachment URLs",
"items": {
"type": "string"
}
},
"parentCommentId": {
"type": "string",
"required": false,
"description": "ID of parent comment if this is a reply"
},
"commentVisibility": {
"type": "string",
"required": false,
"description": "Visibility setting for the comment"
}
}
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{
"id": {
"type": "string",
"required": true,
"description": "Comment ID"
},
"content": {
"type": "string",
"required": true,
"description": "Comment content"
},
"contentHtml": {
"type": "string",
"required": true,
"description": "Comment content in HTML format"
},
"contentMarkdown": {
"type": "string",
"required": true,
"description": "Comment content in Markdown format"
},
"author": {
"type": "string",
"required": true,
"description": "Author name"
},
"authorId": {
"type": "string",
"required": true,
"description": "Author ID"
},
"authorUserType": {
"type": "string",
"required": true,
"description": "Type of user who authored the comment"
},
"isEdited": {
"type": "boolean",
"required": true,
"description": "Whether the comment has been edited"
},
"isPinned": {
"type": "boolean",
"required": true,
"description": "Whether the comment is pinned"
},
"threadName": {
"type": "string",
"required": true,
"description": "Thread name"
},
"commentVisibility": {
"type": "string",
"required": true,
"description": "Comment visibility setting"
},
"commentType": {
"type": "string",
"required": true,
"description": "Type of comment"
},
"parentCommentId": {
"type": "string",
"required": false,
"description": "Parent comment ID if this is a reply"
},
"sourceEmailId": {
"type": "string",
"required": false,
"description": "Source email ID if comment came from email"
},
"metadata": {
"type": "object",
"required": true,
"description": "Comment metadata including reactions, replies, mentions"
},
"attachments": {
"type": "array",
"required": false,
"description": "Array of attachment objects"
},
"createdAt": {
"type": "string",
"required": true,
"description": "Creation timestamp"
},
"updatedAt": {
"type": "string",
"required": true,
"description": "Last update timestamp"
}
}
Update comment
Update comment
Scope: Organization
Source: Platform
Description: Updates an existing commentRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Updates an existing commentRequest payload:
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{
"commentId": {
"type": "string",
"required": true,
"description": "ID of the comment to update"
},
"content": {
"type": "string",
"required": false,
"description": "New content for the comment"
},
"threadName": {
"type": "string",
"required": false,
"description": "New thread name"
},
"attachments": {
"type": "array",
"required": false,
"description": "Array of attachment URLs",
"items": {
"type": "string"
}
}
}
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{
"id": {
"type": "string",
"required": true,
"description": "Comment ID"
},
"content": {
"type": "string",
"required": true,
"description": "Updated comment content"
},
"contentHtml": {
"type": "string",
"required": true,
"description": "Comment content in HTML format"
},
"contentMarkdown": {
"type": "string",
"required": true,
"description": "Comment content in Markdown format"
},
"author": {
"type": "string",
"required": true,
"description": "Author name"
},
"authorId": {
"type": "string",
"required": true,
"description": "Author ID"
},
"authorUserType": {
"type": "string",
"required": true,
"description": "Type of user who authored the comment"
},
"isEdited": {
"type": "boolean",
"required": true,
"description": "Whether the comment has been edited (will be true after update)"
},
"isPinned": {
"type": "boolean",
"required": true,
"description": "Whether the comment is pinned"
},
"threadName": {
"type": "string",
"required": true,
"description": "Thread name"
},
"commentVisibility": {
"type": "string",
"required": true,
"description": "Comment visibility setting"
},
"commentType": {
"type": "string",
"required": true,
"description": "Type of comment"
},
"parentCommentId": {
"type": "string",
"required": false,
"description": "Parent comment ID if this is a reply"
},
"sourceEmailId": {
"type": "string",
"required": false,
"description": "Source email ID if comment came from email"
},
"metadata": {
"type": "object",
"required": true,
"description": "Comment metadata including reactions, replies, mentions"
},
"attachments": {
"type": "array",
"required": false,
"description": "Array of attachment objects"
},
"createdAt": {
"type": "string",
"required": true,
"description": "Creation timestamp"
},
"updatedAt": {
"type": "string",
"required": true,
"description": "Last update timestamp"
}
}
Delete comment
Delete comment
Scope: Organization
Source: Platform
Description: Deletes a commentRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Deletes a commentRequest payload:
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{
"commentId": {
"type": "string",
"required": true,
"description": "ID of the comment to delete"
}
}
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{
"success": {
"type": "boolean",
"description": "Indicates if the deletion was successful"
}
}
Get comment
Get comment
Scope: Organization
Source: Platform
Description: Retrieves a single comment by IDRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Retrieves a single comment by IDRequest payload:
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{
"commentId": {
"type": "string",
"required": true,
"description": "ID of the comment to retrieve"
}
}
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{
"id": {
"type": "string",
"required": true,
"description": "Comment ID"
},
"content": {
"type": "string",
"required": true,
"description": "Comment content"
},
"contentHtml": {
"type": "string",
"required": true,
"description": "Comment content in HTML format"
},
"contentMarkdown": {
"type": "string",
"required": true,
"description": "Comment content in Markdown format"
},
"author": {
"type": "string",
"required": true,
"description": "Author name"
},
"authorId": {
"type": "string",
"required": true,
"description": "Author ID"
},
"authorUserType": {
"type": "string",
"required": true,
"description": "Type of user who authored the comment"
},
"isEdited": {
"type": "boolean",
"required": true,
"description": "Whether the comment has been edited"
},
"isPinned": {
"type": "boolean",
"required": true,
"description": "Whether the comment is pinned"
},
"threadName": {
"type": "string",
"required": true,
"description": "Thread name"
},
"commentVisibility": {
"type": "string",
"required": true,
"description": "Comment visibility setting"
},
"commentType": {
"type": "string",
"required": true,
"description": "Type of comment"
},
"parentCommentId": {
"type": "string",
"required": false,
"description": "Parent comment ID if this is a reply"
},
"sourceEmailId": {
"type": "string",
"required": false,
"description": "Source email ID if comment came from email"
},
"metadata": {
"type": "object",
"required": true,
"description": "Comment metadata including reactions, replies, mentions"
},
"attachments": {
"type": "array",
"required": false,
"description": "Array of attachment objects"
},
"createdAt": {
"type": "string",
"required": true,
"description": "Creation timestamp"
},
"updatedAt": {
"type": "string",
"required": true,
"description": "Last update timestamp"
}
}
Get comments
Get comments
Scope: Organization
Source: Platform
Description: Retrieves comments for an entity with paginationRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Retrieves comments for an entity with paginationRequest payload:
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{
"entityType": {
"type": "string",
"required": true,
"description": "Type of entity to get comments for (e.g., 'ticket')"
},
"entityId": {
"type": "string",
"required": true,
"description": "ID of the entity to get comments for"
},
"page": {
"type": "number",
"required": false,
"description": "Page number for pagination"
},
"limit": {
"type": "number",
"required": false,
"description": "Number of comments per page"
}
}
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{
"comments": {
"type": "array",
"required": true,
"description": "Array of comment objects",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Comment ID"
},
"content": {
"type": "string",
"description": "Comment content"
},
"contentHtml": {
"type": "string",
"description": "Comment content in HTML format"
},
"contentMarkdown": {
"type": "string",
"description": "Comment content in Markdown format"
},
"author": {
"type": "string",
"description": "Author name"
},
"authorId": {
"type": "string",
"description": "Author ID"
},
"authorUserType": {
"type": "string",
"description": "Type of user who authored the comment"
},
"isEdited": {
"type": "boolean",
"description": "Whether the comment has been edited"
},
"isPinned": {
"type": "boolean",
"description": "Whether the comment is pinned"
},
"threadName": {
"type": "string",
"description": "Thread name"
},
"commentVisibility": {
"type": "string",
"description": "Comment visibility setting"
},
"commentType": {
"type": "string",
"description": "Type of comment"
},
"parentCommentId": {
"type": "string",
"description": "Parent comment ID if this is a reply"
},
"sourceEmailId": {
"type": "string",
"description": "Source email ID if comment came from email"
},
"metadata": {
"type": "object",
"description": "Comment metadata including reactions, replies, mentions"
},
"attachments": {
"type": "array",
"description": "Array of attachment objects"
},
"createdAt": {
"type": "string",
"description": "Creation timestamp"
},
"updatedAt": {
"type": "string",
"description": "Last update timestamp"
}
}
}
}
}
Add reaction
Add reaction
Scope: Organization
Source: Platform
Description: Adds a reaction to a commentRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Adds a reaction to a commentRequest payload:
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{
"commentId": {
"type": "string",
"required": true,
"description": "ID of the comment to add reaction to"
},
"reactionName": {
"type": "string",
"required": true,
"description": "Name of the reaction/emoji to add"
}
}
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{
"success": {
"type": "boolean",
"required": true,
"description": "Whether the reaction was successfully added"
}
}
Remove reaction
Remove reaction
Scope: Organization
Source: Platform
Description: Removes a reaction from a commentRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Removes a reaction from a commentRequest payload:
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{
"commentId": {
"type": "string",
"required": true,
"description": "ID of the comment to remove reaction from"
},
"reactionName": {
"type": "string",
"required": true,
"description": "Name of the reaction/emoji to remove"
}
}
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{
"success": {
"type": "boolean",
"required": true,
"description": "Whether the reaction was successfully removed"
}
}
Get emojis
Get emojis
Scope: Organization
Source: Platform
Description: Retrieves available emojis for reactionsRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Retrieves available emojis for reactionsRequest payload:
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{}
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{
"emojis": {
"type": "array",
"required": true,
"description": "List of available emojis",
"items": {
"type": "object",
"properties": {
"name": {
"type": "string",
"required": true,
"description": "Display name of the emoji"
},
"unicode": {
"type": "string",
"required": true,
"description": "Unicode representation of the emoji"
},
"shortcode": {
"type": "string",
"required": true,
"description": "Shortcode for the emoji (e.g., :smile:)"
},
"category": {
"type": "string",
"required": true,
"description": "Category the emoji belongs to"
},
"keywords": {
"type": "array",
"required": true,
"description": "Keywords associated with the emoji",
"items": {
"type": "string"
}
}
}
}
}
}
Account management
Create account
Create account
Scope: Organization
Source: Platform
Description: Creates a new accountRequest payload:Response payload:
Source: Platform
Description: Creates a new accountRequest payload:
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{
"name": {
"type": "string",
"required": true,
"description": "Account name"
},
"primaryDomain": {
"type": "string",
"required": true,
"description": "Primary domain for the account"
},
"logo": {
"type": "string",
"optional": true
},
"website": {
"type": "string",
"optional": true
},
"description": {
"type": "string",
"optional": true
},
"industry": {
"type": "string",
"optional": true
},
"status": {
"type": "string",
"optional": true
},
"health": {
"type": "string",
"optional": true
},
"classification": {
"type": "string",
"optional": true
},
"accountOwnerId": {
"type": "string",
"optional": true
},
"employees": {
"type": "number",
"optional": true
},
"annualRevenue": {
"type": "number",
"optional": true
},
"billingAddress": {
"type": "string",
"optional": true
},
"shippingAddress": {
"type": "string",
"optional": true
},
"secondaryDomain": {
"type": "string",
"optional": true
},
"customFieldValues": {
"type": "array",
"optional": true,
"items": {
"type": "object",
"properties": {
"customFieldId": {
"type": "string",
"required": true
},
"data": {
"type": "array",
"items": {
"type": "object",
"properties": {
"value": {
"type": "string",
"required": true
},
"id": {
"type": "string"
}
}
}
}
}
}
}
}
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{
"id": {
"type": "string",
"description": "Unique identifier for the created account"
},
"name": {
"type": "string"
},
"primaryDomain": {
"type": "string"
},
"createdAt": {
"type": "string"
},
"updatedAt": {
"type": "string"
},
"customFieldValues": {
"type": "array",
"items": {
"type": "object",
"properties": {
"customFieldId": {
"type": "string"
},
"data": {
"type": "object"
},
"metadata": {
"type": "object"
}
}
}
}
}
Create account activity
Create account activity
Scope: Organization
Source: Platform
Description: Creates an account activityRequest payload:Response payload:
Source: Platform
Description: Creates an account activityRequest payload:
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{
"accountId": {
"type": "string",
"required": true,
"description": "ID of the account to create activity for"
},
"activityTimestamp": {
"type": "string",
"required": true,
"description": "Timestamp of the activity"
},
"type": {
"type": "string",
"optional": true,
"description": "Type of activity"
},
"status": {
"type": "string",
"optional": true,
"description": "Status of activity"
},
"duration": {
"type": "number",
"optional": true,
"description": "Duration of activity"
},
"location": {
"type": "string",
"optional": true,
"description": "Location of activity"
},
"participants": {
"type": "array",
"optional": true,
"items": {
"type": "string"
},
"description": "List of participant IDs"
},
"attachmentUrls": {
"type": "array",
"optional": true,
"items": {
"type": "string"
},
"description": "List of attachment URLs"
}
}
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{
"id": {
"type": "string"
},
"accountId": {
"type": "string"
},
"account": {
"type": "string"
},
"type": {
"type": "string",
"optional": true
},
"status": {
"type": "string",
"optional": true
},
"duration": {
"type": "number",
"optional": true
},
"location": {
"type": "string",
"optional": true
},
"participants": {
"type": "array",
"items": {
"type": "string"
}
},
"attachments": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"url": {
"type": "string"
},
"name": {
"type": "string"
},
"size": {
"type": "number"
},
"contentType": {
"type": "string"
}
}
}
},
"createdAt": {
"type": "string"
},
"updatedAt": {
"type": "string"
}
}
Get accounts
Get accounts
Scope: Organization
Source: Platform
Description: Retrieves accounts with optional filteringRequest payload:Response payload:
Source: Platform
Description: Retrieves accounts with optional filteringRequest payload:
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{
"page": {
"type": "number",
"optional": true,
"description": "Page number for pagination"
},
"limit": {
"type": "number",
"optional": true,
"description": "Number of records per page"
},
"health": {
"type": "string",
"optional": true,
"description": "Filter by account health"
},
"source": {
"type": "string",
"optional": true,
"description": "Filter by account source"
},
"status": {
"type": "string",
"optional": true,
"description": "Filter by account status"
},
"industry": {
"type": "string",
"optional": true,
"description": "Filter by industry"
},
"accountOwnerId": {
"type": "string",
"optional": true,
"description": "Filter by account owner"
},
"classification": {
"type": "string",
"optional": true,
"description": "Filter by classification"
}
}
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{
"data": {
"type": "array",
"items": {
"type": "object",
"required": [
"id",
"name",
"primaryDomain",
"createdAt",
"updatedAt"
],
"properties": {
"id": {
"type": "string"
},
"name": {
"type": "string"
},
"primaryDomain": {
"type": "string"
},
"logo": {
"type": "string",
"optional": true
},
"website": {
"type": "string",
"optional": true
},
"description": {
"type": "string",
"optional": true
},
"industry": {
"type": "string",
"optional": true
},
"status": {
"type": "string",
"optional": true
},
"health": {
"type": "string",
"optional": true
},
"classification": {
"type": "string",
"optional": true
},
"accountOwnerId": {
"type": "string",
"optional": true
},
"accountOwnerEmail": {
"type": "string",
"optional": true
},
"employees": {
"type": "number",
"optional": true
},
"annualRevenue": {
"type": "number",
"optional": true
},
"createdAt": {
"type": "string"
},
"updatedAt": {
"type": "string"
},
"customFieldValues": {
"type": "array",
"items": {
"type": "object",
"properties": {
"customFieldId": {
"type": "string"
},
"data": {
"type": "object"
},
"metadata": {
"type": "object"
}
}
}
}
}
}
}
}
Update account
Update account
Scope: Organization
Source: Platform
Description: Updates an existing accountRequest payload:Response payload:
Source: Platform
Description: Updates an existing accountRequest payload:
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{
"id": {
"type": "string",
"required": true,
"description": "Account ID to update"
},
"name": {
"type": "string",
"optional": true,
"description": "Account name"
},
"primaryDomain": {
"type": "string",
"optional": true,
"description": "Primary domain"
},
"logo": {
"type": "string",
"optional": true,
"description": "Logo URL"
},
"website": {
"type": "string",
"optional": true,
"description": "Website URL"
},
"description": {
"type": "string",
"optional": true,
"description": "Account description"
},
"industry": {
"type": "string",
"optional": true,
"description": "Industry name"
},
"status": {
"type": "string",
"optional": true,
"description": "Account status"
},
"health": {
"type": "string",
"optional": true,
"description": "Account health"
},
"classification": {
"type": "string",
"optional": true,
"description": "Account classification"
},
"accountOwnerId": {
"type": "string",
"optional": true,
"description": "Account owner user ID"
},
"employees": {
"type": "number",
"optional": true,
"description": "Number of employees"
},
"annualRevenue": {
"type": "number",
"optional": true,
"description": "Annual revenue"
},
"billingAddress": {
"type": "string",
"optional": true,
"description": "Billing address"
},
"shippingAddress": {
"type": "string",
"optional": true,
"description": "Shipping address"
},
"secondaryDomain": {
"type": "string",
"optional": true,
"description": "Secondary domain"
},
"customFieldValues": {
"type": "array",
"optional": true,
"items": {
"type": "object",
"properties": {
"customFieldId": {
"type": "string",
"required": true
},
"data": {
"type": "array",
"items": {
"type": "object",
"properties": {
"value": {
"type": "string",
"required": true
}
}
}
}
}
}
}
}
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{
"id": {
"type": "string"
},
"name": {
"type": "string"
},
"primaryDomain": {
"type": "string"
},
"logo": {
"type": "string",
"optional": true
},
"website": {
"type": "string",
"optional": true
},
"description": {
"type": "string",
"optional": true
},
"industry": {
"type": "string",
"optional": true
},
"status": {
"type": "string",
"optional": true
},
"health": {
"type": "string",
"optional": true
},
"classification": {
"type": "string",
"optional": true
},
"accountOwnerId": {
"type": "string",
"optional": true
},
"accountOwnerEmail": {
"type": "string",
"optional": true
},
"employees": {
"type": "number",
"optional": true
},
"annualRevenue": {
"type": "number",
"optional": true
},
"createdAt": {
"type": "string"
},
"updatedAt": {
"type": "string"
},
"customFieldValues": {
"type": "array",
"items": {
"type": "object",
"properties": {
"customFieldId": {
"type": "string"
},
"data": {
"type": "object"
},
"metadata": {
"type": "object"
}
}
}
}
}
Delete account
Delete account
Scope: Organization
Source: Platform
Description: Deletes an accountRequest payload:Response payload: Empty response on success
Source: Platform
Description: Deletes an accountRequest payload:
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{
"id": {
"type": "string",
"required": true,
"description": "ID of the account to delete"
}
}
Account relationships
Account relationships
Scope: Organization
Source: Platform
Description: Manage account relationships and typesAvailable operations:
Source: Platform
Description: Manage account relationships and typesAvailable operations:
- Create/Update/Delete relationship
- Create/Update/Delete relationship type
- Get relationships and types
Account activities
Account activities
Scope: Organization
Source: Platform
Description: Manage account activitiesAvailable operations:
Source: Platform
Description: Manage account activitiesAvailable operations:
- Create activity
- Update activity
- Delete activity
- Get activities
Create account note
Create account note
Scope: Organization
Source: Platform
Description: Creates a new note for an accountRequest payload:Response payload:
Source: Platform
Description: Creates a new note for an accountRequest payload:
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{
"accountId": {
"type": "string",
"required": true,
"description": "ID of the account to create note for"
},
"content": {
"type": "string",
"required": true,
"description": "Content of the note"
},
"type": {
"type": "string",
"optional": true,
"description": "Type of note"
},
"visibility": {
"type": "string",
"optional": true,
"description": "Visibility level of the note"
},
"attachmentUrls": {
"type": "array",
"optional": true,
"items": {
"type": "string"
},
"description": "List of attachment URLs"
}
}
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{
"id": {
"type": "string",
"description": "Unique identifier for the created note"
},
"accountId": {
"type": "string",
"description": "ID of the account"
},
"account": {
"type": "string",
"description": "Account name"
},
"content": {
"type": "string",
"description": "Note content"
},
"type": {
"type": "string",
"optional": true,
"description": "Note type"
},
"visibility": {
"type": "string",
"description": "Note visibility"
},
"author": {
"type": "string",
"description": "Author name"
},
"authorId": {
"type": "string",
"description": "Author ID"
},
"authorEmail": {
"type": "string",
"description": "Author email"
},
"attachments": {
"type": "array",
"optional": true,
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Attachment ID"
},
"url": {
"type": "string",
"description": "Attachment URL"
},
"name": {
"type": "string",
"description": "Attachment name"
},
"size": {
"type": "number",
"description": "Attachment size"
},
"contentType": {
"type": "string",
"description": "Attachment content type"
},
"createdAt": {
"type": "string",
"description": "Attachment creation timestamp"
}
}
}
},
"createdAt": {
"type": "string",
"description": "Creation timestamp"
},
"updatedAt": {
"type": "string",
"description": "Last update timestamp"
}
}
Update account note
Update account note
Scope: Organization
Source: Platform
Description: Updates an existing account noteRequest payload:Response payload:
Source: Platform
Description: Updates an existing account noteRequest payload:
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{
"noteId": {
"type": "string",
"required": true,
"description": "ID of the note to update"
},
"content": {
"type": "string",
"optional": true,
"description": "New content for the note"
},
"type": {
"type": "string",
"optional": true,
"description": "New type for the note"
},
"visibility": {
"type": "string",
"optional": true,
"description": "New visibility level"
},
"attachmentUrls": {
"type": "array",
"optional": true,
"items": {
"type": "string"
},
"description": "New list of attachment URLs"
}
}
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{
"id": {
"type": "string",
"description": "Note ID"
},
"accountId": {
"type": "string",
"description": "Account ID"
},
"account": {
"type": "string",
"description": "Account name"
},
"content": {
"type": "string",
"description": "Note content"
},
"type": {
"type": "string",
"optional": true,
"description": "Note type"
},
"visibility": {
"type": "string",
"description": "Note visibility"
},
"author": {
"type": "string",
"description": "Author name"
},
"authorId": {
"type": "string",
"description": "Author ID"
},
"authorEmail": {
"type": "string",
"description": "Author email"
},
"attachments": {
"type": "array",
"optional": true,
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Attachment ID"
},
"url": {
"type": "string",
"description": "Attachment URL"
},
"name": {
"type": "string",
"description": "Attachment name"
},
"size": {
"type": "number",
"description": "Attachment size"
},
"contentType": {
"type": "string",
"description": "Attachment content type"
},
"createdAt": {
"type": "string",
"description": "Attachment creation timestamp"
}
}
}
},
"createdAt": {
"type": "string",
"description": "Creation timestamp"
},
"updatedAt": {
"type": "string",
"description": "Last update timestamp"
}
}
Delete account note
Delete account note
Scope: Organization
Source: Platform
Description: Deletes an account noteRequest payload:Response payload: Empty response on success
Source: Platform
Description: Deletes an account noteRequest payload:
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{
"noteId": {
"type": "string",
"required": true,
"description": "ID of the note to delete"
}
}
Get account notes
Get account notes
Scope: Organization
Source: Platform
Description: Retrieves notes for an accountRequest payload:Response payload:
Source: Platform
Description: Retrieves notes for an accountRequest payload:
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{
"accountId": {
"type": "string",
"required": true,
"description": "ID of the account to get notes for"
},
"page": {
"type": "number",
"optional": true,
"description": "Page number for pagination"
},
"limit": {
"type": "number",
"optional": true,
"description": "Number of records per page"
},
"type": {
"type": "string",
"optional": true,
"description": "Filter notes by type"
},
"visibility": {
"type": "string",
"optional": true,
"description": "Filter notes by visibility"
}
}
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{
"data": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Note ID"
},
"accountId": {
"type": "string",
"description": "Account ID"
},
"account": {
"type": "string",
"description": "Account name"
},
"content": {
"type": "string",
"description": "Note content"
},
"type": {
"type": "string",
"optional": true,
"description": "Note type"
},
"typeId": {
"type": "string",
"optional": true,
"description": "Type ID"
},
"visibility": {
"type": "string",
"description": "Note visibility"
},
"author": {
"type": "string",
"description": "Author name"
},
"authorId": {
"type": "string",
"description": "Author ID"
},
"authorEmail": {
"type": "string",
"description": "Author email"
},
"attachments": {
"type": "array",
"optional": true,
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Attachment ID"
},
"url": {
"type": "string",
"description": "Attachment URL"
},
"name": {
"type": "string",
"description": "Attachment name"
},
"size": {
"type": "number",
"description": "Attachment size"
},
"contentType": {
"type": "string",
"description": "Attachment content type"
},
"createdAt": {
"type": "string",
"description": "Attachment creation timestamp"
}
}
}
},
"metadata": {
"type": "object",
"optional": true,
"description": "Additional metadata"
},
"typeConfiguration": {
"type": "object",
"optional": true,
"description": "Type-specific configuration"
},
"createdAt": {
"type": "string",
"description": "Creation timestamp"
},
"updatedAt": {
"type": "string",
"description": "Last update timestamp"
}
}
}
}
}
Create account task
Create account task
Scope: Organization
Source: Platform
Description: Creates a new task for an accountRequest payload:Response payload:
Source: Platform
Description: Creates a new task for an accountRequest payload:
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{
"accountId": {
"type": "string",
"required": true,
"description": "ID of the account to create task for"
},
"title": {
"type": "string",
"required": true,
"description": "Task title"
},
"assigneeId": {
"type": "string",
"required": true,
"description": "ID of the user to assign the task to"
},
"type": {
"type": "string",
"optional": true,
"description": "Task type"
},
"status": {
"type": "string",
"optional": true,
"description": "Task status"
},
"priority": {
"type": "string",
"optional": true,
"description": "Task priority"
},
"description": {
"type": "string",
"optional": true,
"description": "Task description"
},
"activityId": {
"type": "string",
"optional": true,
"description": "Associated activity ID"
},
"attachmentUrls": {
"type": "array",
"optional": true,
"items": {
"type": "string"
},
"description": "List of attachment URLs"
}
}
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{
"id": {
"type": "string",
"description": "Task ID"
},
"accountId": {
"type": "string",
"description": "Account ID"
},
"account": {
"type": "string",
"description": "Account name"
},
"title": {
"type": "string",
"description": "Task title"
},
"type": {
"type": "string",
"optional": true,
"description": "Task type"
},
"typeId": {
"type": "string",
"optional": true,
"description": "Type ID"
},
"status": {
"type": "string",
"optional": true,
"description": "Task status"
},
"statusId": {
"type": "string",
"optional": true,
"description": "Status ID"
},
"priority": {
"type": "string",
"optional": true,
"description": "Task priority"
},
"priorityId": {
"type": "string",
"optional": true,
"description": "Priority ID"
},
"description": {
"type": "string",
"optional": true,
"description": "Task description"
},
"creator": {
"type": "string",
"description": "Creator name"
},
"creatorId": {
"type": "string",
"description": "Creator ID"
},
"creatorEmail": {
"type": "string",
"description": "Creator email"
},
"assignee": {
"type": "string",
"optional": true,
"description": "Assignee name"
},
"assigneeId": {
"type": "string",
"optional": true,
"description": "Assignee ID"
},
"activityId": {
"type": "string",
"description": "Associated activity ID"
},
"attachments": {
"type": "array",
"optional": true,
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Attachment ID"
},
"url": {
"type": "string",
"description": "Attachment URL"
},
"name": {
"type": "string",
"description": "Attachment name"
},
"size": {
"type": "number",
"description": "Attachment size"
},
"contentType": {
"type": "string",
"description": "Attachment content type"
},
"createdAt": {
"type": "string",
"description": "Attachment creation timestamp"
}
}
}
},
"metadata": {
"type": "object",
"optional": true,
"description": "Additional metadata"
},
"typeConfiguration": {
"type": "object",
"optional": true,
"description": "Type-specific configuration"
},
"statusConfiguration": {
"type": "object",
"optional": true,
"description": "Status-specific configuration"
},
"priorityConfiguration": {
"type": "object",
"optional": true,
"description": "Priority-specific configuration"
},
"createdAt": {
"type": "string",
"description": "Creation timestamp"
},
"updatedAt": {
"type": "string",
"description": "Last update timestamp"
}
}
Update account task
Update account task
Scope: Organization
Source: Platform
Description: Updates an existing account taskRequest payload:Response payload:
Source: Platform
Description: Updates an existing account taskRequest payload:
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{
"taskId": {
"type": "string",
"required": true,
"description": "ID of the task to update"
},
"title": {
"type": "string",
"optional": true,
"description": "New task title"
},
"type": {
"type": "string",
"optional": true,
"description": "New task type"
},
"status": {
"type": "string",
"optional": true,
"description": "New task status"
},
"priority": {
"type": "string",
"optional": true,
"description": "New task priority"
},
"assigneeId": {
"type": "string",
"optional": true,
"description": "New assignee ID"
},
"description": {
"type": "string",
"optional": true,
"description": "New task description"
},
"activityId": {
"type": "string",
"optional": true,
"description": "New associated activity ID"
},
"attachmentUrls": {
"type": "array",
"optional": true,
"items": {
"type": "string"
},
"description": "New list of attachment URLs"
}
}
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{
"id": {
"type": "string",
"description": "Task ID"
},
"accountId": {
"type": "string",
"description": "Account ID"
},
"account": {
"type": "string",
"description": "Account name"
},
"title": {
"type": "string",
"description": "Task title"
},
"type": {
"type": "string",
"optional": true,
"description": "Task type"
},
"typeId": {
"type": "string",
"optional": true,
"description": "Type ID"
},
"status": {
"type": "string",
"optional": true,
"description": "Task status"
},
"statusId": {
"type": "string",
"optional": true,
"description": "Status ID"
},
"priority": {
"type": "string",
"optional": true,
"description": "Task priority"
},
"priorityId": {
"type": "string",
"optional": true,
"description": "Priority ID"
},
"description": {
"type": "string",
"optional": true,
"description": "Task description"
},
"creator": {
"type": "string",
"description": "Creator name"
},
"creatorId": {
"type": "string",
"description": "Creator ID"
},
"creatorEmail": {
"type": "string",
"description": "Creator email"
},
"assignee": {
"type": "string",
"optional": true,
"description": "Assignee name"
},
"assigneeId": {
"type": "string",
"optional": true,
"description": "Assignee ID"
},
"activityId": {
"type": "string",
"description": "Associated activity ID"
},
"attachments": {
"type": "array",
"optional": true,
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Attachment ID"
},
"url": {
"type": "string",
"description": "Attachment URL"
},
"name": {
"type": "string",
"description": "Attachment name"
},
"size": {
"type": "number",
"description": "Attachment size"
},
"contentType": {
"type": "string",
"description": "Attachment content type"
},
"createdAt": {
"type": "string",
"description": "Attachment creation timestamp"
}
}
}
},
"metadata": {
"type": "object",
"optional": true,
"description": "Additional metadata"
},
"typeConfiguration": {
"type": "object",
"optional": true,
"description": "Type-specific configuration"
},
"statusConfiguration": {
"type": "object",
"optional": true,
"description": "Status-specific configuration"
},
"priorityConfiguration": {
"type": "object",
"optional": true,
"description": "Priority-specific configuration"
},
"createdAt": {
"type": "string",
"description": "Creation timestamp"
},
"updatedAt": {
"type": "string",
"description": "Last update timestamp"
}
}
Delete account task
Delete account task
Scope: Organization
Source: Platform
Description: Deletes an account taskRequest payload:Response payload: Empty response on success
Source: Platform
Description: Deletes an account taskRequest payload:
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{
"taskId": {
"type": "string",
"required": true,
"description": "ID of the task to delete"
}
}
Get account tasks
Get account tasks
Scope: Organization
Source: Platform
Description: Retrieves tasks for an accountRequest payload:Response payload:
Source: Platform
Description: Retrieves tasks for an accountRequest payload:
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{
"accountId": {
"type": "string",
"required": true,
"description": "ID of the account to get tasks for"
},
"page": {
"type": "number",
"optional": true,
"description": "Page number for pagination"
},
"limit": {
"type": "number",
"optional": true,
"description": "Number of records per page"
},
"type": {
"type": "string",
"optional": true,
"description": "Filter by task type"
},
"status": {
"type": "string",
"optional": true,
"description": "Filter by task status"
},
"priority": {
"type": "string",
"optional": true,
"description": "Filter by task priority"
},
"assigneeId": {
"type": "string",
"optional": true,
"description": "Filter by assignee ID"
},
"activityId": {
"type": "string",
"optional": true,
"description": "Filter by associated activity ID"
}
}
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{
"data": {
"type": "array",
"items": {
"type": "object",
"required": [
"id",
"accountId",
"account",
"title",
"createdAt",
"updatedAt"
],
"properties": {
"id": {
"type": "string",
"description": "Task ID"
},
"accountId": {
"type": "string",
"description": "Account ID"
},
"account": {
"type": "string",
"description": "Account name"
},
"title": {
"type": "string",
"description": "Task title"
},
"type": {
"type": "string",
"optional": true,
"description": "Task type"
},
"typeId": {
"type": "string",
"optional": true,
"description": "Type ID"
},
"status": {
"type": "string",
"optional": true,
"description": "Task status"
},
"statusId": {
"type": "string",
"optional": true,
"description": "Status ID"
},
"priority": {
"type": "string",
"optional": true,
"description": "Task priority"
},
"priorityId": {
"type": "string",
"optional": true,
"description": "Priority ID"
},
"description": {
"type": "string",
"optional": true,
"description": "Task description"
},
"creator": {
"type": "string",
"description": "Creator name"
},
"creatorId": {
"type": "string",
"description": "Creator ID"
},
"creatorEmail": {
"type": "string",
"description": "Creator email"
},
"assignee": {
"type": "string",
"optional": true,
"description": "Assignee name"
},
"assigneeId": {
"type": "string",
"optional": true,
"description": "Assignee ID"
},
"activityId": {
"type": "string",
"description": "Associated activity ID"
},
"attachments": {
"type": "array",
"optional": true,
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Attachment ID"
},
"url": {
"type": "string",
"description": "Attachment URL"
},
"name": {
"type": "string",
"description": "Attachment name"
},
"size": {
"type": "number",
"description": "Attachment size"
},
"contentType": {
"type": "string",
"description": "Attachment content type"
},
"createdAt": {
"type": "string",
"description": "Attachment creation timestamp"
}
}
}
},
"metadata": {
"type": "object",
"optional": true,
"description": "Additional metadata"
},
"typeConfiguration": {
"type": "object",
"optional": true,
"description": "Type-specific configuration"
},
"statusConfiguration": {
"type": "object",
"optional": true,
"description": "Status-specific configuration"
},
"priorityConfiguration": {
"type": "object",
"optional": true,
"description": "Priority-specific configuration"
},
"createdAt": {
"type": "string",
"description": "Creation timestamp"
},
"updatedAt": {
"type": "string",
"description": "Last update timestamp"
}
}
}
}
}
Get account relationships
Get account relationships
Scope: Organization
Source: Platform
Description: Retrieves relationships for an accountRequest payload:Response payload:
Source: Platform
Description: Retrieves relationships for an accountRequest payload:
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{
"accountId": {
"type": "string",
"required": true,
"description": "ID of the account to get relationships for"
},
"page": {
"type": "number",
"optional": true,
"description": "Page number for pagination"
},
"limit": {
"type": "number",
"optional": true,
"description": "Number of records per page"
},
"relationshipType": {
"type": "string",
"optional": true,
"description": "Filter by relationship type"
}
}
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{
"data": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"accountId": {
"type": "string"
},
"account": {
"type": "string"
},
"relatedAccountId": {
"type": "string"
},
"relatedAccount": {
"type": "string"
},
"relationshipType": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"name": {
"type": "string"
},
"inverseRelationship": {
"type": "string",
"optional": true
},
"inverseRelationshipId": {
"type": "string",
"optional": true
},
"createdAt": {
"type": "string"
},
"updatedAt": {
"type": "string"
}
}
},
"createdAt": {
"type": "string"
},
"updatedAt": {
"type": "string"
}
}
}
}
}
Create account relationship
Create account relationship
Scope: Organization
Source: Platform
Description: Creates a relationship between two accountsRequest payload:Response payload:
Source: Platform
Description: Creates a relationship between two accountsRequest payload:
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{
"accountId": {
"type": "string",
"required": true,
"description": "ID of the first account"
},
"relatedAccountId": {
"type": "string",
"required": true,
"description": "ID of the second account"
},
"relationshipType": {
"type": "string",
"required": true,
"description": "Type of relationship to create"
}
}
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{
"id": {
"type": "string"
},
"accountId": {
"type": "string"
},
"account": {
"type": "string"
},
"relatedAccountId": {
"type": "string"
},
"relatedAccount": {
"type": "string"
},
"relationshipType": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"name": {
"type": "string"
},
"inverseRelationship": {
"type": "string",
"optional": true
},
"inverseRelationshipId": {
"type": "string",
"optional": true
},
"createdAt": {
"type": "string"
},
"updatedAt": {
"type": "string"
}
}
},
"createdAt": {
"type": "string"
},
"updatedAt": {
"type": "string"
}
}
Update account relationship
Update account relationship
Scope: Organization
Source: Platform
Description: Updates an existing account relationshipRequest payload:Response payload:
Source: Platform
Description: Updates an existing account relationshipRequest payload:
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{
"relationshipId": {
"type": "string",
"required": true,
"description": "ID of the relationship to update"
},
"relationshipType": {
"type": "string",
"optional": true,
"description": "New relationship type"
}
}
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{
"id": {
"type": "string"
},
"accountId": {
"type": "string"
},
"account": {
"type": "string"
},
"relatedAccountId": {
"type": "string"
},
"relatedAccount": {
"type": "string"
},
"relationshipType": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"name": {
"type": "string"
},
"inverseRelationship": {
"type": "string",
"optional": true
},
"inverseRelationshipId": {
"type": "string",
"optional": true
},
"createdAt": {
"type": "string"
},
"updatedAt": {
"type": "string"
}
}
},
"createdAt": {
"type": "string"
},
"updatedAt": {
"type": "string"
}
}
Delete account relationship
Delete account relationship
Scope: Organization
Source: Platform
Description: Deletes an account relationshipRequest payload:Response payload: Empty response on success
Source: Platform
Description: Deletes an account relationshipRequest payload:
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{
"relationshipId": {
"type": "string",
"required": true,
"description": "ID of the relationship to delete"
}
}
Customer contact management
Create customer contact
Create customer contact
Scope: Organization
Source: Platform
Description: Creates a new customer contactRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Creates a new customer contactRequest payload:
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{
"firstName": {
"type": "string",
"required": true,
"description": "First name of the contact"
},
"email": {
"type": "string",
"required": true,
"description": "Email address of the contact"
},
"lastName": {
"type": "string",
"required": false,
"description": "Last name of the contact"
},
"phoneNumber": {
"type": "string",
"required": false,
"description": "Phone number of the contact"
},
"contactType": {
"type": "string",
"required": false,
"description": "Type of contact"
},
"accountIds": {
"type": "array",
"required": false,
"description": "Array of account IDs to associate with the contact",
"items": {
"type": "string"
}
}
}
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{
"id": {
"type": "string",
"required": true,
"description": "Unique identifier of the created contact"
},
"firstName": {
"type": "string",
"required": true,
"description": "First name of the contact"
},
"email": {
"type": "string",
"required": true,
"description": "Email address of the contact"
},
"lastName": {
"type": "string",
"required": false,
"description": "Last name of the contact"
},
"phoneNumber": {
"type": "string",
"required": false,
"description": "Phone number of the contact"
},
"contactType": {
"type": "string",
"required": false,
"description": "Type of contact"
},
"contactTypeId": {
"type": "string",
"required": false,
"description": "ID of the contact type"
},
"accounts": {
"type": "array",
"required": false,
"description": "Associated accounts",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Account ID"
},
"name": {
"type": "string",
"description": "Account name"
}
}
}
},
"createdAt": {
"type": "string",
"required": true,
"description": "Contact creation timestamp"
},
"updatedAt": {
"type": "string",
"required": true,
"description": "Last update timestamp"
}
}
Update customer contact
Update customer contact
Scope: Organization
Source: Platform
Description: Updates an existing customer contactRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Updates an existing customer contactRequest payload:
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{
"id": {
"type": "string",
"required": true,
"description": "ID of the contact to update"
},
"firstName": {
"type": "string",
"required": false,
"description": "New first name of the contact"
},
"email": {
"type": "string",
"required": false,
"description": "New email address of the contact"
},
"lastName": {
"type": "string",
"required": false,
"description": "New last name of the contact"
},
"phoneNumber": {
"type": "string",
"required": false,
"description": "New phone number of the contact"
},
"contactType": {
"type": "string",
"required": false,
"description": "New type of contact"
},
"accountIds": {
"type": "array",
"required": false,
"description": "New array of account IDs to associate with the contact",
"items": {
"type": "string"
}
}
}
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{
"id": {
"type": "string",
"required": true,
"description": "Unique identifier of the contact"
},
"firstName": {
"type": "string",
"required": true,
"description": "First name of the contact"
},
"email": {
"type": "string",
"required": true,
"description": "Email address of the contact"
},
"lastName": {
"type": "string",
"required": false,
"description": "Last name of the contact"
},
"phoneNumber": {
"type": "string",
"required": false,
"description": "Phone number of the contact"
},
"contactType": {
"type": "string",
"required": false,
"description": "Type of contact"
},
"contactTypeId": {
"type": "string",
"required": false,
"description": "ID of the contact type"
},
"accounts": {
"type": "array",
"required": false,
"description": "Associated accounts",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Account ID"
},
"name": {
"type": "string",
"description": "Account name"
}
}
}
},
"createdAt": {
"type": "string",
"required": true,
"description": "Contact creation timestamp"
},
"updatedAt": {
"type": "string",
"required": true,
"description": "Last update timestamp"
}
}
Delete customer contact
Delete customer contact
Scope: Organization
Source: Platform
Description: Deletes a customer contactRequest payload:Response payload: Empty response on successConnection details: Platform API
Source: Platform
Description: Deletes a customer contactRequest payload:
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{
"id": {
"type": "string",
"required": true,
"description": "ID of the contact to delete"
}
}
Get customer contacts
Get customer contacts
Scope: Organization
Source: Platform
Description: Retrieves customer contacts with optional filteringRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Retrieves customer contacts with optional filteringRequest payload:
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{
"page": {
"type": "number",
"required": false,
"description": "Page number for pagination"
},
"limit": {
"type": "number",
"required": false,
"description": "Number of contacts per page"
},
"email": {
"type": "string",
"required": false,
"description": "Filter by email address"
},
"accountId": {
"type": "string",
"required": false,
"description": "Filter by associated account ID"
},
"contactType": {
"type": "string",
"required": false,
"description": "Filter by contact type"
}
}
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{
"data": {
"type": "array",
"required": true,
"description": "Array of contact objects",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"required": true,
"description": "Contact ID"
},
"firstName": {
"type": "string",
"required": true,
"description": "First name of the contact"
},
"email": {
"type": "string",
"required": true,
"description": "Email address of the contact"
},
"lastName": {
"type": "string",
"required": false,
"description": "Last name of the contact"
},
"phoneNumber": {
"type": "string",
"required": false,
"description": "Phone number of the contact"
},
"contactType": {
"type": "string",
"required": false,
"description": "Type of contact"
},
"contactTypeId": {
"type": "string",
"required": false,
"description": "ID of the contact type"
},
"accounts": {
"type": "array",
"required": false,
"description": "Associated accounts",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Account ID"
},
"name": {
"type": "string",
"description": "Account name"
}
}
}
},
"createdAt": {
"type": "string",
"required": true,
"description": "Contact creation timestamp"
},
"updatedAt": {
"type": "string",
"required": true,
"description": "Last update timestamp"
}
}
}
}
}
Bulk create customer contacts
Bulk create customer contacts
Scope: Organization
Source: Platform
Description: Creates multiple customer contacts in a single operationRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Creates multiple customer contacts in a single operationRequest payload:
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{
"contacts": {
"type": "array",
"required": true,
"description": "Array of contact objects to create",
"items": {
"type": "object",
"properties": {
"firstName": {
"type": "string",
"required": true,
"description": "First name of the contact"
},
"email": {
"type": "string",
"required": true,
"description": "Email address of the contact"
},
"lastName": {
"type": "string",
"required": false,
"description": "Last name of the contact"
},
"phoneNumber": {
"type": "string",
"required": false,
"description": "Phone number of the contact"
},
"contactType": {
"type": "string",
"required": false,
"description": "Type of contact"
},
"accountIds": {
"type": "array",
"required": false,
"description": "Array of account IDs to associate with the contact",
"items": {
"type": "string"
}
}
}
}
}
}
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{
"data": {
"type": "array",
"required": true,
"description": "Array of created contact objects",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"required": true,
"description": "Contact ID"
},
"firstName": {
"type": "string",
"required": true,
"description": "First name of the contact"
},
"email": {
"type": "string",
"required": true,
"description": "Email address of the contact"
},
"lastName": {
"type": "string",
"required": false,
"description": "Last name of the contact"
},
"phoneNumber": {
"type": "string",
"required": false,
"description": "Phone number of the contact"
},
"contactType": {
"type": "string",
"required": false,
"description": "Type of contact"
},
"contactTypeId": {
"type": "string",
"required": false,
"description": "ID of the contact type"
},
"accounts": {
"type": "array",
"required": false,
"description": "Associated accounts",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Account ID"
},
"name": {
"type": "string",
"description": "Account name"
}
}
}
},
"createdAt": {
"type": "string",
"required": true,
"description": "Contact creation timestamp"
},
"updatedAt": {
"type": "string",
"required": true,
"description": "Last update timestamp"
}
}
}
}
}
Utilities
Sleep
Sleep
Scope: Organization
Source: Platform
Description: Waits for a specified durationRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Waits for a specified durationRequest payload:
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{
"duration": {
"type": "number",
"required": true,
"description": "Duration to sleep in milliseconds"
}
}
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{
"data": {
"type": "string",
"required": true,
"description": "Response data"
},
"status": {
"type": "number",
"required": true,
"description": "HTTP status code"
},
"sleep_duration": {
"type": "number",
"required": true,
"description": "Actual duration slept in milliseconds"
}
}
Trigger workflow
Trigger workflow
Scope: Organization
Source: Platform
Description: Triggers another workflowRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Triggers another workflowRequest payload:
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{
"workflowUniqueIdentifier": {
"type": "string",
"required": true,
"description": "Unique identifier of the workflow to trigger"
},
"data": {
"type": "object",
"required": true,
"description": "Input data for the triggered workflow"
}
}
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{
"data": {
"type": "string",
"required": true,
"description": "Result of the workflow trigger operation"
},
"status": {
"type": "number",
"required": true,
"description": "HTTP status code of the operation"
}
}
Check team availability
Check team availability
Scope: Organization
Source: Platform
Description: Checks team availability based on holidays and business hoursRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Checks team availability based on holidays and business hoursRequest payload:
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{
"teamId": {
"type": "string",
"required": true,
"description": "ID of the team to check availability for (can be null for organization-wide check)"
}
}
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{
"isAvailable": {
"type": "boolean",
"required": true,
"description": "Whether the team is currently available"
},
"reason": {
"type": "string",
"required": true,
"description": "Reason for availability status",
"enum": ["IN_BUSINESS_HOURS", "OUTSIDE_BUSINESS_HOURS", "HOLIDAY"]
}
}
Check user availability
Check user availability
Scope: Organization
Source: Platform
Description: Checks user availability based on time off and business hoursRequest payload:Response payload:Connection details: Platform API
Source: Platform
Description: Checks user availability based on time off and business hoursRequest payload:
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{
"userId": {
"type": "string",
"required": true,
"description": "ID of the user to check availability for (can be null for current user)"
}
}
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{
"isAvailable": {
"type": "boolean",
"required": true,
"description": "Whether the user is currently available"
},
"reason": {
"type": "string",
"required": true,
"description": "Reason for availability status",
"enum": ["IN_BUSINESS_HOURS", "OUTSIDE_BUSINESS_HOURS", "TIME_OFF"]
}
}
Integration activities
Slack integration
Post message
Post message
Scope: Organization
Source: Registered App
Description: Posts a message to a Slack channel or userRequest payload:Response payload:Connection: HTTP (Slack API)
Source: Registered App
Description: Posts a message to a Slack channel or userRequest payload:
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{
"channel": {
"type": "string",
"required": true,
"description": "Channel ID or user ID to send message to"
},
"text": {
"type": "string",
"required": true,
"description": "Message text content"
},
"blocks": {
"type": "array",
"required": false,
"description": "Optional Slack block kit elements"
},
"thread_ts": {
"type": "string",
"required": false,
"description": "Optional timestamp of parent message for threading"
}
}
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{
"ok": {
"type": "boolean",
"description": "Whether the operation was successful"
},
"ts": {
"type": "string",
"description": "Timestamp of the posted message"
},
"channel": {
"type": "string",
"description": "Channel ID where message was posted"
},
"message": {
"type": "object",
"description": "Full message object"
}
}
Edit message
Edit message
Scope: Organization
Source: Registered App
Description: Edits an existing Slack messageRequest payload:Response payload:Connection: HTTP (Slack API)
Source: Registered App
Description: Edits an existing Slack messageRequest payload:
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{
"channel": {
"type": "string",
"required": true,
"description": "Channel ID containing the message"
},
"ts": {
"type": "string",
"required": true,
"description": "Timestamp of message to edit"
},
"text": {
"type": "string",
"required": true,
"description": "New message text"
},
"blocks": {
"type": "array",
"required": false,
"description": "Optional updated block kit elements"
}
}
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{
"ok": {
"type": "boolean",
"description": "Whether the operation was successful"
},
"ts": {
"type": "string",
"description": "Timestamp of the edited message"
},
"text": {
"type": "string",
"description": "Updated message text"
},
"channel": {
"type": "string",
"description": "Channel ID containing the message"
}
}
Delete message
Delete message
Scope: Organization
Source: Registered App
Description: Deletes a Slack messageRequest payload:Response payload:Connection: HTTP (Slack API)
Source: Registered App
Description: Deletes a Slack messageRequest payload:
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{
"channel": {
"type": "string",
"required": true,
"description": "Channel ID containing the message"
},
"ts": {
"type": "string",
"required": true,
"description": "Timestamp of message to delete"
}
}
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{
"ok": {
"type": "boolean",
"description": "Whether the operation was successful"
},
"ts": {
"type": "string",
"description": "Timestamp of the deleted message"
},
"channel": {
"type": "string",
"description": "Channel ID containing the message"
}
}
Join channel
Join channel
Scope: Organization
Source: Registered App
Description: Joins a Slack channelRequest payload:Response payload:Connection: HTTP (Slack API)
Source: Registered App
Description: Joins a Slack channelRequest payload:
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{
"channel": {
"type": "string",
"required": true,
"description": "Channel ID to join"
}
}
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{
"ok": {
"type": "boolean",
"description": "Whether the operation was successful"
},
"channel": {
"type": "object",
"description": "Channel object that was joined"
}
}
Leave channel
Leave channel
Scope: Organization
Source: Registered App
Description: Leaves a Slack channelRequest payload:Response payload:Connection: HTTP (Slack API)
Source: Registered App
Description: Leaves a Slack channelRequest payload:
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{
"channel": {
"type": "string",
"required": true,
"description": "Channel ID to leave"
}
}
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{
"ok": {
"type": "boolean",
"description": "Whether the operation was successful"
}
}
Add member
Add member
Scope: Organization
Source: Registered App
Description: Adds a member to a Slack channelRequest payload:Response payload:Connection: HTTP (Slack API)
Source: Registered App
Description: Adds a member to a Slack channelRequest payload:
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{
"channel": {
"type": "string",
"required": true,
"description": "Channel ID"
},
"user": {
"type": "string",
"required": true,
"description": "User ID to add"
}
}
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{
"ok": {
"type": "boolean",
"description": "Whether the operation was successful"
}
}
Remove member
Remove member
Scope: Organization
Source: Registered App
Description: Removes a member from a Slack channelRequest payload:Response payload:Connection: HTTP (Slack API)
Source: Registered App
Description: Removes a member from a Slack channelRequest payload:
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{
"channel": {
"type": "string",
"required": true,
"description": "Channel ID"
},
"user": {
"type": "string",
"required": true,
"description": "User ID to remove"
}
}
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{
"ok": {
"type": "boolean",
"description": "Whether the operation was successful"
}
}
Add reaction
Add reaction
Scope: Organization
Source: Registered App
Description: Adds a reaction to a Slack messageRequest payload:Response payload:Connection: HTTP (Slack API)
Source: Registered App
Description: Adds a reaction to a Slack messageRequest payload:
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{
"channel": {
"type": "string",
"required": true,
"description": "Channel ID containing the message"
},
"ts": {
"type": "string",
"required": true,
"description": "Timestamp of target message"
},
"name": {
"type": "string",
"required": true,
"description": "Emoji name without colons (e.g., 'thumbsup')"
}
}
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{
"ok": {
"type": "boolean",
"description": "Whether the operation was successful"
}
}
Remove reaction
Remove reaction
Scope: Organization
Source: Registered App
Description: Removes a reaction from a Slack messageRequest payload:Response payload:Connection: HTTP (Slack API)
Source: Registered App
Description: Removes a reaction from a Slack messageRequest payload:
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{
"channel": {
"type": "string",
"required": true,
"description": "Channel ID containing the message"
},
"ts": {
"type": "string",
"required": true,
"description": "Timestamp of target message"
},
"name": {
"type": "string",
"required": true,
"description": "Emoji name to remove"
}
}
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{
"ok": {
"type": "boolean",
"description": "Whether the operation was successful"
}
}
Jira integration
Create issue
Create issue
Scope: Organization
Source: Registered App
Description: Creates a new issue in JiraRequest payload:Response payload:Connection: HTTP (Jira API)
Source: Registered App
Description: Creates a new issue in JiraRequest payload:
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{
"summary": {
"type": "string",
"required": true,
"description": "Issue summary/title"
},
"issue_type": {
"type": "string",
"required": true,
"description": "Jira issue type ID (e.g., 'Bug', 'Task', 'Story')"
},
"description": {
"type": "string",
"required": true,
"description": "Detailed description of the issue"
},
"project_key": {
"type": "string",
"required": true,
"description": "Jira project key (e.g., 'PROJ', 'DEV')"
}
}
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{
"id": {
"type": "string",
"description": "Unique identifier of the created issue"
},
"key": {
"type": "string",
"description": "Issue key (e.g., 'PROJ-123')"
},
"self": {
"type": "string",
"description": "URL to the created issue"
},
"metadata": {
"type": "object",
"description": "Additional information about the created issue"
}
}
Transition issue
Transition issue
Scope: Organization
Source: Registered App
Description: Transitions a Jira issue to a different statusRequest payload:Response payload:Connection: HTTP (Jira API)
Source: Registered App
Description: Transitions a Jira issue to a different statusRequest payload:
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{
"issue_key": {
"type": "string",
"required": true,
"description": "Jira issue key (e.g., 'PROJ-123')"
},
"transition_id": {
"type": "string",
"required": true,
"description": "Transition ID to execute (e.g., '21' for 'In Progress', '31' for 'Done')"
}
}
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{
"success": {
"type": "boolean",
"description": "Whether the transition was successful"
},
"metadata": {
"type": "object",
"description": "Additional information about the transition"
}
}
AI agent activities
AI status change
AI status change
Scope: Team
Source: Registered App
Description: Changes ticket status based on AI analysis of comments and contextRequest payload:Response payload:Connection: HTTP (Agent Studio API)
Source: Registered App
Description: Changes ticket status based on AI analysis of comments and contextRequest payload:
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{
"id": {
"type": "string",
"required": true,
"description": "ID of the ticket to analyze for status change"
}
}
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{
"success": {
"type": "boolean",
"description": "Whether the status change was successful"
},
"new_status": {
"type": "string",
"description": "The new status assigned to the ticket"
},
"confidence": {
"type": "number",
"description": "AI confidence score for the status change decision"
},
"reasoning": {
"type": "string",
"description": "AI reasoning for the status change"
}
}
AI ticket deflection
AI ticket deflection
Scope: Organization
Source: Registered App
Description: Analyzes tickets for potential deflection opportunities using AIRequest payload:Response payload:Connection: HTTP (Agent Studio API)
Source: Registered App
Description: Analyzes tickets for potential deflection opportunities using AIRequest payload:
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{
"id": {
"type": "string",
"required": true,
"description": "ID of the ticket to analyze for deflection"
}
}
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{
"output": {
"type": "object",
"description": "AI analysis results for ticket deflection",
"properties": {
"can_deflect": {
"type": "boolean",
"description": "Whether the ticket can be deflected"
},
"deflection_confidence": {
"type": "number",
"description": "Confidence score for deflection recommendation"
},
"suggested_resources": {
"type": "array",
"items": {
"type": "string"
},
"description": "Suggested knowledge base articles or resources"
},
"deflection_reason": {
"type": "string",
"description": "Reason why the ticket can or cannot be deflected"
}
}
}
}
AI ticket summary
AI ticket summary
Scope: Organization
Source: Registered App
Description: Generates AI-powered summaries for ticket content and contextRequest payload:Response payload:Connection: HTTP (Agent Studio API)
Source: Registered App
Description: Generates AI-powered summaries for ticket content and contextRequest payload:
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{
"id": {
"type": "string",
"required": true,
"description": "Ticket ID"
},
"title": {
"type": "string",
"required": true,
"description": "Ticket title"
},
"description": {
"type": "string",
"required": false,
"description": "Ticket description"
},
"teamId": {
"type": "string",
"required": true,
"description": "Team ID"
},
"customer": {
"type": "object",
"required": true,
"properties": {
"id": {
"type": "string",
"description": "Customer ID"
},
"name": {
"type": "string",
"description": "Customer name"
},
"email": {
"type": "string",
"required": true,
"description": "Customer email"
}
}
},
"statusId": {
"type": "string",
"required": false,
"description": "Current status ID"
},
"statusName": {
"type": "string",
"required": false,
"description": "Current status name"
},
"priorityId": {
"type": "string",
"required": false,
"description": "Priority ID"
},
"priorityName": {
"type": "string",
"required": false,
"description": "Priority name"
},
"assignedTo": {
"type": "string",
"required": false,
"description": "Assigned agent ID"
},
"assignedName": {
"type": "string",
"required": false,
"description": "Assigned agent name"
},
"source": {
"type": "string",
"required": false,
"description": "Ticket source"
},
"tags": {
"type": "array",
"required": true,
"items": {
"type": "string"
},
"description": "Ticket tags"
},
"isArchived": {
"type": "boolean",
"required": true,
"description": "Whether ticket is archived"
},
"isEscalated": {
"type": "boolean",
"required": true,
"description": "Whether ticket is escalated"
},
"createdAt": {
"type": "string",
"required": true,
"description": "Ticket creation timestamp"
},
"metadata": {
"type": "object",
"required": false,
"description": "Additional ticket metadata"
},
"customFields": {
"type": "array",
"required": false,
"items": {
"type": "object"
},
"description": "Custom field values"
}
}
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{
"output": {
"type": "object",
"required": true,
"properties": {
"key_points": {
"type": "array",
"items": {
"type": "string"
},
"description": "3-5 key points extracted from the ticket"
},
"customer_summary": {
"type": "string",
"description": "Customer-friendly, non-technical summary"
},
"technical_summary": {
"type": "string",
"description": "Technical summary with internal context"
}
}
}
}
AI title and description generator
AI title and description generator
Scope: Organization
Source: Registered App
Description: Generates optimized titles and descriptions for tickets using AIRequest payload:Response payload:Connection: HTTP (Agent Studio API)
Source: Registered App
Description: Generates optimized titles and descriptions for tickets using AIRequest payload:
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{
"id": {
"type": "string",
"required": true,
"description": "Ticket ID"
},
"title": {
"type": "string",
"required": true,
"description": "Current ticket title"
},
"description": {
"type": "string",
"required": false,
"description": "Current ticket description"
},
"teamId": {
"type": "string",
"required": true,
"description": "Team ID"
},
"customer": {
"type": "object",
"required": true,
"properties": {
"id": {
"type": "string",
"description": "Customer ID"
},
"name": {
"type": "string",
"description": "Customer name"
},
"email": {
"type": "string",
"required": true,
"description": "Customer email"
}
}
},
"statusId": {
"type": "string",
"required": false,
"description": "Current status ID"
},
"statusName": {
"type": "string",
"required": false,
"description": "Current status name"
},
"priorityId": {
"type": "string",
"required": false,
"description": "Priority ID"
},
"priorityName": {
"type": "string",
"required": false,
"description": "Priority name"
},
"assignedTo": {
"type": "string",
"required": false,
"description": "Assigned agent ID"
},
"assignedName": {
"type": "string",
"required": false,
"description": "Assigned agent name"
},
"source": {
"type": "string",
"required": false,
"description": "Ticket source"
},
"tags": {
"type": "array",
"required": true,
"items": {
"type": "string"
},
"description": "Ticket tags"
},
"isArchived": {
"type": "boolean",
"required": true,
"description": "Whether ticket is archived"
},
"isEscalated": {
"type": "boolean",
"required": true,
"description": "Whether ticket is escalated"
},
"createdAt": {
"type": "string",
"required": true,
"description": "Ticket creation timestamp"
},
"metadata": {
"type": "object",
"required": false,
"description": "Additional ticket metadata"
},
"customFields": {
"type": "array",
"required": false,
"items": {
"type": "object"
},
"description": "Custom field values"
}
}
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{
"output": {
"type": "object",
"required": true,
"properties": {
"title": {
"type": "string",
"description": "Optimized and clear title for the ticket"
},
"description": {
"type": "string",
"description": "Well-structured and detailed description"
},
"keywords": {
"type": "array",
"items": {
"type": "string"
},
"description": "Relevant keywords for ticket categorization"
},
"confidence_scores": {
"type": "object",
"properties": {
"title": {
"type": "number",
"minimum": 0,
"maximum": 1,
"description": "Confidence score for the generated title"
},
"description": {
"type": "number",
"minimum": 0,
"maximum": 1,
"description": "Confidence score for the generated description"
}
}
}
}
}
}
Best practices
1
Activity design
- Keep activities focused and single-purpose
- Define clear input/output contracts
- Implement proper validation
- Handle errors gracefully
2
Security
- Validate all inputs
- Check required permissions
- Secure sensitive data
- Audit activity execution
3
Performance
- Configure appropriate rate limits
- Implement proper timeouts
- Monitor resource usage
- Handle concurrent executions