Sales activities
A call, meeting, visit, task, or email logged against a sales deal.
- API name:
salesactivities - Domain: Sales
- Modules: Sales analytics, Sales
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Deal | salesdealId | Reference | Yes | |
| Name | label | Text | ||
| Number | uid | Text | The number is a human-readable, unique identifier for the record. | |
| Seller | userId | User | ||
| Kind | kind | Constant | Yes | Classification of the commercial interaction (call, meeting, visit, task, or email). |
| Priority | priority | Constant | Yes | Whole number without fractional part. |
| Start date | datetimeStart | Date and Time | Scheduled or actual start of the activity. Used to sort and filter the sales calendar. | |
| End date | datetimeEnd | Date and Time | Scheduled or actual end. Must be on or after the start when both are set. | |
| Status | status | Constant | Yes | Follow-up state of the activity on the deal calendar or task list. |
| Tags | tagIds | Tags | ||
| Description | description | Text Area | ||
| Data | data | Data | ||
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.
| Field | Points to | Kind |
|---|---|---|
Deal salesdealId | Sales deals | grouped by |
Seller userId | Users | reference |
Tags tagIds | Tags | reference |
Actions
What you can do with a record. Every action also sends the webhook event salesactivities.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add an new activity. | App · API · MCP · CLI |
| Edit | update | Save changes to this activity. | App · API · MCP · CLI |
| Block | block | Stop edits and deletion of this activity. It stays visible and can still appear on existing documents. Unblock to edit again. | App · API · MCP · CLI |
| Unblock | unblock | Allow edits and deletion of this activity again. | App · API · MCP · CLI |
| Archive | archive | Retire this activity from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it. | App · API · MCP · CLI |
| Restore | unarchive | Return this activity to active lists and actions. | App · API · MCP · CLI |
| Delete | delete | Delete this activity and the data that belongs with it. This cannot be undone. | App · API · MCP · CLI |