List Tasks
Returns tasks ordered by due date (oldest first). When incompleteOnly is omitted, defaults to false and all tasks are returned.
query Parameters
prospectIdstringOptional. When provided, only tasks for this prospect are returned.
assignTostringOptional. When provided, only tasks assigned to this user id are returned (matches
assignedTo).userIdstringOptional. When provided, only tasks created by this user id are returned (matches
createdBy).incompleteOnlybooleanOptional completion filter.
truereturns only open/incomplete tasks (completedAtis null).falsereturns all statuses. When this parameter is provided, it takes precedence overstatus.dueBeforeOptional upper bound for due date (
dueAt, inclusive). Applied for non-completedstatus queries.dueAfterOptional lower bound for due date (
dueAt, inclusive). Applied for non-completedstatus queries.limitinteger · max: 200Optional page size.
Default: 50pageTokenstringOpaque pagination token returned from a prior
GET /tasksresponse.
Responses
OK
successboolean · requireditemsobject[] · required
nextPageTokenstring | null
Create Task
Accepts required prospectId, assignTo, and task text with optional fields and creates a task.
Request Body
prospectIdstring · requiredProspect id the task belongs to.
assignTostring · requiredUser id assigned to complete the task.
taskstring · requiredTask title or instruction text.
userIdstringOptional user id creating the task. When omitted, the task is created with
createdBy/assignedByset to null,createdByApi=true, and includes API key attribution metadata when available.dueOptional due timestamp as Unix epoch milliseconds (integer) or ISO 8601 date string. If omitted, defaults to "now".
Responses
Created
successboolean · required
idstringprospectIdstringtaskstringassignedTostringassignedBystring | nullcreatedBystring | nullcreatedAtinteger · int64Unix timestamp in milliseconds
updatedAtinteger | null · int64Unix timestamp in milliseconds
dueAtinteger | null · int64Unix timestamp in milliseconds
completedAtinteger | null · int64Unix timestamp in milliseconds
completedBystring | nullcreatedByApibooleanTrue when the task was created without a userId via API.
createdByApiKeyIdstring | nullAPI key document id used to create the task when authenticated via API key.
createdByApiKeyNamestring | nullAPI key display name used to create the task when authenticated via API key.
Get Task by ID
Accepts a required taskId path parameter, looks up the matching task record, and returns the task object with success status when found.
path Parameters
taskIdstring · required
Responses
OK
successboolean · required
idstringprospectIdstringtaskstringassignedTostringassignedBystring | nullcreatedBystring | nullcreatedAtinteger · int64Unix timestamp in milliseconds
updatedAtinteger | null · int64Unix timestamp in milliseconds
dueAtinteger | null · int64Unix timestamp in milliseconds
completedAtinteger | null · int64Unix timestamp in milliseconds
completedBystring | nullcreatedByApibooleanTrue when the task was created without a userId via API.
createdByApiKeyIdstring | nullAPI key document id used to create the task when authenticated via API key.
createdByApiKeyNamestring | nullAPI key display name used to create the task when authenticated via API key.
Update Task
Accepts a required taskId plus mutable task fields, updates the existing task, and returns a success payload containing the task id.
path Parameters
taskIdstring · required
Request Body
userIdstringOptional acting user id for audit context.
completebooleanIf true, marks the task as completed.
taskstringUpdated task title or instruction text.
assignTostringUpdated assignee user id.
dueUpdated due timestamp as Unix epoch milliseconds (integer) or ISO 8601 date string.

