Assign an To-Do Plan to a contact in the database via an http form post.
Field | Max Length | Required | Notes |
---|---|---|---|
response_type | false | Default results will be returned in XML. Set this field value to json to return results in JSON format | |
accountid | true | Must be numeric. Account ID for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel | |
apikey | true | API Key for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel | |
identifymethod | 1 | true | Values: 1: By contactid. (It's recommended that you use this method and store our contactid in your system.) 2: By primary email on file. If there are multiple matches for the email address, we will choose the first one (by add date) 3: By email or other email on file. If there are multiple matches for the email address, we will choose the first one (by add date) |
identifyvalue | 75 | true | Value changes based on identifymethod. Must be integer if contactid, otherwise must be an email address on file |
todoplanid | 50 | true | Specify either the internal ID of the To Do Plan or the name of the To Do Plan. |
defaultassign | 50 | false | Specify "owner" if you would like the To-Dos to be assigned to the contact owner in cases where the To Do Plan item is set to "(Default) The user that assigns this To Do Plan" |
offsetdays | 5 | false | # of days to offset the due date for each item in the To Do Plan. (Negative numbers will subtract from the "days" value for each item). A value of "-7" will calculate the "start date" for a week ago. A value of "-30" will calculate the "start date" for 30 days from today. (0 is default) |