Overview
Create a To-Do for a Contact based on information sent via an http form post.
Post Url
https://www.allclients.com/api/2/AddToDo.aspx
- SSL is requred
- White Label CRM Customers: Replace www.allclients.com with your White Label CRM domain name.
Form Fields
Field | Max Length* | Required | Notes |
response_type | No | Default results will be returned in XML. Set this field value to json to return results in JSON format | |
accountid | Yes | Must be numeric. Account ID for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel | |
teammemberid | No | Default is 0 for Account Owner | |
apikey | Yes | API Key for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel | |
contactid | Yes* | Either contactid or email will be used to identify the contact. (contactid is more preferred and more accurate) |
|
Yes* | Either contactid or email will be used to identify the contact. | ||
priority | 1 | Yes | Possible Values 1 – High 3 – Normal 5 – Low |
summary | 50 | Yes | |
details | 250 | No | |
duedate | Yes | Date in the following format: MM/DD/YYYY | |
category | No | Possible Values 1 – Email 2 – Letter 3 – Phone Call (blank) – No Category |
|
emailtemplateid | No | Needed for category “Email” only | |
lettertemplateid | No | Needed for “Letter” only |
Sample Results
Success Message
<results>
<message>Success</message>
<todoid>1233112</todoid>
</results>
Sample Failure Message
<?xml version="1.0"?>
<results>
<error>Authentication failed</error>
</results>