Tools and News for Developers using the AllClients Platform

UpdateToDo

Overview

Update a To-Do (assigned to a contact) based on information sent via an http form post.

Post Url

https://www.allclients.com/api/2/UpdateToDo.aspx
  • SSL is requred
  • White Label CRM Customers: Replace www.allclients.com with your White Label CRM domain name.

Important Note

Submitting a blank field (for all non-required fields) will result in clearing the data for that field out of the database. If you don’t want to change a field, do not submit it with the form.

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
todoid Yes You can find the todoid in the GetToDos function
contactid No
priority  1 No Possible Values
– High
3 – Normal
5 – Low
summary  50 No
details  250 No
duedate No Date in the following format: MM/DD/YYYY
category No Possible Values
1 – Email
2
– Letter
3
– Phone Call
(blank)
– No Category
status No Possible Values
– Open/Incomplete
1
– Closed/Complete
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>