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Interact with the Builder Prime CRM API

Actions19

Client Activity → Create

AI-generated

Summary

Create a client activity record linked to a specific opportunity in Builder Prime CRM, specifying its type, description, call outcome (if a call), and the datetime when it occurred.

Inputs

  • Opportunity ID (required) — The internal opportunity ID this activity belongs to.
  • Activity Type (required) — Type of activity; options are Call, Email, Note, or SMS.
  • Description — Content or description of the activity.
  • Call Outcome — Outcome of the call (only applicable if Activity Type is Call); options include Busy, Connected, Left Live Message, Left Voicemail, No Answer, or Wrong Number.
  • Activity Date/Time — Timestamp when the activity occurred. Leave blank to use the current time.

Output shape

a single client activity record object as returned by the Builder Prime API

Call Outcome is only included if the activity type is 'Call'. The Activity Date/Time is sent as an epoch timestamp in milliseconds. If no Activity Date/Time is provided, the API defaults to the current time. The operation requires valid Builder Prime API credentials.

Examples

Example 1: Create a call activity for Opportunity ID 123 with outcome Connected and a description

Set Opportunity ID to 123, Activity Type to Call, Call Outcome to Connected, and Description to the call notes.

Links

Discussion