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Clientify CRM (direct REST API)

Actions484

Tasks → Add Company Check-in

AI-generated

Summary

Log a meeting or check-in on a company by creating a check-in task associated with the specified company.

Inputs

  • companyId (required) — The ID of the company to log the check-in for (can be mapped from previous steps).
  • type (required) — The type of check-in (can be mapped from previous steps).
  • comment (required) — A comment about the check-in (can be mapped from previous steps).
  • outcome (required) — The outcome of the check-in (can be mapped from previous steps).
  • date (required) — The date of the check-in (can be mapped from previous steps).

Output shape

a single JSON object confirming the check-in creation or containing API response data

The output JSON includes metadata on resource, operation, HTTP method, and path used. All input fields are required for the operation to succeed.

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