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iMIS CRM

Interact with iMIS CRM - Get contacts and manage activities

Actions5

Activity → Create

AI-generated

Summary

Create an iMIS activity for a party by sending the required party ID, activity type, and transaction date, with any selected additional properties. The activity type options are loaded from iMIS; dates are sent in ISO 8601 form.

Inputs

  • Party ID (required) — The iMIS Party ID to associate with the activity.
  • Activity Type (required) — The activity type, selected from the types loaded from iMIS.
  • Transaction Date (required) — The activity’s transaction date.
  • Additional Properties — Optional action codes, amount, campaign code, category, description, effective date, notes, other code or ID, product code, quantity, source code or system, status code, through date, tickler date, units, and user-defined fields UF_1–UF_7. Numeric amounts, quantities, and units are sent as decimals; UF_4, UF_5, and UF_7 are sent as integers.

Output shape

One output item per input item, containing a success flag, activity ID when returned by iMIS, party ID, activity type, transaction date, and the raw iMIS response.

The output also includes metadata with the inputs and creation time. Optional string properties are included only when non-empty; numeric properties are included when present, including zero. The node requires iMIS CRM credentials.

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