The Sage CRM REST API can be used to create a Task Communication. This involves inserting two records into the database: a communication record and a comm_link record.
The comm_link record is a secondary entity that links the communication (task) with the person assigned to do it and the company and person records.
The following Postman screenshots show how to create a Task Communication using the REST API.
Step 1: Create the Communication Record
The first step is to create the communication record. The following request body is used to create a task communication:
{ "Comm_Status": "Pending", "Comm_organizer": "1", "Comm_action": "ToDo", "Comm_note": "Hello world Note", "Comm_Type": "Task", "Comm_DocName": "string", "Comm_Subject": "Hello World Subject", "Comm_OpportunityId": 228 }
The company_id and assigned_user_id fields are required. The other fields are optional - this may be different in your system!
Step 2: Create the Comm_Link Record
The second step is to create the comm_link record. The following request body is used to create a comm_link record that links the task communication with the assigned user:
{ "CmLi_Comm_UserId": "1", "CmLi_Comm_CommunicationId": "431", "CmLi_Comm_PersonId": 1779, "CmLi_Comm_CompanyId": 1226 }
The communication_id field is the ID of the communication record that was created in the previous step. The person_id field is the ID of the person who is assigned to the task. The company_id field is the ID of the company that the task is associated with.
For more information, please refer to the following resources:
Sage CRM REST API Reference: https://developer.sage.com/crm/reference/2023R1/
I hope this helps!