v1

latestOpenAPI 3.0.12026-07-22120163333.7 KB
Sales Agents V2

Get plan tasks by lead ID

Retrieves AI tasks associated with a lead. Tasks are returned in V2 format with human-friendly status and type names.

get/v2.0/plan-tasks/lead/{leadId}

Path parameters

leadIdinteger required

Lead ID

Headers

Authorizationstring required

Bearer [access_token]

Response

Plan tasks retrieved successfully

idinteger

Task ID

contentstring

Task content/description

taskTypestring

Task type: CALL, EMAIL, TEXT, etc.

statusstring

Task status: PENDING, FINISHED, OVERDUE

dueAtstring

Due date in ISO8601 format

createdAtstring

Created time in ISO8601 format

assignedTointeger

Assigned to user ID

creatorIdinteger

Creator user ID

Example response

[
  {
    "id": 123456,
    "content": "Follow up with client",
    "taskType": "CALL",
    "status": "PENDING",
    "dueAt": "2026-03-01T15:30:00Z",
    "createdAt": "2026-02-28T10:00:00Z",
    "assignedTo": 67890,
    "creatorId": 12345
  }
]