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Creating activities in the CRM via API

  • August 8, 2024
  • 2 replies
  • 73 views

patrick7

Hi,

I’m trying to wrap my head around adding activities to the ‘Emails & Activities’ feature in Monday CRM by using an automation.

Here’s my use case:

  • When someone downloads my e-book, I want to show that in the ‘Emails & Activities’ widget of the contact view.

It seems to be the case that when I create an activity from within the view, it gets created in the ‘Activities’ board.
However, when I create an activity from that same Activities board and link it exactly like the one I just created was linked, it doesn’t show up in the ‘Emails & Activities’ view.

Any clue how to add activities in here via automation and/or API?

Ideally I have something like this automation, but then I can trigger it via Make

Thanks in advance!

2 replies

  • Participating Frequently
  • August 8, 2024

Its very beta… New timeline items query and mutations but that could do it (I havent played with it, and you need to use the pre-release API version)

But this is all very new, you can play with it though and see what you can accomplish.


patrick7
  • Author
  • Participating Frequently
  • August 9, 2024

Oh wow, that’s new! Appreciate it, Cody!