Notes & tasks

Three kinds of records live here:

• Notes and logged interactions. A team note on a job, or a call / email / meeting / site visit that already happened. Calls, emails and meetings logged on a job also land on the customer's and the person's feed, exactly as when they are logged in the app. Logging records the conversation; nothing here sends an email or a text.
• Activity and history. A job's activity log (stage moves, notes, task lines, files) and a customer's or person's merged history (emails and texts, calls, notes, follow-ups, stage moves, proposals, signatures, invoices).
• Follow-ups (tasks). Job follow-ups (/v1/tasks) and company follow-ups that need no job (/v1/account-tasks). They show in each person's My day queue and send the assignee a reminder.

API writes act as the user who created the API key: notes and completed follow-ups show that person as the author.

Lists return {"data": [...], "pagination": {...}} (default 50, max 200). Timestamps are UTC ISO 8601 with Z.

Job notes and activity#

The activity object#

Field	Type	Description
id	integer	TruTec id.
job_id	integer	The job.
type	string	note, call, email, meeting, site_visit, status_change, task, created, details_updated, assigned, ...
content	string or null	The text.
is_team_note	boolean	An authored team note (not a system line).
user	object or null	{id, name} of the author.
details	object	Extras when present: old_status, new_status, outcome (call outcome, or a lost reason's answers), phone, task_id, customer_response, ...
created_at	string	UTC.

List job activity#

GET /v1/jobs/{job_id}/activity

Permission: Read jobs

Everything on the job's activity log, newest first.

Name	Type	Required	Description
type	string	No	Comma-separated types to keep, e.g. status_change,call.
created_after	string	No	ISO 8601.
limit, offset	integer	No	Paging.

{
  "data": [
    {
      "id": 990211,
      "job_id": 41872,
      "type": "call",
      "content": "Left voicemail · 512-555-0142\nWill try Thursday",
      "is_team_note": false,
      "user": {"id": 118, "name": "Dana Whitfield"},
      "details": {"source": "click_to_call", "outcome": "left_voicemail", "phone": "512-555-0142"},
      "created_at": "2026-10-12T15:10:44Z"
    }
  ],
  "pagination": {"total": 1, "limit": 50, "offset": 0}
}

List job notes#

GET /v1/jobs/{job_id}/notes

Permission: Read jobs

What people wrote: team notes plus logged calls, emails, meetings and site visits (no system lines). Same parameters as the activity list.

Add a job note or log a call#

POST /v1/jobs/{job_id}/notes

Permission: Write jobs

Name	Type	Required	Description
content	string	Yes	Up to 8,000 characters.
type	string	No	note (default), call, email, meeting or site_visit.
outcome	string	No	Calls: e.g. connected, left_voicemail, no_answer. Shown before the text.
phone	string	No	Calls: the number dialed.
customer_response	boolean	No	The customer replied (calls, emails, meetings). Stops the job's automatic sales sequence, as in the app.
task_id	integer	No	A follow-up on this job: the entry becomes that follow-up's notes.
complete_task	boolean	No	With task_id: also complete it. Default true.

curl -X POST "https://trutec.ai/api/v1/jobs/41872/notes" \
  -H "X-API-Key: sk_your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{"type": "call", "outcome": "left_voicemail", "phone": "512-555-0142", "content": "Will try Thursday"}'

Returns 201 with {"data": {activity}}, plus task_id / task_completed when filed against a follow-up and stopped_sequence_tasks with customer_response. Connected integrations hear about the note as they do for notes added in the app.

Tagging teammates in a note is not available through the API.

Errors: 400 content is required, type must be one of: ...; 404 Job not found, task_id is not a follow-up on this job.

Contact and customer notes#

A person's feed and a customer's feed (company notes plus its people's notes, calls, emails, meetings and texts).

The feed note object#

Field	Type	Description
id	integer	TruTec id.
type	string	note, call, email, meeting or text.
content	string or null	The text.
contact_id, client_account_id, job_id	integer or null	What it is about.
user	object or null	{id, name} of the author.
details	object	Extras when present (call outcome, email subject, direction, ...).
created_at	string	UTC.

List a contact's notes / a customer's notes#

GET /v1/contacts/{id}/notes

GET /v1/client-accounts/{id}/notes

Permission: Read jobs

Newest first. Filters: type (comma-separated), created_after, limit, offset.

Add a note to a contact / a customer#

POST /v1/contacts/{id}/notes

POST /v1/client-accounts/{id}/notes

Permission: Write jobs

Name	Type	Required	Description
content	string	Yes	Up to 4,000 characters.
type	string	No	note (default), call, email or meeting.
outcome, phone	string	No	Calls only, as for job notes.
contact_id	integer	No	Customer notes only: one of the customer's people the note is about.

A note on a person also shows on their company's feed.

curl -X POST "https://trutec.ai/api/v1/contacts/20417/notes" \
  -H "X-API-Key: sk_your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{"type": "meeting", "content": "Walked the lot with the board"}'

{
  "data": {
    "id": 55120,
    "type": "meeting",
    "content": "Walked the lot with the board",
    "contact_id": 20417,
    "client_account_id": 4812,
    "job_id": null,
    "user": {"id": 118, "name": "Dana Whitfield"},
    "details": {"source": "api"},
    "created_at": "2026-10-12T15:12:01Z"
  }
}

Errors: 400 content is required, That contact belongs to another company; 404 for a record outside the workspace.

Customer history#

A contact's or customer's history#

GET /v1/contacts/{id}/timeline

GET /v1/client-accounts/{id}/timeline

Permission: Read jobs

One newest-first feed of everything that happened with the person or company, as on their page in the app: emails and texts in and out, calls and meetings, notes, follow-ups set and done, job stage moves, new jobs, proposals sent / viewed / signed, e-signatures and invoices. It covers every job the person or company is on.

Name	Type	Required	Description
limit	integer	No	Default 50, maximum 100.
before	string	No	Cursor: the previous page's next_before.
kinds	string	No	Comma-separated groups: messages, calls, notes, tasks, deals, money.
q	string	No	Only entries mentioning this text (or on a job whose name, address or contact matches).

{
  "data": [
    {
      "key": "ca:email:55102",
      "kind": "email",
      "group": "messages",
      "at": "2026-10-11T18:22:09Z",
      "title": "Email to Jamie Rivera",
      "subject": "Reseal proposal",
      "body": "Attached is the proposal...",
      "actor": "Dana Whitfield",
      "chips": [],
      "links": [{"kind": "job", "label": "Maple Ridge HOA reseal", "url": "/jobs/41872"}]
    }
  ],
  "has_more": true,
  "next_before": "2026-10-11T18:22:09~ca:email:55102"
}

Page with before until has_more is false. Money entries (invoice amounts, deposits) appear only when the key's creator can see pricing.

Job follow-ups#

The follow-up object#

Field	Type	Description
id	integer	TruTec id.
job_id, job	integer, object	The job ({id, name}).
title, description	string	What to do.
task_type	string	follow_up, call, email, meeting, appointment, site_visit or other.
due_date	string or null	UTC.
timezone	string	Time zone the reminder is shown in.
reminder_minutes_before	integer or null	Email reminder lead time.
completed, completed_at, completion_notes		Done state and what happened.
is_overdue	boolean	Open and past due.
assigned_to_user_id, assigned_to	integer, object	Who does it.
created_by_user_id, created_at		Who added it and when.

Due times. Send ISO 8601. With Z or an offset (2026-10-20T15:30:00Z) it is that exact time. Without one (2026-10-20T10:30) it is read in timezone (an IANA name such as America/Chicago), or the workspace's time zone. A bare date means 9:00 AM that day.

List job follow-ups#

GET /v1/tasks

Permission: Read jobs

Soonest due first; undated ones last.

Name	Type	Required	Description
status	string	No	open (default), completed or all.
job_id	integer	No	One job.
assigned_to_user_id	integer	No	One assignee.
due_before, due_after	string	No	ISO 8601.
limit, offset	integer	No	Paging.

Get a job follow-up#

GET /v1/tasks/{id}

Permission: Read jobs

Create a job follow-up#

POST /v1/tasks

Permission: Write jobs

Name	Type	Required	Description
job_id	integer	Yes	The job.
title	string	Yes	What to do.
task_type	string	No	Default follow_up.
description	string	No	Details.
due_date	string	No	See Due times.
timezone	string	No	For a due time without an offset, and for the reminder.
assigned_to_user_id	integer	No	Default: the key's creator.
reminder_minutes_before	integer	No	Default 30 (60 for meetings and site visits) when there is a due time.

curl -X POST "https://trutec.ai/api/v1/tasks" \
  -H "X-API-Key: sk_your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{"job_id": 41872, "title": "Call Jamie back", "task_type": "call", "due_date": "2026-10-20T15:30:00Z"}'

{
  "data": {
    "id": 7731,
    "job_id": 41872,
    "job": {"id": 41872, "name": "Maple Ridge HOA reseal"},
    "title": "Call Jamie back",
    "description": null,
    "task_type": "call",
    "due_date": "2026-10-20T15:30:00Z",
    "timezone": "America/Chicago",
    "reminder_minutes_before": 30,
    "completed": false,
    "completed_at": null,
    "completion_notes": null,
    "is_overdue": false,
    "assigned_to_user_id": 118,
    "assigned_to": {"id": 118, "name": "Dana Whitfield"},
    "created_by_user_id": 118,
    "created_at": "2026-10-12T14:05:00Z"
  }
}

A "Task created" line is added to the job's activity.

Errors: 400 job_id is required, title is required, task_type must be one of: ..., due_date must be an ISO 8601 date or date-time; 404 for a job or user outside the workspace.

Update a job follow-up#

PATCH /v1/tasks/{id}

Permission: Write jobs

Send any of title, description, task_type, due_date (null clears it), timezone, assigned_to_user_id, reminder_minutes_before, completion_notes and completed. Rescheduling sends the reminder again. completed: true completes it the way the task window does: with completion_notes, they post to the job (a call task logs a call, a meeting task a meeting) and to the customer's feed; without notes a "Task completed" line is added. completed: false reopens it.

Complete a job follow-up#

POST /v1/tasks/{id}/complete

Permission: Write jobs

Shortcut for completing with notes (optional) as the completion notes. A follow-up that is already done is returned unchanged.

curl -X POST "https://trutec.ai/api/v1/tasks/7731/complete" \
  -H "X-API-Key: sk_your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{"notes": "Booked a walk-through for Friday"}'

Delete a job follow-up#

DELETE /v1/tasks/{id}

Permission: Write jobs and Delete records

Returns 204.

Company follow-ups#

Follow-ups on a customer when there is no job ("call the board back after their meeting"). They can repeat: completing one opens the next on schedule.

The company follow-up object#

Like the job follow-up, with client_account_id / client_account instead of the job, plus:

Field	Type	Description
contact_id	integer or null	The person to reach.
repeat	object or null	{every, unit, label}, e.g. {"every": 3, "unit": "month", "label": "Every 3 months"}.
completed_by_user_id	integer or null	Who completed it.
source	string	manual, my_day, repeat, crm_intake:<lead id> (a lead's "Call new lead"), automation:<rule id>, ...

task_type is one of follow_up, call, email, meeting, site_visit, other.

List company follow-ups#

GET /v1/account-tasks

Permission: Read jobs

Filters: status (open default, completed, all), client_account_id, contact_id, assigned_to_user_id, due_before, due_after, limit, offset.

Get a company follow-up#

GET /v1/account-tasks/{id}

Permission: Read jobs

Create a company follow-up#

POST /v1/account-tasks

Permission: Write jobs

Name	Type	Required	Description
client_account_id	integer	Yes	The customer (not archived).
title	string	No	Default: "Follow up · Maple Ridge HOA".
task_type	string	No	Default follow_up.
description	string	No	Details.
due_date, timezone	string	No	See Due times.
contact_id	integer	No	One of the customer's people.
assigned_to_user_id	integer	No	An office user. Default: the key's creator.
repeat_every, repeat_unit	integer, string	No	Repeat every N days, weeks or months (1-365).

curl -X POST "https://trutec.ai/api/v1/account-tasks" \
  -H "X-API-Key: sk_your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{"client_account_id": 4812, "title": "Quarterly check-in", "task_type": "call", "due_date": "2026-11-02T16:00:00Z", "repeat_every": 3, "repeat_unit": "month"}'

Returns 201 with {"data": {company follow-up}}.

Update a company follow-up#

PATCH /v1/account-tasks/{id}

Permission: Write jobs

Send any of title, task_type, description, due_date, timezone, contact_id, assigned_to_user_id (null unassigns), repeat_every / repeat_unit (null stops repeating). Errors: 409 already_completed.

Complete a company follow-up#

POST /v1/account-tasks/{id}/complete

Permission: Write jobs

Marks it done, as on My day: a call, email, meeting or site visit is logged on the company feed (with notes) and counts as a touch; another kind with notes adds a company note. A repeating follow-up opens the next one, returned as next_task.

{
  "data": {"id": 3305, "completed": true, "completion_notes": "Happy with the work", "...": "..."},
  "next_task": {"id": 3340, "title": "Quarterly check-in", "due_date": "2027-02-02T16:00:00Z", "repeat": {"every": 3, "unit": "month", "label": "Every 3 months"}, "...": "..."}
}

Delete a company follow-up#

DELETE /v1/account-tasks/{id}

Permission: Write jobs and Delete records

Deletes the follow-up, open or done, for good (a repeating one stops repeating), as its delete button in the app does. Returns 204. Workspaces where the app has no delete for company follow-ups get 403 with code: not_available; complete the follow-up instead.

Changing or removing notes#

Notes, logged calls, emails, meetings and site visits can't be edited or deleted, in the app or through the API: they are the record of what happened. To correct one, add another note.