Sales Activity Assignment Note

This action will add the assignment note and send it to the member. This action is not completed by the API when you add a resource to a sales activity.

Required Variables

  • member_id - The ID of the ConnectWise PSA member that you want to assign

  • activity_id - The ID of the service ticket that you are assigning the member to

  • assignment_note - The text note that you wish to include with the assignment. Regex in the body will handle replacing the spaces with '+'

  • member_email - The email address of the member you are assigning

  • member_first_name - The first name of the member you are assigning

  • member_last_name - The last name of the member you are assigning

  • member_identifier - The identifier of the member you are assigning. This can also be thought of as their PSA username such as tcat for Tom Cat.

  • existing_activity_note - The note added to the activity. You can either call this from a prior action in the workflow or return the notes attribute of the activity when you create or get it in the workflow.

  • assigner_identifier - The PSA username for the member that you want to use for the assignment. I utilize my API member for this.

Action

POST

URL Path

{ base URL including version identifier }/services/system_io/actionprocessor/Contact/SendStatusRequestFromActivityAction.rails

Headers

Key
Value

Content-Type

application/x-www-form-urlencoded

actionMessage=%7B%22payload%22%3A%22%7B%5C%22sendToMemberId%5C%22%3A{{ CTX.member_id }}%2C%5C%22soActivityRecId%5C%22%3A{{ CTX.task_id }}%2C%5C%22comments%5C%22%3A%5C%22{{ CTX.assignment_note }}%5C%22%2C%5C%22emailAddress%5C%22%3A%5C%22{{ CTX.member_email|urlencode }}%5C%22%2C%5C%22existingNotes%5C%22%3A%5C%2{{ CTX.existing_activity_note|regex_replace(' ','+')}}%5C%22%2C%5C%22memberID%5C%22%3A%5C%22{{ CTX.assigner_identifier }}%5C%22%2C%5C%22memberName%5C%22%3A%5C%22{{ CTX.member_first_name }}+{{ CTX.member_last_name }}%5C%22%2C%5C%22requestType%5C%22%3A%5C%22new%5C%22%2C%5C%22resourceID%5C%22%3A%5C%22{{ CTX.member_identifier }}%5C%22%2C%5C%22documentRecIds%5C%22%3A%5B%5D%7D%22%2C%22payloadClassName%22%3A%22SendStatusRequestFromActivityAction%22%2C%22project%22%3A%22ContactCommon%22%7D
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