The Task & Calendar API lets you create, update, and track tasks and calendar events associated with leads. Tasks and appointments share a unified namespace in V2 — each endpoint resolves the target by ID regardless of type. All endpoints require a valid Bearer token in theDocumentation Index
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Authorization header. See Authentication for details.
Endpoints
Tasks
| Method | Path | Description |
|---|---|---|
GET | /v2.0/tasks | List tasks for a lead |
POST | /v2.0/tasks | Create a task or appointment |
GET | /v2.0/tasks/{taskId} | Get a task by ID |
PUT | /v2.0/tasks/{taskId} | Update a task or appointment |
DELETE | /v2.0/tasks/{taskId} | Delete a task or appointment |
POST | /v2.0/tasks/{taskId}/finish | Mark a task as completed |
POST | /v2.0/tasks/{taskId}/unfinish | Reopen a completed task |
GET | /v2.0/tasks/my-tasks | List tasks and appointments assigned to the current user |
Calendar
| Method | Path | Description |
|---|---|---|
GET | /v2.0/calendar | List calendar events |
POST | /v2.0/calendar | Create a calendar event |
PUT | /v2.0/calendar/{calendarId} | Update a calendar event |
DELETE | /v2.0/calendar/{calendarId} | Delete a calendar event |
POST | /v2.0/calendar/{calendarId}/finish | Mark event as completed |
POST | /v2.0/calendar/{calendarId}/unfinish | Reopen a completed event |
GET | /v2.0/calendar/meetings/available | List available meeting slots |
Legacy (V1)
V1 endpoints are still supported but will not receive new features. Use V2 for all new integrations.| Method | Path | Description |
|---|---|---|
GET | /v1.0/tasks | List tasks |
POST | /v1.0/tasks | Create a task |
GET | /v1.0/tasks/{taskId} | Get a task by ID |
PUT | /v1.0/tasks/{taskId} | Update a task |
DELETE | /v1.0/tasks/{taskId} | Delete a task |
GET | /v1.0/appts | List appointments |
In V1, tasks and appointments use separate endpoints. V2 unifies them — a single
POST /v2.0/tasks can create both types, distinguished by a type field.Related resources
- Webhooks — Task events — receive real-time notifications on task changes
- Webhooks — Appointment events — receive real-time notifications on appointment changes