Adding a reminder to a note
It is possible to add a reminder to a note. A reminder can be configured to be sent after specific events occur in Core to any contact through SMS, email, or a popup in Core.
To add a reminder to a note, you will need the following permissions:
Notes - Write
Notification - Write
Use the following endpoint:
POST /flow/api/Notes/NoteNotification
and include a request body similar to:
{
"NoteId": 29071,
"CommentId": null,
"SendEmail": true,
"SendSms": true,
"SendToClient": true, // Popup in Core
"ContactIds": [
123123
],
"CaseId": 222333,
"ActivityType": "TransferActivity",
"NoteNotificationTriggerTimes": [
{
"Before": true, // Time before or after the activity takes place
"Minutes": 30,
"Hours": 0,
"Days": 0
}
]
}
For an ActivityType event, the following values can be used:
ContractMeetingActivity (Kontraktsmøte)
InspectionActivity (Kundemøte)
TransferActivity (Overtakelse)
ShowingActivity (Visning)
If you rather want the notification to be triggered after a certain settlement status is reached on a case, you can pass a SettlementStatusId instead. For example:
{
"NoteId": 29071,
"CommentId": null,
"SendEmail": true,
"SendSms": true,
"SendToClient": true, // Popup in Core
"ContactIds": [
123123
],
"CaseId": 222333,
"SettlementStatusId": 18
}
It is also possible to specify a normal case status instead of a settlement status. To do so, use CaseStatusId instead. For example:
{
"NoteId": 29071,
"CommentId": null,
"SendEmail": true,
"SendSms": true,
"SendToClient": true, // Popup in Core
"ContactIds": [
123123
],
"CaseId": 222333,
"CaseStatusId": 141
}