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Create follow-up

Contacts API · contacts.follow_ups.create

URL · Fields · Example · Response · Try it

URL and authentication

POST https://YOUR-BACKEND/api/automation/v1/execute

Send Authorization: Bearer <connection key>, Accept: application/json and Content-Type: application/json. Create a connection.

This operation requires write access and CRM permission add_contact_followups. The gateway invokes POST /api/v1/app/lead-contact/{entity_id}/follow-ups internally. Use the POST URL above with your automation key, including for read and delete operations.

Request parameters

KeyTypeRequirement
operationstringRequired; exactly contacts.follow_ups.create
parameters.entity_idintegerRequired; positive parent record ID from your CRM
dataobjectRequired; see fields below
idempotency_keystringRequired; 8–100 characters. Unique per action; keep unchanged for identical retries.

Fields

When send_reminder is yes, remind_time and remind_type are required. Supply an explicit timezone offset on follow_up_date. follow_up_end_date must be on or after follow_up_date.

Fields below belong inside data. Dot paths describe nested objects; * means each array item. nullable permits null and sometimes validates a supplied field. in: lists allowed values; min: and max: limit the value, length or item count. exists: and exists_in_company: require a valid record ID. Conditional rules such as required_if and required_with refer to other fields in the same payload. Use YYYY-MM-DD for date-only values and timestamps with timezone offsets for follow-ups.

FieldTypeRequirementFormat / validation
follow_up_datestringRequiredrequired; date
follow_up_end_datestringOptionalnullable; date; after_or_equal:follow_up_date
remarkstringOptionalnullable; string
send_reminderstringOptionalnullable; string; in:yes,no
remind_timenumberConditionalnullable; required_if:send_reminder,yes; numeric
remind_typestringConditionalnullable; required_if:send_reminder,yes; string; in:minute,hour,day
typestringOptionalnullable; in:call,meeting,viewing,task,email,whatsapp
statusstringOptionalnullable; in:pending,completed,rescheduled,cancelled,no_show,needs_review
resultstringOptionalnullable; string
listing_idsarrayOptionalnullable; array
listing_ids.*integerOptionalinteger; exists:listings,id
was_backfilledbooleanOptionalnullable; boolean

Example request

Replace the example IDs and values with records in your installation. Supply any additional custom fields required by your company.

{
  "operation": "contacts.follow_ups.create",
  "parameters": {
    "entity_id": 1
  },
  "data": {
    "type": "call",
    "follow_up_date": "2026-11-01T10:00:00+04:00",
    "remark": "Discuss viewing options",
    "send_reminder": "no"
  },
  "idempotency_key": "example-event-12345"
}

Response

Returns the created follow-up in data. Use data.id for subsequent requests. Related fields depend on the resource and your permissions.

The gateway preserves the underlying HTTP status and JSON body. Successful requests return HTTP 200. A response may also include localized message fields.

Illustrative response excerpt (additional fields may be returned):

{
  "status": "success",
  "data": {
    "id": 456,
    "type": "call",
    "status": "pending"
  }
}

Errors

HTTP statusMeaning
400A CRM business rule rejected the action.
401Missing, invalid, expired or revoked connection key.
403Connection access or CRM permissions do not allow this action.
404Operation or record unavailable.
409This idempotency key was already used with a different request.
413Request or result exceeds its size limit; reduce payload or page size.
422Missing or invalid fields, or a CRM business rule rejected the operation.
429Rate limit exceeded; wait before retrying.
500The server could not complete the operation.

Validation failures may return message / errors, or an error string with an optional fields array. The tester shows the actual HTTP status and full body. Read about limits and retries.

Try it

Brixit API v1

Try this request

contacts.follow_ups.create

Requests run from your browser to your installation. Enter the backend URL shown in Brixit. Your connection key stays in this component’s memory and is cleared when you leave this page.

CRM permission: add_contact_followups. Underlying route: POST /api/v1/app/lead-contact/{entity_id}/follow-ups. Send this operation to POST /execute.

Example IDs are placeholders. Use your own record and lookup IDs. Required custom fields depend on your installation.

POST /api/automation/v1/execute

Accept: application/json
Authorization: Bearer <connection key>
Content-Type: application/json

entity_id must be a positive integer record ID.

Code uses a connection-key variable; your entered key is never included in copied examples.