CRM Events

Create a CRM event

Creates a new CRM event. You must send exactly one target field from businessCaseId, clientId, or supplierId, together with type, metadata, and optional attachmentUploadTokens[]. For document_linked, use metadata.documentType and metadata.documentId; attachments are not supported for that type. If you send an Idempotency-Key, a repeated create call with the same key and identical payload returns the original response instead of creating a duplicate event. Metadata field availability is documented directly on metadata.content, metadata.email, metadata.personName, metadata.phoneNumber, metadata.documentType, and metadata.documentId.

POST

contact-activity-logs

Create a CRM event

curl --request POST \
  --url https://app.fintoro.sk/api/public/v1/contact-activity-logs \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "type": "note",
  "metadata": {
    "content": "Follow-up call summary",
    "email": "crm@example.test",
    "personName": "John Caller",
    "phoneNumber": "+421900000000",
    "documentType": "invoice",
    "documentId": 301
  },
  "businessCaseId": 501,
  "clientId": 101,
  "supplierId": 151,
  "attachmentUploadTokens": [
    "eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=",
    "eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0="
  ]
}
'

import requests

url = "https://app.fintoro.sk/api/public/v1/contact-activity-logs"

payload = {
    "type": "note",
    "metadata": {
        "content": "Follow-up call summary",
        "email": "crm@example.test",
        "personName": "John Caller",
        "phoneNumber": "+421900000000",
        "documentType": "invoice",
        "documentId": 301
    },
    "businessCaseId": 501,
    "clientId": 101,
    "supplierId": 151,
    "attachmentUploadTokens": ["eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=", "eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0="]
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    type: 'note',
    metadata: {
      content: 'Follow-up call summary',
      email: 'crm@example.test',
      personName: 'John Caller',
      phoneNumber: '+421900000000',
      documentType: 'invoice',
      documentId: 301
    },
    businessCaseId: 501,
    clientId: 101,
    supplierId: 151,
    attachmentUploadTokens: ['eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=', 'eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0=']
  })
};

fetch('https://app.fintoro.sk/api/public/v1/contact-activity-logs', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.fintoro.sk/api/public/v1/contact-activity-logs",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'type' => 'note',
    'metadata' => [
        'content' => 'Follow-up call summary',
        'email' => 'crm@example.test',
        'personName' => 'John Caller',
        'phoneNumber' => '+421900000000',
        'documentType' => 'invoice',
        'documentId' => 301
    ],
    'businessCaseId' => 501,
    'clientId' => 101,
    'supplierId' => 151,
    'attachmentUploadTokens' => [
        'eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=',
        'eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0='
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.fintoro.sk/api/public/v1/contact-activity-logs"

	payload := strings.NewReader("{\n  \"type\": \"note\",\n  \"metadata\": {\n    \"content\": \"Follow-up call summary\",\n    \"email\": \"crm@example.test\",\n    \"personName\": \"John Caller\",\n    \"phoneNumber\": \"+421900000000\",\n    \"documentType\": \"invoice\",\n    \"documentId\": 301\n  },\n  \"businessCaseId\": 501,\n  \"clientId\": 101,\n  \"supplierId\": 151,\n  \"attachmentUploadTokens\": [\n    \"eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=\",\n    \"eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0=\"\n  ]\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://app.fintoro.sk/api/public/v1/contact-activity-logs")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"type\": \"note\",\n  \"metadata\": {\n    \"content\": \"Follow-up call summary\",\n    \"email\": \"crm@example.test\",\n    \"personName\": \"John Caller\",\n    \"phoneNumber\": \"+421900000000\",\n    \"documentType\": \"invoice\",\n    \"documentId\": 301\n  },\n  \"businessCaseId\": 501,\n  \"clientId\": 101,\n  \"supplierId\": 151,\n  \"attachmentUploadTokens\": [\n    \"eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=\",\n    \"eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0=\"\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.fintoro.sk/api/public/v1/contact-activity-logs")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"type\": \"note\",\n  \"metadata\": {\n    \"content\": \"Follow-up call summary\",\n    \"email\": \"crm@example.test\",\n    \"personName\": \"John Caller\",\n    \"phoneNumber\": \"+421900000000\",\n    \"documentType\": \"invoice\",\n    \"documentId\": 301\n  },\n  \"businessCaseId\": 501,\n  \"clientId\": 101,\n  \"supplierId\": 151,\n  \"attachmentUploadTokens\": [\n    \"eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=\",\n    \"eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0=\"\n  ]\n}"

response = http.request(request)
puts response.read_body

{
  "id": 551,
  "type": "note",
  "metadata": {
    "content": "Follow-up call summary",
    "email": "crm@example.test",
    "personName": "John Caller",
    "phoneNumber": "+421900000000",
    "documentNumberSnapshot": "20260001",
    "documentPriceSnapshot": 121,
    "documentCurrencySnapshot": {
      "id": 1,
      "symbol": "EUR",
      "name": "Euro",
      "mark": "€"
    },
    "paidAmount": 25.5,
    "relatedDocument": {
      "documentType": "invoice",
      "documentId": 301,
      "name": "Invoice 20260001",
      "number": "20260001",
      "issueDate": "2026-03-10",
      "totalWithVat": 121,
      "currency": {
        "id": 1,
        "symbol": "EUR",
        "name": "Euro",
        "mark": "€"
      }
    }
  },
  "attachments": [
    {
      "id": 9001,
      "name": "note.pdf",
      "mimeType": "application/pdf",
      "url": "https://cdn.fintoro.sk/contact-activity-attachments/note.pdf"
    }
  ],
  "businessCaseId": 501,
  "clientId": 101,
  "supplierId": 151,
  "createdAt": "2026-03-10T10:00:00+01:00",
  "updatedAt": "2026-03-10T10:30:00+01:00"
}

{
  "message": "This action is unauthorized."
}

{
  "message": "The given data was invalid.",
  "errors": {}
}

{
  "message": "Too Many Attempts."
}

{
  "message": "Server Error"
}

{
  "message": "Service Unavailable"
}

Authorizations

Authorization

string

header

required

Bearer token created for a specific company in Integrations → API.

Headers

Idempotency-Key

string

Optional request identifier for safe retries. Use a unique value for each create request you want to retry safely.

Example:

"invoice-create-2026-03-03-001"

Body

application/json

Payload for creating a CRM event. You must send exactly one of businessCaseId, clientId, or supplierId, together with type and metadata. Optional attachmentUploadTokens[] expect values returned by the contact-activity-attachments endpoint. Attachments are not supported for the document_linked type.

type

enum<string>

required

Available options:

note,

email,

phone_call,

document_linked

Example:

"note"

metadata

object

required

Type-dependent payload. Do not send snapshot fields or relatedDocument; those are computed or persisted by the backend.

Show child attributes

businessCaseId

integer | null

Example:

501

clientId

integer | null

Example:

101

supplierId

integer | null

Example:

151

attachmentUploadTokens

string[]

Example:

[
  "eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=",
  "eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0="
]

Response

CRM event created.

Unified CRM event.

integer

Internal CRM event ID.

Example:

551

type

enum<string>

CRM event type.

Available options:

note,

email,

phone_call,

document_linked,

document_created,

document_updated,

document_deleted,

document_payment_added

Example:

"note"

metadata

object

CRM event metadata prepared for the Fintoro API response.

Show child attributes

attachments

object[]

Show child attributes

businessCaseId

integer | null

Business case ID when the activity is linked to a business case.

Example:

501

clientId

integer | null

Client ID when the activity is linked directly to a client outside a business case.

Example:

101

supplierId

integer | null

Supplier ID when the activity is linked directly to a supplier outside a business case.

Example:

151

createdAt

string<date-time> | null

CRM event creation timestamp.

Example:

"2026-03-10T10:00:00+01:00"

updatedAt

string<date-time> | null

CRM event last update timestamp.

Example:

"2026-03-10T10:30:00+01:00"

Create a CRM event

curl --request POST \
  --url https://app.fintoro.sk/api/public/v1/contact-activity-logs \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "type": "note",
  "metadata": {
    "content": "Follow-up call summary",
    "email": "crm@example.test",
    "personName": "John Caller",
    "phoneNumber": "+421900000000",
    "documentType": "invoice",
    "documentId": 301
  },
  "businessCaseId": 501,
  "clientId": 101,
  "supplierId": 151,
  "attachmentUploadTokens": [
    "eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=",
    "eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0="
  ]
}
'

import requests

url = "https://app.fintoro.sk/api/public/v1/contact-activity-logs"

payload = {
    "type": "note",
    "metadata": {
        "content": "Follow-up call summary",
        "email": "crm@example.test",
        "personName": "John Caller",
        "phoneNumber": "+421900000000",
        "documentType": "invoice",
        "documentId": 301
    },
    "businessCaseId": 501,
    "clientId": 101,
    "supplierId": 151,
    "attachmentUploadTokens": ["eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=", "eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0="]
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    type: 'note',
    metadata: {
      content: 'Follow-up call summary',
      email: 'crm@example.test',
      personName: 'John Caller',
      phoneNumber: '+421900000000',
      documentType: 'invoice',
      documentId: 301
    },
    businessCaseId: 501,
    clientId: 101,
    supplierId: 151,
    attachmentUploadTokens: ['eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=', 'eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0=']
  })
};

fetch('https://app.fintoro.sk/api/public/v1/contact-activity-logs', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://app.fintoro.sk/api/public/v1/contact-activity-logs",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'type' => 'note',
    'metadata' => [
        'content' => 'Follow-up call summary',
        'email' => 'crm@example.test',
        'personName' => 'John Caller',
        'phoneNumber' => '+421900000000',
        'documentType' => 'invoice',
        'documentId' => 301
    ],
    'businessCaseId' => 501,
    'clientId' => 101,
    'supplierId' => 151,
    'attachmentUploadTokens' => [
        'eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=',
        'eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0='
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://app.fintoro.sk/api/public/v1/contact-activity-logs"

	payload := strings.NewReader("{\n  \"type\": \"note\",\n  \"metadata\": {\n    \"content\": \"Follow-up call summary\",\n    \"email\": \"crm@example.test\",\n    \"personName\": \"John Caller\",\n    \"phoneNumber\": \"+421900000000\",\n    \"documentType\": \"invoice\",\n    \"documentId\": 301\n  },\n  \"businessCaseId\": 501,\n  \"clientId\": 101,\n  \"supplierId\": 151,\n  \"attachmentUploadTokens\": [\n    \"eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=\",\n    \"eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0=\"\n  ]\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://app.fintoro.sk/api/public/v1/contact-activity-logs")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"type\": \"note\",\n  \"metadata\": {\n    \"content\": \"Follow-up call summary\",\n    \"email\": \"crm@example.test\",\n    \"personName\": \"John Caller\",\n    \"phoneNumber\": \"+421900000000\",\n    \"documentType\": \"invoice\",\n    \"documentId\": 301\n  },\n  \"businessCaseId\": 501,\n  \"clientId\": 101,\n  \"supplierId\": 151,\n  \"attachmentUploadTokens\": [\n    \"eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=\",\n    \"eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0=\"\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://app.fintoro.sk/api/public/v1/contact-activity-logs")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"type\": \"note\",\n  \"metadata\": {\n    \"content\": \"Follow-up call summary\",\n    \"email\": \"crm@example.test\",\n    \"personName\": \"John Caller\",\n    \"phoneNumber\": \"+421900000000\",\n    \"documentType\": \"invoice\",\n    \"documentId\": 301\n  },\n  \"businessCaseId\": 501,\n  \"clientId\": 101,\n  \"supplierId\": 151,\n  \"attachmentUploadTokens\": [\n    \"eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0xIn0=\",\n    \"eyJpdiI6Ik9wYXF1ZS1Ub2tlbi0yIn0=\"\n  ]\n}"

response = http.request(request)
puts response.read_body

{
  "id": 551,
  "type": "note",
  "metadata": {
    "content": "Follow-up call summary",
    "email": "crm@example.test",
    "personName": "John Caller",
    "phoneNumber": "+421900000000",
    "documentNumberSnapshot": "20260001",
    "documentPriceSnapshot": 121,
    "documentCurrencySnapshot": {
      "id": 1,
      "symbol": "EUR",
      "name": "Euro",
      "mark": "€"
    },
    "paidAmount": 25.5,
    "relatedDocument": {
      "documentType": "invoice",
      "documentId": 301,
      "name": "Invoice 20260001",
      "number": "20260001",
      "issueDate": "2026-03-10",
      "totalWithVat": 121,
      "currency": {
        "id": 1,
        "symbol": "EUR",
        "name": "Euro",
        "mark": "€"
      }
    }
  },
  "attachments": [
    {
      "id": 9001,
      "name": "note.pdf",
      "mimeType": "application/pdf",
      "url": "https://cdn.fintoro.sk/contact-activity-attachments/note.pdf"
    }
  ],
  "businessCaseId": 501,
  "clientId": 101,
  "supplierId": 151,
  "createdAt": "2026-03-10T10:00:00+01:00",
  "updatedAt": "2026-03-10T10:30:00+01:00"
}

{
  "message": "This action is unauthorized."
}

{
  "message": "The given data was invalid.",
  "errors": {}
}

{
  "message": "Too Many Attempts."
}

{
  "message": "Server Error"
}

{
  "message": "Service Unavailable"
}

Overview

Endpoints

Create a CRM event

Authorizations

Headers

Body

Response