Update CRM task

PATCH

api

crm

tasks

{task_id}

curl -X PATCH "https://api.sayvy.ai/api/v1/crm/tasks/e4b9d107-1b4e-4f32-8df6-96cbef3e6801" \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "status": "completed",
    "description": "Proposal sent and reviewed by client CFO."
  }'

import requests

url = "https://api.sayvy.ai/api/v1/crm/tasks/e4b9d107-1b4e-4f32-8df6-96cbef3e6801"

payload = {
    "status": "completed",
    "description": "Proposal sent and reviewed by client CFO."
}

headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)
print(response.status_code)
print(response.json())

const response = await fetch("https://api.sayvy.ai/api/v1/crm/tasks/e4b9d107-1b4e-4f32-8df6-96cbef3e6801", {
  method: "PATCH",
  headers: {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
  },
  body: JSON.stringify({
    status: "completed",
    description: "Proposal sent and reviewed by client CFO."
  })
});

const data = await response.json();
console.log(data);

import java.net.URI;
import java.net.http.HttpClient;
import java.net.http.HttpRequest;
import java.net.http.HttpResponse;

String jsonPayload = """
{
  "status": "completed"
}
""";

HttpRequest request = HttpRequest.newBuilder()
    .uri(URI.create("https://api.sayvy.ai/api/v1/crm/tasks/e4b9d107-1b4e-4f32-8df6-96cbef3e6801"))
    .header("Authorization", "Bearer <token>")
    .header("Content-Type", "application/json")
    .method("PATCH", HttpRequest.BodyPublishers.ofString(jsonPayload))
    .build();

HttpResponse<String> response =
    HttpClient.newHttpClient().send(request, HttpResponse.BodyHandlers.ofString());
System.out.println(response.body());

{
  "id": "e4b9d107-1b4e-4f32-8df6-96cbef3e6801",
  "organization_id": "00000000-0000-0000-0000-000000000001",
  "contact_id": "7b8f9e2a-4c1d-48ef-9123-bcde456789ab",
  "title": "Send updated contract agreement",
  "description": "Proposal sent and reviewed by client CFO.",
  "due_at": "2026-10-15T17:00:00Z",
  "assignee_id": "a1b2c3d4-e5f6-4a5b-8c9d-0e1f2a3b4c5d",
  "status": "completed",
  "created_by_type": "user",
  "created_by_id": "a1b2c3d4-e5f6-4a5b-8c9d-0e1f2a3b4c5d",
  "completed_at": "2026-10-07T16:45:00Z",
  "created_at": "2026-10-07T16:30:00Z",
  "updated_at": "2026-10-07T16:45:00Z",
  "contact": {
    "id": "7b8f9e2a-4c1d-48ef-9123-bcde456789ab",
    "name": "Jane Doe",
    "phone_number": "+14155550199"
  }
}

{
  "detail": "Task not found"
}

{
  "detail": "Unauthorized"
}

Update attributes of an existing CRM task. You can modify task titles, due dates, instructions, reassign the task to a different team member, or change its lifecycle status (pending, completed, cancelled).

When transitioning a task status to completed, the system automatically logs a task_completed event to the linked contact’s activity timeline and stamps completed_at.

Authentication

This endpoint requires Bearer token authentication.

Authorization: Bearer <token>

Header	Type	Required	Description	Format
`Authorization`	`string`	Yes	Scoped organization API key or Bearer JWT token	`Bearer <token>`

Input parameters

string

required

Unique UUID identifier of the task. Example: e4b9d107-1b4e-4f32-8df6-96cbef3e6801.

string

required

Bearer token for authentication. Format: Bearer <token>.

string

New operational status for the task: pending, completed, or cancelled.

string

Updated title or subject of the task (maximum 255 characters).

string

Updated task description or notes.

string

Updated due datetime in ISO 8601 format (e.g. 2026-10-20T17:00:00Z).

string

UUID of the team member to reassign this task to.

Response Fields

Returns the updated TaskResponse object:

string

Task UUID.

string

Organization UUID.

string

Associated contact UUID.

string

Task title.

string

Task description or notes.

string

Due timestamp in ISO 8601 format, or null.

string

Assigned user UUID or null.

string

Current status (pending, completed, cancelled).

string

Creator type (user, ai, or system).

string

Creator UUID or null.

string

ISO 8601 completion timestamp if completed, or null.

string

Creation timestamp.

string

Modification timestamp.

object

Contact summary (id, name, phone_number).

curl -X PATCH "https://api.sayvy.ai/api/v1/crm/tasks/e4b9d107-1b4e-4f32-8df6-96cbef3e6801" \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "status": "completed",
    "description": "Proposal sent and reviewed by client CFO."
  }'

import requests

url = "https://api.sayvy.ai/api/v1/crm/tasks/e4b9d107-1b4e-4f32-8df6-96cbef3e6801"

payload = {
    "status": "completed",
    "description": "Proposal sent and reviewed by client CFO."
}

headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)
print(response.status_code)
print(response.json())

const response = await fetch("https://api.sayvy.ai/api/v1/crm/tasks/e4b9d107-1b4e-4f32-8df6-96cbef3e6801", {
  method: "PATCH",
  headers: {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
  },
  body: JSON.stringify({
    status: "completed",
    description: "Proposal sent and reviewed by client CFO."
  })
});

const data = await response.json();
console.log(data);

import java.net.URI;
import java.net.http.HttpClient;
import java.net.http.HttpRequest;
import java.net.http.HttpResponse;

String jsonPayload = """
{
  "status": "completed"
}
""";

HttpRequest request = HttpRequest.newBuilder()
    .uri(URI.create("https://api.sayvy.ai/api/v1/crm/tasks/e4b9d107-1b4e-4f32-8df6-96cbef3e6801"))
    .header("Authorization", "Bearer <token>")
    .header("Content-Type", "application/json")
    .method("PATCH", HttpRequest.BodyPublishers.ofString(jsonPayload))
    .build();

HttpResponse<String> response =
    HttpClient.newHttpClient().send(request, HttpResponse.BodyHandlers.ofString());
System.out.println(response.body());

{
  "id": "e4b9d107-1b4e-4f32-8df6-96cbef3e6801",
  "organization_id": "00000000-0000-0000-0000-000000000001",
  "contact_id": "7b8f9e2a-4c1d-48ef-9123-bcde456789ab",
  "title": "Send updated contract agreement",
  "description": "Proposal sent and reviewed by client CFO.",
  "due_at": "2026-10-15T17:00:00Z",
  "assignee_id": "a1b2c3d4-e5f6-4a5b-8c9d-0e1f2a3b4c5d",
  "status": "completed",
  "created_by_type": "user",
  "created_by_id": "a1b2c3d4-e5f6-4a5b-8c9d-0e1f2a3b4c5d",
  "completed_at": "2026-10-07T16:45:00Z",
  "created_at": "2026-10-07T16:30:00Z",
  "updated_at": "2026-10-07T16:45:00Z",
  "contact": {
    "id": "7b8f9e2a-4c1d-48ef-9123-bcde456789ab",
    "name": "Jane Doe",
    "phone_number": "+14155550199"
  }
}

{
  "detail": "Task not found"
}

{
  "detail": "Unauthorized"
}

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Delete task

DELETE /api/v1/crm/tasks/{task_id}

Next ›

curl -X PATCH "https://api.sayvy.ai/api/v1/crm/tasks/e4b9d107-1b4e-4f32-8df6-96cbef3e6801" \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "status": "completed",
    "description": "Proposal sent and reviewed by client CFO."
  }'

import requests

url = "https://api.sayvy.ai/api/v1/crm/tasks/e4b9d107-1b4e-4f32-8df6-96cbef3e6801"

payload = {
    "status": "completed",
    "description": "Proposal sent and reviewed by client CFO."
}

headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)
print(response.status_code)
print(response.json())

const response = await fetch("https://api.sayvy.ai/api/v1/crm/tasks/e4b9d107-1b4e-4f32-8df6-96cbef3e6801", {
  method: "PATCH",
  headers: {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
  },
  body: JSON.stringify({
    status: "completed",
    description: "Proposal sent and reviewed by client CFO."
  })
});

const data = await response.json();
console.log(data);

import java.net.URI;
import java.net.http.HttpClient;
import java.net.http.HttpRequest;
import java.net.http.HttpResponse;

String jsonPayload = """
{
  "status": "completed"
}
""";

HttpRequest request = HttpRequest.newBuilder()
    .uri(URI.create("https://api.sayvy.ai/api/v1/crm/tasks/e4b9d107-1b4e-4f32-8df6-96cbef3e6801"))
    .header("Authorization", "Bearer <token>")
    .header("Content-Type", "application/json")
    .method("PATCH", HttpRequest.BodyPublishers.ofString(jsonPayload))
    .build();

HttpResponse<String> response =
    HttpClient.newHttpClient().send(request, HttpResponse.BodyHandlers.ofString());
System.out.println(response.body());

{
  "id": "e4b9d107-1b4e-4f32-8df6-96cbef3e6801",
  "organization_id": "00000000-0000-0000-0000-000000000001",
  "contact_id": "7b8f9e2a-4c1d-48ef-9123-bcde456789ab",
  "title": "Send updated contract agreement",
  "description": "Proposal sent and reviewed by client CFO.",
  "due_at": "2026-10-15T17:00:00Z",
  "assignee_id": "a1b2c3d4-e5f6-4a5b-8c9d-0e1f2a3b4c5d",
  "status": "completed",
  "created_by_type": "user",
  "created_by_id": "a1b2c3d4-e5f6-4a5b-8c9d-0e1f2a3b4c5d",
  "completed_at": "2026-10-07T16:45:00Z",
  "created_at": "2026-10-07T16:30:00Z",
  "updated_at": "2026-10-07T16:45:00Z",
  "contact": {
    "id": "7b8f9e2a-4c1d-48ef-9123-bcde456789ab",
    "name": "Jane Doe",
    "phone_number": "+14155550199"
  }
}

{
  "detail": "Task not found"
}

{
  "detail": "Unauthorized"
}

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