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amanda.sepe
Contributor ⭐️
September 27, 2024
New Idea

Allow Timeline Activity to be associated to CTA when created via API

Related products:CS Other Features
  • September 27, 2024
  • 2 replies
  • 89 views

Converting this Question to an Idea per Support’s suggestion:  

When creating Timeline Activities via the API we’d like the ability to also associate them to a CTA.

Members of our teams may own CTAs rather than Companies or Relationships and therefore make updates via Timeline Activities directly from the CTAs.  We’re exploring integrations with other systems where a CTA may have a corresponding ticket, and we’d like the ability to push updates from that ticket back to the corresponding CTA in the form of a Timeline Activity.

    2 replies

    alizee
    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    February 18, 2025

    I’d hoped I was going about this the wrong way and dreaded finding this thread… but nah… 

    There’s no rationale in preventing the automated creation of timeline entries at the call to action level.

    And on this one, it doesn’t seem like there’s a possible workaround either. Except for something like robotic process automation. 

     

     

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
    alizee
    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    February 18, 2025

    While we’re at it, we ought to be able to create these timeline entries automatically for ALL contexts that are not relationship or company, so:

    • CTA,
    • SuccessPlan
    • Measure 

    And whichever other context I may be missing.

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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