ProspectAction

A single entry on a prospect's activity timeline. Mirrors the contact/company and project action shapes: a type (note, chat, or audit) with a type-specific details payload. With include_rollups=true, the linked Case Room's activity and the underlying contact/company notes are folded in and carry a subject identifying their origin.

  • Opaque cursor for pagination.

  • Type-specific details, discriminated by kind (note, chat, or audit).

    Details for a note action (kind = note).

    • When this note was archived (UTC, ISO 8601). Null when active. Populated for archived rows and for superseded predecessors. Only returned when include_archived=true is requested.

    • Rendering format of the note body: markdown for markdown notes; null for plain text.

    • Attached file information, if any.

      Properties: 3
    • The note text content.

    • Activity sub-type: call, meeting, email, news. Null for plain notes and for surfaces that carry no sub-type.

    • Id of the successor note that supersedes this note. Null when this note is the active head of its chain.

    • Id of the predecessor note this note supersedes (this note is the current revision). Null when this note is the original.

  • ETag for optimistic concurrency. Present on the prospect's own note rows — send it as the If-Match header on PATCH /api/v1/projects/{projectId}/prospects/{id}/notes/{noteId}. Null on audit rows and on entries belonging to a related room, contact, or company.

  • Stable event name for type=audit rows. Null for notes.

  • Globally-unique, opaque identifier for this action, stable across the timeline. For the prospect's own note rows it is the id accepted by PATCH /api/v1/projects/{projectId}/prospects/{id}/notes/{noteId}. Treat it as an opaque string.

  • The Case Room, contact, or company this entry belongs to. Present only when include_rollups=true; null for the prospect's own notes and events.

    Properties: 3
  • When this action occurred (UTC).

  • Action type: note (a user-authored note), chat, or audit (a recorded event — permanent, except that a follow-up task, a task completion and a manual stage correction can be taken back through the prospect's task and stage-override endpoints).

  • User who performed this action, when known.

    Properties: 2