Returns task records within a specific date range, including key details such as status, assignment, impact, and lead association. Supports pagination.
Important: This report is CRM-specific and will only return data for the branch or system associated with the {SHAPE_API_KEY} provided in the authorization header. If you need to pull data across multiple branches, you’ll need to call this endpoint separately for each one.
Send the following parameters in the request body under the filters object:
{
“filters”: {
“fromDate”: “2025-08-01”,
“toDate”: “2025-08-08”,
“slctPerPage”: 3,
“pn”: 1
}
}
{
“status”: 1,
“msg”: “Success”,
“data”: [
{
“status”: “Not Started”,
“leadType”: “Luis Santos”,
“title”: “call “,
“description”: “he had late payments and a low score – 516 – needed 12 months”,
“eventDate”: “08/01/2025”,
“fromTime”: “08:00 AM”,
“impact”: “Low”,
“userId”: “James Padgett”,
“createdBy”: “James Padgett”
},
{
“status”: “Not Started”,
“leadType”: “Renee Crawford”,
“title”: “fu mtg late”,
“description”: “”,
“eventDate”: “08/06/2025”,
“fromTime”: “12:00 PM”,
“impact”: “Low”,
“userId”: “Eric Arnold”,
“createdBy”: “Eric Arnold”
},
{
“status”: “Not Started”,
“leadType”: “Jason Blain”,
“title”: “late pay in July 2024 – call about ontime pmts? refi”,
“description”: “”,
“eventDate”: “08/04/2025”,
“fromTime”: “12:00 PM”,
“impact”: “Low”,
“userId”: “Gwyn May”,
“createdBy”: “Gwyn May”
}
]
}
