Aufgaben
Manage CRM tasks in VARIO Cloud via API, including task creation, updates, reminders, workflows, relationships, billing and completion.
CRM Aufgaben
OK
CRM Erinnerungen
Version Identifier for this Object (for PUT)
Unique identifier of the Object
ID des CRM Objekts
Erinnerungszeitpunkt
Notiz zur Erinnerung
Kritische Erinnerung?
GET /erp/crm-tasks/{id}/reminders/{reminderId} HTTP/1.1
Host: api.example.com
Accept: */*
OK
{
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"crmId": 1,
"userRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"remindAt": "2026-01-01T00:00:00.000Z",
"note": "text",
"critical": true
}CRM Erinnerungen
Version Identifier for this Object (for PUT)
Unique identifier of the Object
ID des CRM Objekts
Erinnerungszeitpunkt
Notiz zur Erinnerung
Kritische Erinnerung?
OK
CRM Erinnerungen
Version Identifier for this Object (for PUT)
Unique identifier of the Object
ID des CRM Objekts
Erinnerungszeitpunkt
Notiz zur Erinnerung
Kritische Erinnerung?
PUT /erp/crm-tasks/{id}/reminders/{reminderId} HTTP/1.1
Host: api.example.com
Content-Type: application/json
Accept: */*
Content-Length: 142
{
"version": "text",
"info": {},
"id": "text",
"crmId": 1,
"userRef": {
"id": "text"
},
"remindAt": "2026-01-01T00:00:00.000Z",
"note": "text",
"critical": true
}OK
{
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"crmId": 1,
"userRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"remindAt": "2026-01-01T00:00:00.000Z",
"note": "text",
"critical": true
}OK
message context
message
DELETE /erp/crm-tasks/{id}/reminders/{reminderId} HTTP/1.1
Host: api.example.com
Accept: */*
OK
{
"context": "text",
"messageValue": "text"
}OK
CRM Aufgaben
Version Identifier for this Object (for PUT)
Unique identifier of the Object
Aufgaben-Nummer
Notiz/Beschreibung
Notizen
In Workflow-Verarbeitung?
Aufgabentitel
Zu erledigen
Zu erledigen ab
Aufwandsschätzung in Sekunden
Beauftragte Zeit in Sekunden
Erfasste Zeiten in Sekunden (intern)
Erfasste Zeiten in Sekunden (extern)
Abgerechnete Zeiten in Sekunden (intern)
Abgerechnete Zeiten in Sekunden (extern)
Fortschritt in Prozent
Soll die Aufgabe veröffentlicht werden?
Abrechnungsregel
ONLY_COMPLETEPossible values: Abrechnungsart von CRM-Aufgaben
Kanban-Sortierreihenfolge
PUT /erp/crm-tasks/{id}/finish HTTP/1.1
Host: api.example.com
Accept: */*
OK
{
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"typeRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"stateRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"priorityRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"number": "text",
"description": "text",
"notes": "text",
"accountRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"parentRefs": [],
"childRefs": [],
"tags": [],
"salesDocumentRefs": [],
"contractRefs": [],
"observerRefs": [],
"processedByWorkflow": true,
"assignedUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedGroupRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedParticipantRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedByUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleGroupRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleParticipantRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"label": "text",
"references": [],
"purchaseDocumentRefs": [],
"customerOfferRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"customerOrderRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"billingDocumentRefs": [],
"customField": {
"empty": true,
"array": true,
"null": true,
"object": true,
"float": true,
"nodeType": "ARRAY",
"string": true,
"integralNumber": true,
"floatingPointNumber": true,
"missingNode": true,
"valueNode": true,
"pojo": true,
"short": true,
"int": true,
"long": true,
"double": true,
"bigDecimal": true,
"bigInteger": true,
"boolean": true,
"binary": true,
"container": true,
"number": true,
"embeddedValue": true
},
"checklist": [],
"dueDateTime": "2026-01-01T00:00:00.000Z",
"toBeDoneStartingFrom": "2026-01-01T00:00:00.000Z",
"reminders": [],
"effortEstimation": 1,
"effortCommissioned": 1,
"internalRecordedTimes": 1,
"externalRecordedTimes": 1,
"internalBilledTimes": 1,
"externalBilledTimes": 1,
"progress": 1,
"publish": true,
"billingRule": "ONLY_COMPLETE",
"billingType": "UNCLEAR",
"relatedToTaskRefs": [],
"duplicatesTaskRefs": [],
"duplicatedByTaskRefs": [],
"blocksTaskRefs": [],
"blockedByTaskRefs": [],
"responsibleCustomerPersonRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"kanbanSortOrder": 1,
"additionalParticipantsOfCustomer": [],
"additionalParticipantsOfContractor": []
}an identifier
successful operation
CRM Aufgaben
Version Identifier for this Object (for PUT)
Unique identifier of the Object
Aufgaben-Nummer
Notiz/Beschreibung
Notizen
In Workflow-Verarbeitung?
Aufgabentitel
Zu erledigen
Zu erledigen ab
Aufwandsschätzung in Sekunden
Beauftragte Zeit in Sekunden
Erfasste Zeiten in Sekunden (intern)
Erfasste Zeiten in Sekunden (extern)
Abgerechnete Zeiten in Sekunden (intern)
Abgerechnete Zeiten in Sekunden (extern)
Fortschritt in Prozent
Soll die Aufgabe veröffentlicht werden?
Abrechnungsregel
ONLY_COMPLETEPossible values: Abrechnungsart von CRM-Aufgaben
Kanban-Sortierreihenfolge
Resource with given ID was not found
GET /erp/crm-tasks/{id} HTTP/1.1
Host: api.example.com
Accept: */*
{
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"typeRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"stateRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"priorityRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"number": "text",
"description": "text",
"notes": "text",
"accountRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"parentRefs": [],
"childRefs": [],
"tags": [],
"salesDocumentRefs": [],
"contractRefs": [],
"observerRefs": [],
"processedByWorkflow": true,
"assignedUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedGroupRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedParticipantRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedByUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleGroupRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleParticipantRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"label": "text",
"references": [],
"purchaseDocumentRefs": [],
"customerOfferRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"customerOrderRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"billingDocumentRefs": [],
"customField": {
"empty": true,
"array": true,
"null": true,
"object": true,
"float": true,
"nodeType": "ARRAY",
"string": true,
"integralNumber": true,
"floatingPointNumber": true,
"missingNode": true,
"valueNode": true,
"pojo": true,
"short": true,
"int": true,
"long": true,
"double": true,
"bigDecimal": true,
"bigInteger": true,
"boolean": true,
"binary": true,
"container": true,
"number": true,
"embeddedValue": true
},
"checklist": [],
"dueDateTime": "2026-01-01T00:00:00.000Z",
"toBeDoneStartingFrom": "2026-01-01T00:00:00.000Z",
"reminders": [],
"effortEstimation": 1,
"effortCommissioned": 1,
"internalRecordedTimes": 1,
"externalRecordedTimes": 1,
"internalBilledTimes": 1,
"externalBilledTimes": 1,
"progress": 1,
"publish": true,
"billingRule": "ONLY_COMPLETE",
"billingType": "UNCLEAR",
"relatedToTaskRefs": [],
"duplicatesTaskRefs": [],
"duplicatedByTaskRefs": [],
"blocksTaskRefs": [],
"blockedByTaskRefs": [],
"responsibleCustomerPersonRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"kanbanSortOrder": 1,
"additionalParticipantsOfCustomer": [],
"additionalParticipantsOfContractor": []
}an identifier
Request zur Erstellung oder Aktualisierung einer Aufgabe
successful operation
CRM Aufgaben
Version Identifier for this Object (for PUT)
Unique identifier of the Object
Aufgaben-Nummer
Notiz/Beschreibung
Notizen
In Workflow-Verarbeitung?
Aufgabentitel
Zu erledigen
Zu erledigen ab
Aufwandsschätzung in Sekunden
Beauftragte Zeit in Sekunden
Erfasste Zeiten in Sekunden (intern)
Erfasste Zeiten in Sekunden (extern)
Abgerechnete Zeiten in Sekunden (intern)
Abgerechnete Zeiten in Sekunden (extern)
Fortschritt in Prozent
Soll die Aufgabe veröffentlicht werden?
Abrechnungsregel
ONLY_COMPLETEPossible values: Abrechnungsart von CRM-Aufgaben
Kanban-Sortierreihenfolge
Resource was not found
Resource was not valid to process
PUT /erp/crm-tasks/{id} HTTP/1.1
Host: api.example.com
Content-Type: application/json
Accept: */*
Content-Length: 1780
{
"toCreateOrUpdate": {
"version": "text",
"info": {},
"id": "text",
"typeRef": {
"id": "text"
},
"stateRef": {
"id": "text"
},
"priorityRef": {
"id": "text"
},
"description": "text",
"notes": "text",
"accountRef": {
"id": "text"
},
"parentRefs": [],
"childRefs": [],
"tags": [],
"salesDocumentRefs": [],
"contractRefs": [],
"observerRefs": [],
"assignedUserRef": {
"id": "text"
},
"assignedGroupRef": {
"id": "text"
},
"assignedParticipantRef": {
"id": "text"
},
"assignedByUserRef": {
"id": "text"
},
"mainResponsibleUserRef": {
"id": "text"
},
"mainResponsibleGroupRef": {
"id": "text"
},
"mainResponsibleParticipantRef": {
"id": "text"
},
"label": "text",
"references": [],
"purchaseDocumentRefs": [],
"customerOfferRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"customerOrderRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"billingDocumentRefs": [],
"customField": {
"empty": true,
"array": true,
"null": true,
"object": true,
"float": true,
"nodeType": "ARRAY",
"string": true,
"integralNumber": true,
"floatingPointNumber": true,
"missingNode": true,
"valueNode": true,
"pojo": true,
"short": true,
"int": true,
"long": true,
"double": true,
"bigDecimal": true,
"bigInteger": true,
"boolean": true,
"binary": true,
"container": true,
"number": true,
"embeddedValue": true
},
"checklist": [],
"dueDateTime": "2026-01-01T00:00:00.000Z",
"toBeDoneStartingFrom": "2026-01-01T00:00:00.000Z",
"reminders": [],
"effortEstimation": 1,
"effortCommissioned": 1,
"progress": 1,
"publish": true,
"billingRule": "ONLY_COMPLETE",
"billingType": "UNCLEAR",
"relatedToTaskRefs": [],
"duplicatesTaskRefs": [],
"duplicatedByTaskRefs": [],
"blocksTaskRefs": [],
"blockedByTaskRefs": [],
"responsibleCustomerPersonRef": {
"id": "text"
},
"kanbanSortOrder": 1,
"additionalParticipantsOfCustomer": [],
"additionalParticipantsOfContractor": []
},
"parameters": []
}{
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"typeRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"stateRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"priorityRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"number": "text",
"description": "text",
"notes": "text",
"accountRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"parentRefs": [],
"childRefs": [],
"tags": [],
"salesDocumentRefs": [],
"contractRefs": [],
"observerRefs": [],
"processedByWorkflow": true,
"assignedUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedGroupRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedParticipantRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedByUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleGroupRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleParticipantRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"label": "text",
"references": [],
"purchaseDocumentRefs": [],
"customerOfferRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"customerOrderRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"billingDocumentRefs": [],
"customField": {
"empty": true,
"array": true,
"null": true,
"object": true,
"float": true,
"nodeType": "ARRAY",
"string": true,
"integralNumber": true,
"floatingPointNumber": true,
"missingNode": true,
"valueNode": true,
"pojo": true,
"short": true,
"int": true,
"long": true,
"double": true,
"bigDecimal": true,
"bigInteger": true,
"boolean": true,
"binary": true,
"container": true,
"number": true,
"embeddedValue": true
},
"checklist": [],
"dueDateTime": "2026-01-01T00:00:00.000Z",
"toBeDoneStartingFrom": "2026-01-01T00:00:00.000Z",
"reminders": [],
"effortEstimation": 1,
"effortCommissioned": 1,
"internalRecordedTimes": 1,
"externalRecordedTimes": 1,
"internalBilledTimes": 1,
"externalBilledTimes": 1,
"progress": 1,
"publish": true,
"billingRule": "ONLY_COMPLETE",
"billingType": "UNCLEAR",
"relatedToTaskRefs": [],
"duplicatesTaskRefs": [],
"duplicatedByTaskRefs": [],
"blocksTaskRefs": [],
"blockedByTaskRefs": [],
"responsibleCustomerPersonRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"kanbanSortOrder": 1,
"additionalParticipantsOfCustomer": [],
"additionalParticipantsOfContractor": []
}an identifier
successful operation
message context
message
Resource was not found
unable to delete Resource, due to constraints, existing references or internal state
DELETE /erp/crm-tasks/{id} HTTP/1.1
Host: api.example.com
Accept: */*
{
"context": "text",
"messageValue": "text"
}an identifier
Search-Dialog
successful operation
CRM Aufgaben
Version Identifier for this Object (for PUT)
Unique identifier of the Object
Aufgaben-Nummer
Notiz/Beschreibung
Notizen
In Workflow-Verarbeitung?
Aufgabentitel
Zu erledigen
Zu erledigen ab
Aufwandsschätzung in Sekunden
Beauftragte Zeit in Sekunden
Erfasste Zeiten in Sekunden (intern)
Erfasste Zeiten in Sekunden (extern)
Abgerechnete Zeiten in Sekunden (intern)
Abgerechnete Zeiten in Sekunden (extern)
Fortschritt in Prozent
Soll die Aufgabe veröffentlicht werden?
Abrechnungsregel
ONLY_COMPLETEPossible values: Abrechnungsart von CRM-Aufgaben
Kanban-Sortierreihenfolge
Resource was not found
Resource was not valid to process
PATCH /erp/crm-tasks/{id} HTTP/1.1
Host: api.example.com
Content-Type: application/json
Accept: */*
Content-Length: 363
{
"empty": true,
"array": true,
"null": true,
"object": true,
"float": true,
"nodeType": "ARRAY",
"string": true,
"integralNumber": true,
"floatingPointNumber": true,
"missingNode": true,
"valueNode": true,
"pojo": true,
"short": true,
"int": true,
"long": true,
"double": true,
"bigDecimal": true,
"bigInteger": true,
"boolean": true,
"binary": true,
"container": true,
"number": true,
"embeddedValue": true
}{
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"typeRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"stateRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"priorityRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"number": "text",
"description": "text",
"notes": "text",
"accountRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"parentRefs": [],
"childRefs": [],
"tags": [],
"salesDocumentRefs": [],
"contractRefs": [],
"observerRefs": [],
"processedByWorkflow": true,
"assignedUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedGroupRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedParticipantRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedByUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleGroupRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleParticipantRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"label": "text",
"references": [],
"purchaseDocumentRefs": [],
"customerOfferRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"customerOrderRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"billingDocumentRefs": [],
"customField": {
"empty": true,
"array": true,
"null": true,
"object": true,
"float": true,
"nodeType": "ARRAY",
"string": true,
"integralNumber": true,
"floatingPointNumber": true,
"missingNode": true,
"valueNode": true,
"pojo": true,
"short": true,
"int": true,
"long": true,
"double": true,
"bigDecimal": true,
"bigInteger": true,
"boolean": true,
"binary": true,
"container": true,
"number": true,
"embeddedValue": true
},
"checklist": [],
"dueDateTime": "2026-01-01T00:00:00.000Z",
"toBeDoneStartingFrom": "2026-01-01T00:00:00.000Z",
"reminders": [],
"effortEstimation": 1,
"effortCommissioned": 1,
"internalRecordedTimes": 1,
"externalRecordedTimes": 1,
"internalBilledTimes": 1,
"externalBilledTimes": 1,
"progress": 1,
"publish": true,
"billingRule": "ONLY_COMPLETE",
"billingType": "UNCLEAR",
"relatedToTaskRefs": [],
"duplicatesTaskRefs": [],
"duplicatedByTaskRefs": [],
"blocksTaskRefs": [],
"blockedByTaskRefs": [],
"responsibleCustomerPersonRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"kanbanSortOrder": 1,
"additionalParticipantsOfCustomer": [],
"additionalParticipantsOfContractor": []
}OK
Referenz auf ein CRM-Objekt
ID
Möglich CRM-Typen
Nummer
Bezeichung
Beschreibung
GET /erp/crm-tasks/parent/{childId} HTTP/1.1
Host: api.example.com
Accept: */*
OK
[]Request zur Aktualisierung der CRM-Parents
OK
message context
message
PUT /erp/crm-tasks/parent/{childId} HTTP/1.1
Host: api.example.com
Content-Type: application/json
Accept: */*
Content-Length: 14
{
"parents": []
}OK
{
"context": "text",
"messageValue": "text"
}OK
message context
message
DELETE /erp/crm-tasks/parent/{childId} HTTP/1.1
Host: api.example.com
Accept: */*
OK
{
"context": "text",
"messageValue": "text"
}OK
Referenz auf ein CRM-Objekt
ID
Möglich CRM-Typen
Nummer
Bezeichung
Beschreibung
GET /erp/crm-tasks/children/{parentId} HTTP/1.1
Host: api.example.com
Accept: */*
OK
[]Request zur Aktualisierung der CRM-Children
OK
Referenz auf ein CRM-Objekt
ID
Möglich CRM-Typen
Nummer
Bezeichung
Beschreibung
PUT /erp/crm-tasks/children/{parentId} HTTP/1.1
Host: api.example.com
Content-Type: application/json
Accept: */*
Content-Length: 15
{
"children": []
}OK
[]OK
message context
message
DELETE /erp/crm-tasks/children/{parentId} HTTP/1.1
Host: api.example.com
Accept: */*
OK
{
"context": "text",
"messageValue": "text"
}CRM Erinnerungen
Version Identifier for this Object (for PUT)
Unique identifier of the Object
ID des CRM Objekts
Erinnerungszeitpunkt
Notiz zur Erinnerung
Kritische Erinnerung?
OK
CRM Erinnerungen
Version Identifier for this Object (for PUT)
Unique identifier of the Object
ID des CRM Objekts
Erinnerungszeitpunkt
Notiz zur Erinnerung
Kritische Erinnerung?
POST /erp/crm-tasks/{id}/reminders/ HTTP/1.1
Host: api.example.com
Content-Type: application/json
Accept: */*
Content-Length: 142
{
"version": "text",
"info": {},
"id": "text",
"crmId": 1,
"userRef": {
"id": "text"
},
"remindAt": "2026-01-01T00:00:00.000Z",
"note": "text",
"critical": true
}OK
{
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"crmId": 1,
"userRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"remindAt": "2026-01-01T00:00:00.000Z",
"note": "text",
"critical": true
}OK
CRM Aufgaben
Version Identifier for this Object (for PUT)
Unique identifier of the Object
Aufgaben-Nummer
Notiz/Beschreibung
Notizen
In Workflow-Verarbeitung?
Aufgabentitel
Zu erledigen
Zu erledigen ab
Aufwandsschätzung in Sekunden
Beauftragte Zeit in Sekunden
Erfasste Zeiten in Sekunden (intern)
Erfasste Zeiten in Sekunden (extern)
Abgerechnete Zeiten in Sekunden (intern)
Abgerechnete Zeiten in Sekunden (extern)
Fortschritt in Prozent
Soll die Aufgabe veröffentlicht werden?
Abrechnungsregel
ONLY_COMPLETEPossible values: Abrechnungsart von CRM-Aufgaben
Kanban-Sortierreihenfolge
POST /erp/crm-tasks/{id}/reactivate HTTP/1.1
Host: api.example.com
Accept: */*
OK
{
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"typeRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"stateRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"priorityRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"number": "text",
"description": "text",
"notes": "text",
"accountRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"parentRefs": [],
"childRefs": [],
"tags": [],
"salesDocumentRefs": [],
"contractRefs": [],
"observerRefs": [],
"processedByWorkflow": true,
"assignedUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedGroupRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedParticipantRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedByUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleGroupRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleParticipantRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"label": "text",
"references": [],
"purchaseDocumentRefs": [],
"customerOfferRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"customerOrderRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"billingDocumentRefs": [],
"customField": {
"empty": true,
"array": true,
"null": true,
"object": true,
"float": true,
"nodeType": "ARRAY",
"string": true,
"integralNumber": true,
"floatingPointNumber": true,
"missingNode": true,
"valueNode": true,
"pojo": true,
"short": true,
"int": true,
"long": true,
"double": true,
"bigDecimal": true,
"bigInteger": true,
"boolean": true,
"binary": true,
"container": true,
"number": true,
"embeddedValue": true
},
"checklist": [],
"dueDateTime": "2026-01-01T00:00:00.000Z",
"toBeDoneStartingFrom": "2026-01-01T00:00:00.000Z",
"reminders": [],
"effortEstimation": 1,
"effortCommissioned": 1,
"internalRecordedTimes": 1,
"externalRecordedTimes": 1,
"internalBilledTimes": 1,
"externalBilledTimes": 1,
"progress": 1,
"publish": true,
"billingRule": "ONLY_COMPLETE",
"billingType": "UNCLEAR",
"relatedToTaskRefs": [],
"duplicatesTaskRefs": [],
"duplicatedByTaskRefs": [],
"blocksTaskRefs": [],
"blockedByTaskRefs": [],
"responsibleCustomerPersonRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"kanbanSortOrder": 1,
"additionalParticipantsOfCustomer": [],
"additionalParticipantsOfContractor": []
}OK
CRM Aufgaben
Version Identifier for this Object (for PUT)
Unique identifier of the Object
Aufgaben-Nummer
Notiz/Beschreibung
Notizen
In Workflow-Verarbeitung?
Aufgabentitel
Zu erledigen
Zu erledigen ab
Aufwandsschätzung in Sekunden
Beauftragte Zeit in Sekunden
Erfasste Zeiten in Sekunden (intern)
Erfasste Zeiten in Sekunden (extern)
Abgerechnete Zeiten in Sekunden (intern)
Abgerechnete Zeiten in Sekunden (extern)
Fortschritt in Prozent
Soll die Aufgabe veröffentlicht werden?
Abrechnungsregel
ONLY_COMPLETEPossible values: Abrechnungsart von CRM-Aufgaben
Kanban-Sortierreihenfolge
POST /erp/crm-tasks/{id}/perform-billing HTTP/1.1
Host: api.example.com
Accept: */*
OK
{
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"typeRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"stateRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"priorityRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"number": "text",
"description": "text",
"notes": "text",
"accountRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"parentRefs": [],
"childRefs": [],
"tags": [],
"salesDocumentRefs": [],
"contractRefs": [],
"observerRefs": [],
"processedByWorkflow": true,
"assignedUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedGroupRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedParticipantRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"assignedByUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleUserRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleGroupRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"mainResponsibleParticipantRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"label": "text",
"references": [],
"purchaseDocumentRefs": [],
"customerOfferRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"customerOrderRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"billingDocumentRefs": [],
"customField": {
"empty": true,
"array": true,
"null": true,
"object": true,
"float": true,
"nodeType": "ARRAY",
"string": true,
"integralNumber": true,
"floatingPointNumber": true,
"missingNode": true,
"valueNode": true,
"pojo": true,
"short": true,
"int": true,
"long": true,
"double": true,
"bigDecimal": true,
"bigInteger": true,
"boolean": true,
"binary": true,
"container": true,
"number": true,
"embeddedValue": true
},
"checklist": [],
"dueDateTime": "2026-01-01T00:00:00.000Z",
"toBeDoneStartingFrom": "2026-01-01T00:00:00.000Z",
"reminders": [],
"effortEstimation": 1,
"effortCommissioned": 1,
"internalRecordedTimes": 1,
"externalRecordedTimes": 1,
"internalBilledTimes": 1,
"externalBilledTimes": 1,
"progress": 1,
"publish": true,
"billingRule": "ONLY_COMPLETE",
"billingType": "UNCLEAR",
"relatedToTaskRefs": [],
"duplicatesTaskRefs": [],
"duplicatedByTaskRefs": [],
"blocksTaskRefs": [],
"blockedByTaskRefs": [],
"responsibleCustomerPersonRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"kanbanSortOrder": 1,
"additionalParticipantsOfCustomer": [],
"additionalParticipantsOfContractor": []
}Request zur Durchführung der Abrechnung von Aufgaben
IDs von Aufgaben, die nicht abgerechnet werden sollen
IDs von Aufgaben, die abgerechnet werden sollen
Sammelrechnung pro Account erstellen
falseOK
message context
message
POST /erp/crm-tasks/perform-billing HTTP/1.1
Host: api.example.com
Content-Type: application/json
Accept: */*
Content-Length: 272
{
"variables": {
"variableSubstitutions": []
},
"queryPredicate": {
"type": "JUNCTION",
"operator": "AND",
"children": [],
"property": "text",
"values": [
"text"
],
"visible": true,
"functions": [
"text"
]
},
"crmTaskIdsToIgnore": [
1
],
"crmTaskIdsToBill": [
1
],
"createCollectiveInvoicePerAccount": false
}OK
{
"context": "text",
"messageValue": "text"
}successful operation
Antwort auf die Anfrage, Aufgaben zu erstellen
Resource was not valid to process
POST /erp/crm-tasks HTTP/1.1
Host: api.example.com
Content-Type: application/json
Accept: */*
Content-Length: 1803
{
"crmTask": {
"version": "text",
"info": {},
"id": "text",
"typeRef": {
"id": "text"
},
"stateRef": {
"id": "text"
},
"priorityRef": {
"id": "text"
},
"description": "text",
"notes": "text",
"accountRef": {
"id": "text"
},
"parentRefs": [],
"childRefs": [],
"tags": [],
"salesDocumentRefs": [],
"contractRefs": [],
"observerRefs": [],
"assignedUserRef": {
"id": "text"
},
"assignedGroupRef": {
"id": "text"
},
"assignedParticipantRef": {
"id": "text"
},
"assignedByUserRef": {
"id": "text"
},
"mainResponsibleUserRef": {
"id": "text"
},
"mainResponsibleGroupRef": {
"id": "text"
},
"mainResponsibleParticipantRef": {
"id": "text"
},
"label": "text",
"references": [],
"purchaseDocumentRefs": [],
"customerOfferRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"customerOrderRef": {
"id": 1,
"category": "CUSTOMER_OFFER",
"documentType": "text",
"documentState": "text",
"number": "text"
},
"billingDocumentRefs": [],
"customField": {
"empty": true,
"array": true,
"null": true,
"object": true,
"float": true,
"nodeType": "ARRAY",
"string": true,
"integralNumber": true,
"floatingPointNumber": true,
"missingNode": true,
"valueNode": true,
"pojo": true,
"short": true,
"int": true,
"long": true,
"double": true,
"bigDecimal": true,
"bigInteger": true,
"boolean": true,
"binary": true,
"container": true,
"number": true,
"embeddedValue": true
},
"checklist": [],
"dueDateTime": "2026-01-01T00:00:00.000Z",
"toBeDoneStartingFrom": "2026-01-01T00:00:00.000Z",
"reminders": [],
"effortEstimation": 1,
"effortCommissioned": 1,
"progress": 1,
"publish": true,
"billingRule": "ONLY_COMPLETE",
"billingType": "UNCLEAR",
"relatedToTaskRefs": [],
"duplicatesTaskRefs": [],
"duplicatedByTaskRefs": [],
"blocksTaskRefs": [],
"blockedByTaskRefs": [],
"responsibleCustomerPersonRef": {
"id": "text"
},
"kanbanSortOrder": 1,
"additionalParticipantsOfCustomer": [],
"additionalParticipantsOfContractor": []
},
"createTemplateIdsWithTasks": [],
"parameters": []
}{
"createdCrmTasks": [],
"warningsByTemplateRef": {
"ANY_ADDITIONAL_PROPERTY": []
}
}Workflow-Instanz gefunden
Status einer Workflow-Instanz
Es existiert noch keine Workflow-Instanz
GET /erp/crm-tasks/{refId}/workflow-state HTTP/1.1
Host: api.example.com
Accept: */*
CREATEDWorkflow-Instanz gefunden
Adhoc Preset
Version Identifier for this Object (for PUT)
Unique identifier of the Object
Was kann mit diesem Preset abgebildet werden QUERY oder STATEMENT
QUERYPossible values: template dem dieser filter zugeordnet worden ist.
templateGroupKey dem dieser filter zugeordnet worden ist.
label für diesen filter
bei mode == STATEMENT, das vql-query
für Workflows vorgesehen
falseIdentifier einer OutputReportGroup (moduleKey=cunit), die als Druckvorlage für dieses Preset verwendet wird
GET /erp/crm-tasks/{refId}/workflow-instances-preset HTTP/1.1
Host: api.example.com
Accept: */*
Workflow-Instanz gefunden
{
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"mode": "QUERY",
"templateId": "text",
"templateGroupKey": "text",
"label": "text",
"uiPayload": {
"empty": true,
"array": true,
"null": true,
"object": true,
"float": true,
"nodeType": "ARRAY",
"string": true,
"integralNumber": true,
"floatingPointNumber": true,
"missingNode": true,
"valueNode": true,
"pojo": true,
"short": true,
"int": true,
"long": true,
"double": true,
"bigDecimal": true,
"bigInteger": true,
"boolean": true,
"binary": true,
"container": true,
"number": true,
"embeddedValue": true
},
"variables": [],
"queryStatement": "text",
"queryPredicate": {
"type": "JUNCTION",
"operator": "AND",
"children": [],
"property": "text",
"values": [
"text"
],
"visible": true,
"functions": [
"text"
]
},
"results": [],
"sortAndOrders": [],
"pageable": {
"limit": 1
},
"option": {
"distinctResult": true
},
"transformations": [],
"arithmeticQueryTerms": [],
"definition": [
{
"_type": "text",
"definition": "[Circular Reference]",
"value": "[Circular Reference]"
}
],
"permissionAggregation": {
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"userPermissions": [],
"groupPermissions": [],
"operationForAllUsers": "READ_ONLY"
},
"forWorkflow": false,
"outputReportGroupIdentifier": "text",
"userOptions": {
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"pinned": false
}
}Workflow-Instanz gefunden
Version Identifier for this Object (for PUT)
Unique identifier of the Object
Status einer Workflow-Instanz
Es existiert noch keine Workflow-Instanz
GET /erp/crm-tasks/{refId}/latest-workflow-instance HTTP/1.1
Host: api.example.com
Accept: */*
{
"version": "text",
"info": {
"createdAt": "2026-01-01T00:00:00.000Z",
"createdFrom": "text",
"updatedAt": "2026-01-01T00:00:00.000Z",
"updatedFrom": "text"
},
"id": "text",
"state": "CREATED",
"workflowRef": {
"id": "text",
"label": "text",
"description": "text",
"active": true
},
"workItems": [],
"logEntries": []
}an identifier
OK
Übergeordnete Kategorie
Identifier
a label
a short description
Activ
GET /erp/crm-tasks/{id}/subscription HTTP/1.1
Host: api.example.com
Accept: */*
OK
[]OK
CRM Erinnerungen
Version Identifier for this Object (for PUT)
Unique identifier of the Object
ID des CRM Objekts
Erinnerungszeitpunkt
Notiz zur Erinnerung
Kritische Erinnerung?
GET /erp/crm-tasks/{id}/reminders HTTP/1.1
Host: api.example.com
Accept: */*
OK
[]OK
CRM Erinnerungen
Version Identifier for this Object (for PUT)
Unique identifier of the Object
ID des CRM Objekts
Erinnerungszeitpunkt
Notiz zur Erinnerung
Kritische Erinnerung?
GET /erp/crm-tasks/reminders HTTP/1.1
Host: api.example.com
Accept: */*
OK
[]Last updated
Was this helpful?