The Activity API from PracticePanther — 2 operation(s) for activity.
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openapi: 3.2.0
info:
version: v1
title: Legacy API (v1) Account Activity API
description: ''
servers:
- url: https://app.practicepanther.com
tags:
- name: Activity
paths:
/api/activity/{guid}:
get:
tags:
- Activity
summary: Returns an activity (task/event/email/call)
operationId: Activity_GetActivity
parameters:
- name: guid
in: path
description: ''
required: true
schema:
type: string
format: uuid
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/ActivityDTO_Detail'
text/json:
schema:
$ref: '#/components/schemas/ActivityDTO_Detail'
security:
- oauth2:
- full
/api/activity:
get:
tags:
- Activity
summary: OData end point to get a list of all activities (tasks/events/emails/calls) accessible by the user
operationId: Activity_GetActivities
responses:
'200':
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/ActivityDTO'
text/json:
schema:
type: array
items:
$ref: '#/components/schemas/ActivityDTO'
security:
- oauth2:
- full
put:
tags:
- Activity
summary: Updates an existing account (Contact)
operationId: Activity_PutActivity
requestBody:
$ref: '#/components/requestBodies/ActivityDTO_Detail'
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/ActivityDTO_Detail'
text/json:
schema:
$ref: '#/components/schemas/ActivityDTO_Detail'
security:
- oauth2:
- full
post:
tags:
- Activity
summary: Creates a new activity (task/event/email/call)
operationId: Activity_PostActivity
requestBody:
$ref: '#/components/requestBodies/ActivityDTO_Detail'
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/ActivityDTO_Detail'
text/json:
schema:
$ref: '#/components/schemas/ActivityDTO_Detail'
security:
- oauth2:
- full
delete:
tags:
- Activity
summary: Marks an existing activity (task/event/email/call) as deleted
operationId: Activity_DeleteActivity
parameters:
- name: guid
in: query
description: ''
required: true
schema:
type: string
format: uuid
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/ActivityDTO_Detail'
text/json:
schema:
$ref: '#/components/schemas/ActivityDTO_Detail'
security:
- oauth2:
- full
components:
schemas:
CustomFieldTab:
required:
- name
type: object
properties:
tenant:
$ref: '#/components/schemas/Tenant'
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
name:
type: string
objectType:
enum:
- Account
- Project
- Contact
- User
- Address
type: string
customFields:
type: array
items:
$ref: '#/components/schemas/CustomField'
createdDate:
format: date-time
type: string
lastModifiedDate:
format: date-time
type: string
createdBy:
$ref: '#/components/schemas/User'
lastModifiedBy:
$ref: '#/components/schemas/User'
isDeleted:
type: boolean
LawToolboxCourtRule:
type: object
properties:
id:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
projectId:
format: int64
type: integer
project:
$ref: '#/components/schemas/Project'
accountId:
format: int64
type: integer
account:
$ref: '#/components/schemas/Account'
tenantId:
format: int64
type: integer
tenant:
$ref: '#/components/schemas/Tenant'
name:
type: string
toolsetName:
type: string
toolsetId:
type: string
triggerName:
type: string
triggerId:
type: string
triggerDate:
format: date-time
type: string
toggleOptionId:
type: string
toggleId:
type: string
toggleDescription:
type: string
activities:
type: array
items:
$ref: '#/components/schemas/Activity'
isDeleted:
type: boolean
createdDate:
format: date-time
type: string
createdBy:
$ref: '#/components/schemas/User'
lastModifiedDate:
format: date-time
type: string
lastModifiedBy:
$ref: '#/components/schemas/User'
Activity:
required:
- name
type: object
properties:
date:
format: date-time
type: string
shares:
type: array
items:
$ref: '#/components/schemas/Share'
workflowId:
format: int64
type: integer
workflow:
$ref: '#/components/schemas/Workflow'
activitiesSync:
type: array
items:
$ref: '#/components/schemas/ActivitySync'
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
id:
format: int64
type: integer
googleId:
type: string
isEnabled:
type: boolean
isDeleted:
type: boolean
createdDate:
format: date-time
type: string
lastModifiedDate:
format: date-time
type: string
recurrenceStopDate:
format: date-time
type: string
createdById:
format: int32
type: integer
createdBy:
$ref: '#/components/schemas/User'
lastModifiedBy:
$ref: '#/components/schemas/User'
lawToolboxCourtRule_Id:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
lawToolboxCourtRule:
$ref: '#/components/schemas/LawToolboxCourtRule'
lawToolboxDeadlineId:
type: string
lawToolboxDeadlineNumber:
type: string
tenantId:
format: int64
type: integer
tenant:
$ref: '#/components/schemas/Tenant'
isHoursLoggedManually:
description: sets if the activity should be marked as "time logged" even if no time was linked to it.
type: boolean
recurrenceId:
format: int64
description: will show the realted recurrence for this event, if such exists
type: integer
recurrence:
$ref: '#/components/schemas/Recurrence'
type:
enum:
- Call
- Task
- Event
- Email
- Note
type: string
accountId:
format: int64
pattern: ^(\s*|\d+)$
type: integer
account:
$ref: '#/components/schemas/Account'
contactId:
format: int64
type: integer
contact:
$ref: '#/components/schemas/Contact'
projectId:
format: int64
pattern: ^(\s*|\d+)$
type: integer
project:
$ref: '#/components/schemas/Project'
saleDocumentId:
format: int64
type: integer
saleDocument:
$ref: '#/components/schemas/SaleDocument'
name:
type: string
description:
type: string
assignedToUsers:
type: array
items:
$ref: '#/components/schemas/User'
assignedToContacts:
type: array
items:
$ref: '#/components/schemas/Contact'
htmlBody:
$ref: '#/components/schemas/Blob'
dueDate:
format: date-time
type: string
taskCompleteDate:
format: date-time
type: string
startDateTime:
format: date-time
type: string
endDateTime:
format: date-time
type: string
isAllDayActivity:
type: boolean
location:
type: string
status:
enum:
- NotCompleted
- InProgress
- Completed
- Conditional
type: string
mandrillId:
type: string
isPrivate:
type: boolean
priority:
enum:
- Low
- Medium
- High
type: string
isSendNotificationEmail:
type: boolean
isSendCompletedEmail:
type: boolean
isSendTaskCompleteEmail:
type: boolean
isRecurringActivity:
type: boolean
recurringActivityStartDate:
format: date-time
type: string
recurringActivityEndDate:
format: date-time
type: string
recurringRepeatType:
enum:
- None
- Daily
- Weekly
- Monthly
- Yearly
type: string
callType:
enum:
- Inbound
- Outbound
type: string
tags:
type: array
items:
$ref: '#/components/schemas/Tag'
eventColor:
type: string
emailProperties:
$ref: '#/components/schemas/EmailProperties'
noteProperties:
$ref: '#/components/schemas/NoteProperties'
callProperties:
$ref: '#/components/schemas/CallProperties'
timeEntries:
type: array
items:
$ref: '#/components/schemas/TimeEntry'
flatFees:
type: array
items:
$ref: '#/components/schemas/FlatFee'
eventBackgroundColor:
type: string
blobs:
type: array
items:
$ref: '#/components/schemas/Blob'
invitees:
type: array
items:
$ref: '#/components/schemas/Invitee'
activityReminders:
type: array
items:
$ref: '#/components/schemas/ActivityReminder'
activityConditionalTasks:
type: array
items:
$ref: '#/components/schemas/ActivityConditionalTask'
completedTask:
$ref: '#/components/schemas/CompletedTask'
Expense:
type: object
properties:
blobs:
type: array
items:
$ref: '#/components/schemas/Blob'
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
id:
format: int64
type: integer
name:
type: string
isDeleted:
type: boolean
isEnabled:
type: boolean
notes:
type: string
description:
type: string
isDoNotCharge:
type: boolean
accountId:
format: int64
pattern: ^(\s*|\d+)$
type: integer
isAccountRequired:
type: boolean
account:
$ref: '#/components/schemas/Account'
projectId:
format: int64
pattern: ^(\s*|\d+)$
type: integer
isProjectRequired:
type: boolean
project:
$ref: '#/components/schemas/Project'
accountingAccountId:
format: int64
type: integer
accountingAccount:
$ref: '#/components/schemas/AccountingAccount'
productId:
format: int64
type: integer
qty:
format: double
type: number
totalAmount:
format: double
type: number
date:
format: date-time
type: string
amount:
format: double
type: number
isBillable:
type: boolean
isBilled:
type: boolean
tax1Id:
format: int64
type: integer
tax1:
$ref: '#/components/schemas/SalesTax'
tax2Id:
format: int64
type: integer
tax2:
$ref: '#/components/schemas/SalesTax'
userId:
format: int32
pattern: ^\d+$
type: integer
user:
$ref: '#/components/schemas/User'
status:
enum:
- Billable
- Billed
- Paid
- NotBillable
type: string
receipts:
type: array
items:
$ref: '#/components/schemas/Blob'
primaryReceipt:
$ref: '#/components/schemas/Blob'
saleDocumentItemId:
format: int64
type: integer
saleDocumentItem:
$ref: '#/components/schemas/SaleDocumentItem'
createdDate:
format: date-time
type: string
lastModifiedDate:
format: date-time
type: string
createdBy:
$ref: '#/components/schemas/User'
lastModifiedBy:
$ref: '#/components/schemas/User'
tenantId:
format: int64
type: integer
tenant:
$ref: '#/components/schemas/Tenant'
costType:
description: Hard costs are expenses incurred on behalf of a client that require a direct payment by the firm to a vendor. For example if a firm writes a check for a court filing fee, it is considered a hard cost. Soft costs are expenses that are charged to the client but a direct payment is not made to a vendor.
enum:
- SoftCost
- HardCost
type: string
hardCostPayment:
$ref: '#/components/schemas/Payment'
utbmsCodeId:
format: int64
type: integer
utbmsCode:
$ref: '#/components/schemas/UtbmsCode'
ItemRef:
required:
- name
type: object
properties:
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
name:
type: string
code:
type: string
chartOfAccountId:
format: int64
type: integer
MailAddress:
type: object
properties:
displayName:
type: string
readOnly: true
user:
type: string
readOnly: true
host:
type: string
readOnly: true
address:
type: string
readOnly: true
ProductVendor:
type: object
properties:
id:
format: int64
type: integer
vendorSku:
type: string
leadTimeInDays:
format: double
type: number
cost:
format: double
type: number
product:
$ref: '#/components/schemas/Product'
account:
$ref: '#/components/schemas/Account'
tenant:
$ref: '#/components/schemas/Tenant'
isEnabled:
type: boolean
isDeleted:
type: boolean
createdDate:
format: date-time
type: string
lastModifiedDate:
format: date-time
type: string
createdBy:
$ref: '#/components/schemas/User'
lastModifiedBy:
$ref: '#/components/schemas/User'
SaleDocumentPayment:
type: object
properties:
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
id:
format: int64
type: integer
openBalance:
format: double
type: number
readOnly: true
appliedDate:
format: date-time
type: string
amount:
format: double
type: number
saleDocumentId:
format: int32
type: integer
saleDocument:
$ref: '#/components/schemas/SaleDocument'
payment:
$ref: '#/components/schemas/Payment'
paymentId:
format: int64
type: integer
creditId:
format: int64
type: integer
credit:
$ref: '#/components/schemas/Credit'
Blob:
type: object
properties:
shares:
type: array
items:
$ref: '#/components/schemas/Share'
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
isHidden:
description: If true, the blob will not be visible to the tenant in the list of attachments. Used for invoices etc.
type: boolean
id:
format: int64
type: integer
uri:
type: string
size:
format: int64
type: integer
type:
type: string
description:
type: string
name:
type: string
containerName:
type: string
isEnabled:
type: boolean
isDeleted:
type: boolean
boxFileId:
type: string
dropboxFileId:
type: string
CustomFieldSet:
required:
- name
type: object
properties:
tenant:
$ref: '#/components/schemas/Tenant'
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
name:
type: string
objectType:
enum:
- Account
- Project
- Contact
- User
- Address
type: string
customFields:
type: array
items:
$ref: '#/components/schemas/CustomField'
createdDate:
format: date-time
type: string
lastModifiedDate:
format: date-time
type: string
createdBy:
$ref: '#/components/schemas/User'
lastModifiedBy:
$ref: '#/components/schemas/User'
isDeleted:
type: boolean
UserRef:
type: object
properties:
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
displayName:
description: ' '
type: string
readOnly: true
name:
description: ' '
type: string
readOnly: true
timeZoneId:
type: string
Role:
type: object
properties:
isEnabled:
type: boolean
isDeleted:
type: boolean
isShowFinancialSummary:
type: boolean
hourlyRate:
format: double
type: number
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
id:
format: int64
type: integer
isFullAccess:
type: boolean
name:
type: string
isRestrictLoginToAllowedIpAddresses:
description: If set to true, will allow logins only by users that are part of a rolw where IsFullAcces=true or AllowedIpAddresses contains the IP address the logged in from
type: boolean
allowedIpAddresses:
description: To contain a csv string with a list of allowed IP addresses to be used if IsRestrictLoginByIpAddresses = true. Max Length is 100 IP addresses
type: string
createdDate:
format: date-time
type: string
lastModifiedDate:
format: date-time
type: string
accessLevels:
type: array
items:
$ref: '#/components/schemas/AccessLevel'
isTimeEntryTimeLimited:
type: boolean
Workflow:
required:
- name
type: object
properties:
id:
format: int64
type: integer
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
name:
type: string
description:
type: string
isEnabled:
type: boolean
isDeleted:
type: boolean
createdDate:
format: date-time
type: string
lastModifiedDate:
format: date-time
type: string
createdBy:
$ref: '#/components/schemas/User'
lastModifiedBy:
$ref: '#/components/schemas/User'
workflowEvents:
type: array
items:
$ref: '#/components/schemas/WorkflowEvent'
workflowTasks:
type: array
items:
$ref: '#/components/schemas/WorkflowTask'
tenantId:
format: int64
type: integer
tenant:
$ref: '#/components/schemas/Tenant'
sharing:
enum:
- Private
- Public
type: string
activities:
type: array
items:
$ref: '#/components/schemas/Activity'
ContactRef:
type: object
properties:
firstName:
type: string
lastName:
type: string
middleName:
type: string
accountName:
type: string
displayName:
type: string
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
email:
type: string
RecurringPaymentOccurrence:
required:
- recurringPayment
type: object
properties:
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
lawPayTokenId:
type: string
headNoteId:
type: string
recurringPaymentGuid:
format: uuid
description: 'Used to set the reference in POST and PUT '
type: string
example: 00000000-0000-0000-0000-000000000000
recurringPayment:
$ref: '#/components/schemas/RecurringPayment'
payment:
$ref: '#/components/schemas/Payment'
invoice:
$ref: '#/components/schemas/SaleDocument'
amount:
format: double
description: The amount, in terms of the base unit of the owning recurring charge account's currency, to be collected by this occurrence
type: number
status:
description: The status of the occurrence
enum:
- Pending
- Paying
- Paid
- Ignored
- Failed
- Canceled
- Active
- Expired
- SUCCESSFUL
- Scheduled
type: string
createdDate:
format: date-time
type: string
lastModifiedDate:
format: date-time
type: string
dueDate:
format: date-time
description: The date the Gateway will attempt to collect payment for the occurrence
type: string
attempts:
format: int32
description: The number of attempts made to collect payment on this occurrence
type: integer
lastAttempt:
format: date-time
description: The last time an attempt was made to collect payment for this occurrence
type: string
LawToolboxMatter:
required:
- matterNumberLTB
type: object
properties:
id:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
projectId:
format: int64
type: integer
project:
$ref: '#/components/schemas/Project'
matterNumberLTB:
type: string
toolsetId:
type: string
stateId:
type: string
lawToolboxCourtRules:
type: array
items:
$ref: '#/components/schemas/LawToolboxCourtRule'
SaleDocumentRef:
required:
- date
type: object
properties:
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
number:
format: int32
type: integer
name:
description: ' '
type: string
readOnly: true
type:
description: Indicates if this sale document is an Invoice or a Quote
enum:
- Invoice
- Quote
type: string
invoiceType:
description: If this sale document is of type 'invoice', will indicate if this is a sale, refund or credit invoice.
enum:
- Sale
- Refund
- Credit
type: string
date:
format: date-time
description: The issue date for this invoice / quote.
type: string
Tag:
type: object
properties:
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
id:
format: int64
type: integer
name:
type: string
accounts:
type: array
items:
$ref: '#/components/schemas/Account'
projects:
type: array
items:
$ref: '#/components/schemas/Project'
activities:
type: array
items:
$ref: '#/components/schemas/Activity'
tenantId:
format: int64
type: integer
tenant:
$ref: '#/components/schemas/Tenant'
isEnabled:
type: boolean
isDeleted:
type: boolean
createdDate:
format: date-time
type: string
lastModifiedDate:
format: date-time
type: string
createdById:
format: int32
type: integer
createdBy:
$ref: '#/components/schemas/User'
lastModifiedById:
format: int32
type: integer
lastModifiedBy:
$ref: '#/components/schemas/User'
tagFor:
enum:
- Account
- Project
- Activity
type: string
SaleDocumentItem:
type: object
properties:
rowIndex:
format: int32
type: integer
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
id:
format: int64
type: integer
qty:
format: double
type: number
price:
format: double
maximum: 2147483647
minimum: 0
type: number
project:
$ref: '#/components/schemas/Project'
flatRateProjectId:
format: int64
type: integer
sub:
format: double
type: number
tax1Ref:
$ref: '#/components/schemas/SalesTax'
tax2Ref:
$ref: '#/components/schemas/SalesTax'
tax1:
format: double
type: number
readOnly: true
discount:
format: double
type: number
readOnly: true
itemDiscountPercent:
format: double
type: number
tax2:
format: double
type: number
readOnly: true
total:
format: double
type: number
readOnly: true
tax1Data:
$ref: '#/components/schemas/SalesTaxData'
tax2Data:
$ref: '#/components/schemas/SalesTaxData'
isEnabled:
type: boolean
isDeleted:
type: boolean
createdDate:
format: date-time
type: string
lastModifiedDate:
format: date-time
type: string
createdBy:
$ref: '#/components/schemas/User'
lastModifiedBy:
$ref: '#/components/schemas/User'
timeEntries:
type: array
items:
$ref: '#/components/schemas/TimeEntry'
flatFees:
type: array
items:
$ref: '#/components/schemas/FlatFee'
expenses:
type: array
items:
$ref: '#/components/schemas/Expense'
name:
type: string
description:
type: string
saleDocumentId:
format: int32
type: integer
saleDocument:
$ref: '#/components/schemas/SaleDocument'
tenantId:
format: int64
type: integer
tenant:
$ref: '#/components/schemas/Tenant'
type:
enum:
- RegularItem
- TimeEntryItem
- ExpenseItem
- InterestItem
- EmptyItem
type: string
date:
format: date-time
type: string
userName:
type: string
ledesUtbmsCode:
type: string
ledesItemCode:
type: string
ledesExpenseCode:
type: string
ledesTimekeeperClass:
type: string
chartOfAccountId:
format: int64
type: integer
chartOfAccount:
$ref: '#/components/schemas/ChartOfAccount'
PresetProjectRate:
required:
- name
type: object
properties:
id:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
name:
type: string
description:
type: string
projectRates:
type: array
items:
$ref: '#/components/schemas/ProjectRate'
projects:
type: array
items:
$ref: '#/components/schemas/Project'
isDeleted:
type: boolean
isEnabled:
type: boolean
createdDate:
format: date-time
type: string
lastModifiedDate:
format: date-time
type: string
createdBy:
$ref: '#/components/schemas/User'
lastModifiedBy:
$ref: '#/components/schemas/User'
tenant:
$ref: '#/components/schemas/Tenant'
ConversationParticipant:
type: object
properties:
guid:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
conversation:
$ref: '#/components/schemas/Conversation'
contact:
$ref: '#/components/schemas/Contact'
user:
$ref: '#/components/schemas/User'
lastReadDate:
format: date-time
type: string
status:
enum:
- Read
- Unread
type: string
isDeleted:
type: boolean
isArchived:
type: boolean
TwilioTextMessageChat:
required:
- contact
- tenant
- createdBy
type: object
properties:
id:
format: uuid
type: string
example: 00000000-0000-0000-0000-000000000000
unreadCount:
format: int32
maximum: 2147483647
minimum: 0
type: integer
lastMessageText:
maxLength: 320
minLength: 0
type: string
isLastMessageIncoming:
type: boolean
contact:
$ref: '#/components/schemas/Contact'
projects:
type: array
items:
$ref: '#/components/schemas/Project'
tenant:
$ref: '#/components/schemas/Tenant'
createdBy:
$ref: '#/components/schemas/User'
createdDate:
format: date-time
type: string
lastMessageSentDate:
format: date-time
type: string
FirmP
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# Full source: https://raw.githubusercontent.com/api-evangelist/practicepanther/refs/heads/main/openapi/practicepanther-activity-api-openapi.yml