Velaris Tasks API

The Tasks API from Velaris — 3 operation(s) for tasks.

OpenAPI Specification

velaris-tasks-api-openapi.yml Raw ↑
openapi: 3.0.3
info:
  title: Velaris Public Activity Tasks API
  version: 1.0.0
  description: The Velaris Public API for the AI Customer Success Platform. Manage organizations, accounts, contacts, opportunities, risks, custom objects, activities, notes, tickets, tasks, users, surveys and more. Base URL https://api.euw1.velaris.io. Converted by API Evangelist from the provider-published public Postman collection (https://developers.velaris.io/).
  contact:
    name: Velaris
    url: https://www.velaris.io/
servers:
- url: https://api.euw1.velaris.io
  description: EU-West-1 production
security:
- bearerAuth: []
- basicAuth: []
tags:
- name: Tasks
paths:
  /project-mgt/tasks:
    get:
      operationId: tasks
      summary: Tasks
      tags:
      - Tasks
      description: '<p>This endpoint sends an HTTP GET request to retrieve a list of tasks from the project management system. The request can include query parameters to paginate the response.</p>

        <h4 id="request-parameters">Request Parameters</h4>

        <ul>

        <li><p><code>page</code> (integer) - The page number for the task list. This parameter is used to navigate through the paginated results.</p>

        </li>

        <li><p><code>pageSize</code> (integer) - The number of tasks to return per page. This helps in controlling the volume of data returned in a single request.</p>

        </li>

        <li><p><code>myTasksOnly</code> (boolean) - FIlters the tasks that are assigned to the current user only if set to true.</p>

        </li>

        </ul>

        '
      responses:
        '200':
          description: Tasks
          content:
            application/json:
              example:
                data:
                  tasks:
                  - taskId: 0
                    activityTypeId: 0
                    name: ''
                    status: null
                    priority: ''
                    type: ''
                    description: ''
                    dueDate: ''
                    entity: ''
                    bookmarked: 0
                    organizationId: null
                    accountId: 0
                    assigneeId: 0
                    assigneeType: ''
                    source: ''
                    sourceId: null
                    playbookTaskTemplateId: null
                    scenarioId: null
                    nodeId: null
                    isRepeatable: true
                    repeatConfigId: null
                    occurrenceCount: null
                    skipCount: null
                    taskOrder: ''
                    creatorId: 0
                    modified: ''
                    created: ''
                    startDate: null
                    completeDate: null
                    originalEstimate: 0
                    parentId: null
                    taskLevel: 0
                    originalDueDate: ''
                    uncompletedChecklist: []
                  page: 0
                  pageSize: 0
                  totalItemCount: 0
                  dateBreakDown:
                    all: 0
                    today: 0
                    overDue: 0
                    thisWeek: 0
                    unscheduled: 0
    post:
      operationId: archiveTask
      summary: Archive Task
      tags:
      - Tasks
      description: '<p>This endpoint allows the client to archive an existing task identified by its unique ID. Archiving a task is useful for managing the task lifecycle and keeping the task list organized without permanently deleting tasks.</p>

        <h4 id="request-body">Request Body</h4>

        <p>The request must be sent as a JSON object with the following parameter:</p>

        <ul>

        <li><code>taskId</code> (number): The ID of the task to be archived.</li>

        </ul>

        '
      requestBody:
        content:
          application/json:
            example:
              taskId: 123
      responses:
        '200':
          description: Archive Task
          content:
            application/json:
              example:
                status: success
                message: Tasks successfully archived
  /project-mgt/tasks/srcid-1:
    get:
      operationId: getTaskById
      summary: Get Task By ID
      tags:
      - Tasks
      description: '<p>This endpoint retrieves a specific task by its ID, allowing users to access detailed information about the task''s attributes and status.</p>

        <h4 id="expected-input-parameters">Expected Input Parameters</h4>

        <ul>

        <li><p><strong>Path Parameter:</strong></p>

        <ul>

        <li><code>srcid-1</code>: The unique identifier for the task you want to retrieve.</li>

        </ul>

        </li>

        </ul>

        '
      responses:
        '200':
          description: Get Task By ID
          content:
            application/json:
              example:
                data:
                  status: success
                  data:
                    taskId: 1
                    activityTypeId: 1
                    name: Updated Task Name
                    status: null
                    priority: HIGH
                    type: NORMAL
                    description: '"<p>Updated description</p>"'
                    dueDate: '2025-12-31'
                    entity: ACCOUNT
                    bookmarked: 0
                    organizationId: null
                    accountId: 4
                    assigneeType: USER
                    assigneeId: 5
                    parentId: null
                    taskLevel: 1
                    source: VELARIS
                    sourceId: 'null'
                    playbookName: null
                    playbookInstanceId: null
                    playbookTaskTemplateId: null
                    scenarioId: null
                    nodeId: null
                    creatorId: 4
                    modified: '2025-06-26T12:28:46.715Z'
                    created: '2022-11-25T14:05:28.565Z'
                    isRepeatable: false
                    repeatConfigId: null
                    occurrenceCount: null
                    skipCount: null
                    taskOrder: 0|lcm00011
                    originalDueDate: '2025-12-31'
                    completeDate: null
                    startDate: null
                    originalEstimate: 0
                    totalEffort: 0
                    contacts: []
                    checkList: []
                    watchers: []
                    attachments: []
                    uncompletedChecklist: []
                    workLog: []
                    links: []
                    subTasks: []
    put:
      operationId: updateTaskByTaskId
      summary: Update Task by Task Id
      tags:
      - Tasks
      description: '<p>This endpoint allows you to update an existing task in the project management system. By sending a PUT request to the specified URL, you can modify the details of a task identified by its source ID.</p>

        <h2 id="possible-status-codes">Possible Status Codes</h2>

        <ul>

        <li><p><strong>200 OK</strong>: The task was successfully updated.</p>

        </li>

        <li><p><strong>400 Bad Request</strong>: The request body is malformed or missing required fields.</p>

        </li>

        <li><p><strong>404 Not Found</strong>: The task with the specified source ID does not exist.</p>

        </li>

        <li><p><strong>500 Internal Server Error</strong>: An unexpected error occurred on the server.</p>

        </li>

        </ul>

        '
      requestBody:
        content:
          application/json:
            example:
              data:
                taskId: 1
                name: Updated Task Name
                activityTypeId: 1
                priority: HIGH
                description: '"<p>Updated description</p>"'
                dueDate: '2025-12-31'
                assignee:
                  id: 5
                  type: USER
      responses:
        '200':
          description: Update Task by Task Id
          content:
            application/json:
              example:
                data:
                  taskId: 1
                  name: Updated Task Name
                  activityTypeId: 1
                  priority: HIGH
                  description: '"<p>Updated description</p>"'
                  dueDate: '2025-12-31'
                  assignee:
                    id: 5
                    type: USER
  /project-mgt/tasks/extid-srcid-5:
    get:
      operationId: getTaskBySourceAndSourceId
      summary: Get Task by Source and Source ID
      tags:
      - Tasks
      description: '<p>This endpoint retrieves a specific task by its external ID and source. It is designed to provide detailed information about the task, including its status, priority, and associated metadata.</p>

        <h4 id="expected-input-parameters">Expected Input Parameters</h4>

        <ul>

        <li><p><strong>Path Parameter:</strong></p>

        <ul>

        <li><code>extid-srcid-5</code>: The unique identifier for the task you want to retrieve.</li>

        </ul>

        </li>

        </ul>

        '
      responses:
        '200':
          description: Get Task by Source and Source ID
          content:
            application/json:
              example:
                data:
                  status: success
                  data:
                    taskId: 5
                    activityTypeId: 1
                    name: Updated Task Name
                    status: ARCHIVED
                    priority: HIGH
                    type: NORMAL
                    description: '"<p>Updated description</p>"'
                    dueDate: '2025-12-31'
                    entity: ACCOUNT
                    organizationId: null
                    accountId: 4
                    assigneeType: USER
                    assigneeId: 5
                    source: HUBSPOT
                    sourceId: srcid-5
                    playbookName: null
                    playbookInstanceId: null
                    playbookTaskTemplateId: null
                    scenarioId: null
                    nodeId: null
                    creatorId: 4
                    modified: '2025-06-13T08:56:51.170Z'
                    created: '2022-11-25T14:16:02.616Z'
                    isRepeatable: false
                    repeatConfigId: null
                    occurrenceCount: null
                    skipCount: null
                    taskOrder: 0|lcm00051
components:
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: 'User-scoped access token. Header: Authorization: Bearer {access_token}. Create under Profile > Security > Access token.'
    basicAuth:
      type: http
      scheme: basic
      description: Legacy. Base64(username:password). Not available for SSO/MFA tenants.