Activities, Files and History

Activities (todos)

An activity is a task linked to a deal: a call, a meeting, a follow-up.

Valid types

`type`	Meaning	Use
`Ligação`	Call	Contact by phone
`Reunião`	Meeting	Scheduled meeting
`Follow-up`	Follow-up	Getting back in touch
`Tarefa`	Task	Generic — the default when `type` is omitted

The type values are literal Portuguese strings sent to and returned by the API, accents included. Send Ligação, Reunião, Follow-up or Tarefa exactly as written — the English column above is only a gloss for readers, never a value to send. Any type outside this list returns 400.

The Activity object

string

Activity UUID

deal_id

string

Deal UUID

type

string

Activity type

text

string

Activity description

due_at

string

Due date (ISO 8601), or absent

booking_id

string

UUID of the booking in the Bookings module, when the activity came from a scheduled meeting

done

boolean

Whether the activity is completed

overdue

boolean

Calculated at read time: true when the activity is pending and due_at has already passed

List activities

GET /backend/pipeline/deals/{id}/todos

Requires pipeline.view.

Create an activity

POST /backend/pipeline/deals/{id}/todos

Requires pipeline.deals.edit.

text

string

Activity description. When omitted or empty, the type itself is used as the description.

type

string

default:"Tarefa"

One of the valid types above

due_at

string

Due date (ISO 8601)

booking_id

string

UUID of a booking already created in Bookings, to link the activity to the real meeting

curl -X POST "https://api.leavo.ai/backend/pipeline/deals/dd0e8400-e29b-41d4-a716-446655440000/todos" \
  -H "Authorization: Bearer your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "Ligação",
    "text": "Call back about the proposal",
    "due_at": "2026-07-25T14:00:00Z"
  }'

{
  "id": "110e8400-e29b-41d4-a716-446655440000",
  "deal_id": "dd0e8400-e29b-41d4-a716-446655440000",
  "type": "Ligação",
  "text": "Call back about the proposal",
  "due_at": "2026-07-25T14:00:00Z",
  "done": false,
  "overdue": false,
  "created_at": "2026-07-21T10:00:00Z"
}

Update an activity

PUT /backend/pipeline/todos/{id}

Requires pipeline.deals.edit. Omitted fields stay unchanged.

text

string

New description. If sent, it cannot be empty — in that case the response is 400.

done

boolean

Marks or unmarks it as completed

due_at

string

New due date (ISO 8601)

An activity’s type cannot be changed after it is created.

Delete an activity

DELETE /backend/pipeline/todos/{id}

Requires pipeline.deals.edit. Returns { "success": true }.

Files

Attachments follow the two-phase pattern already used across the rest of the platform: first the file is sent to File Upload, then the resulting upload_id is linked to the deal.

Send the file

POST /backend/uploads with the file. The upload is born with status PENDING.

Link it to the deal

POST /backend/pipeline/deals/{id}/files with the upload_id. The upload becomes ASSOCIATED.

List files

GET /backend/pipeline/deals/{id}/files

Requires pipeline.view.

[
  {
    "id": "220e8400-e29b-41d4-a716-446655440000",
    "upload_id": "330e8400-e29b-41d4-a716-446655440000",
    "filename": "sales-proposal.pdf",
    "file_url": "https://storage.leavo.ai/...",
    "mime_type": "application/pdf",
    "size": 148392,
    "created_at": "2026-07-21T10:05:00Z"
  }
]

Attach a file

POST /backend/pipeline/deals/{id}/files

Requires pipeline.deals.edit.

upload_id

string

required

UUID of the upload returned by the previous step

curl -X POST "https://api.leavo.ai/backend/pipeline/deals/dd0e8400-e29b-41d4-a716-446655440000/files" \
  -H "Authorization: Bearer your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{ "upload_id": "330e8400-e29b-41d4-a716-446655440000" }'

Returns 201 Created with the file.

Remove a file

DELETE /backend/pipeline/deal-files/{id}

Requires pipeline.deals.edit. The {id} is the attachment id (DealFile), not the upload_id.

History (events)

Each deal keeps a persisted event log — it is not derived at read time. This is what feeds the deal’s history tab.

GET /backend/pipeline/deals/{id}/events

Requires pipeline.view. Paginated response.

Query Parameters

page

integer

default:"1"

Desired page

limit

integer

default:"50"

Items per page. Values outside 1–200 fall back to the default of 50.

Event types

`event_type`	When it happens
`deal_created`	Deal created
`stage_moved`	Moved to another stage
`deal_won`	Moved to the won stage
`deal_lost`	Moved to the lost stage
`note_added`	Note changed
`todo_created`	Activity created
`todo_completed`	Activity completed
`owner_changed`	Owner changed
`tag_added`	Tag added
`tag_removed`	Tag removed
`file_attached`	File attached
`file_removed`	File removed
`meeting_booked`	Meeting scheduled
`products_updated`	Deal products changed

Event author (`actor_type`)

Value	Meaning
`user`	An authenticated person
`ai`	The AI assistant
`system`	Automatic action — for example, a deal created by an inbound webhook

{
  "data": [
    {
      "id": "440e8400-e29b-41d4-a716-446655440000",
      "event_type": "deal_lost",
      "title": "Negócio marcado como perdido",
      "description": "Motivo: Fechou com concorrente",
      "actor_type": "user",
      "actor_name": "Ana Ribeiro",
      "metadata": {
        "from_stage_id": "cc0e8400-e29b-41d4-a716-446655440000",
        "to_stage_id": "cc3e8400-e29b-41d4-a716-446655440000"
      },
      "created_at": "2026-07-21T09:40:00Z"
    }
  ],
  "pagination": {
    "current_page": 1,
    "total_pages": 1,
    "total_count": 8,
    "has_next": false,
    "has_prev": false
  }
}

The title and description of an event are generated by the server in Portuguese and stored as-is. Use event_type and metadata if you need to render your own English labels.

Overview

Leads

Status

Tags

Pipeline (CRM)

Webhooks

Custom Fields

Cadences

Conversations

Messages

Departments

File Uploads

Templates (Meta/Gupshup)

Follow-up

Activities, Files and History

Activities (todos)

Valid types

The Activity object

List activities

Create an activity

Update an activity

Delete an activity

Files

List files

Attach a file

Remove a file

History (events)

Query Parameters

Event types

Event author (`actor_type`)

​Activities (todos)

​Valid types

​The Activity object

​List activities

​Create an activity

​Update an activity

​Delete an activity

​Files

​List files

​Attach a file

​Remove a file

​History (events)

​Query Parameters

​Event types

​Event author (actor_type)

Activities (todos)

Valid types

The Activity object

List activities

Create an activity

Update an activity

Delete an activity

Files

List files

Attach a file

Remove a file

History (events)

Query Parameters

Event types

Event author (`actor_type`)