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

string

Deal UUID

string

Activity type

string

Activity description

string

Due date (ISO 8601), or absent

string

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

boolean

Whether the activity is completed

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.

string

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

string

default:"Tarefa"

One of the valid types above

string

Due date (ISO 8601)

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.

string

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

boolean

Marks or unmarks it as completed

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.

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

integer

default:"1"

Desired page

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

Knowledge Base

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`)