kobana dunning tasks
Commands of kobana dunning tasks. Every global option (Global options) applies here.
| Command | HTTP | Description |
|---|---|---|
tasks list | GET /v1/tasks | List tasks |
tasks create | POST /v1/tasks | Create task |
tasks bulk-assign | POST /v1/tasks/bulk-assign | Bulk-assign tasks |
tasks bulk-complete | POST /v1/tasks/bulk-complete | Bulk-complete tasks |
tasks get | GET /v1/tasks/{id} | Get task |
tasks update | PUT /v1/tasks/{id} | Update task |
tasks complete | POST /v1/tasks/{id}/complete | Complete task |
tasks list​
List tasks
kobana dunning tasks list [OPTIONS]
GET /v1/tasks
Lists the organization’s tasks with pagination and filters. Sortable via sort_by (title | priority | status | due_at | created_at | updated_at).
Query parameters
| Name | Type | Required | Description |
|---|---|---|---|
page | integer | no | Page number (starts at 1). |
per_page | integer | no | Items per page (max 100). |
sort_by | string | no | Sort field (public snake_case name, e.g. due_date). |
sort_order | string | no | Sort direction (asc | desc). Values: asc, desc. |
status | string | no | Filter by status (pending | in_progress | completed | cancelled). Values: pending, in_progress, completed, cancelled. |
priority | string | no | Filter by priority (low | medium | high | urgent). Values: low, medium, high, urgent. |
task_type | string | no | Filter by type (call | email | visit | review | follow_up). Values: call, email, visit, review, follow_up. |
assigned_to_id | string | no | Filter by assignee (UUID). |
person_id | string | no | Filter by customer (UUID). |
charge_id | string | no | Filter by charge (UUID). |
include | string | no | Relations to include, comma-separated (person, assigned_to, charge). |
Headers
| Name | Type | Required | Description |
|---|---|---|---|
X-Workspace-Id | string | no | Workspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE. |
Responses
| HTTP | Description |
|---|---|
200 | Paginated task list. |
404 | Resource not found or outside your organization. |
413 | Request body larger than 2 MB. |
tasks create​
Create task
kobana dunning tasks create [OPTIONS]
POST /v1/tasks
Creates a task, optionally linked to a customer, a charge and an assignee (all within the organization). Supports Idempotency-Key.
Headers
| Name | Type | Required | Description |
|---|---|---|---|
X-Workspace-Id | string | no | Workspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE. |
Request body
| Name | Type | Required | Description |
|---|---|---|---|
title | string | yes | Task title. |
task_type | string | yes | Type (call | email | visit | review | follow_up). Values: call, email, visit, review, follow_up. |
person_id | string (uuid) | no | Customer linked to the task. |
charge_id | string (uuid) | no | Charge linked to the task. |
assigned_to_id | string (uuid) | no | User assigned to the task. |
description | string | no | Detailed description. |
priority | string | no | Initial priority (low | medium | high | urgent; default medium). Values: low, medium, high, urgent. |
status | string | no | Initial status (default pending). Values: pending, in_progress, completed, cancelled. |
due_at | string (date-time) | no | Task due date (ISO 8601). |
external_id | string | no | Identifier in YOUR system (integration key). |
custom_data | object | no | API-consumer custom metadata. Limits: 64 KB serialized and 16 nesting levels. |
custom_metadata | object | no | User metadata (free-form JSON object, read-write). See custom_data for the legacy field on core resources. |
tags | array<string> | no | Free-form tags. |
More fields and nested objects: kobana schema dunning.tasks.create.
Responses
| HTTP | Description |
|---|---|
201 | Task created (includes customer, assignee and charge summaries). |
400 | Invalid request (validation error). |
404 | Resource not found or outside your organization. |
413 | Request body larger than 2 MB. |
tasks bulk-assign​
Bulk-assign tasks
kobana dunning tasks bulk-assign [OPTIONS]
POST /v1/tasks/bulk-assign
Assigns (or clears, with assignedToId: null) the assignee of up to 100 tasks. The target user must belong to the organization. A cancelled task is returned in failed with invalid_status. A partial result is not an error.
Headers
| Name | Type | Required | Description |
|---|---|---|---|
X-Workspace-Id | string | no | Workspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE. |
Request body
| Name | Type | Required | Description |
|---|---|---|---|
ids | array<string (uuid)> | yes | Target record IDs (1 to 100 per call). Duplicates are ignored. |
assigned_to_id | string (uuid) | yes | Assignee user ID, or null to clear the assignment. |
More fields and nested objects: kobana schema dunning.tasks.bulk-assign.
Responses
| HTTP | Description |
|---|---|
200 | Per-item result of the bulk assignment. |
400 | Invalid request (validation error). |
404 | Resource not found or outside your organization. |
413 | Request body larger than 2 MB. |
tasks bulk-complete​
Bulk-complete tasks
kobana dunning tasks bulk-complete [OPTIONS]
POST /v1/tasks/bulk-complete
Completes up to 100 tasks in one call. An already completed task is returned in failed with already_completed; a cancelled one, with invalid_status. A partial result is not an error.
Headers
| Name | Type | Required | Description |
|---|---|---|---|
X-Workspace-Id | string | no | Workspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE. |
Request body
| Name | Type | Required | Description |
|---|---|---|---|
ids | array<string (uuid)> | yes | Target record IDs (1 to 100 per call). Duplicates are ignored. |
More fields and nested objects: kobana schema dunning.tasks.bulk-complete.
Responses
| HTTP | Description |
|---|---|
200 | Per-item result of the bulk completion. |
400 | Invalid request (validation error). |
404 | Resource not found or outside your organization. |
413 | Request body larger than 2 MB. |
tasks get​
Get task
kobana dunning tasks get [ID] [OPTIONS]
GET /v1/tasks/{id}
Returns a task by ID, with customer, assignee and charge summaries.
Path arguments: id
Headers
| Name | Type | Required | Description |
|---|---|---|---|
X-Workspace-Id | string | no | Workspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE. |
Responses
| HTTP | Description |
|---|---|
200 | Task found. |
404 | Resource not found or outside your organization. |
413 | Request body larger than 2 MB. |
tasks update​
Update task
kobana dunning tasks update [ID] [OPTIONS]
PUT /v1/tasks/{id}
Updates a task’s data (partial).
Path arguments: id
Headers
| Name | Type | Required | Description |
|---|---|---|---|
X-Workspace-Id | string | no | Workspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE. |
Request body
| Name | Type | Required | Description |
|---|---|---|---|
person_id | string (uuid) | no | Customer linked to the task. |
charge_id | string (uuid) | no | Charge linked to the task. |
assigned_to_id | string (uuid) | no | User assigned to the task. |
title | string | no | Task title. |
description | string | no | Detailed description. |
task_type | string | no | Type (call | email | visit | review | follow_up). Values: call, email, visit, review, follow_up. |
priority | string | no | Priority (low | medium | high | urgent). Values: low, medium, high, urgent. |
status | string | no | New status; completed auto-fills completed_at. Values: pending, in_progress, completed, cancelled. |
due_at | string (date-time) | no | Task due date (ISO 8601). |
external_id | string | no | Identifier in YOUR system (integration key). |
custom_data | object | no | API-consumer custom metadata. Limits: 64 KB serialized and 16 nesting levels. |
custom_data_mode | string | no | How custom_data is applied on update: replace (default) overwrites the whole object; merge deep-merges the payload over the stored value — nested objects merge, scalars/arrays/null overwrite the key. Values: replace, merge. |
custom_metadata | object | no | User metadata (free-form JSON object, read-write). See custom_data for the legacy field on core resources. |
custom_metadata_mode | string | no | How the custom_metadata sent is reconciled with the stored value: replace (default) replaces the whole object; merge deep-merges — nested objects merge, scalars and arrays replace the key, and a key sent as null is stored as null (not removed). Update only. Values: replace, merge. |
tags | array<string> | no | Free-form tags. |
More fields and nested objects: kobana schema dunning.tasks.update.
Responses
| HTTP | Description |
|---|---|
200 | Task updated. |
400 | Invalid request (validation error). |
404 | Resource not found or outside your organization. |
413 | Request body larger than 2 MB. |
tasks complete​
Complete task
kobana dunning tasks complete [ID] [OPTIONS]
POST /v1/tasks/{id}/complete
Marks the task as completed and fills completed_at. Returns 409 if the task is already completed or cancelled.
Path arguments: id
Headers
| Name | Type | Required | Description |
|---|---|---|---|
X-Workspace-Id | string | no | Workspace the call acts on (id or public_id, listed by GET /v1/workspaces). Optional while the organization has a single workspace; with two or more, omitting it is 400 WORKSPACE_REQUIRED. A workspace of another organization is 403 UNKNOWN_WORKSPACE. |
Responses
| HTTP | Description |
|---|---|
200 | Task completed. |
404 | Resource not found or outside your organization. |
409 | Conflict with the current resource state (or reused idempotency key). |
413 | Request body larger than 2 MB. |