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Datasets · Buildertrend

Buildertrend Lead Activities Dataset

Lead activities with the lead, assigned user, status and contact dates.

  • Record type buildertrend:leadActivities
  • Read it with List records, or the MCP tool list_dataset_records.

Request

curl -G https://api.clickr.cloud/v2/datasets/{datasetId}/records \
  -H "Authorization: Bearer $CLICKR_API_KEY" \
  --data-urlencode "limit=10"

Fields

Every field a record can carry. Filter and sort on them by name, as in filter[jobName][contains]=patel. A field without a value can be missing from a record.

  • activityIdstring

    Buildertrend's id for the lead activity.

  • leadIdstring

    Buildertrend's id for the lead the activity belongs to. Joins to the Buildertrend Leads Dataset.

  • leadNamestring

    The title of the lead the activity belongs to, as Buildertrend shows it.

  • activityTitlestring

    The activity's title, such as Call or Site meeting.

  • assignedUserstring

    The name of the Buildertrend user the activity is assigned to.

  • activityStatusstring

    Past Due or Pending from Buildertrend's own code, or Completed once the activity has left Buildertrend's activity list (see isCompleted).

    One of Completed, Past Due, Pending

  • contactDatestring

    When the activity is scheduled, as Buildertrend's activity list sends it. It moves when the activity is rescheduled.

  • lastContactedDatestring

    The last contacted date Buildertrend shows on the activity's row, as sent.

  • lastContactedBystring

    The name Buildertrend shows beside the last contacted date on the activity's row.

  • notesstring

    The activity's notes.

  • isCompletedboolean

    Set by Clickr, not Buildertrend: true once the activity stopped appearing in Buildertrend's activity list. False means no disappearance has been seen, not that the activity is still to do.

  • completedAtdate and time

    When Clickr noticed the activity had gone from Buildertrend's activity list, not when anyone completed it.