This guide covers the ActivitiesService, which is used to create activities (like notes, tasks, or events) and link them to other records in Acumatica, such as Cases, Customers, or Leads.

1. Accessing the Service

The ActivitiesService must be added to your AcumaticaClient and is then available as an attribute.

Assuming 'client' is an initialized AcumaticaClient

activities_service = client.activities

2. The Linking Process

To link an activity to another record, you first need the NoteID (a GUID) of that specific record. You can get this NoteID when you create the record or by fetching it from Acumatica.

3. Creating an Activity Linked to a Customer

create_activity_linked_to_customer(api_version, customer_note_id, summary, details, activity_type="M")

This method creates a new activity and attaches it to a customer.

Example:

customer_note_id = "f37200d6-35ea-eb11-9dee-9828a61840c3" # Example NoteID

try:  
    new_activity = client.activities.create_activity_linked_to_customer(  
        api_version="24.200.001",  
        customer_note_id=customer_note_id,  
        summary="Follow-up call with customer",  
        details="Discussed the new pricing model and upcoming features."  
    )  
    print("Activity created and linked to customer successfully.")  
except Exception as e:  
    print(f"Failed to create activity: {e}")

4. Creating an Activity Linked to a Case

create_activity_linked_to_case(api_version, case_note_id, summary, details, activity_type="M")

This method links an activity to a support case.

Example:

case_note_id = "e3f46a39-1a14-e911-816f-bc920a5e0ac8" # Example NoteID

try:  
    new_task = client.activities.create_activity_linked_to_case(  
        api_version="24.200.001",  
        case_note_id=case_note_id,  
        summary="Investigate login issue",  
        details="User reports being unable to log in since the last update.",  
        activity_type="T" # 'T' for Task  
    )  
    print("Task created and linked to case successfully.")  
except Exception as e:  
    print(f"Failed to create task: {e}")

5. Creating an Activity Linked to a Lead

create_activity_linked_to_lead(api_version, lead_note_id, summary, details, activity_type="M")

This method links an activity to a sales lead.

Example:

lead_note_id = "a1b2c3d4-e5f6-a7b8-c9d0-e1f2a3b4c5d6" # Example NoteID

try:  
    new_activity = client.activities.create_activity_linked_to_lead(  
        api_version="24.200.001",  
        lead_note_id=lead_note_id,  
        summary="Initial contact with new lead",  
        details="Sent introductory email and scheduled a demo for next week."  
    )  
    print("Activity created and linked to lead successfully.")  
except Exception as e:  
    print(f"Failed to create activity: {e}")