Activities Service

The `ActivitiesService` is used to create activities (like notes, tasks, or events) and link them to other records in Acumatica, such as Cases, Customers, or Leads. This is essential for building a complete history of interactions with a given record.

The Linking Process

To link an activity to another record, you first need the `NoteID` (a GUID) of that parent record. You can get this `NoteID` when you first create the record or by fetching it from Acumatica. The service uses this `NoteID` and a specific `RelatedEntityType` string to create the connection.

Service Methods

create_activity_linked_to_case(...)

Creates a new activity and attaches it to a specific support case. This is useful for logging correspondence, internal notes, or tasks related to resolving an issue.


# Assume you have the NoteID of a case
case_note_id = "e3f46a39-1a14-e911-816f-bc920a5e0ac8"

# Create a 'Task' activity linked to the case
new_task = client.activities.create_activity_linked_to_case(
    api_version="24.200.001",
    case_note_id=case_note_id,
    summary="Investigate user login issue",
    details="User reports being unable to log in since the last update.",
    activity_type="T"  # 'T' for Task, 'M' for Note (default)
)

create_activity_linked_to_customer(...)

Creates a new activity and attaches it to a customer record. This helps maintain a complete communication history with the customer.


# Assume you have the NoteID of a customer
customer_note_id = "f37200d6-35ea-eb11-9dee-9828a61840c3"

# Create a 'Note' activity linked to the customer
new_note = 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."
)

create_activity_linked_to_lead(...)

Creates a new activity and attaches it to a sales lead, perfect for tracking follow-ups, calls, and meeting notes during the sales process.


# Assume you have the NoteID of a lead
lead_note_id = "a1b2c3d4-e5f6-a7b8-c9d0-e1f2a3b4c5d6"

# Create a 'Note' activity linked to the lead
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."
)