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WorkItems from API with client tasks that send 0 days after start date

M
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I am comfortably creating and updating workitems using the API with some hacky python scripts,

 

but I’m unable to get recipient data into the workitems for templates with client tasks--

 

the API includes a “ClientTaskRecipient” object and I feel comfortable assuming that its “ClientKey” field is the ContactKey and the “EmailAddress” field is the contact’s e-mail

 

don’t know if I’m right; have no clue what to pass into the “LinkType” field and am having difficulty getting a response from support, for it.

 

Perhaps a little niche but I would love whatever insight anyone may have

 

Thanks!

Mike

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Best answer by max 10 March 2022, 16:38

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max
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Nice! If we can set and send client requests to a recipient, that will be a game changer for this tax season. Programmatic, customized client requests sent automatically… could be huge.

respect humans | continually improve
Smitty
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Nice! If we can set and send client requests to a recipient, that will be a game changer for this tax season. Programmatic, customized client requests sent automatically… could be huge.

 

Yeah, similar. We set up the first client task to send automatically 1 day after the work item start date. Using the API I plan to set the work item start date to Jan 2 and will also set the recipient of the client tasks. 

 

Really wish we could kick off a client task based on the completion of prior tasks. And also wish we could send out client tasks that didn’t actually have tasks (just an email).

max
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Userlevel 7
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Really wish we could kick off a client task based on the completion of prior tasks.

If you put in a feature idea, comment the link here and I will vote for it. 😀

 

And also wish we could send out client tasks that didn’t actually have tasks (just an email).

I’m pretty sure there are a few feature ideas on like this already.

 

 

 

 

respect humans | continually improve
M
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@Smitty it totally works!

 

thank you all

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