Follow-ups

List follow-ups

integer

default:"1"

Page number

integer

default:"25"

Items per page (max 250)

string

Sort field

string

default:"desc"

Sort order: asc or desc

string

Filter by contact ID

string

Filter by deal ID

string

Filter by status: pending or completed

string

Filter by type: call, email, meeting, or task

boolean

Show only overdue follow-ups

string

Filter by due date (YYYY-MM-DD)

GET /api/v1/follow-ups

Example

curl "https://api.mossdesk.com/api/v1/follow-ups?status=pending&overdue=true" \
  -H "X-API-Key: moss_k_..."

Get a follow-up

GET /api/v1/follow-ups/:id

Create a follow-up

POST /api/v1/follow-ups

string

required

Contact ID (UUID)

string

required

Type: call, email, meeting, or task

string

Associated deal ID (UUID)

string

Description

string

required

Due date (YYYY-MM-DD)

string

default:"pending"

Status: pending or completed

Example

curl -X POST https://api.mossdesk.com/api/v1/follow-ups \
  -H "X-API-Key: moss_k_..." \
  -H "Content-Type: application/json" \
  -d '{
    "contact_id": "cnt_abc123",
    "type": "call",
    "description": "Follow up on proposal",
    "due_date": "2026-02-15"
  }'

Update a follow-up

PATCH /api/v1/follow-ups/:id

string

Type

string

Description

string

Due date (YYYY-MM-DD)

string

Status: pending or completed

Delete a follow-up

DELETE /api/v1/follow-ups/:id

Complete a follow-up

Mark a follow-up as completed.

PATCH /api/v1/follow-ups/:id/complete

No request body required. Returns the updated follow-up.

Bulk complete

Complete multiple follow-ups at once.

PATCH /api/v1/follow-ups/bulk-complete

string[]

required

Array of follow-up IDs (max 100)

Overview

CRM Resources

Views & Search

Operations

List follow-ups

Get a follow-up

Create a follow-up

Update a follow-up

Delete a follow-up

Complete a follow-up

Bulk complete

​List follow-ups

​Get a follow-up

​Create a follow-up

​Update a follow-up

​Delete a follow-up

​Complete a follow-up

​Bulk complete

List follow-ups

Get a follow-up

Create a follow-up

Update a follow-up

Delete a follow-up

Complete a follow-up

Bulk complete