Best way to get the last activity date on a deal?


#1

What is the best way to get the last activity date on a deal via the API?

On the API reference, I see notes_last_contacted and notes_last_updated but I’m not clear what these are… does “notes” mean any activity attached to the deal? or do we work through the engagements API instead for individual deals?


#2

Hi @cre

Both notes_last_contacted and notes_last_updated get updated based on engagements attached to the deal.

notes_last_contacted gets updated whenever a call, email, or meeting is created for the deal.

notes_last_updated gets updated for any engagement type, but it would also be updated for updates to existing engagements.


#3

awesome thank you.

is it possible to query the deals based on either of these fields?

which one triggers a sequence to stop?


#4

@dadams Which endpoint can i use to extract the same info?