Advanced Filtering Fields

The built-in fields you can filter and sort by with Advanced Filtering, for each object type.

Use these fields in Advanced Filtering queries as a regular_field, with the object_type of the section they’re listed in, e.g. {"type": "regular_field", "object_type": "contact", "field_name": "title"}. A field’s object_type must match the type of the objects being filtered. To filter by fields of a related object, use a has_related query.

The value type of a field decides which condition to use. For … ID fields, use a reference condition with that ID type as the reference_type, e.g. user.

Custom fields aren’t listed here. Filter by them with a custom_field that references the custom field’s ID.

This list is generated from Close’s search fields and kept up to date automatically.

Leads, Contacts & Opportunities

`lead`

Field	Description	Value type
`addresses_count`	Total number of addresses	integer
`all_urls_count`	Total number of URLs	integer
`avg_annual_active_opportunity_value`	Opportunity value - average annual active	number
`avg_annual_lost_opportunity_value`	Opportunity value - average annual lost	number
`avg_annual_opportunity_value`	Opportunity value - average annual	number
`avg_annual_won_opportunity_value`	Opportunity value - average annual won	number
`avg_annualized_active_opportunity_value`	Opportunity value - average annualized active	number
`avg_annualized_lost_opportunity_value`	Opportunity value - average annualized lost	number
`avg_annualized_opportunity_value`	Opportunity value - average annualized	number
`avg_annualized_won_opportunity_value`	Opportunity value - average annualized won	number
`avg_monthly_active_opportunity_value`	Opportunity value - average monthly active	number
`avg_monthly_lost_opportunity_value`	Opportunity value - average monthly lost	number
`avg_monthly_opportunity_value`	Opportunity value - average monthly	number
`avg_monthly_won_opportunity_value`	Opportunity value - average monthly won	number
`avg_one_time_active_opportunity_value`	Opportunity value - average one time active	number
`avg_one_time_lost_opportunity_value`	Opportunity value - average one time lost	number
`avg_one_time_opportunity_value`	Opportunity value - average one time	number
`avg_one_time_won_opportunity_value`	Opportunity value - average one time won	number
`call_notes_count`	Number of calls with notes	integer
`call_recordings_count`	Number of recordings	integer
`call_voicemails_count`	Number of voicemails	integer
`calls_over_60s_count`	Calls over 60s	integer
`calls_over_60s_duration`	Calls over 60s duration	integer
`canceled_meetings_duration`	Canceled meetings duration	integer
`completed_meetings_duration`	Completed meetings duration	integer
`contact_ids`	Contacts	`contact` ID
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`declined_by_lead_meetings_duration`	Declined by lead meetings duration	integer
`declined_by_org_meetings_duration`	Declined by org meetings duration	integer
`declined_meetings_duration`	Declined meetings duration	integer
`description`	Description	text
`display_name`	Name	text
`email_first_opened`	Date of first email open	datetime
`email_last_opened`	Date of latest email open	datetime
`emails_opened_count`	Number of opened emails	integer
`first_actual_email_subject`	First actual email - Subject	text
`first_call_agent_config_id`	First call - Agent Config	`agent_config` ID
`first_call_any_agent`	First call - AI Agent	`any_agent` ID
`first_call_created`	Date of first call	datetime
`first_call_direction`	First call - Direction	one of `inbound`, `outbound`
`first_call_disposition`	First call disposition	one of `no-answer`, `answered`, `vm-answer`, `vm-left`, `busy`, `blocked`, `error`, `abandoned`
`first_call_duration`	First call - Duration	integer
`first_call_note`	First call note	text
`first_call_outcome_id`	First call - Outcome	`outcome` ID
`first_call_updated`	First updated call date	datetime
`first_call_updated_by`	First call - Updated by	`user` ID
`first_call_user`	First call - User	`user` ID
`first_communication_date`	First communication - Date	datetime
`first_communication_direction`	First communication - Direction	one of `incoming`, `outgoing`
`first_communication_type`	First communication - Type	one of `call`, `outgoing_call`, `incoming_answered_call`, `missed_call`, `received_voicemail`, `received_email`, `sent_email`, `received_sms`, `sent_sms`, `received_whatsapp_message`, `sent_whatsapp_message`
`first_communication_user_id`	First communication - User	`user` ID
`first_completed_meeting_outcome_id`	First completed meeting - Outcome	`outcome` ID
`first_created_source`	First created source	one of `ui`, `api`, `import`, `clipper`, `email`, `suggestion`, `segment-integration`, `customerio-integration`, `calendly-integration`, `ai`, `whatsapp`, `webform`
`first_email`	First email - Date	datetime
`first_email_attachments`	First email - Attachment count	integer
`first_email_bcc`	First email - BCC	text
`first_email_cc`	First email - CC	text
`first_email_created`	First email - Date created	datetime
`first_email_direction`	First email - Direction	one of `incoming`, `outgoing`
`first_email_from`	First email - From	text
`first_email_opened`	First email - Open date	datetime
`first_email_opens`	First email - Opens count	integer
`first_email_subject`	Earliest email subject	text
`first_email_template`	First email - Template	`email_template` ID
`first_email_to`	First email - To	text
`first_email_user`	First email - User	`user` ID
`first_emailed`	First email - Recipient	text
`first_emailed_template`	First templated email - Template	`email_template` ID
`first_incoming_call_date`	First incoming call - Date	datetime
`first_incoming_email_date`	First incoming email - Date received	datetime
`first_incoming_email_user_id`	First incoming email - User	`user` ID
`first_incoming_sms_date`	First incoming SMS - Date	datetime
`first_lead_status_change_date`	First lead status change - Date	datetime
`first_lead_status_change_new_status`	First lead status change - New status	`status.lead` ID
`first_lead_status_change_old_status`	First lead status change - Old status	`status.lead` ID
`first_note_by`	First note - Created by	`user` ID
`first_note_created`	First note - Date	datetime
`first_note_updated`	First note - Date updated	datetime
`first_note_updated_by`	First note - Updated by	`user` ID
`first_note_user`	First note - User	`user` ID
`first_opportunity_created_date_created`	First opportunity - Date created	datetime
`first_opportunity_status_change_date`	First opportunity status change - Date	datetime
`first_opportunity_status_change_new_pipeline`		`status.opportunity` ID
`first_opportunity_status_change_new_status`	First opportunity status change - New status	`status.opportunity` ID
`first_opportunity_status_change_old_pipeline`		`status.opportunity` ID
`first_opportunity_status_change_old_status`	First opportunity status change - Old status	`status.opportunity` ID
`first_opportunity_updated_date_updated`	First opportunity - Date updated	datetime
`first_opportunity_won_date_won`	First won opportunity date	date
`first_outgoing_call_date`	First outgoing call - Date	datetime
`first_outgoing_email_date`	First outgoing email - Date sent	datetime
`first_outgoing_email_user_id`	First outgoing email - User	`user` ID
`first_outgoing_sms_date`	First outgoing SMS - Date	datetime
`first_received_sms_date`	First received SMS date	datetime
`first_sent_sms_date`	First sent SMS date	datetime
`first_sms_created`	First SMS created	datetime
`first_sms_date`	First SMS date	datetime
`first_sms_direction`	First SMS - Direction	one of `inbound`, `outbound`
`first_sms_text`	First SMS text	text
`first_sms_user`	First SMS - User	`user` ID
`first_updated_note_updated`	First updated note - Date updated	datetime
`first_voicemail_duration`	First voicemail - Duration	integer
`in_progress_meetings_duration`	In-progress meetings duration	integer
`last_activity_date`	Latest activity date	datetime
`last_activity_user_id`	Latest activity user	`user` ID
`last_actual_email_subject`	Last actual email - Subject	text
`last_call_agent_config_id`	Last call - Agent Config	`agent_config` ID
`last_call_any_agent`	Last call - AI Agent	`any_agent` ID
`last_call_created`	Last call - Date	datetime
`last_call_direction`	Last call - Direction	one of `inbound`, `outbound`
`last_call_disposition`	Last call - Disposition	one of `no-answer`, `answered`, `vm-answer`, `vm-left`, `busy`, `blocked`, `error`, `abandoned`
`last_call_duration`	Last call duration	integer
`last_call_note`	Last call note	text
`last_call_outcome_id`	Last call - Outcome	`outcome` ID
`last_call_updated`	Last updated call date	datetime
`last_call_updated_by`	Last call - Updated by	`user` ID
`last_call_user_id`	Last call - User	`user` ID
`last_communication_date`	Last communication - Date	datetime
`last_communication_direction`	Last communication - Direction	one of `incoming`, `outgoing`
`last_communication_type`	Last communication - Type	one of `call`, `outgoing_call`, `incoming_answered_call`, `missed_call`, `received_voicemail`, `received_email`, `sent_email`, `received_sms`, `sent_sms`, `received_whatsapp_message`, `sent_whatsapp_message`
`last_communication_user_id`	Last communication - User	`user` ID
`last_complete_task_due_date`	Last completed task - Due date	datetime
`last_complete_task_updated`	Last completed task - Date updated	datetime
`last_completed_meeting_duration`	Last completed meeting - Duration	integer
`last_completed_meeting_ends_at`	Last completed meeting - End time	datetime
`last_completed_meeting_is_recurring`	Last completed meeting - Is recurring	boolean
`last_completed_meeting_location`	Last completed meeting - Location	text
`last_completed_meeting_note`	Last completed meeting - Event notes	text
`last_completed_meeting_num_participants`	Last completed meeting - Number of participants	integer
`last_completed_meeting_outcome_id`	Last completed meeting - Outcome	`outcome` ID
`last_completed_meeting_source`	Last completed meeting - Source	one of `calendar`, `manual`
`last_completed_meeting_starts_at`	Last completed meeting - Date	datetime
`last_completed_meeting_status`	Last completed meeting - Status	one of `upcoming`, `in-progress`, `completed`, `canceled`, `declined-by-org`, `declined-by-lead`
`last_completed_meeting_title`	Last completed meeting - Title	text
`last_completed_meeting_users`	Last completed meeting - User	`user` ID
`last_email_attachments`	Last email - Attachment count	integer
`last_email_bcc`	Last email - BCC	text
`last_email_cc`	Last email - CC	text
`last_email_created`	Last email - Date created	datetime
`last_email_date`	Last email - Date	datetime
`last_email_direction`	Last email - Direction	one of `incoming`, `outgoing`
`last_email_from`	Last email - From	text
`last_email_last_open_date`	Last email - Date opened	datetime
`last_email_opens_count`	Last email - Number of opens	integer
`last_email_subject`	Latest email subject	text
`last_email_template_id`	Last email - Email Template used	`email_template` ID
`last_email_to`	Last email - To	text
`last_email_user`	Last email - User	`user` ID
`last_emailed`	Last email recipient	text
`last_emailed_template`	Last emailed template	`email_template` ID
`last_incoming_call_date`	Last incoming call - Date incoming	datetime
`last_incoming_communication_date`	Latest incoming communication date	datetime
`last_incoming_email_date`	Last incoming email - Date received	datetime
`last_incoming_email_user_id`	Last incoming email - User	`user` ID
`last_incoming_sms_date`	Last incoming SMS - Date	datetime
`last_lead_status_change_date`	Date	datetime
`last_lead_status_change_new_status`	New status	`status.lead` ID
`last_lead_status_change_old_status`	Previous status	`status.lead` ID
`last_note_by`	Last note - Created by	`user` ID
`last_note_created`	Last note - Date	datetime
`last_note_updated`	Last note - Date updated	datetime
`last_note_updated_by`	Last note - Updated by	`user` ID
`last_note_user`	Last note - User	`user` ID
`last_opportunity_created_date_created`	Last opportunity - Date created	datetime
`last_opportunity_status_change_date`	Last opportunity status change - Date	datetime
`last_opportunity_status_change_new_status`	Last opportunity status change - New status	`status.opportunity` ID
`last_opportunity_status_change_old_status`	Last opportunity status change - Previous status	`status.opportunity` ID
`last_opportunity_updated_date_updated`	Last opportunity - Date updated	datetime
`last_opportunity_won_date_won`	Last won opportunity date	date
`last_outgoing_call_date`	Last outgoing call - Date outgoing	datetime
`last_outgoing_communication_date`	Latest outgoing communication date	datetime
`last_outgoing_email_date`	Last outgoing email - Date sent	datetime
`last_outgoing_email_user_id`	Last outgoing email - User	`user` ID
`last_outgoing_sms_date`	Last outgoing SMS - Date	datetime
`last_received_sms_date`	Last received SMS - Date received	datetime
`last_sent_sms_date`	Last sent SMS - Date sent	datetime
`last_sms_created`	Last SMS created	datetime
`last_sms_date`	Last SMS - Date	datetime
`last_sms_direction`	Last SMS - Direction	one of `inbound`, `outbound`
`last_sms_text`	Last SMS text	text
`last_sms_user`	Last SMS - User	`user` ID
`last_task_created`	Last task - Date created	datetime
`last_task_creator`	Last task - Created by	`user` ID
`last_task_due`	Last task - Due date	datetime
`last_task_text`	Last task - Text	text
`last_task_updated`	Last task - Date updated	datetime
`last_task_updated_by`	Last task - Updated by	`user` ID
`last_updated_note_updated`	Last updated note - Date updated	datetime
`last_voicemail_duration`	Last voicemail duration	integer
`longest_call_duration`	Longest call duration	integer
`longest_recording_duration`	Longest recording duration	integer
`longest_voicemail_duration`	Longest voicemail duration	integer
`max_annual_active_opportunity_value`	Opportunity value - largest annual active	number
`max_annual_lost_opportunity_value`	Opportunity value - largest annual lost	number
`max_annual_opportunity_value`	Opportunity value - largest annual	number
`max_annual_won_opportunity_value`	Opportunity value - largest annual won	number
`max_annualized_active_opportunity_value`	Opportunity value - largest annualized active	number
`max_annualized_lost_opportunity_value`	Opportunity value - largest annualized lost	number
`max_annualized_opportunity_value`	Opportunity value - largest annualized	number
`max_annualized_won_opportunity_value`	Opportunity value - largest annualized won	number
`max_monthly_active_opportunity_value`	Opportunity value - largest monthly active	number
`max_monthly_lost_opportunity_value`	Opportunity value - largest monthly lost	number
`max_monthly_opportunity_value`	Opportunity value - largest monthly	number
`max_monthly_won_opportunity_value`	Opportunity value - largest monthly won	number
`max_one_time_active_opportunity_value`	Opportunity value - largest one time active	number
`max_one_time_lost_opportunity_value`	Opportunity value - largest one time lost	number
`max_one_time_opportunity_value`	Opportunity value - largest one time	number
`max_one_time_won_opportunity_value`	Opportunity value - largest one time won	number
`max_opportunity_annualized_annualized_value`	Maximum opportunity annualized value	number
`max_opportunity_confidence_confidence`	Maximum opportunity confidence	integer
`max_timezone_offset`		integer
`meetings_duration`	Total meetings duration	integer
`min_annual_active_opportunity_value`	Opportunity value - smallest annual active	number
`min_annual_lost_opportunity_value`	Opportunity value - smallest annual lost	number
`min_annual_opportunity_value`	Opportunity value - smallest annual	number
`min_annual_won_opportunity_value`	Opportunity value - smallest annual won	number
`min_annualized_active_opportunity_value`	Opportunity value - smallest annualized active	number
`min_annualized_lost_opportunity_value`	Opportunity value - smallest annualized lost	number
`min_annualized_opportunity_value`	Opportunity value - smallest annualized	number
`min_annualized_won_opportunity_value`	Opportunity value - smallest annualized won	number
`min_monthly_active_opportunity_value`	Opportunity value - smallest monthly active	number
`min_monthly_lost_opportunity_value`	Opportunity value - smallest monthly lost	number
`min_monthly_opportunity_value`	Opportunity value - smallest monthly	number
`min_monthly_won_opportunity_value`	Opportunity value - smallest monthly won	number
`min_one_time_active_opportunity_value`	Opportunity value - smallest one time active	number
`min_one_time_lost_opportunity_value`	Opportunity value - smallest one time lost	number
`min_one_time_opportunity_value`	Opportunity value - smallest one time	number
`min_one_time_won_opportunity_value`	Opportunity value - smallest one time won	number
`min_opportunity_confidence_confidence`	Minimum opportunity confidence	integer
`min_timezone_offset`		integer
`name`	Name	text
`next_due`	Next task due date	datetime
`next_task_date`	Next task date	datetime
`next_task_due_date`	Next task due date	datetime
`next_task_text`	Next task text	text
`next_task_user_id`	Next task user	`user` ID
`next_upcoming_meeting_duration`	Next upcoming meeting - Duration	integer
`next_upcoming_meeting_ends_at`	Next upcoming meeting ends at	datetime
`next_upcoming_meeting_is_recurring`	Next upcoming meeting - Is recurring	boolean
`next_upcoming_meeting_location`	Next upcoming meeting - Location	text
`next_upcoming_meeting_note`	Next upcoming meeting - Event notes	text
`next_upcoming_meeting_num_participants`	Next upcoming meeting - Number of participants	integer
`next_upcoming_meeting_source`	Next upcoming meeting - Source	one of `calendar`, `manual`
`next_upcoming_meeting_starts_at`	Next upcoming meeting	datetime
`next_upcoming_meeting_status`	Next upcoming meeting - Status	one of `upcoming`, `in-progress`, `completed`, `canceled`, `declined-by-org`, `declined-by-lead`
`next_upcoming_meeting_title`	Next upcoming meeting - Title	text
`next_upcoming_meeting_users`	Next upcoming meeting - User	`user` ID
`num_active_opportunities`	Number of active opportunities	integer
`num_activities`	Total number of activities	integer
`num_annual_opportunities`	Opportunities - Annual	integer
`num_calls`	Total number of calls	integer
`num_canceled_meetings`	Number of canceled meetings	integer
`num_completed_meetings`	Number of completed meetings	integer
`num_completed_tasks`	Number of completed tasks	integer
`num_contact_urls`	# Contact URLs	integer
`num_contacts`	Total number of contacts	integer
`num_declined_by_lead_meetings`	Meetings - Declined By Lead	integer
`num_declined_by_org_meetings`	Meetings - Declined By Org	integer
`num_declined_meetings`	Number of declined meetings	integer
`num_draft_emails`	Number of draft emails	integer
`num_draft_sms`	Number of draft SMS	integer
`num_email_addresses`	Total number of email addresses	integer
`num_email_attachments`	# Email attachments	integer
`num_email_opens`	Total number of email opens	integer
`num_emails`	Total number of emails	integer
`num_error_emails`	Number of emails that errored	integer
`num_error_sms`	Number of SMS that errored	integer
`num_in_progress_meetings`	Number of in-progress meetings	integer
`num_incoming_calls`	Number of incoming calls	integer
`num_incomplete_tasks`	Number of incomplete tasks	integer
`num_lost_opportunities`	Number of lost opportunities	integer
`num_meetings`	Total number of meetings	integer
`num_missed_calls`	Number of missed calls	integer
`num_monthly_opportunities`	Opportunities - Monthly	integer
`num_notes`	Total number of notes	integer
`num_one_time_opportunities`	Opportunities - One-Time	integer
`num_opportunities`	Total number of opportunities	integer
`num_outbox_emails`	Number of emails in outbox	integer
`num_outbox_sms`	Number of SMS in outbox	integer
`num_outgoing_calls`	Number of outgoing calls	integer
`num_outgoing_emails`	# Outgoing emails	integer
`num_phone_numbers`	Total number of phone numbers	integer
`num_received_emails`	Number of received emails	integer
`num_received_sms`	Number of received SMS	integer
`num_scheduled_emails`	Number of scheduled emails	integer
`num_scheduled_sms`	Number of scheduled SMS	integer
`num_sent_emails`	Number of sent emails	integer
`num_sent_sms`	Number of sent SMS	integer
`num_sms`	Total number of SMS	integer
`num_tasks`	Total number of tasks	integer
`num_upcoming_meetings`	Number of upcoming meetings	integer
`num_won_opportunities`	Number of won opportunities	integer
`original_lead_status`	Initial lead status	`status.lead` ID
`outbound_sms_count`	Outbound SMS count	integer
`pipeline_id`	Current status	`pipeline` ID
`primary_contact_name`	Primary contact name	text
`primary_email`	Primary email	email address
`primary_opportunity_confidence`	Primary opportunity confidence	integer
`primary_opportunity_created`	Primary opportunity created	datetime
`primary_opportunity_date_won`	Primary opportunity date won	date
`primary_opportunity_period`	Primary opportunity period	one of `one_time`, `monthly`, `annual`
`primary_opportunity_status`	Primary opportunity status	`status.opportunity` ID
`primary_opportunity_status_type`	Primary opportunity status type	one of `won`, `lost`, `active`
`primary_opportunity_updated`	Primary opportunity updated	datetime
`primary_opportunity_user_id`	Primary opportunity assigned to	`user` ID
`primary_opportunity_value`	Primary opportunity value	number
`shortest_call_duration`	Longest call duration	integer
`shortest_voicemail_duration`	Shortest voicemail duration	integer
`status_id`	Current status	`status.lead` ID
`time_to_first_call`	Time to first call	integer
`time_to_first_communication`	Time to first communication	integer
`time_to_first_email`	Time to first email	integer
`time_to_first_incoming_call`	Time to first incoming call	integer
`time_to_first_incoming_communication`	Time to first incoming communication	integer
`time_to_first_incoming_email`	Time to first incoming email	integer
`time_to_first_incoming_sms`	Time to first incoming SMS	integer
`time_to_first_meeting`	Time to first meeting	integer
`time_to_first_outgoing_call`	Time to first outgoing call	integer
`time_to_first_outgoing_communication`	Time to first outgoing communication	integer
`time_to_first_outgoing_email`	Time to first outgoing email	integer
`time_to_first_outgoing_sms`	Time to first outgoing SMS	integer
`time_to_first_sms`	Time to first SMS	integer
`times_communicated`	Total number of times communicated	integer
`times_communicated_outgoing`		integer
`timezone_offset`	Timezone offset	integer
`total_annual_active_opportunity_value`	Opportunity value - annual active	number
`total_annual_lost_opportunity_value`	Opportunity value - annual lost	number
`total_annual_opportunity_value`	Opportunity value - annual	number
`total_annual_won_opportunity_value`	Opportunity value - annual won	number
`total_annualized_active_opportunity_value`	Opportunity value - annualized active	number
`total_annualized_lost_opportunity_value`	Opportunity value - annualized lost	number
`total_annualized_opportunity_value`	Opportunity value - annualized	number
`total_annualized_won_opportunity_value`	Opportunity value - annualized won	number
`total_call_duration`	Total call duration	integer
`total_monthly_active_opportunity_value`	Opportunity value - monthly active	number
`total_monthly_lost_opportunity_value`	Opportunity value - monthly lost	number
`total_monthly_opportunity_value`	Opportunity value - monthly	number
`total_monthly_won_opportunity_value`	Opportunity value - monthly won	number
`total_one_time_active_opportunity_value`	Opportunity value - one time active	number
`total_one_time_lost_opportunity_value`	Opportunity value - one time lost	number
`total_one_time_opportunity_value`	Opportunity value - one time	number
`total_one_time_won_opportunity_value`	Opportunity value - one time won	number
`upcoming_meetings_duration`	Upcoming meetings duration	integer
`updated_by`	Last updated by	`user` ID
`url`	URL	URL
`urls_count`	Lead URL	integer

`contact`

Field	Description	Value type
`contact_id`		`contact` ID
`created_by`	Created by	`user` ID
`created_by_agent_id`	Created by agent	`agent_config` ID
`created_by_any_agent`		`any_agent` ID
`created_by_user_or_any_agent`	Created by	`user_or_any_agent` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`emails_count`	Number of email addresses	integer
`is_primary`	First contact	boolean
`last_step_date_created`	Last Subscription Step Date Created	datetime
`lead_id`	Lead	`lead` ID
`max_step_last_processed_at`	Max Subscription Step Last Processed At	datetime
`max_tz_offset`		integer
`min_tz_offset`		integer
`name`	Name	text
`num_call_tasks`		integer
`num_completed_call_tasks`		integer
`num_incomplete_call_tasks`		integer
`phones_count`	Number of phone numbers	integer
`timezone`		timezone
`title`	Title	text
`updated_by`	Last updated by	`user` ID
`updated_by_agent_id`	Last updated by agent	`agent_config` ID
`updated_by_any_agent`		`any_agent` ID
`updated_by_user_or_any_agent`	Last updated by	`user_or_any_agent` ID
`urls_count`	Number of URLs	integer
`user_id`		`user` ID
`users`		`user` ID

`opportunity`

Field	Description	Value type
`annualized_expected_value`	Annualized expected value	number
`annualized_value`	Value, annualized	number
`confidence`	Confidence	integer
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_lost`	Date lost	datetime
`date_updated`	Date last updated	datetime
`date_won`	Close date	date
`expected_value`	Expected value	number
`is_stalled`	Needs attention	boolean
`lead_id`	Lead	`lead` ID
`note`	Note	text
`original_opportunity_status`	Initial status	`status.opportunity` ID
`pipeline_id`	Pipeline	`pipeline` ID
`status_id`	Current status	`status.opportunity` ID
`status_type`	Status type	one of `won`, `lost`, `active`
`updated_by`	Last updated by	`user` ID
`user_id`	Assigned to	`user` ID
`users`		`user` ID
`value`	Value	number
`value_currency`	Value currency	fixed value
`value_period`	Period	one of `one_time`, `monthly`, `annual`

Lead & Contact Details

`address`

Field	Description	Value type
`address_1`	Address line 1	text
`address_2`	Address line 2	text
`city`	City	text
`country`	Country	country
`label`	Label	text
`location`	Address	text
`state`	State	state
`timezone_id`	Local time	timezone
`timezone_offset`	Timezone offset	integer
`zipcode`	Zip code	text

`contact_email`

Field	Description	Value type
`email`	Email address	email address
`is_unsubscribed`	Unsubscribed	boolean

`contact_phone`

Field	Description	Value type
`is_toll_free`	Toll free	boolean
`phone`	Phone number	phone number
`timezone_id`	Local time	timezone
`timezone_offset`	Timezone offset	integer

`contact_url`

Field	Description	Value type
`url`	URL	URL

Activities

`activity.call`

Field	Description	Value type
`activity_at`	At	datetime
`agent_config_id`	Agent Config	`agent_config` ID
`any_agent`		`any_agent` ID
`call_agent_grade_funnel_stage`	Funnel Stage	one of `no_connection`, `human_reached`, `prospect_engaged`, `objective_met`
`call_agent_grade_performance_summary`		text
`call_agent_grade_sentiment_score`	Sentiment Score	integer
`call_method`	Method	fixed value
`called_by`	Called by	`user` ID
`called_to`	Called	`user` ID
`comm_type`	Communication type	one of `call`, `outgoing_call`, `incoming_answered_call`, `missed_call`, `received_voicemail`, `received_email`, `sent_email`, `received_sms`, `sent_sms`, `received_whatsapp_message`, `sent_whatsapp_message`
`contact_id`	Contact	`contact` ID
`conversation_type_id`	Playbook	`conversation_type` ID
`conversation_type_reason`	Playbook set by	one of `user-selected`, `autodetected`
`created_by`	Created by	`user` ID
`created_by_agent_id`	Created by agent	`agent_config` ID
`created_by_any_agent`		`any_agent` ID
`created_by_user_or_any_agent`	Created by	`user_or_any_agent` ID
`date`	Date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`dialer_id`	Dialer ID	`dialer` ID
`dialer_saved_search_id`	Dialed from Smart View	`saved_search` ID
`direction`	Direction	one of `inbound`, `outbound`
`disposition`	Disposition	one of `no-answer`, `answered`, `vm-answer`, `vm-left`, `busy`, `blocked`, `error`, `abandoned`
`duration`	Duration	integer
`has_any_tool_error`	Has any tool error	boolean
`has_note`	Has a note	boolean
`has_recording`	Was recorded	boolean
`has_voicemail`	Is a voicemail	boolean
`incoming_call_date`	Incoming call date	datetime
`is_actual`	Not sent or received	boolean
`is_missed`	Missed	boolean
`is_to_group_number`	Group number was called	boolean
`lead_id`	Lead	`lead` ID
`local_phone`	Local phone	phone number
`mentions`	Mentions in the note	`user_or_group` ID
`note`	Note	text
`outcome_id`	Outcome	`outcome` ID
`outgoing_call_date`	Outgoing call date	datetime
`phone`	Phone number	phone number
`playbook_id`	Playbook	`conversation_type` ID
`playbook_reason`	Playbook set by	one of `user-selected`, `autodetected`
`recording_duration`	Recording	integer
`recording_expires_at`	Recording Expires At	datetime
`recording_summary`	Recording Summary	text
`recording_transcript`	Recording Transcript	text
`remote_phone`	Remote phone	phone number
`sequence_id`	Workflow used	`sequence` ID
`sequence_subscription_id`	Called with a sequence subscription	`sequence_subscription` ID
`skill_use_names`	Skill used	one of `schedule_callback`, `create_task`, `send_scheduling_link`, `book_meeting`, `send_handoff_alert`, `search_knowledge_base`, `transfer_call`, `press_keypad`
`source`	Source	one of `close.io`, `external`
`status`	Status	one of `created`, `in-progress`, `completed`, `cancel`, `no-answer`, `busy`, `failed`, `timeout`
`talk_time`	Total Recording Talk Time	integer
`transferred`	Transferred	boolean
`transferred_from`	Transferred from	`activity.call` ID
`transferred_from_user`	Transferred from	`user` ID
`transferred_to`	Transferred to	`activity.call` ID
`transferred_to_user`	Transferred to	`user` ID
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID
`user_or_agent`	User or Agent	`user_or_any_agent` ID
`user_or_any_agent`	User or Agent	`user_or_any_agent` ID
`user_talk_time`	Total User Talk Time	integer
`user_talk_time_ratio`	User Talk Time Percent	number
`users`	User	`user` ID
`voicemail_duration`	Voicemail duration	integer
`voicemail_transcript`	Voicemail Transcript	text

`activity.created`

Field	Description	Value type
`activity_at`	At	datetime
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`import_id`	Created by Import	`import` ID
`lead_id`	Lead	`lead` ID
`source`	Source	one of `ui`, `api`, `import`, `clipper`, `email`, `suggestion`, `segment-integration`, `customerio-integration`, `calendly-integration`, `ai`, `whatsapp`, `webform`
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID
`users`	User	`user` ID

`activity.custom_activity`

Field	Description	Value type
`activity_at`	At	datetime
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`created_by_agent_id`	Created by agent	`agent_config` ID
`created_by_any_agent`		`any_agent` ID
`created_by_user_or_any_agent`	Created by	`user_or_any_agent` ID
`custom_activity_type_id`	Custom Activity Type	`custom_activity_type` ID
`custom_activity_type_version`		integer
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`lead_id`	Lead	`lead` ID
`mentions`	Mentions within any rich text fields	`user_or_group` ID
`pinned_at`	Pinned at	datetime
`source`	Source	one of `ui`, `api`, `import`, `clipper`, `email`, `suggestion`, `segment-integration`, `customerio-integration`, `calendly-integration`, `ai`, `whatsapp`, `webform`
`status`	Status	one of `draft`, `published`
`updated_by`	Last updated by	`user` ID
`updated_by_agent_id`	Last updated by agent	`agent_config` ID
`updated_by_any_agent`		`any_agent` ID
`updated_by_user_or_any_agent`	Last updated by	`user_or_any_agent` ID
`user_id`	User	`user` ID
`user_or_agent`	User or Agent	`user_or_any_agent` ID
`user_or_any_agent`	User or Agent	`user_or_any_agent` ID
`users`	User	`user` ID

`activity.email`

Field	Description	Value type
`activity_at`	At	datetime
`agent_action_reason`		one of `send_scheduling_link`, `custom_agent_decision`, `voice_agent_callback`
`agent_config_id`	Agent Config	`agent_config` ID
`all_bcc`	BCC	text
`all_cc`	CC	text
`all_to`	To	text
`any_agent`		`any_agent` ID
`attachment_count`	Number of attachments	integer
`attachment_name`	Email attachment name	text
`bcc`	BCC	text
`body_text`	Body	text
`bulk_email_action_id`	Bulk Email	`bulk_action.email` ID
`cc`	CC	text
`comm_type`	Communication type	one of `call`, `outgoing_call`, `incoming_answered_call`, `missed_call`, `received_voicemail`, `received_email`, `sent_email`, `received_sms`, `sent_sms`, `received_whatsapp_message`, `sent_whatsapp_message`
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`created_by_agent_id`	Created by agent	`agent_config` ID
`created_by_any_agent`		`any_agent` ID
`created_by_user_or_any_agent`	Created by	`user_or_any_agent` ID
`date`	Date	datetime
`date_created`	Date created	datetime
`date_emailed`	Emailed date	datetime
`date_received`	Date received	datetime
`date_scheduled`	Scheduled at	datetime
`date_sent`	Date sent	datetime
`date_updated`	Date last updated	datetime
`direction`	Direction	one of `incoming`, `outgoing`
`emailed_by`	Emailed by	text
`emailed_template_id`	Email Template used	`email_template` ID
`envelope/is_autoreply`		boolean
`first_date_open`	First open date	datetime
`has_reply`	Has reply	boolean
`has_template`	Sent with a template	boolean
`in_reply_to_id`	In reply to	`activity.email` ID
`is_actual`	Not sent or received	boolean
`is_bulk_email`	Sent by bulk email	boolean
`last_date_open`	Last open date	datetime
`lead_id`	Lead	`lead` ID
`open_dates`	Date opened	datetime
`opens_count`	Number of opens	integer
`recipient`	Recipient name or email address	text
`send_as_id`		`user` ID
`sender`	Sender name or email address	text
`sent`	Sent date	datetime
`sequence_id`	Workflow used	`sequence` ID
`sequence_subscription_id`	Sent with a sequence subscription	`sequence_subscription` ID
`status`	Current state of the email	one of `inbox`, `draft`, `scheduled`, `outbox`, `sent`, `error`
`subject`	Subject	text
`template_id`	Email Template used	`email_template` ID
`thread_id`	Thread	`activity.email_thread` ID
`to`	To	text
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID
`user_or_agent`	User or Agent	`user_or_any_agent` ID
`user_or_any_agent`	User or Agent	`user_or_any_agent` ID
`users`	User	`user` ID

`activity.email_thread`

Field	Description	Value type
`activity_at`	At	datetime
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`email_ids`	Emails	`activity.email` ID
`importance_reason`	Importance Reason	fixed value
`is_important`	Is Important	boolean
`latest_normalized_subject`	Last normalized subject	text
`lead_id`	Lead	`lead` ID
`n_emails`	Number of emails	integer
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID
`users`	User	`user` ID

`activity.form_submission`

Field	Description	Value type
`activity_at`	At	datetime
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`form_configuration_id`		`form_configuration` ID
`form_id`	Web Form	`form` ID
`lead_id`	Lead	`lead` ID
`source_url`		URL
`source_url_normalized`	Submission URL	URL
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID

`activity.import_update`

Field	Description	Value type
`activity_at`	At	datetime
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`import_id`	Updated by Import	`import` ID
`lead_id`	Lead	`lead` ID
`reverted`	Update was Reverted	boolean
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID
`users`	User	`user` ID

`activity.lead_merge`

Field	Description	Value type
`activity_at`	At	datetime
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`destination_lead_id`	Destination Lead ID	`lead` ID
`lead_id`	Lead	`lead` ID
`merge_status`	Merge Status	fixed value
`source_lead_id`	Source Lead ID	`lead` ID
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID
`users`	User	`user` ID

`activity.lead_status_change`

Field	Description	Value type
`activity_at`	At	datetime
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`created_by_agent_id`	Created by agent	`agent_config` ID
`created_by_any_agent`		`any_agent` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`lead_id`	Lead	`lead` ID
`new_pipeline_id`	New status	`pipeline` ID
`new_status_id`	New status	`status.lead` ID
`old_pipeline_id`	Old status	`pipeline` ID
`old_status_id`	Old status	`status.lead` ID
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID
`user_or_agent`	User or Agent	`user_or_any_agent` ID
`user_or_any_agent`	User or Agent	`user_or_any_agent` ID
`users`	User	`user` ID

`activity.meeting`

Field	Description	Value type
`activity_at`	At	datetime
`agent_config_id`	Agent Config	`agent_config` ID
`any_agent`		`any_agent` ID
`connected_account_id`	Account	`connected_account` ID
`contact_id`	Contact	`contact` ID
`conversation_type_id`	Playbook	`conversation_type` ID
`conversation_type_reason`	Playbook set by	one of `user-selected`, `autodetected`
`created_by`	Created by	`user` ID
`created_by_agent_id`	Created by agent	`agent_config` ID
`created_by_any_agent`		`any_agent` ID
`created_by_user_or_any_agent`	Created by	`user_or_any_agent` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`duration`	Duration	integer
`ends_at`	Ends At	datetime
`has_recording`	Was recorded	boolean
`has_zoom_recordings`	Has Zoom recordings	boolean
`is_actual`		boolean
`is_declined`	Declined	boolean
`is_recurring`	Is Recurring	boolean
`lead_id`	Lead	`lead` ID
`location`	Location	text
`mentions`	Mentions in the User’s notes	`user_or_group` ID
`note`	Event notes	text
`outcome_id`	Outcome	`outcome` ID
`participant_count`	Number of participants	integer
`playbook_id`	Playbook	`conversation_type` ID
`playbook_reason`	Playbook set by	one of `user-selected`, `autodetected`
`recording_transcript`	Recording Transcript	text
`source`	Source	one of `calendar`, `manual`
`starts_at`	Date	datetime
`status`	Status	one of `upcoming`, `in-progress`, `completed`, `canceled`, `declined-by-org`, `declined-by-lead`
`talk_time`	Total Recording Talk Time	integer
`title`	Title	text
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID
`user_note`	User notes	text
`user_or_agent`	User or Agent	`user_or_any_agent` ID
`user_or_any_agent`	User or Agent	`user_or_any_agent` ID
`user_talk_time`	Total User Talk Time	integer
`user_talk_time_ratio`	User Talk Time Percent	number
`users`	User	`user` ID

`activity.note`

Field	Description	Value type
`activity_at`	At	datetime
`agent_action_reason`		one of `send_scheduling_link`, `custom_agent_decision`, `voice_agent_callback`
`agent_config_id`	Agent Config	`agent_config` ID
`any_agent`		`any_agent` ID
`attachment_count`	Number of attachments	integer
`attachment_name`	Note attachment name	text
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`created_by_agent_id`	Created by agent	`agent_config` ID
`created_by_any_agent`		`any_agent` ID
`created_by_user_or_any_agent`	Created by	`user_or_any_agent` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`lead_id`	Lead	`lead` ID
`mentions`	Mentions within note body	`user_or_group` ID
`note`	Text	text
`pinned_at`	Pinned at	datetime
`source`	Source	one of `ui`, `api`, `import`, `clipper`, `email`, `suggestion`, `segment-integration`, `customerio-integration`, `calendly-integration`, `ai`, `whatsapp`, `webform`
`title`	Title	text
`updated_by`	Last updated by	`user` ID
`updated_by_agent_id`	Last updated by agent	`agent_config` ID
`updated_by_any_agent`		`any_agent` ID
`updated_by_user_or_any_agent`	Last updated by	`user_or_any_agent` ID
`user_id`	User	`user` ID
`user_or_agent`	User or Agent	`user_or_any_agent` ID
`user_or_any_agent`	User or Agent	`user_or_any_agent` ID
`users`	User	`user` ID

`activity.opportunity_status_change`

Field	Description	Value type
`activity_at`	At	datetime
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`created_by_agent_id`	Created by agent	`agent_config` ID
`created_by_any_agent`		`any_agent` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`lead_id`	Lead	`lead` ID
`new_pipeline_id`	New pipeline	`pipeline` ID
`new_status_id`	New status	`status.opportunity` ID
`new_status_type`	New status type	one of `won`, `lost`, `active`
`old_pipeline_id`	Old pipeline	`pipeline` ID
`old_status_id`	Old status	`status.opportunity` ID
`old_status_type`	Old status type	one of `won`, `lost`, `active`
`opportunity_id`	Opportunity	`opportunity` ID
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID
`user_or_agent`	User or Agent	`user_or_any_agent` ID
`user_or_any_agent`	User or Agent	`user_or_any_agent` ID
`users`	User	`user` ID

`activity.sms`

Field	Description	Value type
`activity_at`	At	datetime
`agent_action_reason`		one of `send_scheduling_link`, `custom_agent_decision`, `voice_agent_callback`
`agent_config_id`	Agent Config	`agent_config` ID
`any_agent`		`any_agent` ID
`attachment_count`	Number of attachments	integer
`attachment_name`	SMS attachment name	text
`comm_type`	Communication type	one of `call`, `outgoing_call`, `incoming_answered_call`, `missed_call`, `received_voicemail`, `received_email`, `sent_email`, `received_sms`, `sent_sms`, `received_whatsapp_message`, `sent_whatsapp_message`
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`created_by_agent_id`	Created by agent	`agent_config` ID
`created_by_any_agent`		`any_agent` ID
`created_by_user_or_any_agent`	Created by	`user_or_any_agent` ID
`date`	Date	datetime
`date_created`	Date created	datetime
`date_scheduled`	Date scheduled	datetime
`date_sent`	Date sent	datetime
`date_updated`	Date last updated	datetime
`direction`	Direction	one of `inbound`, `outbound`
`from_phone`	Phone	phone number
`inbound_date`	Incoming SMS date	datetime
`is_actual`	Not sent or received	boolean
`lead_id`	Lead	`lead` ID
`local_phone`	Local phone	phone number
`outbound_date`	Outgoing SMS date	datetime
`remote_phone`	Remote phone	phone number
`sender`	Sender	`user` ID
`sent`	Sent date	datetime
`source`	Source	one of `Close.io`, `External`
`status`	Status	one of `inbox`, `draft`, `scheduled`, `outbox`, `sent`, `error`
`template_id`	SMS Template used	`sms_template` ID
`text`	Message	text
`to_phone`	Phone	phone number
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID
`user_or_agent`	User or Agent	`user_or_any_agent` ID
`user_or_any_agent`	User or Agent	`user_or_any_agent` ID
`users`	User	`user` ID

`activity.task_completed`

Field	Description	Value type
`activity_at`	At	datetime
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`lead_id`	Lead	`lead` ID
`task_assigned_to`	Assigned to	`user` ID
`task_text`	Description	text
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID
`users`	User	`user` ID

`activity.whatsapp_message`

Field	Description	Value type
`activity_at`	At	datetime
`attachment_count`	Number of attachments	integer
`attachment_name`	WhatsApp attachment name	text
`comm_type`	Communication type	one of `call`, `outgoing_call`, `incoming_answered_call`, `missed_call`, `received_voicemail`, `received_email`, `sent_email`, `received_sms`, `sent_sms`, `received_whatsapp_message`, `sent_whatsapp_message`
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date`	Date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`direction`	Direction	one of `incoming`, `outgoing`
`from_phone`	Phone	phone number
`inbound_date`	Incoming WhatsApp message date	datetime
`lead_id`	Lead	`lead` ID
`local_phone`	Local phone	phone number
`outbound_date`	Outgoing WhatsApp message date	datetime
`remote_phone`	Remote phone	phone number
`sender`	Sender	`user` ID
`source`	Source	one of `ui`, `api`, `import`, `clipper`, `email`, `suggestion`, `segment-integration`, `customerio-integration`, `calendly-integration`, `ai`, `whatsapp`, `webform`
`text`	Message	text
`to_phone`	Phone	phone number
`updated_by`	Last updated by	`user` ID
`user_id`	User	`user` ID
`users`	User	`user` ID

Tasks

`task.answered_detached_call`

Field	Description	Value type
`assigned_to`	Assigned to	`user` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date`	Due date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_complete`	Complete	boolean
`is_new`	Not archived	boolean
`is_primary_lead_notification`	For the primary lead	boolean
`lead_id`	Lead	`lead` ID
`object_type`	Type of referenced object	fixed value
`updated_by`	Last updated by	`user` ID
`user_id`		`user` ID
`users`		`user` ID
`view`	Inbox view	one of `inbox`, `future`, `archive`

`task.draft_email`

Field	Description	Value type
`assigned_to`	Assigned to	`user` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date`	Due date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_complete`	Complete	boolean
`is_new`	Not archived	boolean
`is_primary_lead_notification`	For the primary lead	boolean
`lead_id`	Lead	`lead` ID
`object_type`	Type of referenced object	fixed value
`sequence_id`	Workflow	`sequence` ID
`sequence_subscription_history_id`	Workflow Run History	`subscription_history` ID
`sequence_subscription_id`	Workflow Run	`sequence_subscription` ID
`step_id`	Workflow Step	`sequence_step` ID
`updated_by`	Last updated by	`user` ID
`view`	Inbox view	one of `inbox`, `future`, `archive`

`task.draft_sms`

Field	Description	Value type
`assigned_to`	Assigned to	`user` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date`	Due date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_complete`	Complete	boolean
`is_new`	Not archived	boolean
`is_primary_lead_notification`	For the primary lead	boolean
`lead_id`	Lead	`lead` ID
`object_type`	Type of referenced object	fixed value
`sequence_id`	Workflow	`sequence` ID
`sequence_subscription_history_id`	Workflow Run History	`subscription_history` ID
`sequence_subscription_id`	Workflow Run	`sequence_subscription` ID
`step_id`	Workflow Step	`sequence_step` ID
`updated_by`	Last updated by	`user` ID
`view`	Inbox view	one of `inbox`, `future`, `archive`

`task.email_followup`

Field	Description	Value type
`assigned_to`	Assigned to	`user` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date`	Due date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`email_id`	Email	`activity.email` ID
`is_complete`	Complete	boolean
`is_new`	Not archived	boolean
`is_primary_lead_notification`	For the primary lead	boolean
`lead_id`	Lead	`lead` ID
`object_type`	Type of referenced object	fixed value
`updated_by`	Last updated by	`user` ID
`user_id`		`user` ID
`users`		`user` ID
`view`	Inbox view	one of `inbox`, `future`, `archive`

`task.incoming_email`

Field	Description	Value type
`assigned_to`	Assigned to	`user` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date`	Due date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`emails`	Email	`activity.email` ID
`is_answered`		boolean
`is_autoreply`	email is an autoreply	boolean
`is_bounce`	email is a bounce notification	boolean
`is_cc_or_bcc`		boolean
`is_complete`	Complete	boolean
`is_new`	Not archived	boolean
`is_primary_lead_notification`	For the primary lead	boolean
`is_scheduling_email`	email is likely coordinating event scheduling	boolean
`is_transactional`	email is likely transactional	boolean
`lead_id`	Lead	`lead` ID
`object_type`	Type of referenced object	fixed value
`updated_by`	Last updated by	`user` ID
`user_id`		`user` ID
`users`		`user` ID
`view`	Inbox view	one of `inbox`, `future`, `archive`

`task.incoming_sms`

Field	Description	Value type
`assigned_to`	Assigned to	`user` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date`	Due date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_answered`		boolean
`is_complete`	Complete	boolean
`is_new`	Not archived	boolean
`is_opt_out`		boolean
`is_primary_lead_notification`	For the primary lead	boolean
`lead_id`	Lead	`lead` ID
`local_phone`	Local phone	phone number
`object_type`	Type of referenced object	fixed value
`remote_phone`	Remote phone	phone number
`updated_by`	Last updated by	`user` ID
`user_id`		`user` ID
`users`		`user` ID
`view`	Inbox view	one of `inbox`, `future`, `archive`

`task.incoming_whatsapp_message`

Field	Description	Value type
`assigned_to`		`user` ID
`contact_id`		`contact` ID
`created_by`		`user` ID
`date`		datetime
`date_created`		datetime
`date_updated`		datetime
`is_complete`		boolean
`is_new`		boolean
`is_primary_lead_notification`		boolean
`lead_id`		`lead` ID
`local_phone`		phone number
`object_type`		fixed value
`remote_phone`		phone number
`updated_by`		`user` ID
`user_id`		`user` ID
`users`		`user` ID
`view`		one of `inbox`, `future`, `archive`

`task.lead`

Field	Description	Value type
`assigned_to`	Assigned to	`user` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`created_by_agent_id`	Created by agent	`agent_config` ID
`created_by_any_agent`		`any_agent` ID
`created_by_user_or_any_agent`	Created by	`user_or_any_agent` ID
`date`	Due date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`due_date`	Date due	datetime
`is_complete`	Complete	boolean
`is_dateless`	Has a date	boolean
`is_new`	Not archived	boolean
`is_primary_lead_notification`	For the primary lead	boolean
`lead_id`	Lead	`lead` ID
`object_type`	Type of referenced object	fixed value
`priority`	Priority	one of `high`, `medium`
`text`	Task description	text
`updated_by`	Last updated by	`user` ID
`updated_by_agent_id`	Last updated by agent	`agent_config` ID
`updated_by_any_agent`		`any_agent` ID
`updated_by_user_or_any_agent`	Last updated by	`user_or_any_agent` ID
`user_id`		`user` ID
`users`		`user` ID
`view`	Inbox view	one of `inbox`, `future`, `archive`

`task.lead_suggestion_incoming_email`

Field	Description	Value type
`assigned_to`		`user` ID
`created_by`		`user` ID
`date`		datetime
`date_created`		datetime
`date_updated`		datetime
`is_complete`		boolean
`is_new`		boolean
`is_primary_lead_notification`		boolean
`lead_id`		`lead` ID
`object_type`		fixed value
`updated_by`		`user` ID
`user_id`		`user` ID
`view`		one of `inbox`, `future`, `archive`

`task.missed_call`

Field	Description	Value type
`assigned_to`	Assigned to	`user` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date`	Due date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_complete`	Complete	boolean
`is_new`	Not archived	boolean
`is_primary_lead_notification`	For the primary lead	boolean
`lead_id`	Lead	`lead` ID
`local_phone`	Local phone	phone number
`object_type`	Type of referenced object	fixed value
`phone`	Phone	phone number
`updated_by`	Last updated by	`user` ID
`user_id`		`user` ID
`users`		`user` ID
`view`	Inbox view	one of `inbox`, `future`, `archive`

`task.opportunities_awaiting_action`

Field	Description	Value type
`assigned_to`	Assigned to	`user` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date`	Due date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_complete`	Complete	boolean
`is_new`	Not archived	boolean
`is_primary_lead_notification`	For the primary lead	boolean
`lead_id`	Lead	`lead` ID
`object_type`	Type of referenced object	fixed value
`opportunity_id`	Opportunity	`opportunity` ID
`updated_by`	Last updated by	`user` ID
`user_id`		`user` ID
`users`		`user` ID
`view`	Inbox view	one of `inbox`, `future`, `archive`

`task.opportunity_due`

Field	Description	Value type
`assigned_to`	Assigned to	`user` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date`	Due date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_complete`	Complete	boolean
`is_datetime`		boolean
`is_deleted`		boolean
`is_new`	Not archived	boolean
`is_primary_lead_notification`	For the primary lead	boolean
`lead_id`	Lead	`lead` ID
`membership`		`membership` ID
`object_type`	Type of referenced object	fixed value
`opportunity_note`		text
`opportunity_value`		integer
`opportunity_value_period`		one of `one_time`, `monthly`, `annual`
`updated_by`	Last updated by	`user` ID
`user_id`		`user` ID
`users`		`user` ID
`view`	Inbox view	one of `inbox`, `future`, `archive`

`task.outbound_call`

Field	Description	Value type
`agent_config_id`	Agent Config	`agent_config` ID
`any_agent`		`any_agent` ID
`assigned_to`	Assigned to	`user` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`created_by_agent_id`	Created by agent	`agent_config` ID
`created_by_any_agent`		`any_agent` ID
`created_by_user_or_any_agent`	Created by	`user_or_any_agent` ID
`date`	Due date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_complete`	Complete	boolean
`is_new`	Not archived	boolean
`is_primary_lead_notification`	For the primary lead	boolean
`lead_id`	Lead	`lead` ID
`object_type`	Type of referenced object	fixed value
`priority`	Priority	one of `high`, `medium`
`sequence_id`	Workflow	`sequence` ID
`step_id`	Workflow Step	`sequence_step` ID
`text`	Task description	text
`updated_by`	Last updated by	`user` ID
`user_or_agent`	User or Agent	`user_or_any_agent` ID
`user_or_any_agent`	Assigned User or Agent	`user_or_any_agent` ID
`view`	Inbox view	one of `inbox`, `future`, `archive`

`task.voicemail`

Field	Description	Value type
`assigned_to`	Assigned to	`user` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date`	Due date	datetime
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_complete`	Complete	boolean
`is_new`	Not archived	boolean
`is_primary_lead_notification`	For the primary lead	boolean
`lead_id`	Lead	`lead` ID
`object_type`	Type of referenced object	fixed value
`updated_by`	Last updated by	`user` ID
`user_id`		`user` ID
`users`		`user` ID
`view`	Inbox view	one of `inbox`, `future`, `archive`

Other Objects

`agent_call_grade`

Field	Description	Value type
`agent_grade_funnel_stage`	Funnel Stage	one of `no_connection`, `human_reached`, `prospect_engaged`, `objective_met`
`agent_grade_performance_summary`	Performance Summary	text
`agent_grade_sentiment_score`	Sentiment Score	integer
`call_id`	Call	`activity.call` ID
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`updated_by`	Last updated by	`user` ID

`comment`

Field	Description	Value type
`body_text`	Body	text
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`lead_id`	Lead	`lead` ID
`mentions`	Mentions within any rich text fields	`user_or_group` ID
`updated_by`	Last updated by	`user` ID

`comment_thread`

Field	Description	Value type
`comment_count`	Number of comments	integer
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`lead_id`	Lead	`lead` ID
`object_type`	Object Type	fixed value
`updated_by`	Last updated by	`user` ID
`users`		`user` ID

`custom_fields.contact`

Field	Description	Value type
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`name`	Name	text
`updated_by`	Last updated by	`user` ID

`custom_fields.lead`

Field	Description	Value type
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`name`	Name	text
`updated_by`	Last updated by	`user` ID

`custom_fields.opportunity`

Field	Description	Value type
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`name`	Name	text
`updated_by`	Last updated by	`user` ID

`custom_object`

Field	Description	Value type
`created_by`	Created by	`user` ID
`custom_object_type_id`	Custom Object Type	`custom_object_type` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`lead_id`	Lead	`lead` ID
`name`	Name	text
`updated_by`	Last updated by	`user` ID

`email_template`

Field	Description	Value type
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_archived`	Archived	boolean
`name`	Name	text
`updated_by`	Last updated by	`user` ID

`lead_file`

Field	Description	Value type
`content_type`	Content Type	content type
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_pinned`	Is Pinned	boolean
`last_activity_at`	Last Activity At	datetime
`lead_id`	Lead	`lead` ID
`name`	Name	text
`size`	Size	integer
`updated_by`	Last updated by	`user` ID

`lead_summary`

Field	Description	Value type
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`lead_id`	Lead	`lead` ID
`status`	Status	fixed value
`summary_type`	Summary Type	fixed value
`text`		text
`updated_by`	Last updated by	`user` ID

`saved_search`

Field	Description	Value type
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_shared`	Shared	boolean
`name`	Name	text
`updated_by`	Last updated by	`user` ID
`user_id`	Owner	`user` ID

`sequence_subscription`

Field	Description	Value type
`calls_assigned_to`	Calls assigned to	`user_or_group` ID
`contact_id`	Contact	`contact` ID
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_paused`	Date paused	datetime
`date_updated`	Date last updated	datetime
`initial_email_id`	Initial email	`activity.email` ID
`last_completed_step`	Last completed step	`sequence_step` ID
`last_processed_step`	Last processed step	`sequence_step` ID
`lead_id`	Lead	`lead` ID
`owner_id`	Owner	`user` ID
`run_once`	Run once	boolean
`sender_account_id`	Sender account	`connected_account` ID
`sequence_id`	Workflow	`sequence` ID
`start_date`	Start date	datetime
`status`	Status	one of `active`, `paused`, `finished`, `goal`, `error`
`status_reason`	Status reason	one of `manual`, `pending-call-timed-out`, `bulk-action`, `rate-limited`, `sequence-deleted`, `workflow-paused`, `filter-not-matched`, `insufficient-ai-credit-balance`, `plan-not-supported`, `reply-received`, `call-answered`, `meeting-booked`, `lead-status-changed`, `outcome-met`, `account-invalid`, `account-failures`, `sending-throttled-too-long`, `membership-inactive`, `send-as-error`, `email-bounced`, `call-failed`, `sms-failed`, `no-user-phone`, `billing-error`, `assignment-field-invalid`, `lead-status-field-invalid`, `assignees-missing`, `run-as-disabled`, `lead-not-visible`, `internal-error`, `field-mapping-error`, `filter-config-invalid`, `email-ai-generation-failed`
`step_last_processed_at`	Last processed step date	datetime
`steps_completed`	Number of completed subscription steps	integer
`time_to_goal`	Time to goal	integer
`updated_by`	Last updated by	`user` ID

`sms_template`

Field	Description	Value type
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`is_shared`	Is Shared	boolean
`name`	Name	text
`owned_by`	Owned by	`user` ID
`status`	Status	fixed value
`updated_by`	Last updated by	`user` ID

`status.lead`

Field	Description	Value type
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`label`	Status label	text
`updated_by`	Last updated by	`user` ID

`status.opportunity`

Field	Description	Value type
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_updated`	Date last updated	datetime
`label`	Status label	text
`updated_by`	Last updated by	`user` ID

`subscription_history`

Field	Description	Value type
`created_by`	Created by	`user` ID
`date_created`	Date created	datetime
`date_sent`		datetime
`date_updated`	Date last updated	datetime
`email_id`	Email	`activity.email` ID
`lead_id`	Lead	`lead` ID
`sequence_subscription_id`	Subscription	`sequence_subscription` ID
`status`	History Status	fixed value
`step_id`	Workflow Step	`sequence_step` ID
`step_type`	Step Type	fixed value
`subject`		text
`template_id`		`email_template` ID
`updated_by`	Last updated by	`user` ID