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Activity Timeline

The Activity Timeline provides a unified view of all communications — emails and meetings — for a specific CRM account or contact. Instead of querying email and calendar systems separately, get a single chronological feed for account review, call prep, or relationship analysis.

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Usage

POST /api/activity/timeline
{
  "account_id": "001ABC123",
  "days": 90,
  "limit": 50,
  "types": ["email", "meeting"]
}

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Parameters

ParameterTypeRequiredDescription
account_idstringOne of account_id or contact_idCRM account ID
contact_idstringOne of account_id or contact_idCRM contact ID
daysintegerNoLookback window (1–365, default: 90)
limitintegerNoMax items to return
offsetintegerNoPagination offset
typesarrayNoFilter by type: ["email"], ["meeting"], or both (default)

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Response

{
  "items": [
    {
      "type": "email",
      "subject": "Re: Q3 Renewal Discussion",
      "snippet": "Thanks for the updated pricing...",
      "timestamp": "2026-01-14T15:30:00Z",
      "recipients": ["[email protected]", "[email protected]"],
      "direction": "outbound"
    },
    {
      "type": "meeting",
      "subject": "Quarterly Business Review",
      "timestamp": "2026-01-10T14:00:00Z",
      "end_time": "2026-01-10T15:00:00Z",
      "attendees": ["[email protected]", "[email protected]"]
    }
  ],
  "total": 23
}
The timeline merges data from connected email and calendar integrations, resolves CRM entity relationships, and sorts everything chronologically. Agents use this data for account research, call preparation, and relationship context.