Automate operational task creation and completion tracking via the Stora API

domain: docs.stora.co · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Authenticate to the Stora Public API.
  2. Create a task with create-a-task, attaching it to the relevant contact, deal, or tenancy context supported by the payload.
  3. List tasks with list-all-tasks, noting that results are returned 'with the correct authorization scope' rather than all tasks in the account.
  4. Mark tasks done with complete-a-task, and reopen with open-a-task if follow-up is still needed.
  5. Update task details (due date, assignee) with update-a-task, and remove with delete-a-task.
  6. Subscribe to task.created, task.completed, task.reopened, and task.updated webhooks to sync an external ops or ticketing tool.

Known gotchas

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