Attach an initial site-visit task to a new SingleOps lead via job_task_create

domain: singleops.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Build the same POST https://app.singleops.com/api/v1/jobs payload used for lead creation (job + portal_lead + visit).
  2. Add "job_task_create": true at the top level to trigger task creation alongside the lead.
  3. Add a task object with name (<=41 chars), notes, on_site (boolean), start/stop datetimes, and all_day flag.
  4. Submit the POST and check the {success, error, id} response for the created lead/job id.
  5. Reconcile the task's start/stop window against crew availability inside SingleOps, since the API itself does not validate scheduling conflicts.

Known gotchas

Related routes

Create leads, new/existing clients, and tasks in SingleOps (tree care and landscape business management software) via its Lead Entry API
docs.singleops.com · 6 steps · unrated
Create a lead for a brand-new client using the SingleOps Lead Entry API
singleops.com · 5 steps · unrated
Search for an existing SingleOps client by email or phone before creating a lead via the Lead Entry API
singleops.com · 5 steps · unrated

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