Tasks, Notes, and Workflows

Tasks

Tasks attach to exactly one case, client, or lead. VisaFlo inherits assignees from the linked record.

Create a Task

POST /api/public/task/create

{
  "title": "Call the client back",
  "description": "Confirm documents received from intake form.",
  "priority": "high",
  "status": "open",
  "dueDate": "2026-05-01",
  "entity": {
    "type": "case",
    "id": "VFLO_CASE_ID"
  },
  "reminderSettings": ["1_day_before", "on_due_date"]
}

Field	Values
`priority`	`low`, `medium`, `high`, `urgent`
`status`	`open`, `in_progress`, `completed`
`dueDate`	Optional `YYYY-MM-DD` date.
`reminderSettings`	Optional array: `on_due_date`, `1_day_before` through `6_days_before`, or `1_week_before`. A due date is required for reminders.

Read and Update Tasks

Method	Endpoint	Purpose
`GET`	`/api/public/task/list`	List tasks, optionally filtered by entity, status, priority, or due-date range.
`GET`	`/api/public/task/:taskId`	Get one task.
`PATCH`	`/api/public/task/:taskId`	Update title, description, priority, status, due date, entity, or reminders.

To clear a due date, send "dueDate": null or an empty string in the update body. To clear reminders, send an empty reminderSettings array.

Workflow Templates

Use a workflow when an event should create a predictable set of tasks.

Call GET /api/public/workflow/list.
Store the selected workflow ID in your integration configuration.
Call POST /api/public/task/create-from-workflow when the linked entity reaches the trigger point.

{
  "workflowId": "VFLO_WORKFLOW_ID",
  "entity": {
    "type": "case",
    "id": "VFLO_CASE_ID"
  }
}

Notes

Use notes to preserve context from an external system or webhook.

Method	Endpoint	Purpose
`POST`	`/api/public/note/create`	Add a note to a case, client, or lead.
`GET`	`/api/public/note/list`	List notes for an entity.
`GET`	`/api/public/note/:entityType/:entityId/:noteId`	Read one note.
`PATCH`	`/api/public/note/:entityType/:entityId/:noteId`	Update note content or title.

For a lead or client, send content. For a case note, VisaFlo maps content to the case note’s description when description is not sent.

​Tasks

​Create a Task

​Read and Update Tasks

​Workflow Templates

​Notes

Tasks

Create a Task

Read and Update Tasks

Workflow Templates

Notes