followups commands
followups commands
Section titled “followups commands”Generated from schema.json. Start agents with smartmoving doctor --json and smartmoving schema --json; prefer read-only operations before any write.
| Command | Safety | Docs | Description |
|---|---|---|---|
smartmoving followups list | READ | Reference | List all follow-ups for an opportunity. Premium tier endpoint. Follow-ups are scheduled tasks like callbacks, emails to send, or in-home estimates. Returns both pending and completed follow-ups. |
smartmoving followups get | READ | Reference | Get details of a specific follow-up. Premium tier endpoint. Returns full information including type, due date, assigned user, completion status, and notes. |
smartmoving followups create | WRITE | Reference | Create a new follow-up task on an OPPORTUNITY. SmartMoving does not support lead-level follow-ups through this endpoint: convert the lead to an opportunity first. Use this to schedule a callback, email, text, or in-home estimate. Types: 0=Email, 1=Call, 2=Text, 3=Other, 4=CMET. Required API field names are type, title, assignedToId, and dueDateTime. |
smartmoving followups update | WRITE | Reference | Update an existing follow-up. Premium tier endpoint. Use this to reschedule, reassign, change type, or update notes on a follow-up task. |
smartmoving followups delete | DESTRUCTIVE | Reference | Delete a follow-up from an opportunity. Premium tier endpoint. Permanently removes the follow-up task. Use complete_followup instead if the task was actually performed. |
smartmoving followups complete-followup | WRITE | Reference | Mark a follow-up as complete. Premium tier endpoint. Use this when the scheduled callback, email, or task has been performed. The follow-up remains in the history but is flagged as completed. |