Injecting HTML into a Engagement Task though the API

BryanHomey · ‎Feb 3, 2021

All:

Has anyone been able to inject HTML into a Task's Body through the Engagement API? I'd like to have a nice table for the user... Any thoughts on this? So far, I've put some in, using the /" for quotes, but the table is really wonky. Once they get into the Body then the formatting goes away. Any other ideas on how to put a table in?

Thanks!

Bryan

BryanHomey · ‎Feb 5, 2021

Well -- @piersg @dennisedson Prepare to be underwhelmed!

Here is the JSON creating a Task through the Engagements API. I used a SQL Script to pull data and create it.

{ "engagement": { "active": "true",

"ownerId": BLUR,

"type": "TASK",

"timestamp": 1615049235000,

"bodyPreview": "Black Line Report Task",

"bodyPreviewHtml": "<html>\n <head></head>\n <body>\n <p>Black Line Report Task</p>\n </body>\n</html>"

},

"associations": {

"contactIds": [ ],

"companyIds": [BLUR],

"dealIds": [ ], "ownerIds": [ ] },

"metadata": { "body": "<table> <tr> <th>Customer Information</th> </tr> <tr><td>LY12MM:&emsp;</td> <td>$100.00</td></tr> <tr><td>CY12MM:&emsp;</td> <td>$106.00</td></tr> <tr><td>Up!::&emsp;</td> <td>$6.00</td></tr> <tr><td>UP Percentage!!:&emsp;</td> <td>6.00%</td></tr> </table>",

"status": "NOT_STARTED",

"forObjectType": "OWNER",

"subject": "Black Line Call List",

"taskType": "CALL",

"reminders": [ 1613753235000 ],

"priority": "HIGH" } }

View solution in original post

BryanHomey · ‎Feb 5, 2021

Well -- @piersg @dennisedson Prepare to be underwhelmed!

Here is the JSON creating a Task through the Engagements API. I used a SQL Script to pull data and create it.

{ "engagement": { "active": "true",

"ownerId": BLUR,

"type": "TASK",

"timestamp": 1615049235000,

"bodyPreview": "Black Line Report Task",

"bodyPreviewHtml": "<html>\n <head></head>\n <body>\n <p>Black Line Report Task</p>\n </body>\n</html>"

},

"associations": {

"contactIds": [ ],

"companyIds": [BLUR],

"dealIds": [ ], "ownerIds": [ ] },

"metadata": { "body": "<table> <tr> <th>Customer Information</th> </tr> <tr><td>LY12MM:&emsp;</td> <td>$100.00</td></tr> <tr><td>CY12MM:&emsp;</td> <td>$106.00</td></tr> <tr><td>Up!::&emsp;</td> <td>$6.00</td></tr> <tr><td>UP Percentage!!:&emsp;</td> <td>6.00%</td></tr> </table>",

"status": "NOT_STARTED",

"forObjectType": "OWNER",

"subject": "Black Line Call List",

"taskType": "CALL",

"reminders": [ 1613753235000 ],

"priority": "HIGH" } }

dennisedson · ‎Feb 5, 2021

That table!

I know an outlook client that would be drooling if it saw that 😝

HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
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dennisedson · ‎Feb 5, 2021

Hey @BryanHomey

I am surprised you got that far! I totallu see the value, but I am not if it is possible.

This is one of those questions that I like to get @piersg and @jpsanchez 's 👀 on.

They are the type of people who say things like "OK, this may sound crazy, but it just might work"

HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.

BryanHomey · ‎Feb 5, 2021

Thanks @dennisedson ! I dummed down the table, took out the formatting and was able to get an acceptable table in there. Sometimes... errr -- all the time, KISS works.

Thanks,

Bryan

dennisedson · ‎Feb 5, 2021

I love when I am proven wrong 🙂 Would be cool if you posted your working code so others can see and you can wow @piersg and @jpsanchez

HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.

piersg · ‎Feb 5, 2021

I love to be wowed 🙂

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