Customer Success Cloud AI Agent Invocable Action Reference

csag_CreateActivityAction

Create a CS activity on an account from a summary, notes, date and type provided by the user.

PropertyValue
LabelCreate Activity
CategorySuccess Management
SinceSummer 2026
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsactivity, success management, create, log, account

Request Parameters

FieldTypeLabelDescriptionRequired
AccountIdIdAccountIdThe single ID of the account to relate the created CS activity to.Yes
SummaryStringSummaryA short summary of the CS activity.Yes
NotesStringNotesThe notes for the CS activity. If the notes are null then the CS activity will have no notes.No
ActivityDateDateActivityDateThe date of the CS activity. If the date is null then today is used.No
ActivityTypeStringActivityTypeThe type of the CS activity. Must be a valid activity type. If the type is null then Meeting is used.No

Response Parameters

FieldTypeLabelDescriptionRequired
Activitycsc__Activity__cActivityThe CS activity that has been created.Yes
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