Docs

Create Engagement for Client

Creates a client engagement in CoachAccountable.

POST

Query

Field selectionChoose which fields should be included in the response. Learn more
string

Comma-separated response fields to include.

Body

Arguments
numberrequired

The ID of the Client for whom the Engagement is to be added.

numberrequired

The ID of the Engagement Template to be used to fill in the details of the new Engagement.

date

The date that the Engagement is to begin. Defaults to today if not provided.

date

The date that the Engagement is to end. Defaults to the end date implied by the Engement Template's duration setting, either bounded or indefinite.

string

The initial allocation of the Engagement expressed as a number followed by a space followed by the unit, either "A" for Appointments or "H" for hours (e.g. "12 A" or "6 H"). Defaults to the value given by the Engement Template.

boolean

Setting this to true CAN trigger the immediate creation of one or more invoices. If the Client has a card on file that allows automatic billing, that can result in immediate charges. When false, no invoices will be sent for the Engagement until manually configured by editing the Engagement in-app.

boolean

Having a client be in multiple Engagements that overlap in time is USUALLY a bad idea. Set this to true to allow it anyway, otherwise CA will return a 440 error when it detects that adding this Engagement would cause an overlap.

Every app you connect,one REST pattern

Call any app with one REST pattern. MindCloud handles each provider's auth, request shape, and responses for you.

Learn what the Universal API is
One REST patternUse the same request structure across apps like Slack, HubSpot, Salesforce, and thousands more.
Managed connectionsSend a MindCloud connection ID instead of handling provider tokens, refresh logic, and credential storage yourself.
Action-level docsEach action page shows the exact endpoint, required arguments, optional controls, and response behavior for that app version.