> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Batch fetch contact profile with tasks, notes, and reminders

> Single round-trip that matches a contact by identifier and returns their full profile including recent tasks, notes, and reminders. Pass `contactId` directly to skip the matching step.




## OpenAPI

````yaml /openapi/crm.yaml post /contacts/profile-batch
openapi: 3.1.0
info:
  title: Connie CRM API
  version: 1.0.0
  description: >
    API for contacts, companies, records, tasks, reminders, notes, activity
    feeds, and data enrichment. All endpoints require authentication.
servers:
  - url: https://connie.ai/api
    description: Production
security:
  - cookieAuth: []
tags:
  - name: Contacts
    description: Contact management and lookup
  - name: Contact Notes
    description: Notes on contacts
  - name: Contact Tasks
    description: Tasks linked to contacts
  - name: Contact Reminders
    description: Reminders linked to contacts
  - name: Companies
    description: Company management
  - name: Company Notes
    description: Notes on companies
  - name: Company Tasks
    description: Tasks linked to companies
  - name: CRM Utilities
    description: CRM setup, enrichment triggers, and table IDs
  - name: Records
    description: Generic record management across CRM sources
  - name: Enrichment
    description: Data enrichment tools and jobs
  - name: Reminders
    description: Standalone and entity-linked reminders
  - name: Tasks
    description: Task comments and activity feeds
paths:
  /contacts/profile-batch:
    post:
      tags:
        - Contacts
      summary: Batch fetch contact profile with tasks, notes, and reminders
      description: >
        Single round-trip that matches a contact by identifier and returns their
        full profile including recent tasks, notes, and reminders. Pass
        `contactId` directly to skip the matching step.
      operationId: getContactProfileBatch
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
                - workspaceId
              properties:
                workspaceId:
                  type: string
                  format: uuid
                contactId:
                  type: string
                  format: uuid
                  description: Skip matching if contact ID is already known
                email:
                  type: string
                  format: email
                phone:
                  type: string
                linkedinUrl:
                  type: string
                contactIdentifier:
                  type: string
                provider:
                  type: string
                tasksLimit:
                  type: integer
                  default: 5
                notesLimit:
                  type: integer
                  default: 5
                remindersLimit:
                  type: integer
                  default: 5
      responses:
        '200':
          description: Contact profile batch
          content:
            application/json:
              schema:
                type: object
                properties:
                  matched:
                    type: boolean
                  contact:
                    $ref: '#/components/schemas/ContactFull'
                    nullable: true
                  tasks:
                    type: array
                    items:
                      $ref: '#/components/schemas/Task'
                  notes:
                    type: array
                    items:
                      $ref: '#/components/schemas/Note'
                  reminders:
                    type: array
                    items:
                      $ref: '#/components/schemas/Reminder'
                  counts:
                    type: object
                    properties:
                      tasks:
                        type: integer
                      notes:
                        type: integer
                      reminders:
                        type: integer
components:
  schemas:
    ContactFull:
      allOf:
        - $ref: '#/components/schemas/Contact'
        - type: object
          properties:
            identifiers:
              type: array
              items:
                type: object
                properties:
                  id:
                    type: string
                  contact_id:
                    type: string
                  type:
                    type: string
                  value:
                    type: string
                  value_normalized:
                    type: string
                  is_primary:
                    type: boolean
                  workspace_id:
                    type: string
            twitter_handle:
              type: string
              nullable: true
    Task:
      type: object
      properties:
        id:
          type: string
          format: uuid
        workspace_id:
          type: string
        title:
          type: string
        description:
          type: string
          nullable: true
        status:
          type: string
          enum:
            - not_started
            - in_progress
            - completed
            - on_hold
            - blocked
            - cancelled
        priority:
          type: string
          enum:
            - low
            - medium
            - high
            - urgent
          nullable: true
        due_date:
          type: string
          format: date-time
          nullable: true
        assigned_to:
          type: string
          nullable: true
        reviewer_id:
          type: string
          nullable: true
        tags:
          type: array
          items:
            type: string
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        comment_count:
          type: integer
        recent_comments:
          type: array
          items:
            $ref: '#/components/schemas/TaskComment'
    Note:
      type: object
      properties:
        id:
          type: string
          format: uuid
        workspace_id:
          type: string
          format: uuid
        contact_id:
          type: string
          nullable: true
        company_id:
          type: string
          nullable: true
        title:
          type: string
          nullable: true
        content:
          type: string
        tags:
          type: array
          items:
            type: string
        created_by:
          type: string
          nullable: true
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
    Reminder:
      type: object
      properties:
        id:
          type: string
          format: uuid
        workspace_id:
          type: string
          format: uuid
        contact_id:
          type: string
          nullable: true
        company_id:
          type: string
          nullable: true
        deal_id:
          type: string
          nullable: true
        conversation_id:
          type: string
          nullable: true
        message_id:
          type: string
          nullable: true
        workflow_id:
          type: string
          nullable: true
        entity_type:
          type: string
          enum:
            - contact
            - company
            - deal
            - conversation
            - message
            - workflow
            - standalone
        title:
          type: string
        description:
          type: string
          nullable: true
        remind_at:
          type: string
          format: date-time
          nullable: true
        is_completed:
          type: boolean
        assigned_to:
          type: string
          nullable: true
        created_by:
          type: string
          nullable: true
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        conversation_external_id:
          type: string
          nullable: true
          description: >-
            The linked conversation's id on its messaging channel. Only present
            for conversation-linked reminders
    Contact:
      type: object
      properties:
        id:
          type: string
          format: uuid
        workspace_id:
          type: string
          format: uuid
        display_name:
          type: string
          nullable: true
        first_name:
          type: string
          nullable: true
        last_name:
          type: string
          nullable: true
        full_name:
          type: string
          nullable: true
        avatar_url:
          type: string
          nullable: true
          format: uri
        lifecycle_stage:
          type: string
          nullable: true
        company_id:
          type: string
          nullable: true
        owner_id:
          type: string
          nullable: true
        row_json:
          type: object
          description: EAV cell data â€” dynamic CRM properties
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        email:
          type: string
          nullable: true
        phone:
          type: string
          nullable: true
        linkedin_url:
          type: string
          nullable: true
    TaskComment:
      type: object
      properties:
        id:
          type: string
          format: uuid
        task_id:
          type: string
        user_id:
          type: string
        content:
          type: string
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        user:
          type: object
          nullable: true
          properties:
            id:
              type: string
            name:
              type: string
            email:
              type: string
  securitySchemes:
    cookieAuth:
      type: apiKey
      in: cookie
      name: session

````

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