Messaging Integration Guide

Send and receive messages between pros and customers via the API.

Messaging Integration

The Messaging API enables two-way communication between professionals and customers. Messages sent via the API appear in the TaskNation inbox for both parties.

Implementation Steps

  1. Complete OAuth 2.0 flow for the business
  2. Obtain the Business ID via the Businesses API
  3. Create a webhook to receive inbound messages
  4. Implement send endpoint for outbound messages

Sending a Message

POST /api/v2/business/{businessID}/lead/{leadID}/message
Authorization: Bearer {accessToken}
Content-Type: application/json

{
  "text": "Hi! I'd love to help with your project. I have 10 years of experience with interior painting and can start this week. Would Tuesday at 2pm work for an estimate?"
}

Receiving Messages (Webhook)

Configure a webhook endpoint to receive inbound messages:

{
  "event": "message.received",
  "timestamp": "2026-02-15T14:22:00Z",
  "data": {
    "messageID": "msg_abc123",
    "leadID": "299614694480093245",
    "businessID": "468046965846925323",
    "sender": "customer",
    "text": "That works! See you Tuesday.",
    "attachments": []
  }
}

Message Types

  • Text — Plain text messages
  • Estimate — Structured price quotes with line items
  • Booking — Appointment confirmations with date/time
  • System — Auto-generated status updates
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