Actions104
- Custom Field Actions
- Custom Field Block Actions
- Custom Field Type Actions
- Customer Actions
- Deal Actions
- Lead Actions
- Meeting Actions
- Meeting Room Actions
- Meeting Type Actions
- Organization Actions
- Pipeline Actions
- Prospect Actions
- Staff Actions
- Task Actions
- Ticket Actions
- Treatment Actions
- Treatment Type Actions
- Workspace Actions
Task → Create
AI-generatedOverview
This node creates a new task in the Magnet Customer system. It is useful for automating task management workflows, such as assigning tasks to users, setting deadlines, and linking tasks to organizations, contacts, or deals. For example, it can be used to automatically create follow-up tasks after a deal is closed or to assign tasks to specific staff members based on certain triggers.
Use Case Examples
- Automatically create a task with a title, description, and expected closing date when a new deal is created.
- Assign a task to a specific user and link it to a contact or organization for better tracking.
Properties
| Name | Meaning |
|---|---|
| Authentication | Selects the authentication method to use for the API request, either API Token or OAuth2. |
| Title | The title of the task to create. |
| Description | The description or observation of the task to create. |
| Expectation of Closing | The expected closing date and time for the task. |
| Task Slug or Name or ID | The ID of the active task type to assign the task to. If omitted, the task is assigned to the authorized user. |
| User Name or ID | The ID of the active user to whom the task will be assigned. If omitted, the task is assigned to the authorized user. |
| Status | The status of the task, either pending or finished. |
| Date Of Finished | The date and time when the task was finished. |
| Associate With | The type of entity to link the task with, such as an organization, contact, or deal. |
| Organization ID | The ID of the organization to associate the task with, if 'Associate With' is set to organization. |
| Contact ID | The ID of the contact to associate the task with, if 'Associate With' is set to contact. |
| Deal ID | The ID of the deal to associate the task with, if 'Associate With' is set to deal. |
Output
JSON
_id- The unique identifier of the created task.title- The title of the created task.observation- The description or observation of the created task.dateOfExpires- The expected closing date of the created task.type- The task type ID associated with the created task.owner- The user ID of the task owner.status- The status of the created task.dateFinished- The date when the task was finished.associateWith- The type of entity the task is associated with.organization- The organization ID the task is associated with, if applicable.contact- The contact ID the task is associated with, if applicable.deal- The deal ID the task is associated with, if applicable.
Dependencies
- Magnet Customer API
- API Token or OAuth2 credentials
Troubleshooting
- Ensure that the task type ID and user ID are valid and active in the Magnet Customer system.
- Verify that the associated entity IDs (organization, contact, deal) exist and are correct.
- Check that the authentication credentials (API Token or OAuth2) are correctly configured and have the necessary permissions.
- Common error messages may include authentication failures, invalid IDs, or missing required fields. Resolving these typically involves verifying credentials and input data.