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Magnet Customer

Consume Magnet Customer API

Actions104

Task → Update

AI-generated

Overview

This node updates an existing task in the Magnet Customer system. It is useful for scenarios where you need to modify task details such as title, description, status, assigned user, expected closing date, and associations with other entities like organizations, contacts, or deals. For example, you can update a task's status to 'finished' or change its owner to another staff member.

Use Case Examples

  1. Updating the title and description of a task to reflect new information.
  2. Changing the status of a task to 'finished' when it is completed.
  3. Assigning a task to a different user or associating it with a specific deal or contact.

Properties

Name Meaning
Authentication Method of authentication to use for the API request, either API Token or OAuth2.
Task ID The unique identifier of the task to update. This is required.
Title The new title of the task.
Description The new description or observation for the task.
Expectation of Closing The expected closing date and time for the task.
Task Slug or Name or ID The type of the task, selected from active task types.
User Name or ID The user (staff) to whom the task will be assigned.
Status The current 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 applicable).
Contact ID The ID of the contact to associate the task with (if applicable).
Deal ID The ID of the deal to associate the task with (if applicable).

Output

JSON

  • _id - Unique identifier of the updated task.
  • title - Title of the updated task.
  • observation - Description or observation of the updated task.
  • dateOfExpires - Expected closing date of the task.
  • type - Type ID of the task.
  • owner - User ID of the task owner.
  • status - Status of the task (pending or finished).
  • dateFinished - Date when the task was finished.
  • associateWith - Entity type the task is associated with (organization, contact, or deal).
  • organization - ID of the associated organization (if any).
  • contact - ID of the associated contact (if any).
  • deal - ID of the associated deal (if any).

Dependencies

  • Magnet Customer API

Troubleshooting

  • Ensure the Task ID provided is valid and exists in the Magnet Customer system to avoid errors.
  • Verify that the authentication method and credentials are correctly configured to prevent authorization failures.
  • If updating associations (organization, contact, deal), confirm the IDs are correct and correspond to existing entities.
  • Common error messages may include 'Task not found' if the Task ID is invalid, or 'Unauthorized' if authentication fails. Resolving these involves checking the input parameters and credentials.

Links

Discussion