click5 CRMInstall

Summary

Create a new task in click5 CRM linked to a specified deal or contact.

Inputs

• name (required) — The name of the task.
• dealId (required) — The ID of the deal or contact to link the task to.
• additionalFields — Optional additional fields for the task, such as assigned users, due date, notes, priority, type, and attachments.

Output shape

a confirmation of the created task including its details

Returns the details of the created task. Input parameters are mandatory for the name and deal/contact ID, while additional fields are optional.

Examples

Example 1: Creating a task assigned to a user with a due date and priority set.

Input the task name, deal or contact ID, and optional additional fields like assignedTo, dueDate, and priority.

Example 2: Creating a task without optional fields.

Input only the task name and deal or contact ID.