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Clientify

Clientify CRM (direct REST API)

Actions484

Auto (Legacy Workflows) → Create Task

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Summary

Creates a Clientify task by sending a POST request to /tasks/. Provide the required task name and type; optionally include ownership, assignment, details, due date, status, recurrence, and priority.

Inputs

  • Name (required) — Task name.
  • Type (required) — Numeric task or activity type.
  • Owner — Numeric owner ID; omitted when left at its default of 0.
  • Assigned To — Numeric assignee ID; omitted when left at its default of 0.
  • Description — Task description.
  • Remarks — Task remarks.
  • Due Date — Task due date.
  • Status — Numeric task status; omitted when left at its default of 0.
  • Recurring Type — Numeric recurrence type; omitted when left at its default of 0.
  • Recurring End Date — End date for a recurring task.
  • Recurring Days Of Week — Days of the week for recurrence; accepts an expression.
  • Recurring Interval — Numeric recurrence interval; omitted when left at its default of 0.
  • Priority — Numeric priority; omitted when left at its default of 0.

Output shape

A single output item per input item, containing the Clientify response fields and a _meta object.

_meta includes the resource, operation, HTTP method, and request path. If Clientify returns no body, the item contains { "ok": true } plus _meta; primitive responses are wrapped in data. With Continue On Fail enabled, a failed item instead contains success: false, the operation, and an error message.

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