Actions83
- Lead Actions
- Lead Status Actions
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- Opportunity Status Actions
- Task Actions
- Note Actions
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Task → Create
AI-generatedOverview
This node operation creates a new task in the Close CRM system associated with a specific lead. It requires the lead ID, task text, and the date when the task should be actionable. Optionally, the task can be assigned to a specific user. This operation is useful for managing and scheduling follow-up activities or reminders related to leads in a CRM workflow.
Use Case Examples
- Creating a task to follow up with a lead on a specific date.
- Assigning a task to a sales representative to contact a lead.
Properties
| Name | Meaning |
|---|---|
| Lead ID | The ID of the lead to create the task for. |
| Text | The text content of the task describing what needs to be done. |
| Date | The date when the task should be actionable. |
| Assigned To | The user to assign the task to, selectable from a list or specified by ID using an expression. |
Output
JSON
id- The unique identifier of the created task.lead_id- The ID of the lead the task is associated with.text- The text content of the task.date- The date when the task should be actionable.assigned_to- The user ID to whom the task is assigned, if any.
Dependencies
- Close CRM API key credential for authentication.
Troubleshooting
- Ensure that the Lead ID, Text, and Date fields are provided and valid; missing these will cause errors.
- Verify that the Assigned To user ID is valid if specified.
- Check API credentials and network connectivity if requests fail.
Links
- Close CRM API - Tasks - Official API documentation for managing tasks in Close CRM.