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Task → Find
AI-generatedOverview
This node operation finds tasks in the Close CRM system based on various filters and criteria. It is useful for retrieving task data such as calls, emails, SMS, leads, and other task types associated with leads or users. For example, a user can find all incomplete tasks assigned to a specific user or all tasks of a certain type within a date range.
Use Case Examples
- Find all tasks of type 'lead' assigned to a specific user ID.
- Retrieve all incomplete tasks starting from tomorrow using the 'future' view filter.
- Get tasks filtered by task IDs or completion status.
Properties
| Name | Meaning |
|---|---|
| Task Type | Filter tasks by type, such as lead, missed call, voicemail, etc. |
| Lead ID | Filter tasks by lead ID. |
| View | Convenient task view filter to show all, archive, future, or inbox tasks. |
| Additional Filters | Additional filters to refine task search, including assigned user ID, date ranges, completion status, order by date, and specific task IDs. |
| Return All | Whether to return all results or only up to a given limit. |
| Limit | Max number of results to return when Return All is false. |
Output
JSON
id- Unique identifier of the task.lead_id- ID of the lead associated with the task.text- Text description or content of the task.date- Date associated with the task.assigned_to- User ID to whom the task is assigned.is_complete- Completion status of the task.type- Type of the task, e.g., lead, missed call, voicemail.created_at- Timestamp when the task was created.updated_at- Timestamp when the task was last updated.
Dependencies
- Close CRM API key credential
Troubleshooting
- Ensure the 'Lead ID' and 'Task Type' parameters are correctly set to avoid empty or incorrect results.
- If the node returns an error about missing parameters, verify that required fields like 'resource' and 'operation' are properly configured.
- Check API rate limits and authentication credentials if requests fail or return authorization errors.