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Consume Close CRM API

Actions83

Task → Get

AI-generated

Overview

This node interacts with the Close CRM API to perform operations related to tasks. Specifically, the 'Get' operation fetches a task by its ID. This is useful for retrieving detailed information about a specific task within a CRM workflow, such as task details, assigned user, due date, and completion status. For example, it can be used to fetch a task to display its details in a dashboard or to use its data in subsequent automation steps.

Use Case Examples

  1. Fetch a task by its ID to check its status before sending a reminder email.
  2. Retrieve task details to update a project management system with the latest task information.

Properties

Name Meaning
Task ID The ID of the task to fetch. This is a required string input that specifies which task to retrieve from the Close CRM.

Output

JSON

  • id - The unique identifier of the fetched task.
  • lead_id - The ID of the lead associated with the task.
  • text - The text or description of the task.
  • date - The due date of the task.
  • assigned_to - The user ID to whom the task is assigned.
  • is_complete - Boolean indicating if the task is completed.
  • date_created - The date the task was created.
  • date_updated - The date the task was last updated.

Dependencies

  • Close CRM API key credential

Troubleshooting

  • Ensure the Task ID is provided and is valid; missing or incorrect IDs will cause errors.
  • Verify that the API key credential for Close CRM is correctly configured and has the necessary permissions to read tasks.
  • Common error messages include 'Task ID is required for get operation' if the Task ID parameter is missing, and API errors if the task does not exist or the user lacks access rights.

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Discussion