Actions46
- Company Actions
- Note Actions
- Note Relation Actions
- Opportunity Actions
- Person Actions
- Pipeline Actions
- Task Actions
- Task Relation Actions
Task Relation → Create
AI-generatedOverview
This node operation creates a new task relation (task target) in the Dalil AI system. It links a specified task to a record such as a person, company, or opportunity, allowing users to associate tasks with relevant entities in their workspace. This is useful for managing task assignments and tracking task relationships within a CRM or project management context.
Use Case Examples
- Link a task to a specific person by providing the task ID and person ID.
- Associate a task with a company by specifying the task ID and company ID.
- Add custom properties to the task relation to capture additional metadata specific to the workspace configuration.
Properties
| Name | Meaning |
|---|---|
| Task Name or ID | UUID string of the task to link to a record (person, company, or opportunity). This is a required field and can be selected from a list or specified using an expression. |
| Additional Fields | Optional fields to specify the record to link to the task, such as company ID, person ID, opportunity ID, and custom properties specific to task targets. |
Output
JSON
json- The response JSON object representing the created task relation record.
Dependencies
- Dalil AI API key credential
Troubleshooting
- Ensure the task ID provided is valid and exists in the system to avoid errors.
- Verify that the linked record IDs (person, company, opportunity) are correct and accessible.
- Custom properties must be valid and conform to the workspace configuration; invalid properties will cause errors.
- API request failures may occur due to network issues or invalid credentials; check API key and network connectivity.