Actions100
- Bank Account Manager Actions
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Task Document → Create
AI-generatedSummary
Creates a new Task Document record in DSACRM by sending a POST request to /task-documents with the supplied JSON body.
Inputs
- requestBody — JSON payload to send to DSACRM API for creating the task document. Must be a valid JSON object (default: empty object).
Output shape
object
The created Task Document returned by the DSACRM API, wrapped in an n8n item JSON (e.g., [{ json:
}]).
Examples
Example 1: Create a task document with a title and associated lead ID
Set Resource to 'Task Document', Operation to 'Create', and provide a requestBody such as {"title":"Follow‑up call","leadId":"12345"}.