Actions34
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Task → Create
AI-generatedSummary
Create a task in the selected Flowly CRM and associate it with an opportunity. Provide its name and the user who created it; optionally set a deadline, whether it includes a time, and an assigned owner.
Inputs
- CRM Name or ID (required) — CRM the task belongs to. Choose a CRM or provide its ID.
- Opportunity ID (required) — ID of the opportunity to associate with the task.
- Name (required) — Task name.
- Created By Name or ID (required) — User who creates the task. The user list depends on the selected CRM; you can also provide a user ID.
- Additional Fields — Optional task details: Deadline, Has Time (whether the deadline includes a specific time), and Owner Name or ID (the assigned user).
Output shape
A single created task record per input item.
The node sends the provided fields in a POST request to the Flowly CRM tasks endpoint and returns the API response as JSON. With Continue On Fail enabled, an item error is returned as {"error":"..."}.
Examples
Example 1: Create a task on an opportunity, with an assignee and deadline.
Select the CRM, provide the opportunity ID, task name, and creator, then optionally set the deadline, Has Time, and owner.