Flowly CRM icon

Flowly CRM

Interact with Flowly CRM API

Actions34

Task → Create

AI-generated

Summary

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.

Links

Discussion