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Groner

Integrate with Groner CRM to manage deals, contacts, tasks, and more

Actions11

Task → Create

AI-generated

Overview

This node integrates with Groner CRM to create a new task within a specified project. It allows users to define the task's title, description, start date, delivery date, status, type, and assign users responsible for the task. This is useful for automating task management workflows in project management scenarios, ensuring tasks are created and assigned efficiently within the CRM system.

Use Case Examples

  1. Creating a task titled 'Design Review' for project ID 12345, setting its status to 'In Progress', type to 'Review', and assigning it to specific users.
  2. Automating task creation when a new project phase starts, including setting start and delivery dates and adding a detailed description.

Properties

Name Meaning
Title The title of the task to be created.
Additional Fields Optional fields including description, start date, and delivery date to provide more details about the task.
Project ID The identifier of the project to which the task belongs.
Status Name or ID The status of the task, selectable from a list or specified by ID.
Task Type Name or ID The type/category of the task, selectable from a list or specified by ID.
User Names or IDs The users assigned to the task, selectable from a list or specified by IDs.

Output

JSON

  • titulo - The title of the created task.
  • descricao - The description of the created task.
  • tipoId - The type ID of the created task.
  • statusId - The status ID of the created task.
  • projetoId - The project ID associated with the created task.
  • usuariosIds - The list of user IDs assigned to the task.
  • dataInicial - The start date of the task.
  • dataEntrega - The delivery date of the task.

Dependencies

  • Groner CRM API key credential

Troubleshooting

  • Ensure all required fields (Title, Project ID, Status ID, Task Type ID, User IDs) are provided; missing these will cause errors.
  • Verify that the API key credential for Groner CRM is correctly configured and has necessary permissions.
  • Check the format of date fields (Start Date, Delivery Date) to match expected API format to avoid request failures.
  • If the task creation fails, inspect error messages returned by the Groner API for details on invalid or missing parameters.

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