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LiraX CRM

Manage contacts, deals, tasks and notes

Actions12

📝 Create Task

AI-generated

Summary

Create a task in LiraX CRM linked to a contact, assigned to a responsible employee.

Inputs

  • ext (required) — Internal extension number of the responsible employee. This employee will see the contact in CRM and receive notifications about calls from the client.
  • text (required) — Task description specifying what needs to be done and the expected result. Will be visible to employee in CRM interface.

Output shape

Task creation confirmation from LiraX API, typically including task ID and status.

Return shape not explicitly declared in properties; behavior grounded in API integration via liraxRequest with form-urlencoded token body.

Examples

Example 1: Create a follow-up task for a contact identified by phone, due tomorrow, assigned to extension 101.

Set ext to '101', text to 'Follow up on quotation', contactIdentifier to 'phone', ani to the phone number, type to 1 (Follow-up), date to '{{ $now.plus({ days: 1 }).toFormat('yyyy-MM-dd HH:mm:ss') }}'.

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