Actions81
- Calendar Event Actions
- Customer Actions
- Estimate Actions
- Expense Actions
- Expense Category Actions
- Invoice Actions
- Item Actions
- Lead Actions
- Milestone Actions
- Payment Actions
- Payment Mode Actions
- Project Actions
- Proposal Actions
- Staff Actions
- Subscription Actions
- Task Actions
- Tax Actions
- Ticket Actions
- Timesheet Actions
Task → Create
AI-generatedSummary
Create a new task in Perfex CRM with specified details such as name, start date, related type, and optional additional fields.
Inputs
- Name (required) — The name of the task to create.
- Start Date (required) — The start date and time of the task.
- Related To (required) — The type of record to which the task is related (e.g., project, customer, lead).
- Additional Fields — Optional extra task details including billable status, description, due date, priority, related record ID, tags, and repeat settings.
Output shape
a single record representing the created task, including all fields returned by the Perfex CRM API.
The output contains the JSON response from the API representing the newly created task. Errors are returned if creation fails. All optional fields can be supplied via the 'Additional Fields' collection; required fields must be provided.
Examples
Example 1: Create a basic task with minimal fields
Set 'Name', 'Start Date', and 'Related To'. Leave Additional Fields empty or at defaults.
Example 2: Create a detailed task
Set required fields plus 'Description', 'Due Date', 'Priority', and 'Tags' in Additional Fields collection.