RD Station CRMInstall

Summary

Creates a new task in RD Station CRM v2 by POSTing to /tasks with a required name and optional type, status, due date, deal link, creator and owners. Returns the created task record.

Inputs

• taskSubject (required) — Task name, sent as the "name" field in the API.
• taskFields — Optional collection of extra fields. Only fields you add are sent; empty values are dropped.
• taskFields.description — Notes or extra description of the task.
• taskFields.type — Task type: call, email, meeting, task, lunch, visit or whatsapp.
• taskFields.status — Task status: open, completed or canceled.
• taskFields.due_date — Due date/time, converted to an ISO 8601 string.
• taskFields.deal_id — ID of the deal to link the task to.
• taskFields.created_by_id — User who created the task, chosen from the account's users.
• taskFields.owner_ids — One or more responsible users, chosen from the account's users.

Output shape

One item per input item, containing the created task object from the API response (the data portion).

Runs once per input item. With Continue On Fail enabled, a failed item returns {error: message} instead of stopping the workflow. Requires RD Station CRM OAuth2 credentials.

Examples

Example 1: Create a follow-up call task on a deal due tomorrow

taskSubject="Follow-up call"; taskFields: type=call, due_date=tomorrow, deal_id={{$json.dealId}}, owner_ids=[sales rep]

Example 2: Log an already completed meeting

taskSubject="Kickoff meeting"; taskFields: type=meeting, status=completed, description="Notes from kickoff"

Links

• n8n community nodes installation guide