RD Station CRM
Read and write data in RD Station CRM. Create, get, update and list contacts (leads/people), deals (sales opportunities), organizations (companies), tasks, notes, and manage pipelines, stages, products, custom fields, sources, campaigns, loss reasons, users, teams and webhooks. Supports API v1 (private token) and API v2 (OAuth2). Usable as an AI Agent tool.
Actions66
- Campaign Actions
- Contact Actions
- Custom Field Actions
- Deal Actions
- Deal Product Actions
- Loss Reason Actions
- Note Actions
- Organization Actions
- Pipeline Actions
- Product Actions
- Source Actions
- Stage Actions
- Task Actions
- Team Actions
- User Actions
- Webhook Actions
Task → Get Many
AI-generatedSummary
Retrieve multiple tasks from RD Station CRM with optional filters and pagination controls.
Inputs
- Authentication (required) — Choose the authentication method for accessing RD Station CRM API: either Access Token (API V1) or OAuth2 (API V2). Defaults to Access Token.
- Return All — Select whether to return all matching tasks or limit the number of results.
- Limit — Set the maximum number of tasks to return if 'Return All' is false. Minimum is 1, default is 50.
- Filters — Optional filters to restrict the tasks returned, including Date Start, Date End, Deal ID, completion status (Done), Task Type (e.g., call, email, meeting), and User assigned as owner.
Output shape
a list of task objects
Supports returning all pages or limiting results via 'Return All' and 'Limit'. Filters correspond to RD Station CRM task attributes such as scheduling dates, deal association, completion status, type, and user ownership. Output format aligns with the selected API version (v1 or v2) and contains the tasks matching given criteria.
Examples
Example 1: Retrieve up to 100 completed call-type tasks assigned to a specific user starting from a given date.
Authentication set to Access Token, Return All false, Limit 100, Filters set with Date Start, Done true, Type as 'Call', and User ID specified.