Actions28
- Company Actions
- Contact Actions
- Deal Actions
- Metadata (Config) Actions
- Product Actions
- Task Actions
- Webhook Actions
Task → Create
AI-generatedSummary
Create a new task in RD Station CRM associated with a specific deal and user.
Inputs
- Name (required) — Task subject, corresponds to the "name" field in the API.
- Deal ID (required) — ID of the deal this task relates to (deal_id).
- Created By ID (required) — ID of the user who creates the task (created_by_id).
- Create Fields — Optional additional fields: Description (notes), Type (call, email, lunch, meeting, task, visit, whatsapp), Due Date, Owner IDs (comma-separated)
Output shape
a single object representing the created task, including its ID and submitted fields
The response includes all fields as returned by the RD Station CRM API after task creation. The operation requires the mandatory fields and supports several optional fields for task details.