Actions296
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CRM Task → Get Summary
AI-generatedSummary
Retrieve a summary of CRM tasks, with optional filters for assignee, linked contact or deal, due-date range, overdue state, priority, title query, status, team, and task type. The options also control sorting; the idempotency key is available for safe retries.
Inputs
- Assigned To — Comma-separated assignee user IDs to include.
- Contact ID — Filter by linked contact.
- Deal ID — Filter by linked deal.
- Due After — Include tasks due on or after this date and time.
- Due Before — Include tasks due on or before this date and time.
- Idempotency Key — Optional client-generated key, 1–255 characters; retrying with the same key returns the original result.
- Overdue — When enabled, include only tasks past due that are not completed or cancelled.
- Priorities — Comma-separated priorities to include.
- Query — Case-insensitive match against the task title.
- Reverse — Sort ascending when true; descending by default.
- Sort By — Sort by Created At (default), Due Date, Priority, Title, or Updated At.
- Statuses — Comma-separated statuses to include.
- Team IDs — Comma-separated team IDs; matches tasks assigned to those teams or to assignees who belong to them.
- Types — Comma-separated task type names to include.
Output shape
Not established by the provided source pack.
The source pack contains signature-level declarations only, with no implementation body showing the request or returned data shape.