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Close Create Task

This tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_date, and is_complete flags.

Write actionRisk level 2 of 5API key connection
Use Close Create Task

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Inputs

  • datestring
    Required
    The date when the task is actionable. Can be date-only (YYYY-MM-DD) or date-time (YYYY-MM-DDThh:mm:ss+00:00)
  • textstring
    Required
    Description of the task
  • _typestring
    Type of task to create. Must be either 'lead' (a to-do item for a sales rep) or 'outgoing_call' (a call task). Defaults to 'lead'
  • lead_idstring
    Required
    The ID of the lead the task is associated with An incorrect but valid lead_id silently associates the task with the wrong lead.
  • assigned_tostring
    User ID of the person the task is assigned to. If omitted, assigns to the API caller
  • is_completeboolean
    Whether the task is complete

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

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