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.
dateRequiredstringThe date when the task is actionable. Can be date-only (YYYY-MM-DD) or date-time (YYYY-MM-DDThh:mm:ss+00:00)
textRequiredstringDescription of the task
_typestringType 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_idRequiredstringThe ID of the lead the task is associated with An incorrect but valid lead_id silently associates the task with the wrong lead.
assigned_tostringUser ID of the person the task is assigned to. If omitted, assigns to the API caller
is_completebooleanWhether the task is complete
dataRequiredData from the action execution
errorstringError if any occurred during the execution of the action
successfulRequiredbooleanWhether or not the action execution was successful or not
API key connection. Risk level 2 of 5.
Free Action
No published Skills explicitly reference this Action yet.