Agencyzoom Create Task

Creates a new task in AgencyZoom; ensure `assigneeId`, `customerId`, or `leadId` are valid existing entities if provided, and use `contactEmail`, `customerId`, or `leadId` to link the task to a contact.

Precio

Action gratuita

Pago unificado

No compatible actualmente

• typestring
  Task type ('call', 'email', 'meeting', 'todo'); highly recommended.
• titlestring
  Title or name of the task; highly recommended for identification.
• leadIdinteger
  Unique ID of an existing lead to link to this task; must be an existing lead if provided.
• commentsstring
  Additional notes, comments, or description for the task.
• durationinteger
  Expected task duration in minutes, typically for 'call' or 'meeting' types.
• inviteesarray
  List of email addresses for invitees, typically for 'meeting' type tasks.
• assigneeIdinteger
  Unique ID of the AgencyZoom user to assign the task; must be an existing user if provided.
• customerIdinteger
  Unique ID of an existing customer to link to this task; must be an existing customer if provided.
• dueDatetimestring
  Due date and time, preferably in ISO 8601 format (e.g., 'YYYY-MM-DDTHH:MM:SSZ').
• contactEmailstring
  Email of the customer/lead to associate with the task; used if `customerId` or `leadId` is not provided.
• timeSpecificboolean
  If `True`, the time in `dueDatetime` is specific; otherwise, task is due anytime on `dueDatetime`'s date.
• lifeProfessionalIdinteger
  Unique ID of the Life & Health Professional for this task, for specific insurance workflows.

• data

  Obligatorio
  Data from the action execution
• errorstring
  Error if any occurred during the execution of the action
• successfulboolean

  Obligatorio
  Whether or not the action execution was successful or not

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