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AgencyZoom Tools

Agencyzoom Create Task

Aident Loadout के माध्यम से AgencyZoom Tools के साथ Agencyzoom Create Task का उपयोग करें। चलाने से पहले इनपुट, आउटपुट, सेटअप, मूल्य और जोखिम देखें।

राइट Actionजोखिम स्तर 2/5API कुंजी कनेक्शन

प्रदाता विवरण

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.

मूल्य और सीमाएँ

मूल्य
मुफ़्त Action
एकीकृत भुगतान
अभी समर्थित नहीं

इनपुट

  • 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.

देखा जा सकने वाला आउटपुट

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

इस Action का उपयोग करने वाली Skills

संबंधित उपयोग के मामले

अभी कोई सत्यापित संबंधित उपयोग मामला लिंक नहीं है।

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