Aident Loadout を通じて AgencyZoom Tools の Agencyzoom Create Task を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
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.
typestringTask type ('call', 'email', 'meeting', 'todo'); highly recommended.
titlestringTitle or name of the task; highly recommended for identification.
leadIdintegerUnique ID of an existing lead to link to this task; must be an existing lead if provided.
commentsstringAdditional notes, comments, or description for the task.
durationintegerExpected task duration in minutes, typically for 'call' or 'meeting' types.
inviteesarrayList of email addresses for invitees, typically for 'meeting' type tasks.
assigneeIdintegerUnique ID of the AgencyZoom user to assign the task; must be an existing user if provided.
customerIdintegerUnique ID of an existing customer to link to this task; must be an existing customer if provided.
dueDatetimestringDue date and time, preferably in ISO 8601 format (e.g., 'YYYY-MM-DDTHH:MM:SSZ').
contactEmailstringEmail of the customer/lead to associate with the task; used if `customerId` or `leadId` is not provided.
timeSpecificbooleanIf `True`, the time in `dueDatetime` is specific; otherwise, task is due anytime on `dueDatetime`'s date.
lifeProfessionalIdintegerUnique ID of the Life & Health Professional for this task, for specific insurance workflows.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
API キー接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。