Aident Loadout を通じて Close Tools の Close 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。
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.
date必須stringThe date when the task is actionable. Can be date-only (YYYY-MM-DD) or date-time (YYYY-MM-DDThh:mm:ss+00:00)
text必須stringDescription 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_id必須stringThe 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
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。