crm_create_task
Create CRM tasks linked to accounts, contacts, or deals, with due dates, priorities, and reminders for follow-up.
Instructions
Create a task in CRM linked to accounts, contacts, or deals. Tasks can have due dates, priorities, and reminders for follow-up activities.
Example: Create follow-up task {"Subject": "Follow up on proposal", "Due_Date": "2024-12-31", "Priority": "High", "What_Id": "deal-123", "Who_Id": "contact-456"}
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| Status | No | Task status (e.g., "Not Started", "In Progress", "Completed", "Deferred") | |
| Who_Id | No | Contact ID - Person this task is about (get from CRM contacts) | |
| Subject | Yes | Task title/subject (e.g., "Follow up on proposal") | |
| What_Id | No | Related record ID - Account, Deal, or other business record this task relates to | |
| Due_Date | No | Due date in YYYY-MM-DD format (e.g., "2024-12-31") | |
| Priority | No | Priority level (e.g., "High", "Medium", "Low") | |
| Remind_At | No | Reminder datetime in YYYY-MM-DD HH:MM format | |
| Related_To | No | Additional related record reference | |
| Description | No | Detailed task description or notes | |
| Recurring_Activity | No | Recurrence pattern (e.g., "Daily", "Weekly", "Monthly") |