create_task
Create notes, to-dos, appointments, or cancellations in Propstack CRM. Link tasks to contacts, properties, or projects to keep activity feeds organized.
Instructions
Create a task (note, to-do, appointment, or cancellation) in Propstack.
This is the central write endpoint for ALL activity types. The mode is determined by which flags you set:
MODE 1 — Note (Notiz): Just provide title + body. No special flags needed. Example: log a call note after a conversation.
MODE 2 — To-do (Aufgabe): Set is_reminder: true + due_date. Example: "remind me to call Herr Müller back tomorrow"
MODE 3 — Appointment (Termin): Set is_event: true + starts_at + ends_at. Example: "schedule a viewing at Musterstr 12 at 3pm"
MODE 4 — Cancellation (Absage): Set reservation_reason_id to a valid reason. Example: "cancel deal — buyer withdrew financing"
Always link tasks to contacts/properties/projects via the *_ids arrays so they appear in the correct activity feeds.
The body field accepts HTML content.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| body | No | Task body (HTML allowed). Call notes, meeting minutes, etc. | |
| done | No | Mark to-do as completed (default: false) | |
| rrule | No | iCal RRULE for recurring events (e.g. 'FREQ=WEEKLY;COUNT=4') | |
| state | No | Event state (e.g. 'neutral', 'took_place', 'cancelled') | |
| title | Yes | Task title / subject line | |
| all_day | No | All-day event flag | |
| ends_at | No | Event end time (ISO 8601). Requires is_event: true | |
| private | No | Private event — hidden from other brokers | |
| due_date | No | Due date for to-do (ISO 8601). Requires is_reminder: true | |
| is_event | No | Set true to create an Appointment/Termin (MODE 3) | |
| location | No | Event location (address or description) | |
| broker_id | No | ID of the assigned broker/agent | |
| recurring | No | Recurring event flag | |
| remind_at | No | Reminder notification time (ISO 8601). Requires is_reminder: true | |
| starts_at | No | Event start time (ISO 8601). Requires is_event: true | |
| client_ids | No | Contact IDs to link this task to | |
| is_reminder | No | Set true to create a To-do/Aufgabe (MODE 2) | |
| project_ids | No | Project IDs to link this task to | |
| note_type_id | No | Activity type ID (e.g. for note, brief, SMS subtypes) | |
| property_ids | No | Property IDs to link this task to | |
| reservation_reason_id | No | Cancellation reason ID — setting this activates MODE 4 (Absage) |