Create RD Station CRM Task
rdcrm_create_taskCreates a task on a CRM deal by specifying subject, type, due date, time, and assignee—schedule follow-ups, calls, meetings, or emails directly on deals.
Instructions
Create a task on a deal: subject, type (call, email, meeting, task, lunch, visit, whatsapp), due date and time, assignee. Note: free-plan accounts only allow type 'task'; other types return a 403 (paid feature).
The assignee can be given by user_id, by email/name in 'user' (resolved automatically), or omitted when the account has a single user.
Use when: "schedule a follow-up call on the Acme deal for Friday 10am".
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | Due date (YYYY-MM-DD) | |
| hour | No | Due time (HH:MM, default 09:00) | 09:00 |
| type | No | Task type (default 'task') | task |
| user | No | Assignee by email or name (resolved automatically; omit if the account has a single user) | |
| notes | No | Extra notes for the task | |
| deal_id | Yes | Deal the task belongs to | |
| subject | Yes | Task subject (e.g. 'Follow-up call') | |
| user_id | No | Assignee user ID |