Create or update a follow-up task in a Rootr CRM
rootr_crm_upsert_taskCreate a new follow-up task or update an existing one (e.g., mark as done) in a Rootr CRM, with optional links to contacts, companies, or deals.
Instructions
Create a new follow-up task (omit taskId) or update an existing one (pass taskId + fields to change, e.g. set status to "done" to complete it) in a Rootr (루터) CRM, optionally attached to a contact, company, and/or deal. Part of a Rootr (루터) CRM node: a full sales CRM (companies, contacts with lifecycle stages + auto lead-scoring, multi-pipeline deals/kanban, activity timeline, follow-up tasks), auto-linked into the knowledge graph.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | No | todo | call | email | meeting | |
| crmId | Yes | CRM node id (required when creating; ignored when updating) | |
| dueAt | No | ISO datetime due date | |
| title | No | Task title (required when creating) | |
| dealId | No | ||
| status | No | open | done (patch only) | |
| taskId | No | Existing task id to update; omit to create a new task | |
| companyId | No | ||
| contactId | No | ||
| assigneeId | No | Assignee user id |