Create Task
create_taskCreate a follow-up task in Copper CRM with an optional link to a person, company, or opportunity. Returns the new task.
Instructions
Create a follow-up task in Copper, optionally linked to a person, company, or opportunity. Use this to schedule a reminder (e.g. 'send pricing on Friday'). Returns the created task. This tool creates a task record but does not modify any existing CRM data.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | The task title, e.g. 'Send pricing to Acme'. | |
| details | No | Free-text notes / description for the task. | |
| due_date | No | Due date in ISO format, e.g. '2026-07-17'. | |
| related_resource | No | Optionally link the task to a CRM record. |