wealthbox.tasks.create
Create a task in Wealthbox CRM with title, due date, category, description, and assignment. Use it to schedule follow-ups and client actions.
Instructions
Create task. Example: {"title":"Call client","due_date":"2025-10-04"}. You can also provide a raw body.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| body | No | ||
| title | No | ||
| due_date | No | e.g. '2025-10-04' | |
| category_id | No | ||
| description | No | ||
| assigned_to_team_id | No | ||
| assigned_to_user_id | No |