Create Task
ploomes_tasks_createCreate a new task in Ploomes CRM with title, description, due date and time, and optional links to deals or contacts. Supports custom fields via OtherProperties.
Instructions
Create a new task in Ploomes CRM. Attach to a deal via DealId or to a contact via ContactId. Date and Hour are separate fields: Date is the due date (ISO 8601), Hour is the time component as a string (e.g., '14:30'). Use OtherProperties to set custom fields.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| Title | No | Task title / short summary | |
| Description | No | Task description with details about what needs to be done | |
| Date | No | Due date in ISO 8601 format. This is the date component only — use Hour for the time. E.g.: "2025-06-15T00:00:00Z" | |
| Hour | No | Time component as a string, separate from Date. E.g.: "14:30", "09:00". This is NOT part of the Date field — they are sent independently | |
| DealId | No | Associated deal ID — links the task to a specific deal/opportunity | |
| ContactId | No | Associated contact ID — links the task to a specific contact | |
| OwnerId | No | Owner user ID — the user responsible for this task (use ploomes_users_list to find valid IDs) | |
| TypeId | No | Task type ID — defines the kind of task (use ploomes_tasks_types_list to find valid IDs, e.g., Call, Meeting, Email, Visit) | |
| OtherProperties | No | Custom field values for the task (use ploomes_fields_list to discover available fields) |