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POST
/
v1
/
tasks
Create a Task
curl --request POST \
  --url https://api.example.com/v1/tasks/ \
  --header 'Content-Type: application/json' \
  --data '
{
  "title": "<string>",
  "description": "Send the updated pricing proposal to the procurement team",
  "account_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "opportunity_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "task_type": "GENERAL_ACTION_ITEM",
  "assignee_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "due_at": "2025-07-01T17:00:00Z",
  "message_draft": {
    "recipients": [
      {
        "name": "<string>",
        "email": "<string>"
      }
    ],
    "subject": "<string>",
    "body": "<string>",
    "cc": [
      {
        "name": "<string>",
        "email": "<string>"
      }
    ],
    "sent_at": "<string>"
  }
}
'
{
  "data": {
    "id": "tsk_abc123",
    "account_id": "acc_def456",
    "title": "Send follow-up proposal",
    "description": "Send the updated pricing proposal to the procurement team",
    "task_type": "General Action Item",
    "assignee": {
      "id": "usr_abc123",
      "first_name": "Jane",
      "last_name": "Smith"
    },
    "status": "To Do",
    "due_at": "2025-07-01T17:00:00Z",
    "created_at": "2026-04-21T12:00:00Z",
    "updated_at": "2026-04-21T12:00:00Z"
  },
  "meta": {
    "timestamp": "2026-04-21T12:00:00Z"
  }
}

Documentation Index

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Body

application/json

Request body for creating a task via POST.

​
title
string
required

Title of the task

Example:

"Send follow-up proposal"

​
description
string | null

Detailed description of the task

Example:

"Send the updated pricing proposal to the procurement team"

​
account_id
string<uuid> | null

ID of the account to associate the task with

​
opportunity_id
string<uuid> | null

ID of the opportunity to associate the task with

​
task_type
string | null
default:GENERAL_ACTION_ITEM

Type of task. One of GENERAL_ACTION_ITEM, EMAIL.

Example:

"GENERAL_ACTION_ITEM"

​
assignee_id
string<uuid> | null

User ID to assign the task to. Defaults to the caller if not provided.

​
due_at
string<date-time> | null

Due date and time for the task

Example:

"2025-07-01T17:00:00Z"

​
message_draft
MessageDraft · object

Optional draft message contents. Only valid when task_type is EMAIL.

Response

Successful Response

​
data
TaskResponse · object
required
​
meta
ResponseMeta · object