Create task - Automate.ax

close.createTask create a lead or outgoing-call Close task.

automations/close-create-task.automation.ts

import { automation, onDashboardRun } from "automate.ax"
import { close } from "automate.ax/close"

export default automation("Create task", () => {
  onDashboardRun({ title: "Create task" })
  close.createTask({
    type: "lead",
    leadId: "lead_abc123",
    text: "Qualify this lead",
    priority: "high",
  })
})

Inputs

For type: "lead", provide leadId and non-empty text. For type: "outgoing_call", provide leadId and contactId. Optional fields include assignment, dates, completion, priority (high or medium), and dateless state. Optional second argument { account } selects a named Close binding.

Output

Returns the created CloseTask. Close reports outgoing-call webhook events under the task.outbound_call event subtype.