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Clientify ACTION

Create Task

Add a new task. See the documentation
  • Action
  • Writes data
  • API key
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Clientify account once, then configure and run Create Task from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "clientify-create-task",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    clientify: { authProvisionId: "apn_xxxxxxx" },
    owner: "User Id",
    assignedTo: "Assigned To",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Task inputs
Property Type Description
owner User Id string
Email of the user to own the task.
Optional Dynamic
assignedTo Assigned To string
Email of the user to assign the task.
Optional Dynamic
name Name string
The name of the task
Required
description Description string
Will only be shown for videoconferences so it can save its url.
Optional
remarks Remarks string
Remarks on the task.
Optional
dueDate Due Date string
Due date of the task in ISO 8601 format, for example 2023‐07‐12T11:00:55+07:00
Optional
startDatetime Start Datetime string
Start datetime of the task in ISO 8601 format, for example 2023‐07‐12T11:00:55+07:00
Required
endDatetime End Datetime string
End datetime of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00
Required
duration Duration integer
Duration of the task.
Optional
additionalOption Additional Option string
For videoconferences, stores the identifier of the Channel.
Optional
location Location string
For meetings, stores the location of the meeting.
Optional
dealId Deal Id string[]
A list of URLs of Deals
Optional Dynamic
taskType Task Type string
URL of the task type.
Optional Dynamic
taskStage Task Stage string
URL of the task stage.
Optional Dynamic
relatedCompanies Related Companies string[]
A list of URLs of companies.
Optional Dynamic
relatedContacts Related Contacts string[]
A list of URLs of contacts.
Optional Dynamic
guestUsers Guest Users string[]
A list of URLs of users.
Optional Dynamic

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
clientify-create-task
Version
0.0.3
App
Clientify
Authentication
API key
Read-only
No
Destructive
No
Open world
Yes