Create Task with EspoCRM API

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Create Task with the EspoCRM API

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Getting Started#

Create a workflow to Create Task with the EspoCRM API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Create Task action
1. Connect your EspoCRM account
2. Configure Name
3. Select a Assigned User
4. Optional- Configure Due Date
5. Optional- Configure Description
6. Optional- Select a Status
7. Optional- Select a Priority
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Create Task with EspoCRM API on New Requests (Payload Only) from HTTP / Webhook API

HTTP / Webhook + EspoCRM

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Create Task with EspoCRM API on New Submission from Typeform API

Typeform + EspoCRM

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Create Task with EspoCRM API on Custom Events from Zoom API

Zoom + EspoCRM

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Create Task with EspoCRM API on New Submission (Instant) from Jotform API

Jotform + EspoCRM

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Create Task with EspoCRM API on New Scheduled Tasks from Pipedream API

Pipedream + EspoCRM

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Task on EspoCRM

Description:This component creates a new task in Espo CRM. [See the documentation](https://docs.espocrm.com/development/api/crud/#create)

Version:0.0.1

Key:espocrm-create-task

View on GitHub

Code#

import espoCrm from "../../espocrm.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "espocrm-create-task",
  name: "Create Task",
  description: "This component creates a new task in Espo CRM. [See the documentation](https://docs.espocrm.com/development/api/crud/#create)",
  version: "0.0.1",
  type: "action",
  props: {
    espoCrm,
    name: {
      type: "string",
      label: "Name",
      description: "Specify the task name",
    },
    assigneeId: {
      propDefinition: [
        espoCrm,
        "assigneeId",
      ],
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Specify the task due date in the format `YYYY-MM-DD HH:MM:SS`",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "Specify the task description",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "Specify the task status",
      options: constants.TASK_STATUS,
      optional: true,
    },
    priority: {
      type: "string",
      label: "Priority",
      description: "Specify the task priority",
      options: constants.TASK_PRIORITY,
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.espoCrm.createTask({
      data: {
        name: this.name,
        assignedUserId: this.assigneeId,
        dateEnd: this.dueDate,
        description: this.description,
        status: this.status,
        priority: this.priority,
      },
      $,
    });

    $.export("$summary", `Successfully created task ${this.name}.`);
    return response;
  },
};

Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
EspoCRM	`espoCrm`	`app`	This component uses the EspoCRM app.
Name	`name`	`string`	Specify the task name
Assigned User	`assigneeId`	`string`	Select a value from the drop down menu.
Due Date	`dueDate`	`string`	Specify the task due date in the format `YYYY-MM-DD HH:MM:SS`
Description	`description`	`string`	Specify the task description
Status	`status`	`string`	Select a value from the drop down menu:`Not StartedStartedCompletedCanceledDeferred`
Priority	`priority`	`string`	Select a value from the drop down menu:`LowNormalHighUrgent`