Create Task
copper.create_task
ActionCRM & salesconnection required
Calls the Copper API with the connection's credentials.
Create a Task in Copper, optionally attached to a record and due on a date, and assign it to a user.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- API key
- Providers
- Copper
- Secret shape
- the API key, or {"api_key": "…"}
- Config it needs
- user_email, base_url
- Resolved by
- config.connection_id, else node.connection_id
Configuration
11 fields, 1 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
name The task title. | string | Yes | — | — | Follow up with Jane |
related_resource_type The kind of record the task hangs off, if any. | string | No | — | one of "person", "company", "lead", "opportunity", "project" | — |
related_resource_id The id of that record. Set it together with related_resource_type or not at all. | string | No | — | — | — |
assignee_id The Copper user who should own this task. | string | No | — | — | — |
due_date When the task is due, as a Unix timestamp in seconds. | string | No | — | — | — |
reminder_date When to be reminded about the task, as a Unix timestamp in seconds. | string | No | — | — | — |
priority The task priority, from Copper's fixed set. | string | No | — | one of "None", "Low", "Medium", "High" | — |
status The task status, from Copper's fixed set. | string | No | Open | one of "Open", "Completed" | — |
details A description stored on the task. | string | No | — | — | — |
tags Tags to set on the record, as a JSON array of strings or a comma-separated list. | array | No | — | array of string | — |
fields Any further Copper fields, as a JSON object of Copper field names (custom_fields, address, websites, socials …). These are merged over the fields named above, so this node can set anything the API accepts. | object | No | — | — | — |
Example configuration
Every value below is the contract’s own example or default — nothing invented.
{
"name": "Follow up with Jane",
"status": "Open"
}Output
One shape.
result
The provider's response object, as returned.
Extra keys beyond the ones listed can appear.
{}See Create Task run in a workflow.
In a technical demo we add the Copper connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.