Create Task
freshworks_crm.create_task
ActionCRM & salesconnection required
Calls the Freshworks CRM API with the connection's credentials.
Create a task against a contact, sales account or deal. Freshworks requires a title, a due date, an owner and the record the task is for.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- API key
- Providers
- Freshworks CRM
- Secret shape
- the API key, or {"api_key": "…"}
- Config it needs
- bundle_alias, domain, base_url
- Resolved by
- config.connection_id, else node.connection_id
Configuration
8 fields, 5 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 |
|---|---|---|---|---|---|
title The task title. | string | Yes | — | — | — |
due_date When the task is due, as a date or timestamp Freshworks accepts, such as 2026-06-21T11:00:00Z. | string | Yes | — | — | — |
owner_id The Freshworks id of the user the task is assigned to. | string | Yes | — | — | — |
targetable_type Which kind of record the task is created against. | string | Yes | — | one of "Contact", "SalesAccount", "Deal" | — |
targetable_id The Freshworks id of the record the task is created against. | string | Yes | — | — | — |
description A longer description of what the task involves. | string | No | — | — | — |
collaborator_ids User ids to add as collaborators, as a JSON array or a comma-separated list. | array | No | — | array of string | — |
fields Any other Freshworks field names and values to send, merged over the fields named above. Use it for custom fields (the 'custom_field' object) and for anything this node does not name. | object | No | — | — | — |
Output
One shape.
result
| Field | Type | Example |
|---|---|---|
task The task record, in the 'task' envelope Freshworks returns. | object | — |
task.id The Freshworks id of the task. | number | — |
task.status 0 while the task is open, 1 once it is completed. | number | — |
task.due_date The due date Freshworks stored, in UTC. | string | — |
{
"task": {
"due_date": "",
"id": 0,
"status": 0
}
}See Create Task run in a workflow.
In a technical demo we add the Freshworks CRM connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.