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POST
Create Deal Action
Tasks (the tasks table) linked to a deal — also referred to as a deal’s “next actions.” source is recorded as manual, distinguishing manually-created actions from the ai_generated ones below.

Auth

Requires a CRM manage scope and an active organization on the token. Any *:manage scope qualifies — in practice contacts:manage, deals:manage, companies:manage, or activities:manage.

Response

201 with the created tasks row.

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

deal_id
string
required

The deal's id.

Body

application/json
text
string
required

Task description.

Minimum string length: 1
due_date
string | null

Due date, YYYY-MM-DD.

priority
string
default:medium

Task priority: high, medium, or low.

assignee_id
string | null

User id to assign the task to; defaults to the caller.

Response

Successful Response