Create Freshworks CRM Task for Contact

What the model is told

Create a follow-up task linked to an existing Freshworks CRM contact, such as a call-back the customer has asked for. Confirm the title and due date with the customer first. Find the contact's ID first with Find Freshworks CRM Contact by Email. Returns the new task.

Request

Headers

• AuthorizationToken token=YOUR_FRESHWORKS_API_KEY
• Content-Typeapplication/json

Body

{
  "task": {
    "title": "{{title}}",
    "description": "{{description}}",
    "due_date": "{{dueDate}}",
    "owner_id": "YOUR_FRESHWORKS_OWNER_ID",
    "targetable_type": "Contact",
    "targetable_id": "{{contactId}}"
  }
}

Parameters

• contactId stringThe Freshworks CRM ID of the contact, from Find Freshworks CRM Contact by Email.
• title stringA short name for the task.
• description stringExtra detail for the person who will do the task.
• dueDate stringThe due date and time in ISO 8601 format.

{
  "source": "VOICE_AI",
  "tool": {
    "id": "47060296-85b3-4bb3-a374-a4037ef2df08",
    "type": "HTTP_REQUEST",
    "label": "Create Freshworks CRM Task for Contact",
    "name": "create_freshworks_crm_task_for_contact",
    "customName": false,
    "description": "Create a follow-up task linked to an existing Freshworks CRM contact, such as a call-back the customer has asked for. Confirm the title and due date with the customer first. Find the contact's ID first with Find Freshworks CRM Contact by Email. Returns the new task.",
    "parameters": [
      {
        "name": "contactId",
        "type": "string",
        "description": "The Freshworks CRM ID of the contact, from Find Freshworks CRM Contact by Email."
      },
      {
        "name": "title",
        "type": "string",
        "description": "A short name for the task."
      },
      {
        "name": "description",
        "type": "string",
        "description": "Extra detail for the person who will do the task."
      },
      {
        "name": "dueDate",
        "type": "string",
        "description": "The due date and time in ISO 8601 format."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://YOUR_DOMAIN.myfreshworks.com/crm/sales/api/tasks"
      },
      "headers": [
        {
          "name": "Authorization",
          "value": "Token token=YOUR_FRESHWORKS_API_KEY"
        },
        {
          "name": "Content-Type",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"task\": {\n    \"title\": \"{{title}}\",\n    \"description\": \"{{description}}\",\n    \"due_date\": \"{{dueDate}}\",\n    \"owner_id\": \"YOUR_FRESHWORKS_OWNER_ID\",\n    \"targetable_type\": \"Contact\",\n    \"targetable_id\": \"{{contactId}}\"\n  }\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.