Create Keap Task for Contact

What the model is told

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

Request

Headers

• AuthorizationBearer YOUR_KEAP_API_KEY
• Acceptapplication/json
• Content-Typeapplication/json

Body

{
  "title": "{{title}}",
  "description": "{{description}}",
  "contact_id": "{{contactId}}",
  "assigned_to_user_id": "YOUR_KEAP_USER_ID",
  "type": "CALL"
}

Parameters

• contactId stringThe Keap ID of the contact, from Find Keap Contact by Email.
• title stringA short name for the task.
• description stringExtra detail for the person who will do the task.

{
  "source": "VOICE_AI",
  "tool": {
    "id": "05e73673-5a4d-47c9-b0a8-b802ad1572d7",
    "type": "HTTP_REQUEST",
    "label": "Create Keap Task for Contact",
    "name": "create_keap_task_for_contact",
    "customName": false,
    "description": "Create a follow-up task linked to an existing Keap contact, such as a call-back the customer has asked for. Confirm the title with the customer first. Find the contact's ID first with Find Keap Contact by Email. Returns the new task.",
    "parameters": [
      {
        "name": "contactId",
        "type": "string",
        "description": "The Keap ID of the contact, from Find Keap 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."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://api.infusionsoft.com/crm/rest/v2/tasks"
      },
      "headers": [
        {
          "name": "Authorization",
          "value": "Bearer YOUR_KEAP_API_KEY"
        },
        {
          "name": "Accept",
          "value": "application/json"
        },
        {
          "name": "Content-Type",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"title\": \"{{title}}\",\n  \"description\": \"{{description}}\",\n  \"contact_id\": \"{{contactId}}\",\n  \"assigned_to_user_id\": \"YOUR_KEAP_USER_ID\",\n  \"type\": \"CALL\"\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.