Create a Follow-up Task
A 3-step recipe with HubSpot. We can help you get access.
Recipe · 3 steps
Create a Follow-up Task
with HubSpot · Customer Data Management
Works with AI assistants
Create a task engagement with a due date and associate it to a record.
- Create the task engagement with the supplied subject, body, status, priority, type, and a due date carried in hs_timestamp.
- Associate the newly created task to the target CRM record so the reminder appears on that record.
- Read the created task back by id to confirm the engagement persisted with the supplied due date.
What you'll need to have ready
- hsTaskSubject: The subject line of the task (hs_task_subject).
- hsTaskBody: The body or notes of the task (hs_task_body).
- hsTaskStatus: The task status, e.g. NOT_STARTED or COMPLETED (hs_task_status).
- hsTaskPriority: The task priority, e.g. LOW, MEDIUM, or HIGH (hs_task_priority).
- hsTaskType: The type of task, e.g. TODO, CALL, or EMAIL (hs_task_type).
- hsTimestamp: ISO 8601 due date for the task (hs_timestamp).
- recordId: The ID of the CRM record to associate the task with.
- toObjectType: The object type to associate the task with, e.g. contacts or deals.
- associationType: The association type id linking the task to the record.
For your developer
Arazzo workflow hubspot:create-followup-task, 3 operations: createTask → createTaskAssociation → getTask. Specs on APIs.io.