API Reference

Create a Task

post
https://crm-api.portals.care/tasks

Creates a new task and assigns it to a user. Tasks can be associated with a patient (relatedToLead) and are used to manage clinical or administrative workflows.

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Body Params

Schema for creating a new task.

string
required

The category or type of the task.

string
required

The _id of the CRM user to whom the task will be assigned.

string
required

The _id of the patient (lead) this task relates to.

string
enum
Defaults to pending

The initial status of the task.

Allowed:
string
required

A clear and concise description of the task.

string

Optional initial notes for the task.

Headers
string
required

Your unique Organization ID.

Response

Updated 9 months ago

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Updated 9 months ago

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