CRM & Tags action
Create Task
Creates a task for a team member, with a title, due date and the contact attached.
A step you can add to a workflow.
Business plan and up
How to add it
- Open Workflows in the app and create or open a workflow.
- Click + where you want the step and pick Create Task under CRM & Tags.
- Fill in its settings, then save and turn the workflow on.
For the API and MCP
When you build workflows through the Inflowave API or the MCP server, this action is create_task. See the MCP documentation.