Automations
Create Task Node
3 min readnode-create-task
Create a follow-up task for the current lead, visible in the lead detail view.
Create Task Node
Creates a task entry attached to the lead record. Tasks appear in the lead's detail page under the activity/notes section and serve as reminders for your team.
When to use it
- Create a "Call back in 1 day" task every time a new hot lead arrives.
- Generate a task for account managers when a lead replies to an email.
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Required fields
| Field | Type | Required | Description |
|---|---|---|---|
| title | string | Yes | Task title — supports {{variables}} |
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Optional fields
| Field | Type | Required | Description |
|---|---|---|---|
| dueInDays | number | No | Days from now until due. Defaults to 1 |
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Variables available
This node does not produce output variables.
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Step-by-step setup
- Add a Create Task node to the canvas.
- Enter the task title — e.g.
Follow up with {{lead.firstName}}. - Set
dueInDaysif you want a deadline other than tomorrow. - Save.
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Example config
json
{
"title": "Call {{lead.firstName}} — inbound enquiry",
"dueInDays": 1
}
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Tips & gotchas
- Tasks are internal to FlowMaticX. To create tasks in GHL, use the GoHighLevel node with
action: create_task. - Use specific titles —
{{lead.firstName}} follow upis more useful than justFollow up.