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
FieldTypeRequiredDescription
titlestringYesTask title — supports {{variables}}

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Optional fields
FieldTypeRequiredDescription
dueInDaysnumberNoDays 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
  1. Add a Create Task node to the canvas.
  2. Enter the task title — e.g. Follow up with {{lead.firstName}}.
  3. Set dueInDays if you want a deadline other than tomorrow.
  4. 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 up is more useful than just Follow up.