Creating CRM Task from Creator application

Creating CRM Task from Creator application

For certain requirements, there may be a need for creating a ZohoCRM task from your Creator applications. This post is about using a Creator form to create a CRM Task.

Below is a simple To Do form which creates a CRM Task for each record added.

In the above form Client is a CRM Field that refers a Contact Module. Refer this post for including CRM modules in Creator form

Below is the code snippet that should be written in the on-Success action of the form to create a CRM Task

1. taskinfo = { 
2.                   "Subject" : input.Subject_field, 
3.                   "Send Notification Email" : true, 
4.                    "Description" : input.Description,
5.                   "Status" : "Open", 
6.                   "CONTACTID" : input.Customer1_ID, 
7.                    "Due Date" : input.Due_Date 
8.                   };
9. task = zoho.crm.create("Tasks", taskinfo);