HubSpot · Arazzo Workflow

HubSpot Create a Follow-up Task

Version 1.0.0

Create a task engagement with a due date and associate it to a record.

1 workflow 1 source API 1 provider
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Provider

hubspot

Workflows

create-followup-task
Create a task engagement with a due date and associate it to a record.
Creates a task engagement with the supplied properties and due date, then associates the new task to the target record and reads it back to confirm it persisted.
3 steps inputs: associationType, hsTaskBody, hsTaskPriority, hsTaskStatus, hsTaskSubject, hsTaskType, hsTimestamp, recordId, toObjectType outputs: createdAt, taskId
1
createTask
createTask
Create the task engagement with the supplied subject, body, status, priority, type, and a due date carried in hs_timestamp.
2
associateToRecord
createTaskAssociation
Associate the newly created task to the target CRM record so the reminder appears on that record.
3
confirmTask
getTask
Read the created task back by id to confirm the engagement persisted with the supplied due date.

Source API Descriptions

Arazzo Workflow Specification

hubspot-create-followup-task-workflow.yml Raw ↑
arazzo: 1.0.1
info:
  title: HubSpot Create a Follow-up Task
  summary: Create a task engagement with a due date and associate it to a record.
  description: >-
    A reminder-and-follow-up pattern. The workflow creates a task engagement in
    the HubSpot CRM with the supplied subject, body, status, priority, and an
    hs_timestamp that serves as the task due date, then associates the task to a
    CRM record so the reminder is attached to the right contact, company, or
    deal. Every step spells out its request inline so the flow can be read and
    executed without opening the underlying OpenAPI description.
  version: 1.0.0
sourceDescriptions:
- name: hubspotEngagementTasksApi
  url: ../openapi/hubspot-engagement-tasks-api-openapi.yml
  type: openapi
workflows:
- workflowId: create-followup-task
  summary: Create a task engagement with a due date and associate it to a record.
  description: >-
    Creates a task engagement with the supplied properties and due date, then
    associates the new task to the target record and reads it back to confirm
    it persisted.
  inputs:
    type: object
    required:
    - hsTaskSubject
    - hsTimestamp
    - recordId
    properties:
      hsTaskSubject:
        type: string
        description: The subject line of the task (hs_task_subject).
      hsTaskBody:
        type: string
        description: The body or notes of the task (hs_task_body).
      hsTaskStatus:
        type: string
        description: The task status, e.g. NOT_STARTED or COMPLETED (hs_task_status).
        default: NOT_STARTED
      hsTaskPriority:
        type: string
        description: The task priority, e.g. LOW, MEDIUM, or HIGH (hs_task_priority).
        default: MEDIUM
      hsTaskType:
        type: string
        description: The type of task, e.g. TODO, CALL, or EMAIL (hs_task_type).
      hsTimestamp:
        type: string
        description: ISO 8601 due date for the task (hs_timestamp).
      recordId:
        type: string
        description: The ID of the CRM record to associate the task with.
      toObjectType:
        type: string
        description: The object type to associate the task with, e.g. contacts or deals.
        default: contacts
      associationType:
        type: string
        description: The association type id linking the task to the record.
        default: "204"
  steps:
  - stepId: createTask
    description: >-
      Create the task engagement with the supplied subject, body, status,
      priority, type, and a due date carried in hs_timestamp.
    operationId: createTask
    requestBody:
      contentType: application/json
      payload:
        properties:
          hs_task_subject: $inputs.hsTaskSubject
          hs_task_body: $inputs.hsTaskBody
          hs_task_status: $inputs.hsTaskStatus
          hs_task_priority: $inputs.hsTaskPriority
          hs_task_type: $inputs.hsTaskType
          hs_timestamp: $inputs.hsTimestamp
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      taskId: $response.body#/id
      createdAt: $response.body#/createdAt
  - stepId: associateToRecord
    description: >-
      Associate the newly created task to the target CRM record so the reminder
      appears on that record.
    operationId: createTaskAssociation
    parameters:
    - name: taskId
      in: path
      value: $steps.createTask.outputs.taskId
    - name: toObjectType
      in: path
      value: $inputs.toObjectType
    - name: toObjectId
      in: path
      value: $inputs.recordId
    - name: associationType
      in: path
      value: $inputs.associationType
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      association: $response.body
  - stepId: confirmTask
    description: >-
      Read the created task back by id to confirm the engagement persisted with
      the supplied due date.
    operationId: getTask
    parameters:
    - name: taskId
      in: path
      value: $steps.createTask.outputs.taskId
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      taskId: $response.body#/id
      properties: $response.body#/properties
  outputs:
    taskId: $steps.createTask.outputs.taskId
    createdAt: $steps.createTask.outputs.createdAt