Create task
Add a task with a type and due date on a lead, person, company or opportunity.
POST https://cotlet.dev/api/v1/copper-crm/tasks
write Confirm
Adds a task the way Add Task in the Related section does. activity_type is the Activity Type Copper asks for: Phone Call, Meeting, To-do (once turned on) or one of your custom types. Tasks are visible to the whole account by default, and an assignee other than you gets it in their list. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| name string required | string | Task title. |
| related_to_type enum | enum | lead, person, company or opportunity. |
| related_to_id string | string | Id of the record the task belongs to. |
| due_date date | date | Due date, YYYY-MM-DD. |
| activity_type string | string | Activity Type name, e.g. Phone Call or Meeting. |
| assignee string | string | Name or email of the teammate. Default: you. |
Request
curl -X POST https://cotlet.dev/api/v1/copper-crm/tasks \
-H "Authorization: Bearer $COTLET_API_KEY" \
-H "Content-Type: application/json" \
-d '{"name":"Follow up on Harbor Dental proposal: asked for revised pricing on Oct 6","related_to_type":"opportunity","related_to_id":"31844120","due_date":"2026-10-23","activity_type":"Phone Call"}'result = client.call("copper-crm", "create_task", {"name":"Follow up on Harbor Dental proposal: asked for revised pricing on Oct 6","related_to_type":"opportunity","related_to_id":"31844120","due_date":"2026-10-23","activity_type":"Phone Call"})const result = await cotlet.call('copper-crm', 'create_task', {"name":"Follow up on Harbor Dental proposal: asked for revised pricing on Oct 6","related_to_type":"opportunity","related_to_id":"31844120","due_date":"2026-10-23","activity_type":"Phone Call"});cotlet call copper-crm create_task --data '{"name":"Follow up on Harbor Dental proposal: asked for revised pricing on Oct 6","related_to_type":"opportunity","related_to_id":"31844120","due_date":"2026-10-23","activity_type":"Phone Call"}'Example response
{
"task_id": "9061877",
"name": "Follow up on Harbor Dental proposal: asked for revised pricing on Oct 6",
"activity_type": "Phone Call",
"due_date": "2026-10-23",
"assignee": "Sam Ortiz",
"related_to": {
"type": "opportunity",
"id": "31844120",
"name": "Harbor Dental proposal"
}
}