Customer Management — Create Task

Creates a task (follow-up, reminder, site visit, etc.) against a specific lead.

This is a Zapier Action step.

Authentication Required

Runs against your organization using the Superfone connection (your API key).

Prerequisites

You need the lead's lead_id. If you only have a phone number, run Get Lead by Phone first and map its id into lead_id here.

Endpoint

POST https://prod-api.superfone.co.in/superfone/enterprise/api/lead/{lead_id}/task

Input fields

Field	Type	Required	Description
lead_id	number	Yes	The lead to attach the task to. Obtain it from Get Lead by Phone.
type	dropdown	Yes	Task type. Choose from the visible types: FOLLOW_UP_CALL, FIRST_CALL, CALLBACK_REQUEST, SITE_VISIT, REMINDER, BOOKING.
due_date	string (ISO 8601)	Yes	When the task is due, e.g. 2026-06-01T10:30:00Z.
notify_at	string (ISO 8601)	No	When to send the reminder notification. Must be in the future and at or before due_date. If omitted, it's derived from the task type: REMINDER notifies at the due time, FIRST_CALL notifies immediately, and all other types notify 10 minutes before due_date.
customer_note	string	No	A note attached to both the task and the lead's timeline.

Task type is validated

type must be one of the visible task types listed above. System-only types (e.g. AUTO_FOLLOW_UP, CALL) cannot be created via this action and will return a 400.

Side effect

Creating a non-reminder task automatically closes any other open non-reminder task on the same lead. Reminders are independent and don't trigger this behavior.

How to use in Zapier

1. Add the Create Task action.
2. Map lead_id (from a Get Lead by Phone step).
3. Pick a type from the dropdown and set a due_date (ISO 8601).
4. Optionally set notify_at and a customer_note.
5. Save and test.

Example workflow

New form submission → Get Lead by Phone + Create or Update Lead (Find or Create) → Create Task (type = FOLLOW_UP_CALL, due_date = tomorrow 10:00).