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# AgencyZoom Create Task

> Creates a task in AgencyZoom, optionally linked to a customer or lead.

The Create Task node adds a new task in AgencyZoom. Only a title is required;
everything else is optional. You can set a due time, an assignee, and a kind, and
link the task to a customer or lead.

## When to use it

* A workflow needs a person to follow up, so you create a task for them.
* You want to schedule a call, email, or meeting off the back of a run.
* You want to hand work to a teammate and link it to a customer or lead.

## Inputs

| Field             | What it's for                                       | Example                         |
| ----------------- | --------------------------------------------------- | ------------------------------- |
| Task title        | What the task is. Required.                         | `Call Sarah Chen about renewal` |
| Due date and time | When the task is due.                               | `2026-02-01 09:00:00`           |
| Assignee          | The user to assign the task to.                     | A user id                       |
| Comments          | Extra notes for the task.                           | `Prefers a morning call.`       |
| Task kind         | The action kind: to-do, email, call, or meeting.    | `call`                          |
| Customer          | A customer to link the task to.                     | A customer id                   |
| Lead              | A lead to link the task to.                         | A lead id                       |
| Contact email     | An email used to find the customer or lead to link. | `sarah@example.com`             |

Only the title is required. Any field can be a fixed value or an
[expression](/platform/workflows/core-concepts/expressions/using-expressions-in-nodes) that reads from
an earlier step. Link the task to a record by customer or lead id, or let
AgencyZoom find one from a contact email.

## Outputs

On success the node returns a confirmation that the task was created, including the
new task's id when AgencyZoom provides one.

## Example

When a new lead comes in for Marcus Johnson, a workflow uses Create Task to add a
"Call Marcus Johnson about auto quote" task, sets its kind to call, assigns it to
his agent, and links it to his lead by his email. The task shows up on the agent's
list ready to work.

![The AgencyZoom Create Task node configuration panel, showing the title, due time, and links.](https://fdr-prod-docs-files-public.s3.us-east-1.amazonaws.com/gail.docs.buildwithfern.com/c34805988ef4b25625eb544ba28fdde80004d38bcb286e9c55b1a69588f3901a/docs/pages/platform/workflows/assets/agencyzoom-create-task.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA6KXJSKKNFOCF7G4B%2F20260823%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260823T233019Z&X-Amz-Expires=604800&X-Amz-Signature=7f1009400e9535829d5d535a88b0eacab23d3909a72cea412745a51d4f4e87ea&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

Only the title is required, so the simplest task is a title alone. Add a due time,
an assignee, and a customer or lead link when you want the task to land on the
right person's list against the right record.

## Related nodes

#### [Update Task](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-update-task)

Change fields on the task later.

#### [Complete Task](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-complete-task)

Mark the task done when the work is finished.

#### [Search Tasks](/platform/workflows/node-reference/integrations/agencyzoom/agency-zoom-search-tasks)

Find existing tasks instead of creating one.