Create tasks from leads

This page documents the canonical HTTP contract for this endpoint.

Assignee IDs come from List organization users. For selected rows, see the workspace selection catalog. Creation may skip leads that cannot be processed; inspect the returned counts and IDs. No email or LinkedIn message is sent by task creation alone.

Query parameters

actorUserId · optional
string
Optional active same-organization actor override.

Name	Type	Description
actorUserId	string	Optional active same-organization actor override.

Body parameters

selection · optional
object
BulkSelectionModel (mode ids or descriptor); use this or lead_ids/count.
lead_ids · optional
array<string>
Explicit CRM lead IDs.
count · optional
integer
Requested task count (1–5000).
processLimit · optional
integer
Maximum records to process (1–5000).
assignedToUserIds · optional
array<string>
Assignee user IDs.
assignmentPlan · optional
array<object>
Per-user assignments; each item requires userId and positive count.
channel · optional
string
call (default), email, phone, linkedin, or custom.
action · optional
string
call, personal_email, linkedin_visit_profile, linkedin_connect, linkedin_message, linkedin_voice_message, or custom.
priority · optional
string
low, medium (default), or high.
subject · optional
string
Task subject.
content · optional
object
Channel-specific task content.
notes · optional
string
Task notes.
instructions · optional
string
Instructions for the assignee.
schedule · optional
object
Schedule settings.
scheduling · optional
object
Simple scheduling settings.
researchContext · optional
object
Research table context; source_table_id is required when supplied.
taskGroupId · optional
string
Task group identifier.
dialerSessionId · optional
string
Dialer session identifier.
origin · optional
string
manual (default) or system.
senderBindings · optional
object
Sender selection bindings.
senderAccountId · optional
string
Sender account ID.
senderUserId · optional
string
Sender user ID.
email_type · optional
string
Email task type, personal or bulk.
email_provider · optional
string
Email provider identifier.
providerAccountEmail · optional
string
Provider account email.
campaignId · optional
string
Provider campaign ID.
campaignStep · optional
integer
Provider campaign step.
relatedActivityId · optional
string
Related CRM activity ID.
scope · optional
string
Legacy task scope selector.
sourceTableId · optional
string
Source table ID.
sourceTableScope · optional
string
Source table scope.

Name	Type	Description
selection	object	BulkSelectionModel (mode ids or descriptor); use this or lead_ids/count.
lead_ids	array<string>	Explicit CRM lead IDs.
count	integer	Requested task count (1–5000).
processLimit	integer	Maximum records to process (1–5000).
assignedToUserIds	array<string>	Assignee user IDs.
assignmentPlan	array<object>	Per-user assignments; each item requires userId and positive count.
channel	string	call (default), email, phone, linkedin, or custom.
action	string	call, personal_email, linkedin_visit_profile, linkedin_connect, linkedin_message, linkedin_voice_message, or custom.
priority	string	low, medium (default), or high.
subject	string	Task subject.
content	object	Channel-specific task content.
notes	string	Task notes.
instructions	string	Instructions for the assignee.
schedule	object	Schedule settings.
scheduling	object	Simple scheduling settings.
researchContext	object	Research table context; source_table_id is required when supplied.
taskGroupId	string	Task group identifier.
dialerSessionId	string	Dialer session identifier.
origin	string	manual (default) or system.
senderBindings	object	Sender selection bindings.
senderAccountId	string	Sender account ID.
senderUserId	string	Sender user ID.
email_type	string	Email task type, personal or bulk.
email_provider	string	Email provider identifier.
providerAccountEmail	string	Provider account email.
campaignId	string	Provider campaign ID.
campaignStep	integer	Provider campaign step.
relatedActivityId	string	Related CRM activity ID.
scope	string	Legacy task scope selector.
sourceTableId	string	Source table ID.
sourceTableScope	string	Source table scope.

Definitions

SimpleTaskConfig

When scheduling.mode=simple, all three fields are required.

Fields

mode · optional
string
startDaterequired
string<date-time>
endDaterequired
string<date-time>
daysBetweenCallsrequired
integer

Name	Type	Description
mode	string	-
startDaterequired	string<date-time>	-
endDaterequired	string<date-time>	-
daysBetweenCallsrequired	integer	-

Errors

Status	Meaning
401	Authentication is missing or invalid.
403	Missing tasks:write.
422	The selection, assignees, schedule, or requested task configuration is invalid.

Example

bash

curl -X POST "https://app.autotouch.ai/api/task-queue/create-from-leads" \
  -H "Authorization: Bearer $AUTOTOUCH_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"lead_ids":["67c4a4f7b4dd8f2d4999f014"],"assignedToUserIds":["67c1dc35b4dd8f2d4999ed01"],"channel":"call","priority":"medium","scheduling":{"mode":"simple","startDate":"2026-09-28T13:00:00Z","endDate":"2026-09-28T17:00:00Z","daysBetweenCalls":1},"instructions":"Ask about their current workflow."}'

Request body

json

{
  "lead_ids": [
    "67c4a4f7b4dd8f2d4999f014"
  ],
  "assignedToUserIds": [
    "67c1dc35b4dd8f2d4999ed01"
  ],
  "channel": "call",
  "priority": "medium",
  "scheduling": {
    "mode": "simple",
    "startDate": "2026-09-28T13:00:00Z",
    "endDate": "2026-09-28T17:00:00Z",
    "daysBetweenCalls": 1
  },
  "instructions": "Ask about their current workflow."
}

Response example

json

{
  "success": true,
  "selected_count": 1,
  "created_count": 1,
  "skipped_count": 0,
  "skipped_by_reason": {},
  "task_ids": [
    "67c4a4f7b4dd8f2d4999f025"
  ],
  "message": "Successfully created 1 tasks"
}