Tasks
Create, update, and query the available task records in SalesLoft.
Select
The connector will use the Salesloft API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
- Id supports the following operators: =,IN
- CurrentState supports the following operators: =,IN. Valid CurrentState values are: 'scheduled' and 'completed'
- PersonId supports the following operators: =,IN
- TaskType supports the following operators: =,IN. Valid TaskType values are: 'call' and 'email'
- TimeInterval supports the following operator: =
- IdempotencyKey supports the following operator: =
SELECT * FROM Tasks WHERE Id = 123 SELECT * FROM Tasks WHERE CurrentState IN ('scheduled', 'completed') SELECT * FROM Tasks WHERE PersonId IN (123, 321) SELECT * FROM Tasks WHERE TaskType IN ('call', 'email') SELECT * FROM Tasks WHERE TimeInterval = 'interval' SELECT * FROM Tasks WHERE IdempotencyKey = 'key'
Insert
To add a Task, at least the Subject, PersonId, UserId, TaskType, DueDate and CurrentState need to be specified.
INSERT INTO Tasks (Subject, PersonId, UserId, TaskType, DueDate, CurrentState) VALUES ('Subject Task Test', 123, 123, 'email', '2022-12-30', 'scheduled')
Update
Similarly, to the Insert operation we can update a Task by specifying the field and the new value.
UPDATE Tasks SET Subject = 'new Subject', CurrentState = 'completed' WHERE ID = 123
Delete
In order to delete a Task the Id needs to be specified, for ex.
DELETE FROM Tasks WHERE Id = 100
Columns
Name | Type | ReadOnly | Description |
Id [KEY] | Integer | False |
The Id of the Task. |
CompletedAt | Datetime | False |
The CompletedAt of the Task. |
CompletedById | Integer | False |
The CompletedById of the Task. |
CreatedAt | Datetime | True |
The CreatedAt of the Task. |
CreatedByUserId | Integer | False |
The CreatedByUserId of the Task. |
CurrentState | String | False |
The CurrentState of the Task. |
DueAt | Datetime | False |
The DueAt of the Task. |
DueDate | Date | False |
The DueDate of the Task. |
PersonId | Integer | False |
The PersonId of the Task. |
RemindAt | Datetime | False |
The RemindAt of the Task. |
Subject | String | False |
The Subject of the Task. |
TaskType | String | False |
The TaskType of the Task. |
UpdatedAt | Datetime | True |
The UpdatedAt date of the Task. |
UserId | Integer | False |
The UserId of the Task. |
TimeInterval | String | False |
The TimeInterval property of the Task table. |
IdempotencyKey | String | False |
The IdempotencyKey property of the Task table. |