Create, update, and query the available task records in SalesLoft.

Select

The add-in 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 add-in.

• 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: =

The following queries are processed server side:

    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. The allowed values are scheduled, completed.
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. The allowed values are call, email, general, integration.
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. The allowed values are overdue, today, tomorrow, this_week, next_week.
IdempotencyKey	String	False	The IdempotencyKey property of the Task table.
Description	String	False	A description of the task recorded for person at completion time.
OpportunityId	Integer	False	The opportunity id associated with task.
ExpiresAfter	Datetime	False	Datetime of when the the task will expire, ISO-8601 datetime format required.
IntegrationId	Long	False	The IntegrationId property of the Task table.
IntegrationName	String	False	The IntegrationName property of the Task table.
IntegrationStepId	String	False	The IntegrationStepId property of the Task table.
IntegrationTaskId	String	False	The IntegrationTaskId property of the Task table.
IntegrationTaskTypeLabel	String	False	The IntegrationTaskTypeLabel property of the Task table.