Tasks

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

Table-Specific Information

Select

The connector uses 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.


Column	Supported Operators
Id	=, IN
CompletedAt	>, >=, <, <=
CurrentState	=, IN
PersonId	=, IN
TaskType	=, IN
UpdatedAt	>, >=, <, <=
UserId	=, IN
TimeInterval	=
IdempotencyKey	=

For example, the following queries are processed server-side:

    SELECT * FROM Tasks WHERE Id = '123'
	SELECT * FROM Tasks WHERE CompletedAt >= '2022-12-01'
    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'

Note: When filtering on datetime columns (such as CompletedAt or UpdatedAt) using time values, timestamps must include microsecond precision (for example, '2022-12-01T18:00:28.907000'). Providing only millisecond precision may return incorrect results.

Insert

To add a task, specify at least the Subject, PersonId, UserId, TaskType, DueDate, and CurrentState columns.

  INSERT INTO Tasks (Subject, PersonId, UserId, TaskType, DueDate, CurrentState)
    VALUES ('Subject Task Test', 123, 321, 'email', '2022-12-30', 'scheduled')

Update

To update a task, specify one or more columns and their new values.

UPDATE Tasks SET Subject = 'new Subject', CurrentState = 'completed' WHERE ID = '123'

Delete

To delete a task, you must specify the Id column.

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.
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.
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.
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.
IsLogged	Boolean	False	A flag to indicate that the task should only be logged.
AccountId	Integer	False	Filters tasks by the account to which they are associated.
CompletedTimeInterval	String	False	Filters tasks by completed time interval. Valid values are: today, yesterday, this_week, previous_week, this_month.
Locale	String	False	Filters tasks by locale of the person to which they are associated.
Source	String	False	Filters tasks by source.
UserGuid	String	False	GUID of the user linked to the task. Defaults to the authenticated user.