Create Application Task

The Create Task API can be used to create an application task.

Example Requests

Below please find the JSON body for 9 example requests:

Example 1: Creating a task assigned to the application's borrower.
Example 2: Creating a task assigned to the application's intermediary.
Example 3: Creating a task assigned to specific team members.
Example 4: Creating a task with variables (i.e. data fields) to display to the user.
Example 5: Creating a task that includes blocked application statuses.
Example 6: Creating a task with a due date.
Example 7: Creating a task with task assignment email sending enabled.
Example 8: Creating a task with labels assigned.
Example 9: Creating a task with auto-pass condition

{
  "title": "Task Title",
  "applicationId": "63ca97b71da7c1618788eeb8",
  "externalAssignee": {
    "assigneeType": "borrower",
    "assigneeId": "63ca97d0f2521cdcc460b23a"
  },
  "dueDateAndTime": "2024-12-21T20:59:11.282Z",
  "variables": [
    "first_variable",
    "second_variable"
  ],
  "blockedApplicationStatusIds": [
    "63ca9841617f8daab0c9fe25",
    "63caa400703e5f36e3155e6a"
  ],
  "sendExternalAssignmentEmail": true
}

{
  "title": "Task Title",
  "applicationId": "63ca97b71da7c1618788eeb8",
  "externalAssignee": {
    "assigneeType": "intermediary",
    "assigneeId": "63ca9805b3a38b0702416bdc"
  },
  "dueDateAndTime": "2024-12-21T20:59:11.282Z",
  "variables": [
    "first_variable",
    "second_variable"
  ],
  "blockedApplicationStatusIds": [
    "63ca9841617f8daab0c9fe25",
    "63caa400703e5f36e3155e6a"
  ],
  "sendExternalAssignmentEmail": true
}

{
  "title": "Task Title",
  "applicationId": "63ca97b71da7c1618788eeb8",
  "assignedTeamMemberIds": ["65bf6dcd687a080663d7d522", "65bf6dd83d1fa4348329c2b1"],
  "dueDateAndTime": "2024-12-21T20:59:11.282Z"
}

{
  "title": "Task Title",
  "applicationId": "63ca97b71da7c1618788eeb8",
  "variables": [
    "first_variable",
    "second_variable"
  ]
}

{
  "title": "Task Title",
  "applicationId": "63ca97b71da7c1618788eeb8",
  "blockedApplicationStatusIds": [
    "63ca9841617f8daab0c9fe25",
    "63caa400703e5f36e3155e6a"
  ]
}

{
  "title": "Task Title",
  "applicationId": "63ca97b71da7c1618788eeb8",
  "dueDateAndTime": "2024-12-21T20:59:11.282Z"
}

{
  "title": "Task Title",
  "applicationId": "63ca97b71da7c1618788eeb8",
  "sendExternalAssignmentEmail": true
}

{
  "title": "Task Title",
  "applicationId": "63ca97b71da7c1618788eeb8",
  "labelIds": ["65bf6f19a3e6c791584af28c", "65bf6f19a3e6c791584af28c"]
}

{
  "title": "Task Title",
  "applicationId": "63ca97b71da7c1618788eeb8",
  "autoPassCondition": "AND(loan_amount > 10000, income > 5000)
}