ActionSalesforceUpdated May 2026

How do I create a Salesforce task?

Short answer: Drop the "Salesforce → Create Salesforce Task" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Use this action All 10 Salesforce actions

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Subject Subject	string	Required	e.g. "e.g. Follow up with prospect"
Status Status	options	Optional	Options: Not Started, In Progress, Completed, Waiting on someone else, Deferred
Priority Priority	options	Optional	Options: High, Normal, Low
Related Contact/Lead ID WhoId	string	Optional	ID of the Contact or Lead this task is related to
Related Record ID WhatId	string	Optional	ID of the Account, Opportunity, or other record this task is related to
Due Date ActivityDate	string	Optional	Task due date (YYYY-MM-DD)
Description Description	string	Optional	e.g. "Additional details about this task"
Owner ID OwnerId	string	Optional	Salesforce user ID to assign this task to. Defaults to the current user.

Sample request

{
  "Subject": "e.g. Follow up with prospect",
  "Status": "{{trigger.Status}}",
  "Priority": "{{trigger.Priority}}",
  "WhoId": "e.g. 003Dn00000XXXXX",
  "WhatId": "e.g. 001Dn00000XXXXX"
}

Returns

{
  "id": "00TDn00000XXXXX",
  "errors": [],
  "success": true
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create Salesforce Task.

Any of these apps can fire this action as part of a workflow.

Google Sheets → Salesforce

2 Google Sheets triggers

HubSpot → Salesforce

18 HubSpot triggers

FAQ

Questions about Create Salesforce Task.

What does the Create Salesforce Task action do in Salesforce?

Creates a follow-up task linked to any SObject (lead, contact, opportunity). For "deal stagnant → create follow-up task" hygiene automation.

What inputs does Create Salesforce Task require?

Required: Subject. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Salesforce returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Create Salesforce Task support batch operations?

Yes. Run Create Salesforce Task inside a Loop node to process arrays. Tiny Command handles Salesforce's rate limits automatically so you don't have to throttle manually.

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