Tasks
Keep follow-ups moving. 6 tools; each one below with what it does and the guardrail on it.
| Tool | What it does | Guardrail |
|---|---|---|
| create_task | Create a task. | Duplicate check before create: it searches first and stops if the record already exists. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| update_task | Change a task. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| complete_task | Complete a task. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| reopen_task | Reopen a completed task. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
| search_tasks | Find tasks by owner, due date or status. | Read only. Nothing in AgencyZoom changes. |
| batch_delete_tasks | Remove several tasks at once. | Per-user attribution: the change is made with the asking person's own AgencyZoom login. Read-back verification: after the write, the connector reads the record back and reports what actually landed. |
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