REST Task connectors allow you to send data to third-party applications that support REST API on a Task’s event if the assigned user changes, the status updates, or the Task becomes overdue.
You define these REST connectors on Task Templates.
Adding REST Task Connectors
Go to the Tasks main menu item, then jump to the “Task Templates” page via the navigation bar. You should see a list of your existing Task Templates displayed.
Task Template Details page:
Task Template page:
If you don’t have any Templates, add a new template by clicking on the ADD NEW button. This starts the task template wizard. You can read more on the steps to create a Task Template here.
When creating a new template, the wizard will include a Connectors step. If you edit an existing Template, you should see an additional navigation link named “connectors” on the Template details page.
Once on the Connectors page, click the ADD CONNECTOR button. Select REST connector options.
REST Connector Settings
Using Connection | Set up the connector to run when a particular status has been changed, the owner has changed, or it is overdue. If the status has changed, it allows you to configure it at a specific status or all statuses. If Overdue was selected, you need to specify the number of days that the connector will run after the overdue date. |
| Run Connector on | When enabled, all fields marked as Personal Data will be converted into a non-human-readable format to aid with privacy. |
| Destination URL | Specify the format of the REST API.
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| HTTP Action | Select the request action (POST, PUT, GET) and Data As (JSON, URL Encoded, XML). |
| Data As | By default, specific query string parameters are appended to the URL, which can be used to determine the context of the origin of a request. Un-tick this checkbox if you do not require this information to be sent. Please note that if you are connecting with Platform Sync, this checkbox should remain unticked. |
| Use Global Task Rest URL | Will direct all task connector requests to the REST endpoint defined in Organization Setup -> Global Task REST URL |
| Disable default query string parameters (checkbox) | By default, specific query string parameters are appended to the URL, which can be used to determine the context of the origin of a request. Un-tick this checkbox if you do not require this information to be sent. Please note that if you are connecting with Platform Sync, this checkbox should remain un-ticked. |
| Anonymize Personal Data | When enabled, all fields marked as Personal Data will be converted into a nonhuman-readable format to aid with privacy. |
You can add multiple(email, REST, BigQuery, SQL Server, or Twillio) task connectors into your task.