Link tasks to CRM entities (people, companies, opportunities) in Dalil AI — create, read, update, delete, and list taskTarget records that associate a task with one or more target records.

Dalil AI: Task Relation API Skills

Quick Reference

• Base URL: https://app.usedalil.ai

• Auth: Authorization: Bearer {apiKey}

• Content-Type: application/json (POST/PATCH requests only)

• Accept: application/json (GET requests)

• Resource path: /rest/taskTargets

Endpoints

No search operation available. List supports orderBy only (no filter).

Create Task Relation

Link task to a person

{
  "taskId": "uuid-of-task",
  "personId": "uuid-of-person"
}

{
  "taskId": "uuid-of-task",
  "personId": "uuid-of-person"
}

{
  "taskId": "uuid-of-task",
  "personId": "uuid-of-person"
}

Link task to a company

{
  "taskId": "uuid-of-task",
  "companyId": "uuid-of-company"
}

{
  "taskId": "uuid-of-task",
  "companyId": "uuid-of-company"
}

{
  "taskId": "uuid-of-task",
  "companyId": "uuid-of-company"
}

Link task to an opportunity

{
  "taskId": "uuid-of-task",
  "opportunityId": "uuid-of-opportunity"
}

{
  "taskId": "uuid-of-task",
  "opportunityId": "uuid-of-opportunity"
}

{
  "taskId": "uuid-of-task",
  "opportunityId": "uuid-of-opportunity"
}

Fields

• taskId (UUID, required) — The task to link

• personId (UUID, optional) — Target person

• companyId (UUID, optional) — Target company

• opportunityId (UUID, optional) — Target opportunity

Update Task Relation

Updatable fields: taskId, personId, companyId, opportunityId

Get Task Relation

Default depth is 1 (includes linked task and target record).

List Task Relations

GET /rest/taskTargets?limit=60&order_by=createdAt[DescNullsLast]

GET /rest/taskTargets?limit=60&order_by=createdAt[DescNullsLast]

GET /rest/taskTargets?limit=60&order_by=createdAt[DescNullsLast]

Important: List endpoint supports orderBy only. No filter parameter.

Delete Task Relation

Deletes the link only, not the task itself.

Common Workflows

Create a task and link it to a person

Create a task linked to both a person and company

Gotchas

1. No search or filter on list — Task relations can only be listed with orderBy, not filtered. To find relations for a specific task or record, you must list all and filter client-side, or use depth on the parent record.

2. Default depth is 1 — Unlike most entities (default 0), task relations default to depth 1.

3. Deleting a relation does not delete the task — Only the link is removed.

4. One target per relation — Each task relation links a task to ONE target. To link a task to both a person and a company, create two separate relations.

5. URL-encode GET filter params — Filter strings contain special characters ([, ], :) that break manually constructed URLs. Use URL encoding when making requests (e.g., curl -G --data-urlencode "filter=...").