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POST
Create a Task for a Business

Authorizations

Authorization
string
header
required

The access token received from the authorization server in the OAuth 2.0 flow.

Path Parameters

business_id
string<biz_string>
required

The id of the business

Example:

"biz_GA6EG2qFxA97NZHtxeLPUy"

Body

application/json
description
string
required

The task description

Example:

"Please upload the bank statement for January"

task_type
enum<string>
required

The task type to use when creating the task

Available options:
reconnect_account,
categorize_transaction,
review_personal_transaction,
other,
request_receipt,
request_statement,
request_other_document,
request_payroll
Example:

"request_statement"

transaction_id
string<txn_string> | null

The id of the transaction for which a receipt is requested

Example:

"txn_WQMDNUHpBThYSNh4AprDBo"

external_account_id
string<eac_string> | null

The id of the External Account for which a statement is requested

Example:

"eac_WQMDNUHpBThYSNh4AprDBo"

month
string | null

The month associated with the task in YYYY-MM format.

Maximum string length: 7
Example:

"2025-01"

metadata
Metadata · object | null

Task-specific metadata

Example:

Response

Successful Response

data
TaskPublic · object
required