Tasks
Create a Task for a Business
Scopes: request:create
POST
Create a Task for a Business
Authorizations
The access token received from the authorization server in the OAuth 2.0 flow.
Path Parameters
The id of the business
Example:
"biz_GA6EG2qFxA97NZHtxeLPUy"
Body
application/json
The task description
Example:
"Please upload the bank statement for January"
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, review_transactions Example:
"request_statement"
The id of the transaction for which a receipt is requested
Example:
"txn_WQMDNUHpBThYSNh4AprDBo"
The id of the External Account for which a statement is requested
Example:
"eac_WQMDNUHpBThYSNh4AprDBo"
The month associated with the task in YYYY-MM format.
Maximum string length:
7Example:
"2025-01"
Task-specific metadata
Example:
{
"date_from": "2024-12-31",
"date_to": "2025-01-13"
}Response
Successful Response
- TaskPublic
- TaskCategorizationPublic
- TaskReconnectAccountPublic
- TaskRequestReceiptPublic
- TaskRequestStatementPublic
- TaskRequestPayrollPublic
- TaskReviewTransactionsPublic
Create a Task for a Business