Current task CRM binding
The Current task CRM binding robot manages a task's link to CRM elements right inside the task's own automation or business process — no task ID needed. It links, unlinks or replaces a contact, company, deal or lead. "Replace" swaps the element of the same type while keeping the rest. It returns Success, Changed and the list of bindings.
A robot for the task funnel: add it to a stage automation rule or a task business process and it edits the current task's UF_CRM_TASK field — no need to determine its ID, the robot takes the task from context. Inputs: element type (contact/company/deal/lead), element ID and a mode. "Link" adds a binding, "Unlink" removes the given one, "Replace" drops all bindings of the same type and sets the new one (other-type bindings are kept). Operations are idempotent: when there is nothing to change, Changed = N and no write happens. A typical scenario is swapping the bound contact when a task moves to a Kanban stage. To act on a task by its ID from another entity's process, use Task CRM binding (by ID). Returns Success (Y/N), Changed (Y/N) and the binding list (CONTACT_7, DEAL_10…).
What input parameters does the robot accept?
| Parameter | Type | Required? | Default |
|---|---|---|---|
| CRM element type | select | yes | contact |
| CRM element ID | int | yes | |
| What to do | select | yes | replace |
What does the robot return?
| Parameter | Type |
|---|---|
| Success (Y/N) | string |
| Binding changed (Y/N) | string |
| Current bindings (CONTACT_7, DEAL_10…) | string |
Scenario: swap the contact when a task moves to the In progress stage
- In the task stage automation add the Current task CRM binding robot
- Mode Replace, type Contact, the contact ID — no task ID needed
- The robot returns Success = Y and Changed = Y if the contact changed