associate-task

Associate a CRM task with a contact, company, or deal via Supabase.

Updated Aug 27, 2026
One-click install
npx skills add https://github.com/Cimminelli1982/crm-frontend --skill associate-task
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: associate-task
Source: https://github.com/Cimminelli1982/crm-frontend/tree/main/docs/openclaw-skills/associate-task
Command: npx skills add https://github.com/Cimminelli1982/crm-frontend --skill associate-task

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Associates a task with related CRM records (contacts, companies, or deals) to provide context and improve traceability within the workflow.

Core Features & Use Cases

  • Link a task to a related record (Contact, Company, or Deal) to associate it with the correct CRM entity.
  • Verify the created association by fetching the linkage to ensure data integrity after creation.

Quick Start

Provide the task name and the related record name (Contact/Company/Deal) to create the association.

Frequently Asked Questions about associate-task

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I link a task to a contact or company in a Supabase CRM?

To link a task in a Supabase CRM, provide the task name and the related record name to create the association. The Skill locates the target task, optionally finds related records by name, creates the linkage, and fetches the linkage to verify data integrity.

What do I need to set up before associating tasks with deals in Supabase?

You need a running Supabase backend with REST endpoints at rest/v1 and valid API keys for authorization. These prerequisites allow the Skill to locate and link your CRM tasks to the correct records securely.

How does associating a task with a CRM record improve workflow traceability?

Associating a task with a CRM record provides context by linking the task to the correct contact, company, or deal. This improves traceability within the workflow and ensures data integrity through verification after creation.

Can I verify that a task was successfully linked to a deal in my CRM?

Yes, you can verify a created association. After linking the task to a deal, the Skill fetches the linkage to ensure data integrity and confirm that the CRM entity was correctly associated.

What is the best way to connect an existing task to multiple CRM record types?

The best way is to provide the specific task name and the related record name for each entity type. The Skill handles the linkage by locating the target task and connecting it to the specified contact, company, or deal in the Supabase backend.