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POST
Create an automation workflow (label, description, trigger, partner types, schedule)

Authorizations

Authorization
string
header
required

API key authentication. Use "Bearer <api_key>" or "Api-Key <api_key>".

Body

application/json
label
string
required
description
string | null
trigger_type
enum<string>
Available options:
entity_change,
user_action,
scheduled,
manual,
stage_change,
engagement
trigger_entity
enum<string> | null
Available options:
partnership,
lead,
deal,
resource,
certification,
user,
card,
campaign,
form,
engagement,
task,
room,
agreement
trigger_event
enum<string> | null

Entity-change triggers only; null for every other trigger type.

Available options:
created,
updated,
deleted,
viewed,
completed,
stage_entered,
stage_exited,
started,
downloaded,
clicked,
shared,
submitted,
failed,
goal_completed,
form_submitted,
goal_date_reached,
sent,
signed,
declined,
voided,
expired
trigger_fields
string[] | null

Entity-change updated triggers: the columns to watch. Null = any field.

Maximum array length: 100
Maximum string length: 200
trigger_config
object

The trigger's detail, keyed by kind, which must match the trigger: certification, task and the room kinds (room_goal for goal_completed, room_form for form_submitted, room_goal_date for goal_date_reached) follow trigger_entity; otherwise stage_change, scheduled or entity_change follow trigger_type.

partner_type_referral
boolean
partner_type_reseller
boolean
partner_type_distributor
boolean
schedule
object | null

Scheduled triggers only: when the workflow runs. Null = no cadence (what a GET returns for any other trigger).

Response

201 - application/json

Default Response

uuid
string
required
label
string
required
description
string | null
required
active
boolean
required
trigger_type
enum<string>
required
Available options:
entity_change,
user_action,
scheduled,
manual,
stage_change,
engagement
trigger_entity
enum<string> | null
required
Available options:
partnership,
lead,
deal,
resource,
certification,
user,
card,
campaign,
form,
engagement,
task,
room,
agreement
trigger_event
enum<string> | null
required
Available options:
created,
updated,
deleted,
viewed,
completed,
stage_entered,
stage_exited,
started,
downloaded,
clicked,
shared,
submitted,
failed,
goal_completed,
form_submitted,
goal_date_reached,
sent,
signed,
declined,
voided,
expired
partner_type_referral
boolean
required
partner_type_reseller
boolean
required
partner_type_distributor
boolean
required
created_at
string
required
updated_at
string
required
trigger_fields
string[] | null
required
trigger_config
object
required

Null only when the stored trigger refers to a room, block or stage that no longer exists (it can never fire as saved); send a new trigger_config to repair it.

schedule
object | null
required

The cadence of a scheduled trigger; null for any other trigger.

workflow_definition
object
required