Create Workflow
Workflows
Create Workflow
Define a new automation workflow that triggers on entity changes
POST
Create Workflow
Request
Headers
Optional UUID for retry deduplication within 24 hours.
Body Parameters
Human-readable name. 1 - 120 characters.
Entity type to listen on:
contact, deal, task, email, or meeting.Field on the entity to evaluate (e.g.
status, stage_id, tags).Operator:
equals, not_equals, contains, changed, changed_to, greater_than, less_than.Value to compare against. For
changed no value is needed but the parameter is still required as an empty string.Action to perform:
send_email, create_task, send_channel_message, webhook, update_field.Action-specific configuration. Accepts merge tokens referencing the triggering entity (e.g.
{{deal.name}}).Circuit-breaker threshold. When exceeded, the workflow auto-disables and raises an alert.
Whether the workflow should be active upon creation.
Response
The created workflow record (same shape as
GET /v1/workflows/{id}).X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset, and X-Request-ID.
Example Response
Errors
| Status | Code | Description |
|---|---|---|
| 400 | validation_error | Missing required fields or unsupported operator/action combination |
| 401 | invalid_key | Invalid or expired API key |
| 403 | insufficient_permissions | Missing write:workflows permission |
| 409 | duplicate_name | A workflow with this name already exists |
| 429 | rate_limited | Rate limit exceeded |