Workflows API

Endpoints

Method	Endpoint	Description
GET	/workflows	List workflows (optional ?module filter)
GET	/workflows/:id	Get workflow with actions
POST	/workflows	Create workflow
PUT	/workflows/:id	Update workflow
PATCH	/workflows/:id/toggle	Enable/disable workflow
DELETE	/workflows/:id	Delete workflow
GET	/workflows/:id/runs?page=&limit=	Run history
GET	/workflows/runs/:runId	Run detail with steps

Workflow Object

{
  "id": "uuid",
  "name": "Auto-assign new leads",
  "description": "Round-robin assignment for inbound leads",
  "triggerModule": "leads",
  "triggerType": "lead_created",
  "triggerFilters": {
    "logic": "AND",
    "conditions": [
      { "field": "source", "operator": "equals", "value": "website" }
    ]
  },
  "isActive": true,
  "version": 1,
  "actions": [
    {
      "id": "uuid",
      "actionType": "assign_owner",
      "config": { "algorithm": "round_robin", "userIds": ["uuid1", "uuid2"] },
      "sortOrder": 1
    }
  ]
}

Trigger Events

Leads

lead_created, lead_updated, lead_stage_changed, lead_score_changed, lead_converted, lead_assigned

Contacts

contact_created, contact_updated, contact_assigned

Accounts

account_created, account_updated, account_assigned

Opportunities

opportunity_created, opportunity_updated, opportunity_stage_changed, opportunity_won, opportunity_lost, opportunity_assigned

Tasks

task_created, task_updated, task_overdue, task_completed

Projects

project_created, project_updated, project_status_changed, project_task_overdue, project_completed

Action Types

Type	Description
assign_owner	Auto-assign record owner
create_task	Create follow-up task
update_field	Update entity field
add_tag	Add tag to record
send_notification	In-app notification
send_email	Send email
send_whatsapp	Send WhatsApp via Twilio
send_sms	Send SMS via Twilio
webhook	Call external API
wait	Delay before next action
branch	If/else conditional split
create_opportunity	Create opportunity from lead
create_project	Create project from opportunity

Condition Operators

equals, not_equals, contains, not_contains, starts_with, is_empty, is_not_empty, greater_than, less_than, greater_or_equal, less_or_equal, in, not_in, changed_to, changed_from, any_change

Variable Interpolation

Use {{trigger.fieldName}} in action configs to reference the trigger entity's fields. Both snake_case and camelCase are supported.