Workflows

Automate your operations with event-driven Workflows — chain steps together that fire when contacts, appointments, messages, and calls happen, then watch each run execute step by step.

Example workflow — qualify and route a new website lead

Trigger

contact.created

Condition

lead_source = website

Assign Agent

Front Desk Agent

Place AI Call

outbound qualification

Notify Team

Slack #leads

Complete

execution finished

Available Triggers

Contact Created

contact.created

A new contact is added to the sub-account.

Appointment Created

appointment.created

An appointment is booked on any calendar.

Message Received

message.received

An inbound message arrives on any channel.

Call Completed

call.completed

An AI voice call finishes with an outcome.

Custom Event

custom.event

Your own event posted to the workflow webhook.

Workflows

GET

List Workflows

/v1/workflows

POST

Create Workflow

/v1/workflows

GET

Get Workflow

/v1/workflows/{workflow_id}

PATCH

Update Workflow

/v1/workflows/{workflow_id}

DELETE

Delete Workflow

/v1/workflows/{workflow_id}

Workflow Executions

GET

List Executions

/v1/workflows/{workflow_id}/executions

GET

Get Execution

/v1/executions/{execution_id}

POST

Retry Execution

/v1/executions/{execution_id}/retry

Workflow Triggers

POST

Contact Created Trigger

/v1/workflows (trigger: contact.created)

POST

Appointment Created Trigger

/v1/workflows (trigger: appointment.created)

POST

Message Received Trigger

/v1/workflows (trigger: message.received)

POST

Call Completed Trigger

/v1/workflows (trigger: call.completed)

POST

Custom Event Trigger

/v1/workflows (trigger: custom.event)