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Automation Rule → Update
AI-generatedSummary
Updates an existing automation rule for a given Approach account.
Inputs
- accountId (required) — Select the Approach account that contains the automation rule to update.
- automationRuleId (required) — Select the automation rule to update, either by ID or from a list.
- active — Set whether the automation rule should be active after the update.
- name — New name for the automation rule.
- description — New description for the automation rule.
- event_name — The event that triggers the automation rule (e.g., message_created, conversation_opened).
- queryOperator — Logic for combining multiple conditions: AND (all must match) or OR (any can match).
- conditions — Collection of conditions that determine when the rule runs. Each condition includes an attribute, operator, and values.
- updateFields — Collection of actions to perform when the rule triggers. Each action defines a type (e.g., send_message, assign_agent) and its associated parameters.
Output shape
object
Returns the updated automation rule object as provided by the Approach API.
Examples
Example 1: Assign a conversation to a specific agent when a new message arrives.
Select account and rule, set event_name to 'message_created', add a condition on 'message_type' = 'incoming', add an action of type 'assign_agent' with the desired agent ID.