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Actions417

Automation Rule β†’ Create

AI-generated

Summary

Create an automation rule for the selected account, defining its trigger event, matching conditions, and actions to perform. You can combine multiple conditions with AND or OR and optionally set the rule’s active state and description.

Inputs

  • Account (required) β€” Select an account from the list or enter its numeric ID.
  • Name (required) β€” Name of the automation rule.
  • Event Name (required) β€” Event that triggers the rule: conversation created, opened, resolved, or updated, or message created.
  • Conditions (required) β€” Add conditions using an attribute, comparison operator, and applicable values. Status, priority, and message type have selectable values; other listed attributes accept one or more text values.
  • Condition Logic β€” Choose whether all conditions must match (AND) or any condition can match (OR). Defaults to AND.
  • Actions (required) β€” Add actions to perform when the conditions are met. Available actions include assigning agents or teams, changing conversation status or priority, managing labels, sending messages, notes, attachments, emails or webhook events, and other listed conversation actions. Some actions expose parameters such as message text, email, webhook URL, minutes, labels, agent or team ID, or file URL.
  • Additional Fields β€” Optionally set whether the rule is active (defaults to true) and provide a description.

Output shape

A single automation-rule response from the API.

The returned fields depend on the API response.

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