Actions417
- π Platform: Account Actions
- π Platform: Account User Actions
- π Platform: Agent Bot Actions
- π Platform: Banner Actions
- π Platform: User Actions
- Agent Actions
- Agent Bot (Account) Actions
- Automation Rule Actions
- Campaign Actions
- Canned Response Actions
- Chat Room Actions
- Contact Actions
- Contact Note Actions
- Conversation Actions
- Create
- Get
- List
- Send Message
- Send File
- Send with Template
- List Messages
- Delete Message
- Update Message Status
- List Attachments
- Download Attachment
- Assign Agent
- Assign Team
- Add Labels
- Remove Labels
- Update Labels
- List Labels
- Set Priority
- Add Custom Attributes
- Remove Custom Attributes
- Set Custom Attributes
- Update Last Seen
- Update Presence
- Mark Unread
- Bulk Update Read State
- Mute
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- Pin
- Unpin
- Send Transcript
- Filter
- Delete
- Edit Message
- Forward Message
- Retry Message
- Translate Message
- React to Message
- Transcribe Audio
- Fetch Pending Media
- Get Message Context
- Search Messages
- Get AI Suggestions
- List Participants
- Add Participants
- Set Participants
- Remove Participants
- Get Draft
- Set Draft
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- Get Counts
- Get Unread Counts
- Search
- Custom Attribute Actions
- Custom Role Actions
- Inbox Actions
- Kanban Automation Actions
- Kanban Config Actions
- Kanban Funnel Actions
- Kanban Item Actions
- Assign Agent
- Assign Agent to Checklist Item
- Batch
- Bulk Assign Agent
- Bulk Move Items
- Bulk Set Priority
- Change Status
- Checklist Progress by Agent
- Counts
- Create
- Create Checklist Item
- Create Note
- Debug
- Delete
- Delete Attachment
- Delete Checklist Item
- Delete Note
- Delete Note Attachment
- Duplicate Checklist
- Export CSV
- Filter
- Get
- Get Assigned Agents
- Get Checklist
- Get Notes
- Import CSV
- Import Preview
- List
- List Attachments
- Move
- Move to Stage
- Remove Agent
- Remove Agent From Checklist Item
- Reorder
- Report Export
- Reports
- Search
- Search Checklist
- Stage Time Breakdown
- Time Report
- Toggle Checklist Item
- Update
- Update Checklist Item
- Update Note
- Upload Attachment
- Upload Note Attachment
- Kanban Stage Actions
- Label Actions
- Message Template Actions
- Platform Banner Actions
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- Company Actions
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- Captain: Copilot Actions
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Automation Rule β Create
AI-generatedSummary
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 ruleβs 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.