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automations

Platform module · 6 operations

List automation rows

GET/automations

An automation (Section 7.3, ADR 0047): when a domain event of the trigger type happens in the org and the conditions hold, the actions run in order as the owner through public API operations, so row level security and capabilities decide every write. The owner is whoever last changed what it does or turned it on. Needs the automations plan feature (Pro and above) to create, change or turn on (plan_feature_required: 422); without it an automation can still be turned off and deleted. Saving validates the documents as automation.schema.json does (automation_conditions_invalid, automation_actions_invalid: 422) and checks the actions fit the trigger (automation_action_needs_record, automation_action_needs_commentable_subject, automation_person_not_member, automation_webhook_unknown: 422). Returns a cursor page of automation rows the caller may see. The default order is `name` ascending. Supports sparse fieldsets and the filter grammar.

Create an automation

POST/automations

An automation (Section 7.3, ADR 0047): when a domain event of the trigger type happens in the org and the conditions hold, the actions run in order as the owner through public API operations, so row level security and capabilities decide every write. The owner is whoever last changed what it does or turned it on. Needs the automations plan feature (Pro and above) to create, change or turn on (plan_feature_required: 422); without it an automation can still be turned off and deleted. Saving validates the documents as automation.schema.json does (automation_conditions_invalid, automation_actions_invalid: 422) and checks the actions fit the trigger (automation_action_needs_record, automation_action_needs_commentable_subject, automation_person_not_member, automation_webhook_unknown: 422). Creates an automation. Requires `Idempotency-Key`; a replay returns the original response. The organization is derived from the credential or the parent row, never from the body.

Get an automation

GET/automations/{id}

An automation (Section 7.3, ADR 0047): when a domain event of the trigger type happens in the org and the conditions hold, the actions run in order as the owner through public API operations, so row level security and capabilities decide every write. The owner is whoever last changed what it does or turned it on. Needs the automations plan feature (Pro and above) to create, change or turn on (plan_feature_required: 422); without it an automation can still be turned off and deleted. Saving validates the documents as automation.schema.json does (automation_conditions_invalid, automation_actions_invalid: 422) and checks the actions fit the trigger (automation_action_needs_record, automation_action_needs_commentable_subject, automation_person_not_member, automation_webhook_unknown: 422). Returns one automation with its `ETag`. A automation the caller may not see returns 404.

Update an automation

PATCH/automations/{id}

An automation (Section 7.3, ADR 0047): when a domain event of the trigger type happens in the org and the conditions hold, the actions run in order as the owner through public API operations, so row level security and capabilities decide every write. The owner is whoever last changed what it does or turned it on. Needs the automations plan feature (Pro and above) to create, change or turn on (plan_feature_required: 422); without it an automation can still be turned off and deleted. Saving validates the documents as automation.schema.json does (automation_conditions_invalid, automation_actions_invalid: 422) and checks the actions fit the trigger (automation_action_needs_record, automation_action_needs_commentable_subject, automation_person_not_member, automation_webhook_unknown: 422). Updates the fields sent; omitted fields are unchanged. Requires `If-Match` with the current `ETag`: a stale tag returns 412 and a missing tag returns 428.

Delete an automation

DELETE/automations/{id}

An automation (Section 7.3, ADR 0047): when a domain event of the trigger type happens in the org and the conditions hold, the actions run in order as the owner through public API operations, so row level security and capabilities decide every write. The owner is whoever last changed what it does or turned it on. Needs the automations plan feature (Pro and above) to create, change or turn on (plan_feature_required: 422); without it an automation can still be turned off and deleted. Saving validates the documents as automation.schema.json does (automation_conditions_invalid, automation_actions_invalid: 422) and checks the actions fit the trigger (automation_action_needs_record, automation_action_needs_commentable_subject, automation_person_not_member, automation_webhook_unknown: 422). Soft-deletes the automation: it moves to Trash and can be restored for its table's retention period.

Test an automation against a sample event

POST/automations/{id}/test

Dry run of the automation's conditions against a sample event body through `app.test_automation`: whether they match and, per condition, the value found. Nothing runs and nothing is written. Needs org.automations.write. Requires `Idempotency-Key`; a replay returns the original response. A rule that refuses the request returns 422 with `refusal` and `reason`.