Create an automation

Platform module

POST/automationsautomations.create

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.

Requires the capability org.automations.write.
OAuth scopes: org.
Send an Idempotency-Key header. A replay with the same key returns the original response.
Error statuses: 400, 401, 409, 422, 429. Errors are RFC 9457 problem details.

Request body: AutomationCreate

automations.create: AutomationCreate
Field	Type	Required	Description
name	string	Yes	Name shown in Settings, Automations.Constraints: length 1 to 120
description	string \| null	No	What the automation is for.Constraints: length 1 to 500
trigger_event_type	string	Yes	Domain event type that starts a run, from the catalog webhooks use (webhookEventTypes.list).Constraints: pattern ^[a-z][a-z_]\.[a-z][a-z_]$
enabled	boolean	No	True while new events start runs.
conditions	AutomationConditions	Yes	An automation's conditions: {"all": [...]} or {"any": [...]} of conditions and one-level groups, at most 20 in all. An empty list always holds.
actions	AutomationActions	Yes	An automation's 1 to 10 actions, in the order they run.

{
  "name": "Pick up new tasks",
  "description": "Comments on every new task.",
  "trigger_event_type": "record.created",
  "enabled": true,
  "conditions": {
    "all": [
      {
        "field": "data.record_kind",
        "operator": "eq",
        "value": "Task"
      }
    ]
  },
  "actions": [
    {
      "type": "add_comment",
      "body": "Picked up {{data.title}}."
    }
  ]
}

Response 201: Automation

automations.create: Automation
Field	Type	Required	Description
id	string (uuid)	Yes	Identifier of the automation.
org_id	string (uuid)	Yes	Identifier of the owning organization, derived from the parent row and never accepted from the caller.
created_at	string (date-time)	Yes	When the row was created.
created_by	string (uuid) \| null	Yes	Identifier of the person who created the row.
updated_at	string (date-time)	Yes	When the row was last updated.
updated_by	string (uuid) \| null	Yes	Identifier of the person who last updated the row.
name	string	Yes	Name shown in Settings, Automations.Constraints: length 1 to 120
description	string \| null	Yes	What the automation is for.Constraints: length 1 to 500
trigger_event_type	string	Yes	Domain event type that starts a run, from the catalog webhooks use (webhookEventTypes.list).Constraints: pattern ^[a-z][a-z_]\.[a-z][a-z_]$
condition_match	"all" \| "any"	Yes	How the top-level conditions combine; set from the conditions document.
owner_person_id	string (uuid)	Yes	Identifier of the person the actions run as.
enabled	boolean	Yes	True while new events start runs.
paused_at	string (date-time) \| null	Yes	When the engine turned the automation off because a run could not act as the owner; null otherwise. Turning it on again clears it.
pause_reason	string \| null	Yes	Why the engine paused it: owner_left_org, owner_lost_capability, owner_cannot_sign_in or owner_access_refused.Constraints: pattern ^[a-z][a-z0-9_]*$
conditions	AutomationConditions	Yes	An automation's conditions: {"all": [...]} or {"any": [...]} of conditions and one-level groups, at most 20 in all. An empty list always holds.
actions	AutomationActions	Yes	An automation's 1 to 10 actions, in the order they run.

{
  "id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "org_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "created_at": "2026-10-08T14:30:00Z",
  "created_by": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "updated_at": "2026-10-08T14:30:00Z",
  "updated_by": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "name": "Pick up new tasks",
  "description": "Comments on every new task.",
  "trigger_event_type": "record.created",
  "condition_match": "all",
  "owner_person_id": "0192f1e2-7c3a-7b4d-9e8f-1a2b3c4d5e6f",
  "enabled": true,
  "paused_at": "2026-10-08T14:30:00Z",
  "pause_reason": "owner_left_org",
  "conditions": {
    "all": [
      {
        "field": "data.record_kind",
        "operator": "eq",
        "value": "Task"
      }
    ]
  },
  "actions": [
    {
      "type": "add_comment",
      "body": "Picked up {{data.title}}."
    }
  ]
}

Code samples

curl -X POST "$XOS_BASE_URL/automations" \
  -H "Authorization: Bearer $XOS_API_KEY" \
  -H "Idempotency-Key: $(uuidgen)" \
  -H "Content-Type: application/json" \
  -d '{"name":"Pick up new tasks","description":"Comments on every new task.","trigger_event_type":"record.created","enabled":true,"conditions":{"all":[{"field":"data.record_kind","operator":"eq","value":"Task"}]},"actions":[{"type":"add_comment","body":"Picked up {{data.title}}."}]}'

const { data } = await xos.automations.create({
    "name": "Pick up new tasks",
    "description": "Comments on every new task.",
    "trigger_event_type": "record.created",
    "enabled": true,
    "conditions": {
      "all": [
        {
          "field": "data.record_kind",
          "operator": "eq",
          "value": "Task"
        }
      ]
    },
    "actions": [
      {
        "type": "add_comment",
        "body": "Picked up {{data.title}}."
      }
    ]
  });

response = xos.automations.create({"name": "Pick up new tasks", "description": "Comments on every new task.", "trigger_event_type": "record.created", "enabled": True, "conditions": {"all": [{"field": "data.record_kind", "operator": "eq", "value": "Task"}]}, "actions": [{"type": "add_comment", "body": "Picked up {{data.title}}."}]})

xos automations create --data '{"name":"Pick up new tasks","description":"Comments on every new task.","trigger_event_type":"record.created","enabled":true,"conditions":{"all":[{"field":"data.record_kind","operator":"eq","value":"Task"}]},"actions":[{"type":"add_comment","body":"Picked up {{data.title}}."}]}'