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Workflows

The Workflow feature is temporarily on hold and will resume shortly. Existing workflows remain stored and readable through the endpoints below, but POST /v1/workflows, PATCH /v1/workflows/{id}, DELETE /v1/workflows/{id}, POST /v1/workflows/{id}/run, and POST /v1/workflows/schedule currently return 403 Forbidden and perform no action. The CRM, email, SMS, calendar, webhook, and reporting integrations Workflows used are unaffected and remain available through their own areas of the API.
Workflows let you orchestrate actions and call flows for your organization.

Authentication & scope

  • Header: X-API-Key: YOUR_API_KEY
  • Read operations: workflows:read
  • Write operations: workflows:write
  • Use API Reference for Try-it on every workflow endpoint.

POST /v1/workflows (on hold)

Creating workflows is on hold. This endpoint currently always returns 403 Forbidden and creates nothing.

403 Forbidden

POST /v1/workflows/{id}/run (on hold)

Manually triggering a workflow is on hold. This endpoint currently always returns 403 Forbidden and starts no execution.

403 Forbidden

Same error shape as POST /v1/workflows above.

GET /v1/workflows/jobs/{jobId}

Returns scheduler job status. Still available for reviewing the history of workflows that ran before the hold.

Common status codes

  • 200 success
  • 403 missing workflows:read
  • 404 job not found
  • 500 server error

POST /v1/workflows/schedule (on hold)

Scheduling a workflow is on hold. This endpoint currently always returns 403 Forbidden and schedules nothing.

403 Forbidden

Same error shape as POST /v1/workflows above.

GET /v1/workflows

Returns paginated workflows for the organization. Requires workflows:read. Still available — this is how you list existing (read-only) workflows.
This endpoint has no message — data is the pagination object itself:
The *_module booleans tell you which modules are attached without needing to inspect structure.

Common status codes

  • 200 success
  • 403 missing workflows:read
  • 500 server error

GET /v1/workflows/{id}

Returns workflow details, including the attached module configuration (CRM, agent, email, SMS, webhook, report, calendar, end call). Requires workflows:read. Still available for reading an existing workflow.

200 OK

Common status codes

  • 200 success
  • 403 missing workflows:read
  • 404 workflow not found
  • 500 server error

PATCH /v1/workflows/{id} (on hold)

Editing a workflow is on hold. This endpoint currently always returns 403 Forbidden and changes nothing.

403 Forbidden

Same error shape as POST /v1/workflows above.

DELETE /v1/workflows/{id} (on hold)

Deleting a workflow is on hold, so that existing workflows remain available for viewing. This endpoint currently always returns 403 Forbidden and deletes nothing.

403 Forbidden

Same error shape as POST /v1/workflows above.

POST /v1/workflows/{id}/cancel

Cancels a queued, waiting, or active workflow run by removing its pending jobs from the queue. Requires workflows:write. Still available, in case a run started before the hold is still in flight.

200 OK

Common status codes

  • 200 canceled
  • 403 missing workflows:write
  • 404 workflow not found
  • 500 server error

GET /v1/workflows/{id}/jobs

Returns all scheduler jobs (completed, active, waiting, failed, paused, delayed) linked to a workflow, with an aggregate count per state. Requires workflows:read. Still available for reviewing past run history.

200 OK

Common status codes

  • 200 success
  • 403 missing workflows:read
  • 500 server error

GET /v1/workflows/{id}/summary

Returns a high-level execution summary (total contacts processed, completed, failed) for the workflow. Requires workflows:read. Still available for reviewing history.

200 OK

Common status codes

  • 200 success
  • 403 missing workflows:read
  • 404 workflow not found
  • 500 server error

GET /v1/workflows/{id}/summary/report

Returns a detailed per-contact report for every run of the workflow, including call, email, SMS, and calendar module outcomes. Requires workflows:read. Still available for reviewing history.

200 OK

Common status codes

  • 200 success
  • 403 missing workflows:read
  • 404 workflow not found
  • 500 server error

GET /v1/workflows/{id}/summary/timeline

Returns a chronological list of execution events (started, module executed, contact completed, etc.) for the workflow. Requires workflows:read. Still available for reviewing history.

200 OK

Common status codes

  • 200 success
  • 403 missing workflows:read
  • 404 workflow not found
  • 500 server error
There is currently no create/run/schedule flow to follow while Workflows is on hold. Use GET /v1/workflows and GET /v1/workflows/{id} to read existing workflows, and the jobs/summary/summary/report/summary/timeline endpoints to review history from before the hold. If you need call, email, SMS, calendar, webhook, or CRM automation in the meantime, use those integrations directly through their own areas of the API rather than through a workflow.