Workflows
Create Workflow
deprecated
Create a multi-step calling workflow with conditional logic.
POST
Create a new workflow
A workflow is a sequence of steps (nodes) connected by transitions (edges) that a lead moves through over time. Each node can be a voice call, a time delay, a conditional branch, or an application action. The outcome of each step determines which path the lead takes next.
When to use workflows
Workflows are ideal for:- Lead nurture sequences: Call a lead, wait 2 days, call again if no answer, then mark them as unresponsive after 3 attempts.
- Re-engagement drips: Try a prospect twice, then route them to a different agent script if there is still no answer.
- Conditional follow-ups: After a first call, if the lead said “interested”, route them to a booking agent; if they said “not interested”, mark them as closed.
Workflow vs. campaign
Getting started
- Create the workflow with this endpoint.
- Add nodes via Create Node, with one node per step.
- Connect nodes via Create Edge to define transitions.
- Enrol leads via Upload Workflow Leads.
- Activate the workflow via Activate.
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Headers
RSA encrypted organization ID (base64 format)
Example:
"BASE64_ENCRYPTED_ORG_ID_HERE"
Body
application/json
Title of the workflow (max 100 characters)
Maximum string length:
100Example:
"Customer Onboarding Workflow"
Description of the workflow
Example:
"Automated workflow for customer onboarding process"
Status of the workflow
Available options:
draft, active, paused, completed, cancelled Example:
"draft"
Response
Workflow created successfully
Create a new workflow