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What is Automation?

Automation enables you to set up automation based on tasks’ events and data source’s events. It might help you automate creation of tasks, task assignment, task placement, task webhook, data source update, datasource creation, data source webhook, and task component updates. Automation attributes consist of IDs, automation name, automation type, automation details, and rules. Automation logs are stored with 30-day data retention.

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Automation Types

TypeDescription
Create TaskCreate a new task in a specified flow
Create and Assign TaskCreate a task and immediately assign it
Move TaskTransition a task to a different hub
Assign TaskAssign users to a task
Update TaskUpdate the triggering task’s own components with static values, references to other task fields, or values from a linked data source record
WebhookCall an external HTTP endpoint
Create or Update Data SourceCreate or update a Data Source record
NotificationSend a notification via messaging channel
For Update Task, a field value can also be sourced from a record in a data source linked to the triggering task (“From Data Source”). The picker shows only the data source fields that are mapped in the flow’s data source configuration (the primary key is the lookup, not a selectable value). The value is fetched at the system level, so it works even when the field is restricted for the user who created the task. To see the details of automation object, please follow this link

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Key Features

Read automation

GET /automations

Read log automation

GET /automation-log

Read automation by ID

GET /automation/

Create automation

POST /automation