Create a CRM automation rule
POST/api/v1/accounts/:account_id/task_rules
A rule is a trigger, optional conditions, and a list of actions run in order.
The trigger decides the subject — a deal event acts on the deal, a contact
event on the contact, and so on — and the subject decides which actions are
accepted. deal_stagnant and close_date_overdue are evaluated by a
periodic scan rather than at the moment something changes, and each is
recorded so it fires once per deal instead of on every pass.
Request
Responses
- 201
- 403
- 422
Created
Access denied
Missing a name, or an unknown trigger event