Skip to main content

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​

Created