Chatwoot

Chatwoot Automation Rule API

Workflow automation rules

Documentation GitHub OpenAPI

Operations 5

GET /api/v1/accounts/{account_id}/automation_rules List all automation rules in an account #

POST /api/v1/accounts/{account_id}/automation_rules Add a new automation rule #

GET /api/v1/accounts/{account_id}/automation_rules/{id} Get a automation rule details #

PATCH /api/v1/accounts/{account_id}/automation_rules/{id} Update automation rule in Account #

DELETE /api/v1/accounts/{account_id}/automation_rules/{id} Remove a automation rule from account #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Chatwoot Automation Rule API
  description: This is the API documentation for Chatwoot server.
  version: 1.1.0
  termsOfService: https://www.chatwoot.com/terms-of-service/
  contact:
    email: hello@chatwoot.com
  license:
    name: MIT License
    url: https://opensource.org/licenses/MIT
servers:
- url: https://app.chatwoot.com/
tags:
- name: Automation Rule
  description: Workflow automation rules
paths:
  /api/v1/accounts/{account_id}/automation_rules:
    parameters:
    - $ref: '#/components/parameters/account_id'
    get:
      tags:
      - Automation Rule
      operationId: get-account-automation-rule
      summary: List all automation rules in an account
      parameters:
      - $ref: '#/components/parameters/account_id'
      - $ref: '#/components/parameters/page'
      description: Get details of automation rules in an Account
      security:
      - userApiKey: []
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/automation_rule'
        '403':
          description: Access denied
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/bad_request_error'
    post:
      tags:
      - Automation Rule
      operationId: add-new-automation-rule-to-account
      summary: Add a new automation rule
      description: Add a new automation rule to account
      security:
      - userApiKey: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/automation_rule_create_update_payload'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/automation_rule'
        '403':
          description: Access denied
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/bad_request_error'
  /api/v1/accounts/{account_id}/automation_rules/{id}:
    parameters:
    - $ref: '#/components/parameters/account_id'
    - name: id
      in: path
      schema:
        type: number
      description: ID of the Automation Rule
      required: true
    get:
      tags:
      - Automation Rule
      operationId: get-details-of-a-single-automation-rule
      summary: Get a automation rule details
      description: Get the details of a automation rule in the account
      security:
      - userApiKey: []
      parameters:
      - in: path
        name: id
        schema:
          type: integer
        required: true
        description: The ID of the automation rule to be updated.
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/automation_rule'
              example:
                payload:
                  id: 90
                  account_id: 1
                  name: add-label-bug-if-message-contains-bug
                  description: add-label-bug-if-message-contains-bug
                  event_name: message_created
                  conditions:
                  - values:
                    - incoming
                    attribute_key: message_type
                    query_operator: and
                    filter_operator: equal_to
                  - values:
                    - bug
                    attribute_key: content
                    filter_operator: contains
                  actions:
                  - action_name: add_label
                    action_params:
                    - bugs
                    - support-query
                  created_on: 1650555440
                  active: true
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/bad_request_error'
        '404':
          description: The given rule ID does not exist in the account
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/bad_request_error'
    patch:
      tags:
      - Automation Rule
      operationId: update-automation-rule-in-account
      summary: Update automation rule in Account
      description: Update a automation rule in account
      security:
      - userApiKey: []
      parameters:
      - in: path
        name: id
        schema:
          type: integer
        required: true
        description: The ID of the automation rule to be updated.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/automation_rule_create_update_payload'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/automation_rule'
        '403':
          description: Access denied
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/bad_request_error'
        '404':
          description: Rule not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/bad_request_error'
    delete:
      tags:
      - Automation Rule
      operationId: delete-automation-rule-from-account
      summary: Remove a automation rule from account
      description: Remove a automation rule from account
      security:
      - userApiKey: []
      parameters:
      - in: path
        name: id
        schema:
          type: integer
        required: true
        description: The ID of the automation rule to be deleted
      responses:
        '200':
          description: Success
        '403':
          description: Access denied
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/bad_request_error'
        '404':
          description: automation rule not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/bad_request_error'
components:
  schemas:
    automation_rule_item:
      type: object
      properties:
        id:
          type: integer
          description: The ID of the automation rule
        account_id:
          type: integer
          description: Account Id
        name:
          type: string
          description: The name of the rule
          example: Add label on message create event
        description:
          type: string
          description: Description to give more context about the rule
          example: Add label support and sales on message create event if incoming message content contains text help
        event_name:
          type: string
          description: Automation Rule event, on which we call the actions(conversation_created, conversation_updated, message_created)
          enum:
          - conversation_created
          - conversation_updated
          - message_created
          example: message_created
        conditions:
          type: array
          description: Array of conditions on which conversation/message filter would work
          items:
            type: object
            properties:
              values:
                type: array
                items:
                  type: string
              attribute_key:
                type: string
              query_operator:
                type: string
              filter_operator:
                type: string
            example:
              attribute_key: content
              filter_operator: contains
              values:
              - help
              query_operator: and
        actions:
          type: array
          description: Array of actions which we perform when condition matches
          items:
            type: object
            properties:
              action_name:
                type: string
              action_params:
                type: array
                items:
                  type: string
            example:
              action_name: add_label
              action_params:
              - support
              - sales
        created_on:
          type: integer
          description: The timestamp when the rule was created
        active:
          type: boolean
          description: Enable/disable automation rule
    automation_rule:
      type: object
      properties:
        payload:
          description: Response payload that contains automation rule(s)
          oneOf:
          - type: array
            description: Array of automation rules (for listing endpoint)
            items:
              $ref: '#/components/schemas/automation_rule_item'
          - type: object
            description: Single automation rule (for show/create/update endpoints)
            allOf:
            - $ref: '#/components/schemas/automation_rule_item'
    request_error:
      type: object
      properties:
        field:
          type: string
        message:
          type: string
        code:
          type: string
    automation_rule_create_update_payload:
      type: object
      properties:
        name:
          type: string
          description: Rule name
          example: Add label on message create event
        description:
          type: string
          description: The description about the automation and actions
          example: Add label support and sales on message create event if incoming message content contains text help
        event_name:
          type: string
          enum:
          - conversation_created
          - conversation_updated
          - conversation_resolved
          - message_created
          example: message_created
          description: The event when you want to execute the automation actions
        active:
          type: boolean
          description: Enable/disable automation rule
        actions:
          type: array
          description: Array of actions which you want to perform when condition matches, e.g add label support if message contains content help.
          items:
            type: object
            example:
              action_name: add_label
              action_params:
              - support
        conditions:
          type: array
          description: Array of conditions on which conversation filter would work, e.g message content contains text help.
          items:
            type: object
            example:
              attribute_key: content
              filter_operator: contains
              query_operator: OR
              values:
              - help
    bad_request_error:
      title: data
      type: object
      properties:
        description:
          type: string
        errors:
          type: array
          items:
            $ref: '#/components/schemas/request_error'
  parameters:
    page:
      in: query
      name: page
      schema:
        type: integer
        default: 1
      required: false
      description: The page parameter
    account_id:
      in: path
      name: account_id
      schema:
        type: integer
      required: true
      description: The numeric ID of the account
  securitySchemes:
    userApiKey:
      type: apiKey
      in: header
      name: api_access_token
      description: This token can be obtained by visiting the profile page or via rails console. Provides access to  endpoints based on the user permissions levels. This token can be saved by an external system when user is created via API, to perform activities on behalf of the user.
    agentBotApiKey:
      type: apiKey
      in: header
      name: api_access_token
      description: This token should be provided by system admin or obtained via rails console. This token can be used to build bot integrations and can only access limited apis.
    platformAppApiKey:
      type: apiKey
      in: header
      name: api_access_token
      description: This token can be obtained by the system admin after creating a platformApp. This token should be used to provision agent bots, accounts, users and their roles.
x-tagGroups:
- name: Platform
  tags:
  - Accounts
  - Account Users
  - AgentBots
  - Users
- name: Application
  tags:
  - Account AgentBots
  - Account
  - Agents
  - Audit Logs
  - Canned Responses
  - Contacts
  - Contact Labels
  - Conversation Assignments
  - Conversation Labels
  - Conversations
  - Custom Attributes
  - Custom Filters
  - Inboxes
  - Integrations
  - Labels
  - Messages
  - Profile
  - Reports
  - Teams
  - Webhooks
  - Automation Rule
  - Help Center
- name: Client
  tags:
  - Contacts API
  - Conversations API
  - Messages API
- name: Others
  tags:
  - CSAT Survey Page