Close subpackage_playbooks API

The subpackage_playbooks API from Close — 4 operation(s) for subpackage_playbooks.

Documentation

📖
Documentation
https://developer.close.com/
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APIReference
https://developer.close.com/resources/leads/
📖
APIReference
https://developer.close.com/resources/contacts/
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APIReference
https://developer.close.com/resources/opportunities/
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APIReference
https://developer.close.com/resources/tasks/
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APIReference
https://developer.close.com/resources/activities/
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APIReference
https://developer.close.com/resources/activities/call/
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APIReference
https://developer.close.com/resources/activities/email/
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APIReference
https://developer.close.com/resources/activities/sms/
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APIReference
https://developer.close.com/resources/activities/meeting/
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APIReference
https://developer.close.com/resources/pipelines/
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APIReference
https://developer.close.com/resources/custom-fields/
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APIReference
https://developer.close.com/resources/custom-objects/
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APIReference
https://developer.close.com/resources/templates/
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APIReference
https://developer.close.com/resources/sequences/
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APIReference
https://developer.close.com/resources/bulk-actions/
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APIReference
https://developer.close.com/resources/smart-views/
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APIReference
https://developer.close.com/resources/exports/
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APIReference
https://developer.close.com/resources/reports/
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APIReference
https://developer.close.com/resources/phone-numbers/
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APIReference
https://developer.close.com/resources/scheduling/
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APIReference
https://developer.close.com/resources/connected-accounts/
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APIReference
https://developer.close.com/resources/users/
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APIReference
https://developer.close.com/resources/organization/
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APIReference
https://developer.close.com/resources/roles/
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APIReference
https://developer.close.com/resources/groups/
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APIReference
https://developer.close.com/resources/event-log/
📖
APIReference
https://developer.close.com/resources/webhooks/
📖
Documentation
https://developer.close.com/topics/oauth/

Specifications

OpenAPI Specification

close-subpackage-playbooks-api-openapi.yml Raw ↑
openapi: 3.1.0
info:
  title: API Endpoints subpackage_activities subpackage_playbooks API
  version: 1.0.0
servers:
- url: https://api.close.com/api/v1
tags:
- name: subpackage_playbooks
paths:
  /playbook/:
    get:
      operationId: list
      summary: List or filter playbooks
      description: Fetch a list of playbooks for the organization. Results are sorted by position ascending.
      tags:
      - subpackage_playbooks
      parameters:
      - name: _limit
        in: query
        description: Number of results to return.
        required: false
        schema:
          type: integer
          default: 100
      - name: _skip
        in: query
        description: Number of results to skip before returning, for pagination.
        required: false
        schema:
          type: integer
          default: 0
      - name: is_archived
        in: query
        description: Filter for archived or not-archived playbooks. When not provided, both archived and not-archived playbooks will be returned.
        required: false
        schema:
          type:
          - boolean
          - 'null'
      - name: position__gt
        in: query
        description: Filters for where the playbook's `position` is greater than the given value.
        required: false
        schema:
          type:
          - integer
          - 'null'
      - name: created_at__lt
        in: query
        description: Filters for where the playbook's `created_at` (creation date) is before the given value.
        required: false
        schema:
          type:
          - string
          - 'null'
          format: date-time
      - name: Authorization
        in: header
        description: Use your API key as the username and leave the password empty.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/playbooks_list_Response_200'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                description: Any type
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                description: Any type
        '404':
          description: Not found
          content:
            application/json:
              schema:
                description: Any type
    post:
      operationId: create
      summary: Create a playbook
      description: Create a new playbook for the organization.
      tags:
      - subpackage_playbooks
      parameters:
      - name: Authorization
        in: header
        description: Use your API key as the username and leave the password empty.
        required: true
        schema:
          type: string
      responses:
        '201':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Playbook'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                description: Any type
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                description: Any type
        '404':
          description: Not found
          content:
            application/json:
              schema:
                description: Any type
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreatePlaybook'
  /playbook/{id}/:
    get:
      operationId: get
      summary: Fetch a single playbook
      tags:
      - subpackage_playbooks
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      - name: Authorization
        in: header
        description: Use your API key as the username and leave the password empty.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Playbook'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                description: Any type
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                description: Any type
        '404':
          description: Not found
          content:
            application/json:
              schema:
                description: Any type
    put:
      operationId: update
      summary: Update a playbook
      description: Update an existing playbook.
      tags:
      - subpackage_playbooks
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      - name: Authorization
        in: header
        description: Use your API key as the username and leave the password empty.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Playbook'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                description: Any type
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                description: Any type
        '404':
          description: Not found
          content:
            application/json:
              schema:
                description: Any type
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdatePlaybook'
    delete:
      operationId: delete
      summary: Delete a playbook
      description: Delete an existing playbook.
      tags:
      - subpackage_playbooks
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      - name: Authorization
        in: header
        description: Use your API key as the username and leave the password empty.
        required: true
        schema:
          type: string
      responses:
        '204':
          description: No content
          content:
            application/json:
              schema:
                type: object
                properties: {}
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                description: Any type
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                description: Any type
        '404':
          description: Not found
          content:
            application/json:
              schema:
                description: Any type
  /playbook/{id}/archive/:
    post:
      operationId: archive
      summary: Archive a playbook
      description: Archive an existing playbook. Archived playbooks are hidden from active listings but retain their associated history.
      tags:
      - subpackage_playbooks
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      - name: Authorization
        in: header
        description: Use your API key as the username and leave the password empty.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Playbook'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                description: Any type
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                description: Any type
        '404':
          description: Not found
          content:
            application/json:
              schema:
                description: Any type
  /playbook/{id}/unarchive/:
    post:
      operationId: unarchive
      summary: Unarchive a playbook
      description: Restore a previously archived playbook to active status.
      tags:
      - subpackage_playbooks
      parameters:
      - name: id
        in: path
        required: true
        schema:
          type: string
      - name: Authorization
        in: header
        description: Use your API key as the username and leave the password empty.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Playbook'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                description: Any type
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                description: Any type
        '404':
          description: Not found
          content:
            application/json:
              schema:
                description: Any type
components:
  schemas:
    UpdatePlaybook:
      type: object
      properties:
        custom_field_ids:
          type: array
          items:
            type: string
          description: IDs of [Shared Custom Fields](/api/resources/custom-fields/custom-fields-shared) to associate with this Playbook.
        description:
          type:
          - string
          - 'null'
          description: Description of the playbook.
        name:
          type: string
        outcome_ids:
          type: array
          items:
            type: string
          description: IDs of [Outcomes](/api/resources/outcomes/) that should be associated with this Playbook.
        summary_guidance:
          type:
          - string
          - 'null'
          description: Guidance for AI summaries of calls and meetings associated with this Playbook.
      title: UpdatePlaybook
    playbooks_list_Response_200:
      type: object
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/Playbook'
        has_more:
          type: boolean
      required:
      - data
      - has_more
      title: playbooks_list_Response_200
    Playbook:
      type: object
      properties:
        archived_at:
          type:
          - string
          - 'null'
          format: date-time
        archived_by_id:
          type:
          - string
          - 'null'
        created_at:
          type: string
          format: date-time
        created_by_id:
          type: string
        custom_field_ids:
          type: array
          items:
            type: string
        description:
          type:
          - string
          - 'null'
        id:
          type: string
        name:
          type: string
        organization_id:
          type: string
        outcome_ids:
          type: array
          items:
            type: string
        position:
          type:
          - integer
          - 'null'
        summary_guidance:
          type:
          - string
          - 'null'
        updated_at:
          type: string
          format: date-time
        updated_by_id:
          type: string
      required:
      - archived_at
      - archived_by_id
      - created_at
      - created_by_id
      - custom_field_ids
      - description
      - id
      - name
      - organization_id
      - outcome_ids
      - position
      - summary_guidance
      - updated_at
      - updated_by_id
      title: Playbook
    CreatePlaybook:
      type: object
      properties:
        custom_field_ids:
          type: array
          items:
            type: string
          description: IDs of [Shared Custom Fields](/api/resources/custom-fields/custom-fields-shared) to associate with this Playbook.
        description:
          type:
          - string
          - 'null'
          description: Description of the playbook.
        name:
          type: string
        outcome_ids:
          type: array
          items:
            type: string
          description: IDs of [Outcomes](/api/resources/outcomes/) that should be associated with this Playbook.
        summary_guidance:
          type:
          - string
          - 'null'
          description: Guidance for AI summaries of calls and meetings associated with this Playbook.
      required:
      - name
      title: CreatePlaybook
  securitySchemes:
    ApiKeyAuth:
      type: http
      scheme: basic
      description: Use your API key as the username and leave the password empty.
    OAuth2:
      type: http
      scheme: bearer