NationBuilder Automations API

openapi: 3.2.0
info:
  title: NationBuilder V2 Automations API
  version: '2.0'
  description: 'The NationBuilder V2 API is a JSON:API-compliant API for managing NationBuilder

    resources such as people, donations, events, and lists.'
servers:
- url: https://{subdomain}.nationbuilder.com
  variables:
    subdomain:
      default: yournation
      description: Your NationBuilder nation slug
security:
- BearerAuth: []
tags:
- name: Automations
  x-tag-expanded: false
  description: Automations represent workflows where chains of actions and reactions can be created within a nation. Signups can be enrolled in an automation and are represented via the AutomationEnrollments resource. Further information available here.
paths:
  /api/v2/automations:
    parameters:
    - $ref: '#/components/parameters/automation_index_include'
    - $ref: '#/components/parameters/automation_sparse_fields'
    get:
      summary: List all automations in a nation
      tags:
      - Automations
      description: Lists all automations
      operationId: listAutomations
      parameters:
      - $ref: '#/components/parameters/automation_extra_fields'
      - $ref: '#/components/parameters/pagination_number'
      - $ref: '#/components/parameters/pagination_size'
      responses:
        '200':
          description: A page of matching automations.
          headers:
            RateLimit-Limit:
              $ref: '#/components/headers/RateLimit-Limit'
            RateLimit-Remaining:
              $ref: '#/components/headers/RateLimit-Remaining'
            RateLimit-Reset:
              $ref: '#/components/headers/RateLimit-Reset'
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/automation_index_response'
        '401':
          $ref: '#/components/responses/unauthorized'
        '429':
          $ref: '#/components/responses/rate_limited'
    post:
      summary: Create an automation
      tags:
      - Automations
      description: Creates an automation from given data
      operationId: createAutomation
      responses:
        '201':
          description: The newly created automation.
          headers:
            RateLimit-Limit:
              $ref: '#/components/headers/RateLimit-Limit'
            RateLimit-Remaining:
              $ref: '#/components/headers/RateLimit-Remaining'
            RateLimit-Reset:
              $ref: '#/components/headers/RateLimit-Reset'
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/automation_show_response'
        '400':
          $ref: '#/components/responses/bad_request'
        '401':
          $ref: '#/components/responses/unauthorized'
        '422':
          $ref: '#/components/responses/unprocessable'
        '429':
          $ref: '#/components/responses/rate_limited'
      requestBody:
        $ref: '#/components/requestBodies/automation_create_request_body'
  /api/v2/automations/{id}:
    parameters:
    - $ref: '#/components/parameters/id'
    - $ref: '#/components/parameters/automation_show_include'
    - $ref: '#/components/parameters/automation_sparse_fields'
    - $ref: '#/components/parameters/automation_extra_fields'
    get:
      summary: Show automation with provided ID
      tags:
      - Automations
      description: Returns the automation that matches the given ID.
      operationId: showAutomations
      responses:
        '200':
          description: The requested automation.
          headers:
            RateLimit-Limit:
              $ref: '#/components/headers/RateLimit-Limit'
            RateLimit-Remaining:
              $ref: '#/components/headers/RateLimit-Remaining'
            RateLimit-Reset:
              $ref: '#/components/headers/RateLimit-Reset'
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/automation_show_response'
        '401':
          $ref: '#/components/responses/unauthorized'
        '404':
          $ref: '#/components/responses/not_found'
        '429':
          $ref: '#/components/responses/rate_limited'
    patch:
      summary: Update an existing automation
      tags:
      - Automations
      description: Updates an existing automation
      operationId: updateAutomation
      responses:
        '200':
          description: The updated automation.
          headers:
            RateLimit-Limit:
              $ref: '#/components/headers/RateLimit-Limit'
            RateLimit-Remaining:
              $ref: '#/components/headers/RateLimit-Remaining'
            RateLimit-Reset:
              $ref: '#/components/headers/RateLimit-Reset'
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/automation_show_response'
        '400':
          $ref: '#/components/responses/bad_request'
        '401':
          $ref: '#/components/responses/unauthorized'
        '404':
          $ref: '#/components/responses/not_found'
        '422':
          $ref: '#/components/responses/unprocessable'
        '429':
          $ref: '#/components/responses/rate_limited'
      requestBody:
        $ref: '#/components/requestBodies/automation_update_request_body'
  /api/v2/automations/{id}/archive:
    parameters:
    - $ref: '#/components/parameters/id'
    - $ref: '#/components/parameters/automation_show_include'
    patch:
      summary: Archive an existing automation
      tags:
      - Automations
      description: Archives an existing automation
      operationId: archiveAutomation
      responses:
        '200':
          description: The archived automation.
          headers:
            RateLimit-Limit:
              $ref: '#/components/headers/RateLimit-Limit'
            RateLimit-Remaining:
              $ref: '#/components/headers/RateLimit-Remaining'
            RateLimit-Reset:
              $ref: '#/components/headers/RateLimit-Reset'
          content:
            application/vnd.api+json:
              schema:
                $ref: '#/components/schemas/automation_show_response'
        '400':
          $ref: '#/components/responses/bad_request'
        '401':
          $ref: '#/components/responses/unauthorized'
        '404':
          $ref: '#/components/responses/not_found'
        '429':
          $ref: '#/components/responses/rate_limited'
components:
  schemas:
    index_document:
      description: The JSON:API top-level document shape for paginated collection responses, with resource objects under data and pagination links.
      type: object
      required:
      - data
      properties:
        data:
          type: array
          description: The page of resource objects for this collection; each resource binds its concrete item schema here via allOf composition.
        links:
          $ref: '#/components/schemas/pagination_links'
        included:
          $ref: '#/components/schemas/included'
        meta:
          type: object
          description: Non-standard information about the document, such as requested statistics. Empty unless the endpoint has metadata to convey.
    automation_response_data:
      description: The JSON:API resource object representing a automation.
      allOf:
      - $ref: '#/components/schemas/resource_identifier'
      - type: object
        properties:
          type:
            const: automations
            examples:
            - automations
          attributes:
            allOf:
            - $ref: '#/components/schemas/automation_read_write_attributes'
            - $ref: '#/components/schemas/automation_read_only_attributes'
    validation_error_document:
      description: The JSON:API errors document returned with status 422 when model validations fail on create or update. Unlike this API's flat 4xx error bodies, validation failures follow the JSON:API errors format.
      type: object
      required:
      - errors
      properties:
        errors:
          type: array
          minItems: 1
          items:
            $ref: '#/components/schemas/validation_error'
    automation_read_only_attributes:
      description: The read-only attributes of a automation.
      type: object
      properties:
        created_at:
          type: string
          format: date-time
          examples:
          - '2019-10-26T10:00:00-04:00'
        paused_at:
          type:
          - string
          - 'null'
          format: date-time
          examples:
          - '2019-10-26T10:00:00-04:00'
          description: When the automation was paused.
        status:
          type:
          - string
          - 'null'
          enum:
          - drafted
          - running
          - on_hold
          - archived
          - ended
          - null
          default: drafted
          examples:
          - drafted
          description: The automation's status
    automation_field_values:
      description: Readable automation attribute names selectable with sparse fieldsets (fields[automations]).
      type: string
      enum:
      - created_at
      - description
      - name
      - paused_at
      - status
    automation_update_request:
      description: The request body for updating an existing automation.
      allOf:
      - $ref: '#/components/schemas/update_request_document'
      - type: object
        properties:
          data:
            type: object
            properties:
              id:
                type: string
                examples:
                - '1'
              type:
                const: automations
                examples:
                - automations
              attributes:
                $ref: '#/components/schemas/automation_read_write_attributes'
    automation_show_response:
      description: A JSON:API response containing a single automation.
      allOf:
      - $ref: '#/components/schemas/show_document'
      - type: object
        properties:
          data:
            $ref: '#/components/schemas/automation_response_data'
    resource_identifier:
      description: A JSON:API resource identifier object, the type/id pair that uniquely identifies a single resource.
      type: object
      required:
      - type
      - id
      properties:
        id:
          type: string
          description: Unique identifier of the resource.
          examples:
          - '1'
        type:
          type: string
          description: The JSON:API resource type.
    error_response:
      description: The error body returned for 4xx and 5xx responses, with a machine-readable code and a human-readable message. Some errors include additional detail members alongside these two. The exception is 422 validation failures, which are returned as JSON:API errors documents instead.
      type: object
      required:
      - code
      - message
      properties:
        code:
          type: string
          description: Machine-readable error code identifying the failure.
          examples:
          - not_found
        message:
          type: string
          description: Human-readable explanation of the failure.
          examples:
          - Record not found
    pagination_links:
      description: JSON:API pagination links for the pages of a collection. A key whose page is unavailable, or that the server's pagination strategy does not provide, is omitted or null.
      type: object
      properties:
        self:
          type: string
          description: Link to the current page.
          examples:
          - /articles?page[number]=2
        first:
          type:
          - string
          - 'null'
          description: Link to the first page.
          examples:
          - /articles?page[number]=1
        last:
          type:
          - string
          - 'null'
          description: Link to the last page.
          examples:
          - /articles?page[number]=5
        prev:
          type:
          - string
          - 'null'
          description: Link to the previous page.
          examples:
          - /articles?page[number]=1
        next:
          type:
          - string
          - 'null'
          description: Link to the next page.
          examples:
          - /articles?page[number]=3
    rate_limited_response:
      description: The body returned by the rate limiter when an access token exceeds its request quota.
      type: object
      required:
      - message
      properties:
        message:
          type: string
          description: Human-readable explanation of the rate limit.
          examples:
          - You have made too many requests. Please try again later.
    automation_sideload_values:
      description: Relationship names that can be sideloaded with the include query parameter on automation endpoints.
      type: string
      enum:
      - enrollments
    create_request_document:
      description: The JSON:API top-level document shape for create requests, whose data member carries the new resource's type and attributes.
      type: object
      required:
      - data
      properties:
        data:
          type: object
          required:
          - type
          properties:
            type:
              type: string
              description: The JSON:API resource type of the resource being created.
    update_request_document:
      description: The JSON:API top-level document shape for update requests, whose data member identifies the resource by type and id and carries the changed attributes.
      type: object
      required:
      - data
      properties:
        data:
          type: object
          required:
          - type
          - id
          properties:
            id:
              type: string
              description: The ID of the resource being updated.
            type:
              type: string
              description: The JSON:API resource type of the resource being updated.
    included:
      description: Sideloaded resources requested via the include query parameter. Each entry is a full resource object whose shape is documented under its own resource type.
      type: array
      items:
        $ref: '#/components/schemas/resource'
    show_document:
      description: The JSON:API top-level document shape for responses returning a single resource under the data member.
      type: object
      required:
      - data
      properties:
        data:
          type: object
          description: The primary resource object; each resource binds its concrete schema here via allOf composition.
        included:
          $ref: '#/components/schemas/included'
        meta:
          type: object
          description: Non-standard information about the document. Empty unless the endpoint has metadata to convey.
    automation_extra_field_values:
      description: Opt-in automation attribute names requestable with extra_fields[automations].
      type: string
      enum:
      - completed_enrollments_count
      - conversions_enabled
      - converted_enrollments_count
      - removed_enrollments_count
      - total_enrollments_count
    automation_create_request:
      description: The request body for creating a new automation.
      allOf:
      - $ref: '#/components/schemas/create_request_document'
      - type: object
        properties:
          data:
            type: object
            properties:
              type:
                const: automations
                examples:
                - automations
              attributes:
                $ref: '#/components/schemas/automation_read_write_attributes'
    resource:
      description: A generic JSON:API resource object. Resources sideloaded in a document's included member use this shape; their attributes are those of the resource type named in the type member.
      allOf:
      - $ref: '#/components/schemas/resource_identifier'
      - type: object
        properties:
          attributes:
            type: object
            description: The attributes of the resource, as documented for its resource type.
          relationships:
            type: object
            description: References from this resource to other resources in the document.
    automation_index_response:
      description: A paginated JSON:API response containing a list of automations.
      allOf:
      - $ref: '#/components/schemas/index_document'
      - type: object
        properties:
          data:
            type: array
            items:
              $ref: '#/components/schemas/automation_response_data'
    automation_read_write_attributes:
      description: The attributes of a automation that can be both read and written.
      type: object
      properties:
        description:
          type:
          - string
          - 'null'
          examples:
          - Send automated emails during workflow process
          description: A description for the automation.
        name:
          type:
          - string
          - 'null'
          examples:
          - Auto-Email Automation
          description: The name of the automation.
    validation_error:
      description: A single JSON:API error object describing a validation failure, locating the invalid field via source.pointer and carrying the model-level attribute, message, and code under meta.
      type: object
      properties:
        code:
          type: string
          description: Machine-readable error code.
          examples:
          - unprocessable_entity
        status:
          type: string
          description: The HTTP status code, as a string.
          examples:
          - '422'
        title:
          type: string
          description: Short human-readable summary of the error type.
          examples:
          - Validation Error
        detail:
          type: string
          description: Human-readable explanation specific to this failure.
          examples:
          - Email 'not-an-email' should look like an email address
        source:
          type: object
          properties:
            pointer:
              type: string
              description: JSON Pointer to the request document member the error relates to.
              examples:
              - /data/attributes/email
        meta:
          type: object
          description: The underlying model validation error, including the attribute name, message, and code. Errors on sideposted resources nest these members under a relationship key.
          properties:
            attribute:
              type: string
              description: The attribute that failed validation.
            message:
              type: string
              description: The validation failure message.
            code:
              type: string
              description: The validation failure code.
  headers:
    RateLimit-Reset:
      description: Unix timestamp (in seconds) at which the current rate-limit window resets.
      schema:
        type: string
        examples:
        - '1719964810'
      examples: {}
    RateLimit-Remaining:
      description: Number of requests remaining for the current access token in the current rate-limit window.
      schema:
        type: string
        examples:
        - '249'
      examples: {}
    Retry-After:
      description: Number of seconds to wait before retrying. Sent with 429 responses.
      schema:
        type: string
        examples:
        - '10'
      examples: {}
    RateLimit-Limit:
      description: Maximum number of requests allowed for the current access token per rate-limit window (10 seconds).
      schema:
        type: string
        examples:
        - '250'
      examples: {}
  parameters:
    automation_sparse_fields:
      name: fields[automations]
      in: query
      required: false
      description: Comma-delimited list of automation attributes to only return in the response
      schema:
        type: array
        default: []
        uniqueItems: true
        items:
          $ref: '#/components/schemas/automation_field_values'
      style: form
      explode: false
    id:
      name: id
      in: path
      description: id
      required: true
      schema:
        type: string
    automation_extra_fields:
      name: extra_fields[automations]
      in: query
      description: Comma-delimited list of extra automation attributes, which are only returned in the response if requested.
      required: false
      schema:
        type: array
        default: []
        uniqueItems: true
        items:
          $ref: '#/components/schemas/automation_extra_field_values'
      style: form
      explode: false
    pagination_number:
      name: page[number]
      description: Page number to list (starting at 1)
      in: query
      required: false
      schema:
        type: string
        default: '1'
    pagination_size:
      name: page[size]
      description: 'Number of results to display per page (default: 20, max: 100, min: 1)'
      in: query
      required: false
      schema:
        type: string
        default: '20'
    automation_show_include:
      name: include
      in: query
      description: 'Comma-delimited list of sideloaded resources to include as part of the automation response.

        See guidance [here](https://support.nationbuilder.com/en/articles/9899245-api-v2-walkthrough#h_2d5333adab) about

        sideloading large numbers of resources and pagination.

        '
      schema:
        type: array
        default: []
        uniqueItems: true
        items:
          $ref: '#/components/schemas/automation_sideload_values'
      required: false
      style: form
      explode: false
    automation_index_include:
      name: include
      in: query
      description: 'Comma-delimited list of sideloaded resources to include as part of the automation response.

        See guidance [here](https://support.nationbuilder.com/en/articles/9899245-api-v2-walkthrough#h_2d5333adab) about

        sideloading large numbers of resources and pagination.


        Supported sideloads: (none)

        '
      schema:
        type: string
        default: ''
  responses:
    not_found:
      description: No resource exists with the provided ID.
      headers:
        RateLimit-Limit:
          $ref: '#/components/headers/RateLimit-Limit'
        RateLimit-Remaining:
          $ref: '#/components/headers/RateLimit-Remaining'
        RateLimit-Reset:
          $ref: '#/components/headers/RateLimit-Reset'
      content:
        application/json:
          example:
            code: not_found
            message: Record not found
          schema:
            $ref: '#/components/schemas/error_response'
    unauthorized:
      description: The access token is missing, expired, or not authorized to access this resource.
      headers:
        RateLimit-Limit:
          $ref: '#/components/headers/RateLimit-Limit'
        RateLimit-Remaining:
          $ref: '#/components/headers/RateLimit-Remaining'
        RateLimit-Reset:
          $ref: '#/components/headers/RateLimit-Reset'
      content:
        application/json:
          example:
            code: unauthorized
            message: You are not authorized to access this content. Your access token may be missing. The resource owner also may not have a permission level sufficient to grant access.
          schema:
            $ref: '#/components/schemas/error_response'
    rate_limited:
      description: The access token has exceeded its request quota for the current rate-limit window.
      headers:
        RateLimit-Limit:
          $ref: '#/components/headers/RateLimit-Limit'
        RateLimit-Remaining:
          $ref: '#/components/headers/RateLimit-Remaining'
        RateLimit-Reset:
          $ref: '#/components/headers/RateLimit-Reset'
        Retry-After:
          $ref: '#/components/headers/Retry-After'
      content:
        application/json:
          example:
            message: You have made too many requests. Please try again later.
          schema:
            $ref: '#/components/schemas/rate_limited_response'
    bad_request:
      description: The request body or query parameters are invalid, such as an unknown attribute, filter, filter operator, sort field, or sideload.
      headers:
        RateLimit-Limit:
          $ref: '#/components/headers/RateLimit-Limit'
        RateLimit-Remaining:
          $ref: '#/components/headers/RateLimit-Remaining'
        RateLimit-Reset:
          $ref: '#/components/headers/RateLimit-Reset'
      content:
        application/json:
          example:
            code: bad_request
            message: Tried to filter on attribute :bogus, but could not find an attribute with that name.
          schema:
            $ref: '#/components/schemas/error_response'
    unprocessable:
      description: Model validations failed for the resource being created or updated. Unlike this API's other errors, validation failures are returned as a JSON:API errors document locating each invalid field.
      headers:
        RateLimit-Limit:
          $ref: '#/components/headers/RateLimit-Limit'
        RateLimit-Remaining:
          $ref: '#/components/headers/RateLimit-Remaining'
        RateLimit-Reset:
          $ref: '#/components/headers/RateLimit-Reset'
      content:
        application/vnd.api+json:
          example:
            errors:
            - code: unprocessable_entity
              status: '422'
              title: Validation Error
              detail: Email 'not-an-email' should look like an email address
              source:
                pointer: /data/attributes/email
              meta:
                attribute: email
                message: '''not-an-email'' should look like an email address'
          schema:
            $ref: '#/components/schemas/validation_error_document'
  requestBodies:
    automation_update_request_body:
      description: The attributes to update on the existing automation.
      content:
        application/vnd.api+json:
          schema:
            $ref: '#/components/schemas/automation_update_request'
        application/json:
          schema:
            $ref: '#/components/schemas/automation_update_request'
    automation_create_request_body:
      description: The automation to create.
      content:
        application/vnd.api+json:
          schema:
            $ref: '#/components/schemas/automation_create_request'
        application/json:
          schema:
            $ref: '#/components/schemas/automation_create_request'
  securitySchemes:
    BearerAuth:
      description: Authentication using a bearer token (JWT) issued via OAuth.
      type: http
      scheme: bearer
      bearerFormat: JWT
externalDocs:
  description: Get started with the NationBuilder API
  url: https://nationbuilder.com/api_quickstart