Process Street Scheduled Workflows API

A scheduled workflow is a recurring schedule that automatically creates workflow runs. Use these endpoints to list scheduled workflows and their recurrence rules.

Documentation

Specifications

Other Resources

OpenAPI Specification

process-street-scheduled-workflows-api-openapi.yml Raw ↑
openapi: 3.1.0
info:
  title: Process Street Public Attachments Scheduled Workflows API
  version: '1.1'
  description: "The Process Street API is organized around REST. Our API has predictable resource-oriented URLs,\naccepts JSON-encoded request bodies, returns JSON-encoded responses, and uses standard HTTP response\ncodes, authentication, and verbs.\n\nAn [MCP server](https://www.process.st/help/docs/mcp-server/) is also available for integrating with AI agents and tools.\n\n## Core concepts\n\n**Workflow vs Workflow Run.** A **Workflow** (sometimes called a \"playbook\" or template) is the reusable\ndefinition — tasks, form fields, logic, automations. A **Workflow Run** (sometimes called a \"checklist\")\nis one *instance* of running a Workflow. You list available templates via `listWorkflows`; you start one\nvia `createWorkflowRun` (or by scheduling); and you read or update the live state of an in-progress run\nvia the Workflow Runs / Tasks / Form Field Values endpoints. The two are easy to confuse — when in doubt,\n\"Workflow\" is the *blueprint*, \"Workflow Run\" is *one execution*.\n\n**Pages** are similar but standalone: a Page is a content document (no tasks/form fields). A\n**Page Revision** is a versioned snapshot of its content.\n\n## IDs\n\nAll resource IDs are opaque 22-character URL-safe strings (Muids — a base64-encoded UUID). Treat them\nas opaque tokens. Do not parse them, attempt to sort by them, or assume any internal structure. You can\ncompare two IDs for equality with a plain string comparison.\n\n## Dates and times\n\nAll timestamps in requests and responses are ISO-8601, UTC, with millisecond precision\n(e.g. `2024-09-15T14:32:00.000Z`). For date-only fields (typically due dates), use a calendar date\n(`2024-09-15`).\n\n## Pagination\n\nList endpoints page through results using an opaque cursor named `_` (yes, just an underscore).\nThe flow:\n\n1. Call the list endpoint without `_` to get the first page.\n2. Each response includes a `links[]` array. If there are more pages, you'll find an entry with\n   `name: \"next\"` whose `href` is a fully-formed URL you can `GET` directly.\n3. Keep following `next.href` until the `next` link is absent — that's the end.\n\nYou can also reuse the `_` value from one response by passing it as the `_` query parameter on the\nnext request, but **following the `href` is simpler and forward-compatible**.\n\n## Authentication\n\nEvery request must include an API key as `X-API-KEY: <your-key>`. Generate keys from your\norganization settings in the Process Street app. Each key carries the permissions of the user that\ncreated it.\n\n## Idempotency and retries\n\n- `GET` requests are safe to retry on any error.\n- `PUT` requests are idempotent — calling them twice with the same body is equivalent to calling once.\n  Safe to retry on `5xx`.\n- `DELETE` is idempotent (deleting an already-deleted resource returns `404`, which is fine to ignore).\n- `POST` is generally **not** safe to blindly retry. For workflow runs, attach a `referenceId`\n  on create — calling `createWorkflowRun` twice with the same `referenceId` will return the existing\n  run instead of creating a duplicate.\n\n## Errors\n\nErrors are returned as a JSON object with this shape:\n\n```json\n{\n  \"error\": \"human-readable message\",\n  \"errorCode\": \"NotFound\",\n  \"requestId\": \"abc123…\",\n  \"details\": { \"fieldPath\": \"what went wrong\" }\n}\n```\n\n**When present**, branch on `errorCode` rather than regex'ing `error` (we may rewrite the wording). Include\n`requestId` if you contact support so we can find the request in our logs.\n\n`errorCode` and `requestId` are populated on responses generated by the public API exception handler, which\ncovers the great majority of errors. A few low-level failures (e.g. JSON parse failures caught before the\nhandler runs, framework-level routing errors) may return an `ErrorInfo` without these fields. In that case,\nfall back to the HTTP status code (`400`/`401`/`403`/`404`/`409`/`422`/`429`/`5xx`) — its semantics match\nthe corresponding `errorCode` value.\n\n## Rate limits\n\nAll requests are subject to rate limits. If you receive a `429` response, wait for the duration\nspecified in the `Retry-After` header before retrying.\n"
servers:
- url: https://public-api.process.st/api/v1.1
tags:
- name: Scheduled Workflows
  description: 'A scheduled workflow is a recurring schedule that automatically creates workflow runs.

    Use these endpoints to list scheduled workflows and their recurrence rules.'
  externalDocs:
    url: https://www.process.st/help/docs/scheduled-workflows/
    description: Process Street help article
paths:
  /scheduled-workflows:
    get:
      tags:
      - Scheduled Workflows
      summary: List scheduled workflows
      description: Returns a paginated list of scheduled workflows, ordered by next run date.
      operationId: listScheduledWorkflows
      parameters:
      - name: workflowId
        in: query
        description: Filter by workflow.
        required: false
        schema:
          type: string
      - name: search
        in: query
        description: Case-insensitive substring match on name.
        required: false
        schema:
          type: string
      - name: _
        in: query
        description: 'Opaque pagination cursor. Take this value from the previous response''s `links[]` entry whose `name`

          is `"next"` (typically just follow that link''s `href` instead of reading this value).

          Omit on the first page. If the previous response had no `next` link, there are no more pages.'
        required: false
        schema:
          type: string
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PublicApiScheduledWorkflowListResponse'
        default:
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorInfo'
      security:
      - apiKeyAuth: []
      - httpAuth: []
    post:
      tags:
      - Scheduled Workflows
      summary: Create a scheduled workflow
      description: Creates a scheduled workflow that runs a workflow on a recurring schedule.
      operationId: createScheduledWorkflow
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateScheduledWorkflowRequest'
            examples:
              Weekly schedule:
                summary: Create a weekly scheduled workflow that runs every Monday
                value:
                  workflowId: kQPGyFpvBp_u62CNL4VBGQ
                  name: Weekly compliance review
                  startDate: '2026-07-21T14:53:24.927Z'
                  timeZone: America/New_York
                  duePeriod: P7D
                  rules:
                  - interval: 1
                    weekDay: Monday
                    frequency: Weekly
                  assigneeEmails:
                  - alice@example.com
              Daily schedule:
                summary: Create a daily scheduled workflow with no due period
                value:
                  workflowId: nVxCd_L1CrDBrZKHyRZNfg
                  name: Daily standup checklist
                  startDate: '2026-07-21T14:53:24.927Z'
                  timeZone: Europe/London
                  rules:
                  - interval: 1
                    frequency: Daily
                  assigneeEmails: []
        required: true
      responses:
        '201':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PublicApiScheduledWorkflowResponse'
        '400':
          description: 'Invalid value for: body'
          content:
            text/plain:
              schema:
                type: string
        default:
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorInfo'
      security:
      - apiKeyAuth: []
      - httpAuth: []
  /scheduled-workflows/{scheduledWorkflowId}:
    get:
      tags:
      - Scheduled Workflows
      summary: Get a scheduled workflow
      description: Returns a scheduled workflow by its ID.
      operationId: getScheduledWorkflow
      parameters:
      - name: scheduledWorkflowId
        in: path
        description: The ID of the scheduled workflow.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PublicApiScheduledWorkflowResponse'
        default:
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorInfo'
      security:
      - apiKeyAuth: []
      - httpAuth: []
    put:
      tags:
      - Scheduled Workflows
      summary: Update a scheduled workflow
      description: 'Updates a scheduled workflow. PUT semantics: all mutable fields must be provided. Rules and assignees are fully replaced.'
      operationId: updateScheduledWorkflow
      parameters:
      - name: scheduledWorkflowId
        in: path
        description: The ID of the scheduled workflow.
        required: true
        schema:
          type: string
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateScheduledWorkflowRequest'
            examples:
              Weekly schedule:
                summary: Create a weekly scheduled workflow that runs every Monday
                value:
                  workflowId: sXf7zprzUDUdMuGjgfpACQ
                  name: Weekly compliance review
                  startDate: '2026-07-21T14:53:24.927Z'
                  timeZone: America/New_York
                  duePeriod: P7D
                  rules:
                  - interval: 1
                    weekDay: Monday
                    frequency: Weekly
                  assigneeEmails:
                  - alice@example.com
              Daily schedule:
                summary: Create a daily scheduled workflow with no due period
                value:
                  workflowId: ji8VkJFR0SAPQpMHExlE_Q
                  name: Daily standup checklist
                  startDate: '2026-07-21T14:53:24.927Z'
                  timeZone: Europe/London
                  rules:
                  - interval: 1
                    frequency: Daily
                  assigneeEmails: []
        required: true
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PublicApiScheduledWorkflowResponse'
        '400':
          description: 'Invalid value for: body'
          content:
            text/plain:
              schema:
                type: string
        default:
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorInfo'
      security:
      - apiKeyAuth: []
      - httpAuth: []
    delete:
      tags:
      - Scheduled Workflows
      summary: Delete a scheduled workflow
      description: Deletes a scheduled workflow and unschedules all future runs.
      operationId: deleteScheduledWorkflow
      parameters:
      - name: scheduledWorkflowId
        in: path
        description: The ID of the scheduled workflow.
        required: true
        schema:
          type: string
      responses:
        '204':
          description: ''
        default:
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorInfo'
      security:
      - apiKeyAuth: []
      - httpAuth: []
components:
  schemas:
    CreateScheduledWorkflowRequest:
      title: CreateScheduledWorkflowRequest
      type: object
      required:
      - workflowId
      - startDate
      - timeZone
      properties:
        workflowId:
          description: The ID of the Workflow
          examples:
          - kOj4KAR4KoR91yv8PFVBmg
          type: string
        name:
          description: Display name.
          type: string
        startDate:
          type: string
          format: date-time
        timeZone:
          type: string
        duePeriod:
          type: string
        rules:
          type: array
          items:
            title: PublicApiScheduledWorkflowRule
            oneOf:
            - title: Daily
              type: object
              required:
              - interval
              - frequency
              properties:
                interval:
                  description: Recurrence interval. For a Weekly schedule with `interval=2`, fires every other week.
                  type: integer
                  format: int32
                frequency:
                  description: 'How often the workflow runs. The other fields on the rule depend on this value:

                    `Daily` uses only `interval`, `Weekly` adds `weekDay`, `Monthly` adds `by`, `Yearly` uses only `interval`.'
                  type: string
                  enum:
                  - Daily
                  - Weekly
                  - Monthly
                  - Yearly
                  const: Daily
            - title: Monthly
              type: object
              required:
              - interval
              - by
              - frequency
              properties:
                interval:
                  description: Recurrence interval. For a Weekly schedule with `interval=2`, fires every other week.
                  type: integer
                  format: int32
                by:
                  description: 'How a `Monthly` rule recurs:

                    `DayOfMonth` repeats on the same calendar date each month (e.g. the 15th);

                    `DayOfWeek` repeats on the same weekday-of-month pattern (e.g. the second Tuesday).'
                  type: string
                  enum:
                  - DayOfMonth
                  - DayOfWeek
                frequency:
                  description: 'How often the workflow runs. The other fields on the rule depend on this value:

                    `Daily` uses only `interval`, `Weekly` adds `weekDay`, `Monthly` adds `by`, `Yearly` uses only `interval`.'
                  type: string
                  enum:
                  - Daily
                  - Weekly
                  - Monthly
                  - Yearly
                  const: Monthly
            - title: Weekly
              type: object
              required:
              - interval
              - weekDay
              - frequency
              properties:
                interval:
                  description: Recurrence interval. For a Weekly schedule with `interval=2`, fires every other week.
                  type: integer
                  format: int32
                weekDay:
                  description: Day of the week the workflow runs on. Only used by `Weekly` rules.
                  type: string
                  enum:
                  - Sunday
                  - Monday
                  - Tuesday
                  - Wednesday
                  - Thursday
                  - Friday
                  - Saturday
                frequency:
                  description: 'How often the workflow runs. The other fields on the rule depend on this value:

                    `Daily` uses only `interval`, `Weekly` adds `weekDay`, `Monthly` adds `by`, `Yearly` uses only `interval`.'
                  type: string
                  enum:
                  - Daily
                  - Weekly
                  - Monthly
                  - Yearly
                  const: Weekly
            - title: Yearly
              type: object
              required:
              - interval
              - frequency
              properties:
                interval:
                  description: Recurrence interval. For a Weekly schedule with `interval=2`, fires every other week.
                  type: integer
                  format: int32
                frequency:
                  description: 'How often the workflow runs. The other fields on the rule depend on this value:

                    `Daily` uses only `interval`, `Weekly` adds `weekDay`, `Monthly` adds `by`, `Yearly` uses only `interval`.'
                  type: string
                  enum:
                  - Daily
                  - Weekly
                  - Monthly
                  - Yearly
                  const: Yearly
            discriminator:
              propertyName: frequency
              mapping:
                Daily: '#/components/schemas/Daily'
                Monthly: '#/components/schemas/Monthly'
                Weekly: '#/components/schemas/Weekly'
                Yearly: '#/components/schemas/Yearly'
        assigneeEmails:
          type: array
          items:
            type: string
    PublicApiScheduledWorkflowResponse:
      title: PublicApiScheduledWorkflowResponse
      type: object
      required:
      - data
      properties:
        data:
          title: PublicApiScheduledWorkflow
          type: object
          required:
          - id
          - workflowId
          - startDate
          - timeZone
          - createdDate
          - createdBy
          - updatedDate
          - updatedBy
          properties:
            id:
              title: EntityID
              description: The resource's ID.
              type: string
            workflowId:
              description: The ID of the Workflow
              examples:
              - ii5psnJDWJiSpdsAEcRFlA
              type: string
            name:
              description: Optional display name for the schedule. Defaults to the workflow's name.
              type: string
            startDate:
              description: When the schedule first becomes active. ISO-8601 UTC. Runs are produced from this date forward.
              type: string
              format: date-time
            timeZone:
              description: IANA time zone (e.g. `America/New_York`) used when applying the recurrence.
              type: string
            duePeriod:
              description: Optional ISO-8601 duration (e.g. `P3D`) added to each scheduled run's start to compute its due date.
              type: string
            nextRunDate:
              description: When the next workflow run is scheduled to fire. ISO-8601 UTC.
              type: string
              format: date-time
            previousRunDate:
              description: When the most recent workflow run was fired. ISO-8601 UTC.
              type: string
              format: date-time
            createdDate:
              description: When the resource was first created. ISO-8601 UTC.
              type: string
              format: date-time
            createdBy:
              description: User who created the resource.
              examples:
              - id: iAaSNCU5lWLYGAi663hO8Q
                email: jane.doe@example.com
                username: Jane Doe
              type: object
              required:
              - id
              - email
              - username
              properties:
                id:
                  title: EntityID
                  description: The resource's ID.
                  type: string
                email:
                  description: The user's email address (also their login identifier).
                  type: string
                username:
                  description: The user's display name (e.g. `Jane Doe`).
                  type: string
            updatedDate:
              description: When the resource was last modified. ISO-8601 UTC.
              type: string
              format: date-time
            updatedBy:
              description: User who last modified the resource.
              examples:
              - id: iAaSNCU5lWLYGAi663hO8Q
                email: jane.doe@example.com
                username: Jane Doe
              type: object
              required:
              - id
              - email
              - username
              properties:
                id:
                  title: EntityID
                  description: The resource's ID.
                  type: string
                email:
                  description: The user's email address (also their login identifier).
                  type: string
                username:
                  description: The user's display name (e.g. `Jane Doe`).
                  type: string
            rules:
              description: Recurrence rules that drive the schedule (Daily/Weekly/Monthly/Yearly).
              type: array
              items:
                title: PublicApiScheduledWorkflowRule
                oneOf:
                - title: Daily
                  type: object
                  required:
                  - interval
                  - frequency
                  properties:
                    interval:
                      description: Recurrence interval. For a Weekly schedule with `interval=2`, fires every other week.
                      type: integer
                      format: int32
                    frequency:
                      description: 'How often the workflow runs. The other fields on the rule depend on this value:

                        `Daily` uses only `interval`, `Weekly` adds `weekDay`, `Monthly` adds `by`, `Yearly` uses only `interval`.'
                      type: string
                      enum:
                      - Daily
                      - Weekly
                      - Monthly
                      - Yearly
                      const: Daily
                - title: Monthly
                  type: object
                  required:
                  - interval
                  - by
                  - frequency
                  properties:
                    interval:
                      description: Recurrence interval. For a Weekly schedule with `interval=2`, fires every other week.
                      type: integer
                      format: int32
                    by:
                      description: 'How a `Monthly` rule recurs:

                        `DayOfMonth` repeats on the same calendar date each month (e.g. the 15th);

                        `DayOfWeek` repeats on the same weekday-of-month pattern (e.g. the second Tuesday).'
                      type: string
                      enum:
                      - DayOfMonth
                      - DayOfWeek
                    frequency:
                      description: 'How often the workflow runs. The other fields on the rule depend on this value:

                        `Daily` uses only `interval`, `Weekly` adds `weekDay`, `Monthly` adds `by`, `Yearly` uses only `interval`.'
                      type: string
                      enum:
                      - Daily
                      - Weekly
                      - Monthly
                      - Yearly
                      const: Monthly
                - title: Weekly
                  type: object
                  required:
                  - interval
                  - weekDay
                  - frequency
                  properties:
                    interval:
                      description: Recurrence interval. For a Weekly schedule with `interval=2`, fires every other week.
                      type: integer
                      format: int32
                    weekDay:
                      description: Day of the week the workflow runs on. Only used by `Weekly` rules.
                      type: string
                      enum:
                      - Sunday
                      - Monday
                      - Tuesday
                      - Wednesday
                      - Thursday
                      - Friday
                      - Saturday
                    frequency:
                      description: 'How often the workflow runs. The other fields on the rule depend on this value:

                        `Daily` uses only `interval`, `Weekly` adds `weekDay`, `Monthly` adds `by`, `Yearly` uses only `interval`.'
                      type: string
                      enum:
                      - Daily
                      - Weekly
                      - Monthly
                      - Yearly
                      const: Weekly
                - title: Yearly
                  type: object
                  required:
                  - interval
                  - frequency
                  properties:
                    interval:
                      description: Recurrence interval. For a Weekly schedule with `interval=2`, fires every other week.
                      type: integer
                      format: int32
                    frequency:
                      description: 'How often the workflow runs. The other fields on the rule depend on this value:

                        `Daily` uses only `interval`, `Weekly` adds `weekDay`, `Monthly` adds `by`, `Yearly` uses only `interval`.'
                      type: string
                      enum:
                      - Daily
                      - Weekly
                      - Monthly
                      - Yearly
                      const: Yearly
                discriminator:
                  propertyName: frequency
                  mapping:
                    Daily: '#/components/schemas/Daily'
                    Monthly: '#/components/schemas/Monthly'
                    Weekly: '#/components/schemas/Weekly'
                    Yearly: '#/components/schemas/Yearly'
            assigneeEmails:
              description: Emails of users automatically assigned to each scheduled run when it's created.
              type: array
              items:
                type: string
            links:
              description: Navigable HATEOAS links to related resources. Each entry has a `name` (RFC-5988 link relation like `self`, `edit`, `related`), an `href` URL, and a `type` (`Api` for callable endpoints, `App` for browser-facing URLs). Prefer following these `href` values over constructing URLs by hand.
              type: array
              items:
                title: Link
                description: A HATEOAS link to a related resource. Use these to navigate between resources without constructing URLs by hand.
                type: object
                required:
                - name
                - href
                - type
                properties:
                  name:
                    description: Standard link relation name (RFC 5988) indicating this link's role. Common values include `self`, `edit`, `related`, `previous`, `next`.
                    type: string
                  href:
                    title: Uri
                    description: URL of the linked resource.
                    examples:
                    - https://api.process.st/api/v1.1/resource/XXX
                    type: string
                  rel:
                    description: Optional. The kind of resource this link points to (e.g. `Workflow`, `Task`, `Comment`).
                    type: string
                    enum:
                    - Approval Task
                    - Approvals
                    - Assignees
                    - Comment
                    - Data Set Records
                    - Data Sets
                    - Form Field Values
                    - Subject Task
                    - Task
                    - Tasks
                    - Users
                    - Webhook
                    - Workflow
                    - Workflow Run
                  type:
                    description: Whether this link targets an API endpoint or a Process Street app URL. `Api` — a callable API endpoint you can fetch directly. `App` — a browser-facing URL in the Process Street UI.
                    type: string
                    enum:
                    - Api
                    - App
        links:
          description: 'Pagination links. When the result has more pages, look for an entry with `name: "next"` — its `href` is the URL to fetch the next page. Absence of `next` means there are no more pages. For single-resource responses this array is typically empty.'
          type: array
          items:
            title: Link
            description: A HATEOAS link to a related resource. Use these to navigate between resources without constructing URLs by hand.
            type: object
            required:
            - name
            - href
            - type
            properties:
              name:
                description: Standard link relation name (RFC 5988) indicating this link's role. Common values include `self`, `edit`, `related`, `previous`, `next`.
                type: string
              href:
                title: Uri
                description: URL of the linked resource.
                examples:
                - https://api.process.st/api/v1.1/resource/XXX
                type: string
              rel:
                description: Optional. The kind of resource this link points to (e.g. `Workflow`, `Task`, `Comment`).
                type: string
                enum:
                - Approval Task
                - Approvals
                - Assignees
                - Comment
                - Data Set Records
                - Data Sets
                - Form Field Values
                - Subject Task
                - Task
                - Tasks
                - Users
                - Webhook
                - Workflow
                - Workflow Run
              type:
                description: Whether this link targets an API endpoint or a Process Street app URL. `Api` — a callable API endpoint you can fetch directly. `App` — a browser-facing URL in the Process Street UI.
                type: string
                enum:
                - Api
                - App
    PublicApiScheduledWorkflowListResponse:
      title: PublicApiScheduledWorkflowListResponse
      type: object
      properties:
        data:
          description: The list of resources returned by this request.
          type: array
          items:
            title: PublicApiScheduledWorkflow
            type: object
            required:
            - id
            - workflowId
            - startDate
            - timeZone
            - createdDate
            - createdBy
            - updatedDate
            - updatedBy
            properties:
              id:
                title: EntityID
                description: The resource's ID.
                type: string
              workflowId:
                description: The ID of the Workflow
                examples:
                - ii5psnJDWJiSpdsAEcRFlA
                type: string
              name:
                description: Optional display name for the schedule. Defaults to the workflow's name.
                type: string
              startDate:
                description: When the schedule first becomes active. ISO-8601 UTC. Runs are produced from this date forward.
                type: string
                format: date-time
              timeZone:
                description: IANA time zone (e.g. `America/New_York`) used when applying the recurrence.
                type: string
              duePeriod:
                description: Optional ISO-8601 duration (e.g. `P3D`) added to each scheduled run's start to compute its due date.
                type: string
              nextRunDate:
                description: When the next workflow run is scheduled to fire. ISO-8601 UTC.
                type: string
                format: date-time
              previousRunDate:
                description: When the most recent workflow run was fired. ISO-8601 UTC.
                type: string
                format: date-time
              createdDate:
                description: When the resource was first created. ISO-8601 UTC.
                type: string
                format: date-time
              createdBy:
                description: User who created the resource.
                examples:
                - id: iAaSNCU5lWLYGAi663hO8Q
                  email: jane.doe@example.com
                  username: Jane Doe
                type: object
          

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