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automation.yaml
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openapi: 3.0.3
info:
title: Automation API
description: API Backend for epilot Automation Workflows feature
version: 1.0.0
tags:
- name: flows
description: Automation flows
- name: executions
description: Automation executions
- name: bulk
description: Bulk job for triggering automation executions
security:
- EpilotAuth: []
paths:
/v1/automation/flows:
get:
operationId: searchFlows
summary: searchFlows
description: Search available automation flows
tags:
- flows
parameters:
- name: schema
in: query
description: Entity Schema
schema:
type: string
example: submission
- name: size
in: query
description: 'Pagination: max number of results to return'
schema:
type: integer
default: 25
- name: from
in: query
description: 'Pagination: starting for results'
schema:
type: integer
default: 0
- name: trigger_source_id
in: query
description: Trigger source identifier
schema:
type: string
example: 600945fe-212e-4b97-acf7-391d64648384
responses:
'200':
description: List of automation flows, including total count
content:
application/json:
schema:
$ref: '#/components/schemas/SearchAutomationsResp'
post:
operationId: createFlow
summary: createFlow
description: Create new automation flow
tags:
- flows
requestBody:
description: Automation flow to create
content:
application/json:
schema:
$ref: '#/components/schemas/AutomationFlow'
responses:
'201':
description: The created automation flow
content:
application/json:
schema:
$ref: '#/components/schemas/AutomationFlow'
/v1/automation/flows/{flow_id}:
get:
operationId: getFlow
summary: getFlow
description: List available automation flows
tags:
- flows
parameters:
- name: flow_id
in: path
required: true
description: Automation Workflow ID
schema:
$ref: '#/components/schemas/AutomationFlowId'
responses:
'200':
description: The returned automation flow
content:
application/json:
schema:
$ref: '#/components/schemas/AutomationFlow'
put:
operationId: putFlow
summary: putFlow
description: Update automation flow by id
tags:
- flows
parameters:
- name: flow_id
in: path
required: true
description: Automation Workflow ID
schema:
$ref: '#/components/schemas/AutomationFlowId'
requestBody:
description: Automation flow to create
content:
application/json:
schema:
$ref: '#/components/schemas/AutomationFlow'
responses:
'200':
description: The updated automation flow
content:
application/json:
schema:
$ref: '#/components/schemas/AutomationFlow'
delete:
operationId: deleteFlow
summary: deleteFlow
description: Update automation flow by id
tags:
- flows
parameters:
- name: flow_id
in: path
required: true
description: Automation Workflow ID
schema:
$ref: '#/components/schemas/AutomationFlowId'
responses:
'200':
description: The deleted automation flow
content:
application/json:
schema:
$ref: '#/components/schemas/AutomationFlow'
/v1/automation/executions:
get:
operationId: getExecutions
summary: getExecutions
description: List automation executions
parameters:
- name: entity_id
in: query
schema:
$ref: '#/components/schemas/EntityId'
- name: size
in: query
description: 'Pagination: max number of results to return'
schema:
type: integer
default: 25
- name: from
in: query
description: 'Pagination: starting for results'
schema:
type: integer
default: 0
tags:
- executions
responses:
'200':
description: List of automation executions
content:
application/json:
schema:
$ref: '#/components/schemas/GetExecutionsResp'
post:
operationId: startExecution
summary: startExecution
description: Start new automation execution
requestBody:
description: Execution parameters
content:
application/json:
schema:
$ref: '#/components/schemas/StartExecutionRequest'
tags:
- executions
responses:
'201':
description: The created execution
content:
application/json:
schema:
$ref: '#/components/schemas/AutomationExecution'
/v1/automation/executions/bulk-jobs:
post:
operationId: bulkTriggerExecutions
summary: bulkTriggerExecutions
description: Create a bulk job that triggers multiple automation executions
requestBody:
description: Execution parameters
content:
application/json:
schema:
$ref: '#/components/schemas/BulkTriggerRequest'
example:
flow_id: 8e2e067e-3c63-4b1a-8e02-6150a3d1fd89
entity_ids:
- 7791b04a-16d2-44a2-9af9-2d59c25c512f
- b35a6c51-2a15-4ef1-9623-20db37b0744f
tags:
- bulk
responses:
'202':
description: Trigger Executions Job Info
content:
application/json:
schema:
$ref: '#/components/schemas/BulkTriggerJob'
/v1/automation/executions/bulk-jobs/{job_id}:
get:
operationId: getBulkJob
summary: getBulkJob
description: Get the status of a bulk job that triggers multiple automation executions
parameters:
- name: job_id
in: path
schema:
$ref: '#/components/schemas/JobId'
required: true
tags:
- bulk
responses:
'200':
description: Bulk Job Info
content:
application/json:
schema:
$ref: '#/components/schemas/BulkTriggerJob'
patch:
operationId: patchBulkJob
summary: patchBulkJob
description: Approve / Cancel bulk job that triggers multiple automation executions
parameters:
- name: job_id
in: path
schema:
$ref: '#/components/schemas/JobId'
required: true
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PatchBulkJobRequest'
example:
action: APPROVE
task_token: b35a6c51-2a15-4ef1-9623-20db37b0744f
tags:
- bulk
responses:
'200':
description: Bulk Job Info
content:
application/json:
schema:
$ref: '#/components/schemas/BulkTriggerJob'
/v1/automation/executions/{execution_id}:
get:
operationId: getExecution
summary: getExecution
description: Get automation execution
parameters:
- name: execution_id
in: path
schema:
$ref: '#/components/schemas/AutomationExecutionId'
required: true
tags:
- executions
responses:
'200':
description: The returned execution
content:
application/json:
schema:
$ref: '#/components/schemas/AutomationExecution'
delete:
operationId: cancelExecution
summary: cancelExecution
description: Cancel automation execution
parameters:
- name: execution_id
in: path
schema:
$ref: '#/components/schemas/AutomationExecutionId'
required: true
tags:
- executions
responses:
'200':
description: The cancelled execution
content:
application/json:
schema:
$ref: '#/components/schemas/AutomationExecution'
/v1/automation/executions/{execution_id}/{action_id}/retrigger:
post:
operationId: retriggerAction
summary: retriggerAction
description: Retry a specific automation execution action which failed / is stuck.
tags:
- executions
parameters:
- name: execution_id
in: path
description: Execution Id
schema:
$ref: '#/components/schemas/AutomationExecutionId'
required: true
- name: action_id
in: path
description: Id of Action to retry.
schema:
$ref: '#/components/schemas/AutomationActionId'
required: true
requestBody:
description: Retry request details.
required: false
content:
application/json:
schema:
$ref: '#/components/schemas/RetryReq'
responses:
'200':
description: action re-triggered with success
/v1/automation/public/executions:resume:
post:
operationId: resumeExecutionWithToken
summary: resumeExecutionWithToken
description: |
Resume a paused automation execution using a unique resume token.
This public API is normally called when a user lands on a confirmation page via email link.
Example link: https://automation.epilot.io/confirm-email?token=eyJraWQiOiJrZXkifQ...
tags:
- executions
security: []
requestBody:
description: Retry request details.
content:
application/json:
schema:
$ref: '#/components/schemas/ResumeReq'
responses:
'200':
description: execution resumed with success
content:
application/json:
schema:
$ref: '#/components/schemas/ResumeResp'
'400':
description: execution could not be resumed
components:
securitySchemes:
EpilotAuth:
type: http
scheme: bearer
description: Epilot Bearer Token
schemas:
AutomationFlowId:
type: string
example: 7791b04a-16d2-44a2-9af9-2d59c25c512f
readOnly: true
AutomationActionId:
type: string
example: 9ec3711b-db63-449c-b894-54d5bb622a8f
AutomationFlow:
type: object
properties:
id:
$ref: '#/components/schemas/AutomationFlowId'
flow_name:
type: string
description: A descriptive name for the Automation
example: Handle contact form
enabled:
type: boolean
description: Whether the automation is enabled or not
default: true
triggers:
type: array
items:
$ref: '#/components/schemas/AnyTrigger'
trigger_conditions:
type: array
items:
$ref: '#/components/schemas/TriggerCondition'
entity_schema:
description: The triggering entity schema
type: string
example: submission
conditions:
type: array
items:
$ref: '#/components/schemas/ActionCondition'
schedules:
type: array
items:
$ref: '#/components/schemas/ActionSchedule'
actions:
type: array
description: The actions (nodes) of the automation flow
items:
$ref: '#/components/schemas/AnyActionConfig'
readOnly: true
runs:
type: number
example: 7
description: Number of automation executions that ran
created_at:
type: string
format: date-time
readOnly: true
updated_at:
type: string
format: date-time
readOnly: true
created_by:
type: string
example: user:123
description: User / service who created automation flow
readOnly: true
last_updated_by:
type: string
example: user:123
description: User / service who last updated automation flow
readOnly: true
org_id:
type: string
example: '123'
description: Organization the automation flow belongs to
readOnly: true
system_flow:
type: boolean
description: Determines if the flow is a system generated flow
version:
type: number
description: Version of the flow
example: 2
required:
- flow_name
- triggers
- actions
SearchAutomationsResp:
type: object
properties:
total:
type: number
results:
type: array
items:
$ref: '#/components/schemas/AutomationFlow'
required:
- total
- results
AnyTrigger:
anyOf:
- $ref: '#/components/schemas/FrontendSubmitTrigger'
- $ref: '#/components/schemas/JourneySubmitTrigger'
- $ref: '#/components/schemas/ApiSubmissionTrigger'
- $ref: '#/components/schemas/EntityOperationTrigger'
- $ref: '#/components/schemas/ActivityTrigger'
- $ref: '#/components/schemas/EntityManualTrigger'
- $ref: '#/components/schemas/ReceivedEmailTrigger'
AnyAction:
anyOf:
- $ref: '#/components/schemas/MapEntityAction'
- $ref: '#/components/schemas/TriggerWorkflowAction'
- $ref: '#/components/schemas/TriggerWebhookAction'
- $ref: '#/components/schemas/CreateDocumentAction'
- $ref: '#/components/schemas/SendEmailAction'
- $ref: '#/components/schemas/CartCheckoutAction'
- $ref: '#/components/schemas/AutomationAction'
AnyActionConfig:
anyOf:
- $ref: '#/components/schemas/MapEntityActionConfig'
- $ref: '#/components/schemas/TriggerWorkflowActionConfig'
- $ref: '#/components/schemas/TriggerWebhookActionConfig'
- $ref: '#/components/schemas/CreateDocumentActionConfig'
- $ref: '#/components/schemas/SendEmailActionConfig'
- $ref: '#/components/schemas/CartCheckoutActionConfig'
- $ref: '#/components/schemas/AutomationActionConfig'
AutomationActionConfig:
type: object
properties:
id:
$ref: '#/components/schemas/AutomationActionId'
flow_action_id:
$ref: '#/components/schemas/AutomationActionId'
name:
type: string
type:
type: string
config:
type: object
additionalProperties: true
allow_failure:
description: Whether to stop execution in a failed state if this action fails
type: boolean
created_automatically:
description: Flag indicating whether the action was created automatically or manually
type: boolean
is_bulk_action:
description: Flag indicating whether the same action can be in bulk in a single execution. e.g; send-email / map-entity
type: boolean
reason:
type: object
properties:
message:
type: string
description: Why the action has to be skipped/failed
example: There are no registered portal users for the given emails, hence skipping the action
payload:
type: object
additionalProperties: true
description: Extra metadata about the skipping reason - such as a certain condition not met, etc.
condition_id:
type: string
description: Condition Id to be checked before executing the action
schedule_id:
type: string
description: Schedule Id which indicates the schedule of the action
AutomationActionExecutionState:
type: object
properties:
execution_status:
$ref: '#/components/schemas/ExecutionStatus'
started_at:
type: string
updated_at:
type: string
outputs:
type: object
additionalProperties: true
example: {}
error_output:
$ref: '#/components/schemas/ErrorOutput'
retry_strategy:
$ref: '#/components/schemas/RetryStrategy'
RetryStrategy:
type: string
description: different behaviors for retrying failed execution actions.
enum:
- RETRY_AND_RESUME
- RETRY_AND_STOP
AutomationAction:
allOf:
- $ref: '#/components/schemas/AutomationActionConfig'
- $ref: '#/components/schemas/AutomationActionExecutionState'
ErrorOutput:
type: object
properties:
error_code:
$ref: '#/components/schemas/ErrorCode'
error_reason:
type: string
error_info:
type: object
additionalProperties: true
properties:
details:
type: array
items:
$ref: '#/components/schemas/ErrorDetail'
required:
- error_code
- error_reason
ErrorCode:
type: string
enum:
- MAPPING_ERROR
- REFRESH_RELATIONS_ERROR
- DUPLICATE_ENTITY_ERROR
- TRIGGER_WORKFLOW_ERROR
- TIMEOUT_ERROR
- BAD_CONFIG
- INTERNAL_ERROR
- TRIGGER_WEBHOOK_ERROR
- TEMPLATE_ERROR
- INVALID_PAYLOAD
- INVALID_SCHEDULE_CONFIG
ErrorDetail:
type: object
properties:
explanation:
type: string
context:
type: string
id:
type: string
required:
- explanation
CartCheckoutActionConfig:
allOf:
- $ref: '#/components/schemas/AutomationActionConfig'
- type: object
description: Creates an order entity with prices from journey
properties:
type:
enum:
- cart-checkout
config:
$ref: '#/components/schemas/CartCheckoutConfig'
CartCheckoutAction:
allOf:
- $ref: '#/components/schemas/AutomationAction'
- type: object
description: Creates an order entity with prices from journey
properties:
type:
enum:
- cart-checkout
config:
$ref: '#/components/schemas/CartCheckoutConfig'
CartCheckoutConfig:
type: object
properties:
version:
description: Version of the config
type: string
default: '1'
mapping_config:
$ref: '#/components/schemas/MappingConfigRef'
relation_attributes:
type: array
items:
$ref: '#/components/schemas/RelationAttribute'
mapping_attributes:
type: array
items:
anyOf:
- $ref: '#/components/schemas/MappingAttributeV2'
- $ref: '#/components/schemas/MappingAttribute'
linkback_relation_attribute:
type: string
default: mapped_entities
description: |
Relation attribute on the main entity where the target entity will be linked. Set to false to disable linkback
linkback_relation_tags:
type: array
description: Relation tags (labels) to include in main entity linkback relation attribute
items:
type: string
target_unique:
type: array
description: Unique key for target entity (see upsertEntity of Entity API)
items:
type: string
MapEntityActionConfig:
allOf:
- $ref: '#/components/schemas/AutomationActionConfig'
- type: object
properties:
type:
enum:
- map-entity
config:
$ref: '#/components/schemas/MapEntityConfig'
example:
id: 2520gja-2sgmsaga-0asg-822jgal
name: Map Entity
type: map-entity
config:
target_schema: contact
target_unique:
- email.0.email
relation_attributes:
- target: company
mode: append
source_filter:
schema: account
limit: 1
mapping_attributes:
- target: _tags
operation:
_append:
- primary
- payer
_uniq: true
- target: email
operation:
_append:
- email:
_copy: billing_contact.email
- target: first_name
operation:
_copy: billing_contact.first_name
- target: last_name
operation:
_copy: billing_contact.last_name
- target: contact_type
operation:
_set: customer
- target: address
operation:
_append:
- _tags:
- billing
- primary
street_name:
_copy: billing_contact.street_name
street_number:
_copy: billing_contact.street_number
city:
_copy: billing_contact.city
postal_code:
_copy: billing_contact.postal_code
country:
_copy: billing_contact.country
- _tags:
- delivery
street_name:
_copy: delivery_contact.street_name
street_number:
_copy: delivery_contact.street_number
city:
_copy: delivery_contact.city
postal_code:
_copy: delivery_contact.postal_code
country:
_copy: delivery_contact.country
_uniq:
- street_name
- street_number
- postal_code
- country
MapEntityAction:
allOf:
- $ref: '#/components/schemas/AutomationAction'
- type: object
properties:
type:
enum:
- map-entity
config:
$ref: '#/components/schemas/MapEntityConfig'
MapEntityConfig:
type: object
properties:
mapping_config:
$ref: '#/components/schemas/MappingConfigRef'
target_schema:
type: string
description: Schema of target entity
target_unique:
type: array
description: Unique key for target entity (see upsertEntity of Entity API)
items:
type: string
mapping_attributes:
type: array
description: Attribute mappings
items:
anyOf:
- $ref: '#/components/schemas/MappingAttributeV2'
- $ref: '#/components/schemas/MappingAttribute'
relation_attributes:
type: array
description: Relation mappings
items:
$ref: '#/components/schemas/RelationAttribute'
linkback_relation_attribute:
type: string
default: mapped_entities
description: |
Relation attribute on the main entity where the target entity will be linked. Set to false to disable linkback
linkback_relation_tags:
type: array
description: Relation tags (labels) to include in main entity linkback relation attribute
items:
type: string
required:
- target_schema
MappingConfigRef:
type: object
properties:
config_id:
type: string
description: Id of Entity Mapping Configuration to run for mapping.
target_id:
type: string
description: Id of TargetConfig to run for mapping.
version:
type: number
description: Version of Entity Mapping Configuration to run for mapping.
required:
- config_id
- target_id
RelationAttribute:
type: object
properties:
target:
type: string
description: Target attribute to store the relation in
target_tags:
type: array
description: Relation tags (labels) to set for the stored relations
items:
type: string
target_tags_include_source:
type: boolean
description: Include all relation tags (labels) present on the main entity relation
default: false
source_filter:
type: object
description: A filter to identify which source entities to pick as relations from main entity
properties:
limit:
type: integer
description: Limit relations to maximum number (default, all matched relations)
minimum: 0
schema:
type: string
description: Filter by specific schema
attribute:
type: string
description: Filter by a specific relation attribute on the main entity
relation_tag:
type: string
description: Filter by relation tag (label) on the main entity
tag:
type: string
description: Filter by a specific tag on the related entity
self:
type: boolean
description: Picks main entity as relation (overrides other filters)
default: false
related_to:
type: object
additionalProperties: true
deprecated: true
mode:
type: string
enum:
- append
- prepend
- set
required:
- target
- mode
MappingAttributeV2:
type: object
properties:
target:
type: string
description: Target JSON path for the attribute to set
operation:
$ref: '#/components/schemas/OperationNode'
required:
- targetPath
- operation
example:
target: _tags
operation:
_append:
- new
- tags
_uniq: true
OperationNode:
description: Mapping operation nodes are either primitive values or operation node objects
oneOf:
- $ref: '#/components/schemas/OperationObjectNode'
- $ref: '#/components/schemas/PrimitiveJSONValue'
OperationObjectNode:
type: object
properties:
_set:
$ref: '#/components/schemas/PrimitiveJSONValue'
_append:
description: Append to array
items:
$ref: '#/components/schemas/PrimitiveJSONValue'
_uniq:
description: Unique array
oneOf:
- type: boolean
example: true
- type: array
description: Unique key consisting of object keys
example:
- email
items:
type: string
_copy:
description: Copy JSONPath value from source entity context
type: string
example: contact.first_name
additionalProperties: true
PrimitiveJSONValue: {}
MappingAttribute:
anyOf:
- $ref: '#/components/schemas/SetValueMapper'
- $ref: '#/components/schemas/CopyValueMapper'
- $ref: '#/components/schemas/AppendValueMapper'
MappingAttributeMode:
type: string
enum:
- copy_if_exists
- append_if_exists
- set_value
description: >
- copy_if_exists - it replaces the target attribute with the source value - append_if_exists - it currently replaces target attribute with array like values. Useful when you have multiple values to be added into one attribute. -
set_value - it sets a value to a predefined value. Must be used together with value property.
SetValueMapper:
type: object
deprecated: true
properties:
mode:
$ref: '#/components/schemas/MappingAttributeMode'
target:
type: string
description: JSON like target path for the attribute. Eg. last_name
value:
description: |
Any value to be set: string, number, string[], number[], JSON object, etc. It will override existing values, if any.
required:
- mode
- target
- value
CopyValueMapper:
type: object
deprecated: true
properties:
mode:
$ref: '#/components/schemas/MappingAttributeMode'
target:
type: string
description: JSON like target path for the attribute. Eg. last_name
source:
type: string
description: |
JSON source path for the value to be extracted from the main entity. Eg: steps[1].['Product Info'].price
required:
- mode
- target
- source
AppendValueMapper:
type: object
deprecated: true
properties:
mode:
$ref: '#/components/schemas/MappingAttributeMode'
target:
type: string
description: JSON like target path for the attribute. Eg. last_name
source:
type: string
description: |
JSON source path for the value to be extracted from the main entity. Eg: steps[1].['Product Info'].price
value_json:
type: string
description: |
To be provided only when mapping json objects into a target attribute. Eg array of addresses.
target_unique:
type: array
items:
type: string
description: |
Array of keys which should be used when checking for uniqueness. Eg: [country, city, postal_code]
required:
- mode
- target
- value_json
SendEmailActionConfig:
allOf:
- $ref: '#/components/schemas/AutomationActionConfig'
- type: object
properties:
type:
enum:
- send-email
config:
$ref: '#/components/schemas/SendEmailConfig'
example:
id: 25jga0-gkasl26-0asg-908sgaj2
name: Send Email
type: send-email
config:
email_template_id: gasj02-29ug9asgm-29t9gsaghg2g-pkmbhx2
language_code: de
SendEmailAction:
allOf:
- $ref: '#/components/schemas/AutomationAction'
- type: object
properties:
type:
enum:
- send-email
config:
$ref: '#/components/schemas/SendEmailConfig'
SendEmailConfig:
type: object
properties: