Create a workflow

Create a new workflow. Can be linked to leads, employers, and products.

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Example:

{
    "typeId": "2696b8e7-1c3f-4568-8d9f-b151aff45b1a",
    "ownerId": "534a38c2-ac29-460f-9441-9fcd05d1a3cb",
    "assignedUserId": "534a38c2-ac29-460f-9441-9fcd05d1a3cb",
    "dueDate": "2025-09-15",
    "dueTime": "00:15:00",
    "customerId": "59e4d7bd-3e37-4d2e-a8a1-b664f7eec99b",
    "leadId": null
}
Body Params

Request to create a new workflow

uuid

Agency ID

uuid

Identifies the template to use to create the workflow

uuid
required

Workflow type ID

uuid
required

Customer ID

uuid

Lead ID

uuid

Employer ID

uuid
required

Owner ID

uuid

Assigned user ID

date-time

Due date and time

boolean

Whether due time is set

date
deprecated

Due date (deprecated - use dueAt instead)

string
deprecated

Due time (deprecated - use dueAt instead)

uuid

Product ID

Response

Language
Credentials
OAuth2
Missing 1 required scope
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Response
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