Automation feature reference

Features (impl.method)

• charts.listRead a sorted, filtered, paginated page of rows.
• charts.insertInsert a new row.
• charts.updateUpdate one row by id.
• charts.deleteDelete one row by id.
• charts.portfolioLaney-only access to aggregate outcomes for linked client organizations. Does not grant access to individual client records.
• charts.evaluateEvaluate a versioned customer analysis. Requires access to every underlying resource. Funnels count unique customers entering in the period, in step order, within the conversion window. Purchase value includes currently completed purchases at their recorded completion time, separately by currency.

Filterable columns (a charts.list step’s query)

idcreated_atupdated_attitle

Writable fields

TitleAnalysis

Features (impl.method)

• product_rollouts.listRead a sorted, filtered, paginated page of rows.
• product_rollouts.insertInsert a new row.
• product_rollouts.updateUpdate one row by id.
• product_rollouts.deleteDelete one row by id.

Filterable columns (a product_rollouts.list step’s query)

idcreated_atupdated_atstatusclient_organization_idcustomer_idproduct_id

Writable fields

StatusVerified atNotes

Features (impl.method)

• product_options.listRead a sorted, filtered, paginated page of rows.
• product_options.insertInsert a new row.
• product_options.updateUpdate one row by id.
• product_options.deleteDelete one row by id.

Statuses

DraftActiveArchived

Filterable columns (a product_options.list step’s query)

idcreated_atupdated_atstatusnamepriceversionproduct_idcurrency

Writable fields

NameStatusKindPriceCurrencyBilling cyclePrice basisScopeIncluded quantityUsage unitOverage unit priceComponentsVersion

Features (impl.method)

• measurement_observations.listRead a sorted, filtered, paginated page of rows.
• measurement_observations.insertInsert a new row.
• measurement_observations.updateUpdate one row by id.
• measurement_observations.deleteDelete one row by id.

Filterable columns (a measurement_observations.list step’s query)

idcreated_atupdated_atstarts_atends_atevaluatorreference

Writable fields

MeasurementDateEnd dateMeasured totalTask count / ad spendSample sizeCurrencyDays allowed to convertReferenceNotes

Features (impl.method)

• dashboards.listRead a sorted, filtered, paginated page of rows.
• dashboards.insertInsert a new row.
• dashboards.updateUpdate one row by id.
• dashboards.deleteDelete one row by id.

Filterable columns (a dashboards.list step’s query)

idcreated_atupdated_attitle

Writable fields

TitleLayout

Features (impl.method)

• dashboard_items.listRead a sorted, filtered, paginated page of rows.
• dashboard_items.insertInsert a new row.
• dashboard_items.updateUpdate one row by id.
• dashboard_items.deleteDelete one row by id.

Filterable columns (a dashboard_items.list step’s query)

idcreated_atupdated_atpositiondashboard_idchart_id

Writable fields

PositionWidth

Features (impl.method)

• products.listRead a sorted, filtered, paginated page of rows.
• products.insertInsert a new row.
• products.updateUpdate one row by id.
• products.deleteDelete one row by id.
• products.quotePrice a product/treatment for the customer's desired visit date: matching products, valid promotions, final prices — one call. Simple items carry one-time `regular_price`/`final_price`. Typed items instead carry `pricing`: entries of kind one_time / recurring (per `cycle`, with an optional `intro` first-N-months phase) / usage (billed by consumption, no fixed number); a bundle also lists `components`.

Statuses

DraftActiveArchived

Filterable columns (a products.list step’s query)

idcreated_atupdated_atstatusnamekindpriceinventoryentity_id

Writable fields

KindNameStatusInventoryPriceBilling cycle

Features (impl.method)

• product_edges.listRead a sorted, filtered, paginated page of rows.
• product_edges.insertInsert a new row.
• product_edges.updateUpdate one row by id.
• product_edges.deleteDelete one row by id.

Filterable columns (a product_edges.list step’s query)

idcreated_atupdated_atpositionchild_idparent_id

Writable fields

QuantityPosition

Features (impl.method)

• promotions.listRead a sorted, filtered, paginated page of rows.
• promotions.insertInsert a new row.
• promotions.updateUpdate one row by id.
• promotions.deleteDelete one row by id.
• promotions.applicableList the events/coupons/benefits valid on the customer's desired visit date.

Statuses

DraftActiveArchived

Filterable columns (a promotions.list step’s query)

idcreated_atupdated_atstatusnamekindstarts_atends_atentity_id

Writable fields

KindNameStatusBenefitValueApplies toMonthsStackableDateEnd dateCodeUsage LimitCondition

Features (impl.method)

• organizations.listRead a sorted, filtered, paginated page of rows.
• organizations.insertInsert a new row.
• organizations.updateUpdate one row by id.
• organizations.deleteDelete one row by id.

Filterable columns (a organizations.list step’s query)

idcreated_atupdated_atnameslugplanparent_id

Writable fields

NameSlugPlanLogoThemeHeading fontDefault languageBusiness info

Features (impl.method)

• members.listRead a sorted, filtered, paginated page of rows.
• members.insertInsert a new row.
• members.updateUpdate one row by id.
• members.deleteDelete one row by id.
• members.notifySend a Web Push notification to the owner of the running workflow.

Statuses

InvitedActiveSuspended

Filterable columns (a members.list step’s query)

idcreated_atupdated_atstatusemailnamerole

Writable fields

EmailNameRoleStatusAvatar

Features (impl.method)

• customers.listRead a sorted, filtered, paginated page of rows.
• customers.insertInsert a new row.
• customers.updateUpdate one row by id.
• customers.deleteDelete one row by id.
• customers.profileSave the details the person just gave you (their name, email, phone, and any other field listed below) onto THEIR OWN record. You do not — and cannot — choose whose record; it is always the person you're speaking with. Only the fields you pass are changed. Call this whenever they share or correct their details, in addition to replying.

Statuses

LeadQualifiedActiveChurnedLost

Filterable columns (a customers.list step’s query)

idcreated_atupdated_atstatusnameemailphoneaccount_idcampaign_id

Writable fields

NameEmailPhoneStatusAvatarMarketing Consent At

Features (impl.method)

• customer_requests.listRead a sorted, filtered, paginated page of rows.

Statuses

TriageBacklogUnstartedStartedCompletedCanceled

Filterable columns (a customer_requests.list step’s query)

idcreated_atupdated_atstatusprioritylinear_created_atbody

Writable fields

BodyStatusLabelsPriority

Features (impl.method)

• reservations.listRead a sorted, filtered, paginated page of rows.
• reservations.insertInsert a new row.
• reservations.updateUpdate one row by id.
• reservations.deleteDelete one row by id.
• reservations.availabilityList open reservation time slots for a given date (YYYY-MM-DD).
• reservations.cancelCancel reservation(s). A single `id` whose time slot holds same-customer companion bookings cancels NOTHING and returns `candidates` — ask the customer which booking(s), then call again with `ids` (their exact answer: one, some, or all).

Statuses

PendingConfirmedCompletedCancelledNo-show

Filterable columns (a reservations.list step’s query)

idcreated_atupdated_atstarts_atends_atstatusnotescustomer_id

Writable fields

DateEnd dateStatusNotes

Features (impl.method)

• purchases.listRead a sorted, filtered, paginated page of rows.
• purchases.insertInsert a new row.
• purchases.updateUpdate one row by id.
• purchases.deleteDelete one row by id.
• purchases.finalizeFreeze this purchase's buyer, scope and amount. Payment stays pending until received.

Statuses

PendingCompletedVoided

Filterable columns (a purchases.list step’s query)

idcreated_atupdated_atstatusvaluecustomer_idproduct_idproduct_option_idclient_organization_idagreement_referencereservation_idpromotion_id

Writable fields

StatusQuantityValueCurrencyScopeAgreement referenceService startsService ends

Features (impl.method)

• entities.listRead a sorted, filtered, paginated page of rows.
• entities.insertInsert a new row.
• entities.updateUpdate one row by id.
• entities.deleteDelete one row by id.

Filterable columns (a entities.list step’s query)

idcreated_atupdated_atnameposition

Writable fields

NameLabelSloganDescriptionImageIconSlugPosition

Features (impl.method)

• entity_edges.listRead a sorted, filtered, paginated page of rows.
• entity_edges.insertInsert a new row.
• entity_edges.updateUpdate one row by id.
• entity_edges.deleteDelete one row by id.

Filterable columns (a entity_edges.list step’s query)

idcreated_atupdated_atpositionchild_idparent_id

Writable fields

Position

Features (impl.method)

• sections.listRead a sorted, filtered, paginated page of rows.
• sections.insertInsert a new row.
• sections.updateUpdate one row by id.
• sections.deleteDelete one row by id.
• sections.applyApply a landing patchset (sections, content, content links) in one transaction. The final state is checked against the landing rules first; an agent's patch that adds a rule failure is not applied unless an approved exception covers it.

Filterable columns (a sections.list step’s query)

idcreated_atupdated_attypepositionentity_id

Writable fields

TypePathPositionOptionsCTA

Features (impl.method)

• domains.listRead a sorted, filtered, paginated page of rows.
• domains.insertInsert a new row.
• domains.updateUpdate one row by id.
• domains.deleteDelete one row by id.

Filterable columns (a domains.list step’s query)

idcreated_atupdated_athostnameis_primaryverified

Writable fields

HostnamePrimaryRedirect To

Features (impl.method)

• integrations.listRead a sorted, filtered, paginated page of rows.
• integrations.insertInsert a new row.
• integrations.updateUpdate one row by id.
• integrations.deleteDelete one row by id.

Filterable columns (a integrations.list step’s query)

idcreated_atupdated_atproviderstatus

Writable fields

ProviderStatusExternal StateConfig

Features (impl.method)

• campaigns.listRead a sorted, filtered, paginated page of rows.
• campaigns.insertInsert a new row.
• campaigns.updateUpdate one row by id.
• campaigns.deleteDelete one row by id.

Statuses

DraftActivePausedEndedDeletingProvisioningError

Filterable columns (a campaigns.list step’s query)

idcreated_atupdated_atstatusnamedaily_budgetspendconversionsproviderobjective

Writable fields

ProviderNameStatusObjectiveDaily budgetCurrencyExternal StateIntegrationPushed AtConfig

Features (impl.method)

• reports.listRead a sorted, filtered, paginated page of rows.

Statuses

QueuedRunningWaiting for approvalCompletedFailedCancelled

Filterable columns (a reports.list step’s query)

idcreated_atupdated_atstatuskindstarted_attitlesummary

Writable fields

KindRun KeyStatusTitleSummaryScope

Features (impl.method)

• report_findings.listRead a sorted, filtered, paginated page of rows.

Statuses

OpenAcknowledgedResolvedAccepted risk

Filterable columns (a report_findings.list step’s query)

idcreated_atupdated_atstatusseveritycategorylast_seen_attitledetailrule_keyassessmentreport_id

Writable fields

Rule KeyFingerprintCategoryAssessmentSeverityStatusTitleDetailRecommendationConfidenceEvidence

Features (impl.method)

• report_targets.listRead a sorted, filtered, paginated page of rows.

Filterable columns (a report_targets.list step’s query)

idcreated_atupdated_atkindsurfacelast_verified_atlabeltarget_keyimpl_nameexternal_url

Writable fields

Target KeySurfaceLabelSnapshotLast Verified AtKindImpl NameRowExternal UrlExternal

Features (impl.method)

• report_finding_targets.listRead a sorted, filtered, paginated page of rows.

Filterable columns (a report_finding_targets.list step’s query)

idcreated_atupdated_atrelationfield_pathobserved_atfinding_idtarget_id

Writable fields

RelationField PathObserved ValueEvidence

Features (impl.method)

• workflows.listRead a sorted, filtered, paginated page of rows.
• workflows.insertInsert a new row.
• workflows.updateUpdate one row by id.
• workflows.deleteDelete one row by id.
• workflows.decideEvaluate bounded questions against supplied data using AI or deterministic rules; does not write source rows.

Filterable columns (a workflows.list step’s query)

idcreated_atupdated_atnamestatustriggerdescription

Writable fields

NameDescriptionStatusTriggerScheduleSource TableSource EventSource Query

Features (impl.method)

• workflow_runs.listRead a sorted, filtered, paginated page of rows.

Filterable columns (a workflow_runs.list step’s query)

idcreated_atupdated_atstatussourceworkflow_id

Writable fields

StatusSourcePayload

Features (impl.method)

• steps.listRead a sorted, filtered, paginated page of rows.
• steps.insertInsert a new row.
• steps.updateUpdate one row by id.
• steps.deleteDelete one row by id.

Filterable columns (a steps.list step’s query)

idcreated_atupdated_atnamepositionfeatureworkflow_id

Writable fields

NamePositionFeatureInputFor eachWhen

Features (impl.method)

• step_runs.listRead a sorted, filtered, paginated page of rows.

Filterable columns (a step_runs.list step’s query)

idcreated_atupdated_atstatusfeatureworkflow_run_idstep_id

Writable fields

FeatureStatusInputOutput

Features (impl.method)

• accounts.listRead a sorted, filtered, paginated page of rows.
• accounts.insertInsert a new row.
• accounts.updateUpdate one row by id.
• accounts.deleteDelete one row by id.

Filterable columns (a accounts.list step’s query)

idcreated_atupdated_atnameplatformstatus

Writable fields

NamePlatformStatusConfigAssistant

Features (impl.method)

• conversations.listRead a sorted, filtered, paginated page of rows.
• conversations.insertInsert a new row.
• conversations.updateUpdate one row by id.
• conversations.deleteDelete one row by id.
• conversations.recordingRead an authorized staff meeting record, summary and paginated transcript. Use the recording conversation ID. Check availability before performing follow-up work. Speaker references describe recorded speech, not message authors.
• conversations.focusAnswer as a specific branch (a descendant of the current org) for the rest of this turn — its catalog, prices, and availability. Reversible: call again to compare another branch. No bookings move until one is made.
• conversations.routeAssign this conversation and its messages to a branch. Existing reservations stay at the branch where each was created; the customer keeps one group identity with branch references.

Statuses

OpenPendingSnoozedClosed

Filterable columns (a conversations.list step’s query)

idcreated_atupdated_atstatuslast_message_atsubjectai_pausedaccount_idstarted_atlast_messageorganization_idcustomer_idmember_id

Writable fields

SubjectStatus

Features (impl.method)

• messages.listRead a sorted, filtered, paginated page of rows.
• messages.insertInsert a new row.
• messages.updateUpdate one row by id.
• messages.deleteDelete one row by id.
• messages.textRead an authorized message's text parts as plain text. Attachments and tool metadata are excluded.
• messages.transcribePersist a final live-voice utterance (and its interpretation) as a turn of this conversation.

Filterable columns (a messages.list step’s query)

idcreated_atupdated_atrolefeatureconversation_idmember_idcustomer_idstep_id

Writable fields

RoleContentFeature

Features (impl.method)

• templates.listRead a sorted, filtered, paginated page of rows.
• templates.insertInsert a new row.
• templates.updateUpdate one row by id.
• templates.deleteDelete one row by id.
• templates.sendSend this template to a customer over its channel (알림톡 / LINE push). Idempotent per key: a re-fired workflow skips an already-sent source row.
• templates.registerRegister this template with the channel and submit it for review (알림톡: Kakao, ~2 business days). Status becomes pending until refresh reports the verdict.
• templates.refreshRe-read the external review verdict for this template (approved / rejected / still pending).

Filterable columns (a templates.list step’s query)

idcreated_atupdated_atnamekindstatusbodyaccount_id

Writable fields

NameBodyKindStatusConfig

Features (impl.method)

• deliveries.listRead a sorted, filtered, paginated page of rows.
• deliveries.insertInsert a new row.
• deliveries.updateUpdate one row by id.
• deliveries.deleteDelete one row by id.

Filterable columns (a deliveries.list step’s query)

idcreated_atupdated_atstatustemplate_idcustomer_idaccount_idconversation_id

Writable fields

StatusKeyProvider MessageErrorRendered

Features (impl.method)

• calls.listRead a sorted, filtered, paginated page of rows.
• calls.cancelCancel a queued or ongoing call.

Filterable columns (a calls.list step’s query)

idcreated_atupdated_atstatusreasondelivery_idsubmission_id

Writable fields

StatusReasonRinging AtAnswered AtEnded AtCancel Requested

Features (impl.method)

• roles.listRead a sorted, filtered, paginated page of rows.
• roles.insertInsert a new row.
• roles.updateUpdate one row by id.
• roles.deleteDelete one row by id.

Filterable columns (a roles.list step’s query)

idcreated_atupdated_atname

Writable fields

NamePermissions

Features (impl.method)

• custom_fields.listRead a sorted, filtered, paginated page of rows.
• custom_fields.insertInsert a new row.
• custom_fields.updateUpdate one row by id.
• custom_fields.deleteDelete one row by id.

Filterable columns (a custom_fields.list step’s query)

idcreated_atupdated_attargetpositionkeylabeldescriptionfield_groupvisibilitynode_id

Writable fields

KindTargetKeyLabelDescriptionField groupVisibilityRequiredPositionFormsShow whenOptionsType selector

Features (impl.method)

• availability_rules.listRead a sorted, filtered, paginated page of rows.
• availability_rules.insertInsert a new row.
• availability_rules.updateUpdate one row by id.
• availability_rules.deleteDelete one row by id.

Filterable columns (a availability_rules.list step’s query)

idcreated_atupdated_attargetkindpositionscope_keyscope_value

Writable fields

KindWeekdaysStart timeEnd timeSlot (min)TargetTime fieldScope fieldPositionDateEnd dateScope valueMax concurrentGap MinutesFunction Slug

Features (impl.method)

• forms.listRead a sorted, filtered, paginated page of rows.
• forms.insertInsert a new row.
• forms.updateUpdate one row by id.
• forms.deleteDelete one row by id.

Filterable columns (a forms.list step’s query)

idcreated_atupdated_atslugtargetactivemodeaccess

Writable fields

SlugLabelDescriptionRenderPromptSuccess MessageStatic FieldsActiveTargetModeAccess

Features (impl.method)

• form_submissions.listRead a sorted, filtered, paginated page of rows.

Statuses

DraftSubmittingSubmittedFailed

Filterable columns (a form_submissions.list step’s query)

idcreated_atupdated_atstatussubmitted_attargetform_idcustomer_id

Writable fields

TargetTargetForm VersionStatusAnswersAnalysisErrorExpires AtSubmitted At