{ "data": [ { "key": "post-call-qualified-to-sheets", "name": "Save qualified leads to Google Sheets", "description": "After each call, if the AI marked the caller as qualified, appends a row (phone, name, summary, status) to your Google Sheet.", "use_when": "The user wants qualified calls or call outcomes collected in a spreadsheet automatically.", "binding": "post_call", "requires_assistant": true, "required_connections": ["google-sheets"], "side_effects": false, "params": [ { "key": "spreadsheet_id", "label": "Google Spreadsheet ID", "description": "The spreadsheet to append rows to.", "required": true, "example": "1AbCdEfGhIjKlMnOpQrStUvWxYz" }, { "key": "qualified_variable", "label": "Qualified variable name", "description": "The post-call variable checked for true before saving (the assistant must extract it).", "required": false, "default": "status", "example": "qualified" } ] } ]}
Automations
List automation templates
List the ready-made automation templates and the parameters each one needs
GET
/
user
/
automate
/
templates
List automation templates
curl --request GET \ --url https://api.example.com/user/automate/templates
{ "data": [ { "key": "post-call-qualified-to-sheets", "name": "Save qualified leads to Google Sheets", "description": "After each call, if the AI marked the caller as qualified, appends a row (phone, name, summary, status) to your Google Sheet.", "use_when": "The user wants qualified calls or call outcomes collected in a spreadsheet automatically.", "binding": "post_call", "requires_assistant": true, "required_connections": ["google-sheets"], "side_effects": false, "params": [ { "key": "spreadsheet_id", "label": "Google Spreadsheet ID", "description": "The spreadsheet to append rows to.", "required": true, "example": "1AbCdEfGhIjKlMnOpQrStUvWxYz" }, { "key": "qualified_variable", "label": "Qualified variable name", "description": "The post-call variable checked for true before saving (the assistant must extract it).", "required": false, "default": "status", "example": "qualified" } ] } ]}
This endpoint lists the curated automation templates: ready-made automations you apply with Apply automation template by supplying a few parameters, instead of writing a definition from scratch. Each entry describes its parameters, the account connections it needs, whether it attaches to an assistant, and whether it sends real messages during its test run.
The assistant event the resulting automation attaches to (post_call, inbound, conversation_ended), or null for templates that do not attach to an assistant event
Present on some optional parameters: how the value is filled automatically when omitted (e.g. assistant_timezone — the supplied assistant’s own timezone)
Present on some templates: the sample payload their test run uses
{ "data": [ { "key": "post-call-qualified-to-sheets", "name": "Save qualified leads to Google Sheets", "description": "After each call, if the AI marked the caller as qualified, appends a row (phone, name, summary, status) to your Google Sheet.", "use_when": "The user wants qualified calls or call outcomes collected in a spreadsheet automatically.", "binding": "post_call", "requires_assistant": true, "required_connections": ["google-sheets"], "side_effects": false, "params": [ { "key": "spreadsheet_id", "label": "Google Spreadsheet ID", "description": "The spreadsheet to append rows to.", "required": true, "example": "1AbCdEfGhIjKlMnOpQrStUvWxYz" }, { "key": "qualified_variable", "label": "Qualified variable name", "description": "The post-call variable checked for true before saving (the assistant must extract it).", "required": false, "default": "status", "example": "qualified" } ] } ]}
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style=\"color:#1F2328;--shiki-dark:#D4D4D4\">,\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#116329;--shiki-dark:#9CDCFE\"> \"use_when\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">: \u003c/span>\u003cspan style=\"color:#0A3069;--shiki-dark:#CE9178\">\"The user wants qualified calls or call outcomes collected in a spreadsheet automatically.\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">,\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#116329;--shiki-dark:#9CDCFE\"> \"binding\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">: \u003c/span>\u003cspan style=\"color:#0A3069;--shiki-dark:#CE9178\">\"post_call\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">,\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#116329;--shiki-dark:#9CDCFE\"> \"requires_assistant\"\u003c/span>\u003cspan 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\"description\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">: \u003c/span>\u003cspan style=\"color:#0A3069;--shiki-dark:#CE9178\">\"The spreadsheet to append rows to.\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">,\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#116329;--shiki-dark:#9CDCFE\"> \"required\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">: \u003c/span>\u003cspan style=\"color:#0550AE;--shiki-dark:#569CD6\">true\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">,\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#116329;--shiki-dark:#9CDCFE\"> \"example\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">: \u003c/span>\u003cspan style=\"color:#0A3069;--shiki-dark:#CE9178\">\"1AbCdEfGhIjKlMnOpQrStUvWxYz\"\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\"> 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style=\"color:#1F2328;--shiki-dark:#D4D4D4\">: \u003c/span>\u003cspan style=\"color:#0A3069;--shiki-dark:#CE9178\">\"The post-call variable checked for true before saving (the assistant must extract it).\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">,\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#116329;--shiki-dark:#9CDCFE\"> \"required\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">: \u003c/span>\u003cspan style=\"color:#0550AE;--shiki-dark:#569CD6\">false\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">,\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#116329;--shiki-dark:#9CDCFE\"> \"default\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">: \u003c/span>\u003cspan style=\"color:#0A3069;--shiki-dark:#CE9178\">\"status\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">,\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#116329;--shiki-dark:#9CDCFE\"> \"example\"\u003c/span>\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">: \u003c/span>\u003cspan style=\"color:#0A3069;--shiki-dark:#CE9178\">\"qualified\"\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\"> }\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\"> ]\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\"> }\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\"> ]\u003c/span>\u003c/span>\n\u003cspan class=\"line\">\u003cspan style=\"color:#1F2328;--shiki-dark:#D4D4D4\">}\u003c/span>\u003c/span>\n\u003c/code>\u003c/pre>"}],"attributes":[]}},"endpoint":{"title":"List automation 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