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workflow_create

Create automated workflows in Apollo.io that trigger actions based on events or schedules for contacts, accounts, or opportunities.

Instructions

Create a new workflow automation. Workflows trigger actions based on events or schedules. Args: name: Workflow name trigger_type: "event" or "schedule" (default: "event") model_type: "Contact", "Account", or "Opportunity" (default: "Contact") trigger_events: List of trigger events (for event-based workflows): - "contact_saved_or_created" - When a contact is saved/created - "contact_updated" - When contact fields change - "contact_added_to_list" - When added to a list - "contact_added_to_sequence" - When added to a sequence - "contact_finished_sequence" - When sequence completes - "contact_changed_jobs" - When job change detected - "call_logged" - When a call is logged actions: List of actions to perform. Each action has: - type: "add_to_sequence", "add_to_list", "update_field", "create_task", "send_webhook", "remove_from_sequence" - config: Action-specific configuration enrollment_filters: Filters to determine which contacts qualify active: Whether to activate immediately first_run_on: Date for first run (ISO format, e.g., "2026-01-08"). Required for schedule-based workflows. Returns: Created workflow details Example: workflow_create( name="New Lead Nurture", trigger_type="event", trigger_events=["contact_saved_or_created"], actions=[ {"type": "add_to_sequence", "config": {"sequence_id": "abc123"}} ] )

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYes
trigger_typeNoevent
model_typeNoContact
trigger_eventsNo
actionsNo
enrollment_filtersNo
activeNo
first_run_onNo

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