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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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