@epilot/sdk 2.20.85 → 2.20.86

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (144) hide show
  1. package/definitions/automation-runtime.json +1 -1
  2. package/definitions/automation.json +294 -17
  3. package/definitions/workflow-definition.json +686 -12
  4. package/dist/apis/access-token.cjs +6 -6
  5. package/dist/apis/access-token.js +1 -1
  6. package/dist/apis/address-suggestions.cjs +6 -6
  7. package/dist/apis/address-suggestions.js +1 -1
  8. package/dist/apis/address.cjs +6 -6
  9. package/dist/apis/address.js +1 -1
  10. package/dist/apis/ai-agents.cjs +6 -6
  11. package/dist/apis/ai-agents.js +1 -1
  12. package/dist/apis/app.cjs +6 -6
  13. package/dist/apis/app.js +1 -1
  14. package/dist/apis/audit-logs.cjs +6 -6
  15. package/dist/apis/audit-logs.js +1 -1
  16. package/dist/apis/automation.cjs +8 -8
  17. package/dist/apis/automation.d.cts +2 -2
  18. package/dist/apis/automation.d.ts +2 -2
  19. package/dist/apis/automation.js +2 -2
  20. package/dist/apis/billing.cjs +6 -6
  21. package/dist/apis/billing.js +1 -1
  22. package/dist/apis/blueprint-manifest.cjs +6 -6
  23. package/dist/apis/blueprint-manifest.js +1 -1
  24. package/dist/apis/calendar.cjs +6 -6
  25. package/dist/apis/calendar.js +1 -1
  26. package/dist/apis/chat.cjs +6 -6
  27. package/dist/apis/chat.js +1 -1
  28. package/dist/apis/configuration-hub.cjs +6 -6
  29. package/dist/apis/configuration-hub.js +1 -1
  30. package/dist/apis/consent.cjs +6 -6
  31. package/dist/apis/consent.js +1 -1
  32. package/dist/apis/customer-portal.cjs +6 -6
  33. package/dist/apis/customer-portal.js +1 -1
  34. package/dist/apis/dashboard.cjs +6 -6
  35. package/dist/apis/dashboard.js +1 -1
  36. package/dist/apis/data-governance.cjs +6 -6
  37. package/dist/apis/data-governance.js +1 -1
  38. package/dist/apis/deduplication.cjs +6 -6
  39. package/dist/apis/deduplication.js +1 -1
  40. package/dist/apis/design.cjs +6 -6
  41. package/dist/apis/design.js +1 -1
  42. package/dist/apis/document.cjs +6 -6
  43. package/dist/apis/document.js +1 -1
  44. package/dist/apis/email-settings.cjs +6 -6
  45. package/dist/apis/email-settings.js +1 -1
  46. package/dist/apis/email-template.cjs +6 -6
  47. package/dist/apis/email-template.js +1 -1
  48. package/dist/apis/entity-mapping.cjs +6 -6
  49. package/dist/apis/entity-mapping.js +1 -1
  50. package/dist/apis/entity.cjs +6 -6
  51. package/dist/apis/entity.js +1 -1
  52. package/dist/apis/environments.cjs +6 -6
  53. package/dist/apis/environments.js +1 -1
  54. package/dist/apis/event-catalog.cjs +6 -6
  55. package/dist/apis/event-catalog.js +1 -1
  56. package/dist/apis/external-values.cjs +6 -6
  57. package/dist/apis/external-values.js +1 -1
  58. package/dist/apis/file.cjs +6 -6
  59. package/dist/apis/file.js +1 -1
  60. package/dist/apis/iban.cjs +6 -6
  61. package/dist/apis/iban.js +1 -1
  62. package/dist/apis/identity.cjs +6 -6
  63. package/dist/apis/identity.js +1 -1
  64. package/dist/apis/integration-toolkit.cjs +6 -6
  65. package/dist/apis/integration-toolkit.js +1 -1
  66. package/dist/apis/journey.cjs +6 -6
  67. package/dist/apis/journey.js +1 -1
  68. package/dist/apis/kanban.cjs +6 -6
  69. package/dist/apis/kanban.js +1 -1
  70. package/dist/apis/message.cjs +6 -6
  71. package/dist/apis/message.js +1 -1
  72. package/dist/apis/metering.cjs +6 -6
  73. package/dist/apis/metering.js +1 -1
  74. package/dist/apis/notes.cjs +6 -6
  75. package/dist/apis/notes.js +1 -1
  76. package/dist/apis/notification.cjs +6 -6
  77. package/dist/apis/notification.js +1 -1
  78. package/dist/apis/organization.cjs +6 -6
  79. package/dist/apis/organization.js +1 -1
  80. package/dist/apis/partner-directory.cjs +6 -6
  81. package/dist/apis/partner-directory.js +1 -1
  82. package/dist/apis/permissions.cjs +6 -6
  83. package/dist/apis/permissions.js +1 -1
  84. package/dist/apis/phone-integration.cjs +6 -6
  85. package/dist/apis/phone-integration.js +1 -1
  86. package/dist/apis/pricing-tier.cjs +6 -6
  87. package/dist/apis/pricing-tier.js +1 -1
  88. package/dist/apis/pricing.cjs +6 -6
  89. package/dist/apis/pricing.js +1 -1
  90. package/dist/apis/purpose.cjs +6 -6
  91. package/dist/apis/purpose.js +1 -1
  92. package/dist/apis/query.cjs +6 -6
  93. package/dist/apis/query.js +1 -1
  94. package/dist/apis/sandbox.cjs +6 -6
  95. package/dist/apis/sandbox.js +1 -1
  96. package/dist/apis/sharing.cjs +6 -6
  97. package/dist/apis/sharing.js +1 -1
  98. package/dist/apis/snapshot.cjs +6 -6
  99. package/dist/apis/snapshot.js +1 -1
  100. package/dist/apis/submission.cjs +6 -6
  101. package/dist/apis/submission.js +1 -1
  102. package/dist/apis/target.cjs +6 -6
  103. package/dist/apis/target.js +1 -1
  104. package/dist/apis/targeting.cjs +6 -6
  105. package/dist/apis/targeting.js +1 -1
  106. package/dist/apis/template-variables.cjs +6 -6
  107. package/dist/apis/template-variables.js +1 -1
  108. package/dist/apis/user.cjs +6 -6
  109. package/dist/apis/user.js +1 -1
  110. package/dist/apis/validation-rules.cjs +6 -6
  111. package/dist/apis/validation-rules.js +1 -1
  112. package/dist/apis/webhooks.cjs +6 -6
  113. package/dist/apis/webhooks.js +1 -1
  114. package/dist/apis/workflow-definition.cjs +6 -6
  115. package/dist/apis/workflow-definition.d.cts +2 -2
  116. package/dist/apis/workflow-definition.d.ts +2 -2
  117. package/dist/apis/workflow-definition.js +1 -1
  118. package/dist/apis/workflow.cjs +6 -6
  119. package/dist/apis/workflow.js +1 -1
  120. package/dist/automation-KNJZDJD7.cjs +7 -0
  121. package/dist/automation-RKVFGJTO.js +7 -0
  122. package/dist/{automation-runtime-KLCXZKEC.cjs → automation-runtime-7LXZ343U.cjs} +2 -2
  123. package/dist/{automation-runtime-Y52HM57N.js → automation-runtime-JZKABTGP.js} +1 -1
  124. package/dist/{automation.d-B8g3nYp-.d.cts → automation.d-cTvIBxDI.d.cts} +514 -26
  125. package/dist/{automation.d-B8g3nYp-.d.ts → automation.d-cTvIBxDI.d.ts} +514 -26
  126. package/dist/{chunk-7T4BNWMN.js → chunk-2AWPRVIH.js} +3 -3
  127. package/dist/{chunk-WOUASZJW.cjs → chunk-EIT2JFPB.cjs} +1 -1
  128. package/dist/{chunk-QW3ROE6H.js → chunk-JKCBMHOZ.js} +1 -1
  129. package/dist/{chunk-ZSZ4IWLQ.cjs → chunk-NMY7ACYO.cjs} +3 -3
  130. package/dist/index.cjs +10 -10
  131. package/dist/index.d.cts +2 -2
  132. package/dist/index.d.ts +2 -2
  133. package/dist/index.js +2 -2
  134. package/dist/workflow-definition-46NTR2N5.cjs +7 -0
  135. package/dist/workflow-definition-BSY2BNM2.js +7 -0
  136. package/dist/{workflow-definition.d-CweGhhBU.d.ts → workflow-definition.d-Be0CM3Py.d.cts} +574 -10
  137. package/dist/{workflow-definition.d-CweGhhBU.d.cts → workflow-definition.d-Be0CM3Py.d.ts} +574 -10
  138. package/docs/automation.md +267 -26
  139. package/docs/workflow-definition.md +840 -138
  140. package/package.json +1 -1
  141. package/dist/automation-G2CKAQNB.cjs +0 -7
  142. package/dist/automation-UPTNUOYO.js +0 -7
  143. package/dist/workflow-definition-MSO4JDA3.js +0 -7
  144. package/dist/workflow-definition-XTWO4RMY.cjs +0 -7
@@ -68,8 +68,17 @@ const { data } = await workflowDefinitionClient.getMaxAllowedLimit(...)
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  - [`Task`](#task)
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  - [`ManualTask`](#manualtask)
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  - [`AutomationTask`](#automationtask)
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+ - [`AutomationFailurePolicy`](#automationfailurepolicy)
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  - [`AutomationConfig`](#automationconfig)
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+ - [`EmailReviewConfig`](#emailreviewconfig)
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  - [`AutomationInputContext`](#automationinputcontext)
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+ - [`FlowContextSettings`](#flowcontextsettings)
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+ - [`MainContextSetting`](#maincontextsetting)
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+ - [`FlowDisplayRule`](#flowdisplayrule)
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+ - [`FlowRuleAnchor`](#flowruleanchor)
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+ - [`MainContextAnchor`](#maincontextanchor)
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+ - [`RuleAnchor`](#ruleanchor)
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+ - [`AutomationOutputContext`](#automationoutputcontext)
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  - [`AiAgentTask`](#aiagenttask)
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  - [`AgentConfig`](#agentconfig)
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  - [`TriggerMode`](#triggermode)
@@ -80,6 +89,7 @@ const { data } = await workflowDefinitionClient.getMaxAllowedLimit(...)
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  - [`DecisionTask`](#decisiontask)
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  - [`TaskBase`](#taskbase)
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  - [`Phase`](#phase)
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+ - [`Stage`](#stage)
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  - [`VariableAssignment`](#variableassignment)
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  - [`TaskType`](#tasktype)
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  - [`Edge`](#edge)
@@ -90,6 +100,7 @@ const { data } = await workflowDefinitionClient.getMaxAllowedLimit(...)
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  - [`DueDateConfig`](#duedateconfig)
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  - [`TimeUnit`](#timeunit)
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  - [`EnableRequirement`](#enablerequirement)
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+ - [`Subtask`](#subtask)
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  - [`WorkflowDefinition`](#workflowdefinition)
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  - [`Step`](#step)
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  - [`Section`](#section)
@@ -97,6 +108,10 @@ const { data } = await workflowDefinitionClient.getMaxAllowedLimit(...)
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  - [`ItemType`](#itemtype)
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  - [`StepType`](#steptype)
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  - [`StepJourney`](#stepjourney)
111
+ - [`AiPrefillConfig`](#aiprefillconfig)
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+ - [`AiPrefillExtractionField`](#aiprefillextractionfield)
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+ - [`AiPrefillMapping`](#aiprefillmapping)
114
+ - [`JourneyContextParameter`](#journeycontextparameter)
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  - [`ECPDetails`](#ecpdetails)
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  - [`PartnerDetails`](#partnerdetails)
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117
  - [`StepDescription`](#stepdescription)
@@ -114,6 +129,9 @@ const { data } = await workflowDefinitionClient.getMaxAllowedLimit(...)
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  - [`EntitySync`](#entitysync)
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  - [`DynamicDueDate`](#dynamicduedate)
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  - [`StepRequirement`](#steprequirement)
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+ - [`JourneyContextUsagesReq`](#journeycontextusagesreq)
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+ - [`JourneyContextUsage`](#journeycontextusage)
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+ - [`JourneyContextUsagesResp`](#journeycontextusagesresp)
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  ### `getMaxAllowedLimit`
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@@ -372,6 +390,7 @@ const { data } = await client.listFlowTemplates({
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  "org_id": "string",
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  "name": "string",
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  "description": "string",
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+ "portal_titles": {},
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  "trigger": {},
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  "enabled": true,
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  "version": 2,
@@ -383,6 +402,7 @@ const { data } = await client.listFlowTemplates({
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  "available_in_ecp": true,
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  "additional_triggers": [],
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  "phases": [],
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+ "stages": [],
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  "tasks": [],
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  "edges": [],
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  "closing_reasons": [],
@@ -391,7 +411,9 @@ const { data } = await client.listFlowTemplates({
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  "singleClosingReasonSelection": true,
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  "_manifest": ["string"],
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  "linear": true,
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- "limit_warnings": []
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+ "context_settings": {},
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+ "limit_warnings": [],
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+ "keep_task_automations_in_sync": true
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  }
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  ]
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  }
@@ -417,6 +439,10 @@ const { data } = await client.createFlowTemplate(
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  org_id: 'string',
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  name: 'string',
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  description: 'string',
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+ portal_titles: {
443
+ ecp: 'string',
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+ installer: 'string'
445
+ },
420
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  trigger: {
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  type: 'automation',
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  automation_id: 'g92j2-sg9ug92hjt1gh-9s9gajgs-a979gg'
@@ -460,6 +486,18 @@ const { data } = await client.createFlowTemplate(
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  taxonomies: ['string']
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  }
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  ],
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+ stages: [
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+ {
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+ id: 'string',
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+ name: 'string',
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+ description: 'string',
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+ entry_node_id: 'string',
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+ cut_edge_ids: ['string'],
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+ color: 'string',
497
+ portal_names: { /* ... */ },
498
+ portal_descriptions: { /* ... */ }
499
+ }
500
+ ],
463
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  tasks: [
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  {
465
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  id: 'string',
@@ -469,6 +507,8 @@ const { data } = await client.createFlowTemplate(
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  due_date: '2021-04-27T12:00:00.000Z',
470
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  due_date_config: { /* ... */ },
471
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  requirements: [ /* ... */ ],
510
+ required: false,
511
+ subtasks: [ /* ... */ ],
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  assigned_to: ['string'],
473
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  ecp: { /* ... */ },
474
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  installer: { /* ... */ },
@@ -485,6 +525,8 @@ const { data } = await client.createFlowTemplate(
485
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  due_date: '2021-04-27T12:00:00.000Z',
486
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  due_date_config: { /* ... */ },
487
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  requirements: [ /* ... */ ],
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+ required: false,
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+ subtasks: [ /* ... */ ],
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  assigned_to: ['string'],
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  ecp: { /* ... */ },
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  installer: { /* ... */ },
@@ -493,6 +535,7 @@ const { data } = await client.createFlowTemplate(
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  phase_id: 'string',
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  task_type: 'MANUAL',
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  automation_config: { /* ... */ },
538
+ on_failure: 'stop',
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  trigger_mode: 'manual',
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  schedule: { /* ... */ },
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  created_automatically: false
@@ -528,6 +571,16 @@ const { data } = await client.createFlowTemplate(
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  singleClosingReasonSelection: true,
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  _manifest: ['string'],
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  linear: true,
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+ context_settings: {
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+ visibility: 'entity_views',
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+ main_context: {
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+ schema: 'string',
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+ relation_labels: ['string']
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+ },
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+ displays: [
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+ { /* ... */ }
582
+ ]
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+ },
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  limit_warnings: [
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  {
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  i18nKey: 'string',
@@ -540,7 +593,8 @@ const { data } = await client.createFlowTemplate(
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  param_name: 'string',
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  path: [ /* ... */ ]
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  }
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- ]
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+ ],
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+ keep_task_automations_in_sync: true
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  },
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  )
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  ```
@@ -554,6 +608,10 @@ const { data } = await client.createFlowTemplate(
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  "org_id": "string",
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  "name": "string",
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  "description": "string",
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+ "portal_titles": {
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+ "ecp": "string",
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+ "installer": "string"
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+ },
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  "trigger": {
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  "type": "automation",
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  "automation_id": "g92j2-sg9ug92hjt1gh-9s9gajgs-a979gg"
@@ -596,6 +654,18 @@ const { data } = await client.createFlowTemplate(
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  "taxonomies": ["string"]
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  }
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  ],
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+ "stages": [
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+ {
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+ "id": "string",
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+ "name": "string",
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+ "description": "string",
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+ "entry_node_id": "string",
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+ "cut_edge_ids": ["string"],
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+ "color": "string",
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+ "portal_names": {},
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+ "portal_descriptions": {}
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+ }
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+ ],
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  "tasks": [
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  {
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  "id": "string",
@@ -605,6 +675,8 @@ const { data } = await client.createFlowTemplate(
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  "due_date": "2021-04-27T12:00:00.000Z",
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  "due_date_config": {},
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  "requirements": [],
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+ "required": false,
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+ "subtasks": [],
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  "assigned_to": ["string"],
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  "ecp": {},
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  "installer": {},
@@ -621,6 +693,8 @@ const { data } = await client.createFlowTemplate(
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  "due_date": "2021-04-27T12:00:00.000Z",
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  "due_date_config": {},
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  "requirements": [],
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+ "required": false,
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+ "subtasks": [],
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  "assigned_to": ["string"],
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  "ecp": {},
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  "installer": {},
@@ -629,6 +703,7 @@ const { data } = await client.createFlowTemplate(
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  "phase_id": "string",
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  "task_type": "MANUAL",
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  "automation_config": {},
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+ "on_failure": "stop",
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  "trigger_mode": "manual",
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  "schedule": {},
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  "created_automatically": false
@@ -663,6 +738,16 @@ const { data } = await client.createFlowTemplate(
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  "singleClosingReasonSelection": true,
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  "_manifest": ["string"],
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  "linear": true,
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+ "context_settings": {
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+ "visibility": "entity_views",
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+ "main_context": {
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+ "schema": "string",
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+ "relation_labels": ["string"]
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+ },
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+ "displays": [
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+ {}
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+ ]
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+ },
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  "limit_warnings": [
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  {
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  "i18nKey": "string",
@@ -675,7 +760,8 @@ const { data } = await client.createFlowTemplate(
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  "param_name": "string",
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  "path": []
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  }
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- ]
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+ ],
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+ "keep_task_automations_in_sync": true
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  }
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  ```
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@@ -717,6 +803,7 @@ const { data } = await client.searchFlowTemplates(
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  "org_id": "string",
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  "name": "string",
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  "description": "string",
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+ "portal_titles": {},
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  "trigger": {},
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  "enabled": true,
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  "version": 2,
@@ -728,6 +815,7 @@ const { data } = await client.searchFlowTemplates(
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  "available_in_ecp": true,
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  "additional_triggers": [],
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  "phases": [],
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+ "stages": [],
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  "tasks": [],
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  "edges": [],
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  "closing_reasons": [],
@@ -736,7 +824,9 @@ const { data } = await client.searchFlowTemplates(
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  "singleClosingReasonSelection": true,
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  "_manifest": ["string"],
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  "linear": true,
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- "limit_warnings": []
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+ "context_settings": {},
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+ "limit_warnings": [],
829
+ "keep_task_automations_in_sync": true
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  }
741
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  ]
742
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  }
@@ -767,6 +857,10 @@ const { data } = await client.getFlowTemplate({
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  "org_id": "string",
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  "name": "string",
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  "description": "string",
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+ "portal_titles": {
861
+ "ecp": "string",
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+ "installer": "string"
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+ },
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  "trigger": {
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  "type": "automation",
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  "automation_id": "g92j2-sg9ug92hjt1gh-9s9gajgs-a979gg"
@@ -809,6 +903,18 @@ const { data } = await client.getFlowTemplate({
809
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  "taxonomies": ["string"]
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  }
811
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  ],
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+ "stages": [
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+ {
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+ "id": "string",
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+ "name": "string",
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+ "description": "string",
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+ "entry_node_id": "string",
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+ "cut_edge_ids": ["string"],
913
+ "color": "string",
914
+ "portal_names": {},
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+ "portal_descriptions": {}
916
+ }
917
+ ],
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  "tasks": [
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  {
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  "id": "string",
@@ -818,6 +924,8 @@ const { data } = await client.getFlowTemplate({
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  "due_date": "2021-04-27T12:00:00.000Z",
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  "due_date_config": {},
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  "requirements": [],
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+ "required": false,
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+ "subtasks": [],
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  "assigned_to": ["string"],
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  "ecp": {},
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  "installer": {},
@@ -834,6 +942,8 @@ const { data } = await client.getFlowTemplate({
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942
  "due_date": "2021-04-27T12:00:00.000Z",
835
943
  "due_date_config": {},
836
944
  "requirements": [],
945
+ "required": false,
946
+ "subtasks": [],
837
947
  "assigned_to": ["string"],
838
948
  "ecp": {},
839
949
  "installer": {},
@@ -842,6 +952,7 @@ const { data } = await client.getFlowTemplate({
842
952
  "phase_id": "string",
843
953
  "task_type": "MANUAL",
844
954
  "automation_config": {},
955
+ "on_failure": "stop",
845
956
  "trigger_mode": "manual",
846
957
  "schedule": {},
847
958
  "created_automatically": false
@@ -876,6 +987,16 @@ const { data } = await client.getFlowTemplate({
876
987
  "singleClosingReasonSelection": true,
877
988
  "_manifest": ["string"],
878
989
  "linear": true,
990
+ "context_settings": {
991
+ "visibility": "entity_views",
992
+ "main_context": {
993
+ "schema": "string",
994
+ "relation_labels": ["string"]
995
+ },
996
+ "displays": [
997
+ {}
998
+ ]
999
+ },
879
1000
  "limit_warnings": [
880
1001
  {
881
1002
  "i18nKey": "string",
@@ -888,7 +1009,8 @@ const { data } = await client.getFlowTemplate({
888
1009
  "param_name": "string",
889
1010
  "path": []
890
1011
  }
891
- ]
1012
+ ],
1013
+ "keep_task_automations_in_sync": true
892
1014
  }
893
1015
  ```
894
1016
 
@@ -913,6 +1035,10 @@ const { data } = await client.updateFlowTemplate(
913
1035
  org_id: 'string',
914
1036
  name: 'string',
915
1037
  description: 'string',
1038
+ portal_titles: {
1039
+ ecp: 'string',
1040
+ installer: 'string'
1041
+ },
916
1042
  trigger: {
917
1043
  type: 'automation',
918
1044
  automation_id: 'g92j2-sg9ug92hjt1gh-9s9gajgs-a979gg'
@@ -956,6 +1082,18 @@ const { data } = await client.updateFlowTemplate(
956
1082
  taxonomies: ['string']
957
1083
  }
958
1084
  ],
1085
+ stages: [
1086
+ {
1087
+ id: 'string',
1088
+ name: 'string',
1089
+ description: 'string',
1090
+ entry_node_id: 'string',
1091
+ cut_edge_ids: ['string'],
1092
+ color: 'string',
1093
+ portal_names: { /* ... */ },
1094
+ portal_descriptions: { /* ... */ }
1095
+ }
1096
+ ],
959
1097
  tasks: [
960
1098
  {
961
1099
  id: 'string',
@@ -965,6 +1103,8 @@ const { data } = await client.updateFlowTemplate(
965
1103
  due_date: '2021-04-27T12:00:00.000Z',
966
1104
  due_date_config: { /* ... */ },
967
1105
  requirements: [ /* ... */ ],
1106
+ required: false,
1107
+ subtasks: [ /* ... */ ],
968
1108
  assigned_to: ['string'],
969
1109
  ecp: { /* ... */ },
970
1110
  installer: { /* ... */ },
@@ -981,6 +1121,8 @@ const { data } = await client.updateFlowTemplate(
981
1121
  due_date: '2021-04-27T12:00:00.000Z',
982
1122
  due_date_config: { /* ... */ },
983
1123
  requirements: [ /* ... */ ],
1124
+ required: false,
1125
+ subtasks: [ /* ... */ ],
984
1126
  assigned_to: ['string'],
985
1127
  ecp: { /* ... */ },
986
1128
  installer: { /* ... */ },
@@ -989,6 +1131,7 @@ const { data } = await client.updateFlowTemplate(
989
1131
  phase_id: 'string',
990
1132
  task_type: 'MANUAL',
991
1133
  automation_config: { /* ... */ },
1134
+ on_failure: 'stop',
992
1135
  trigger_mode: 'manual',
993
1136
  schedule: { /* ... */ },
994
1137
  created_automatically: false
@@ -1024,6 +1167,16 @@ const { data } = await client.updateFlowTemplate(
1024
1167
  singleClosingReasonSelection: true,
1025
1168
  _manifest: ['string'],
1026
1169
  linear: true,
1170
+ context_settings: {
1171
+ visibility: 'entity_views',
1172
+ main_context: {
1173
+ schema: 'string',
1174
+ relation_labels: ['string']
1175
+ },
1176
+ displays: [
1177
+ { /* ... */ }
1178
+ ]
1179
+ },
1027
1180
  limit_warnings: [
1028
1181
  {
1029
1182
  i18nKey: 'string',
@@ -1036,7 +1189,8 @@ const { data } = await client.updateFlowTemplate(
1036
1189
  param_name: 'string',
1037
1190
  path: [ /* ... */ ]
1038
1191
  }
1039
- ]
1192
+ ],
1193
+ keep_task_automations_in_sync: true
1040
1194
  },
1041
1195
  )
1042
1196
  ```
@@ -1050,6 +1204,10 @@ const { data } = await client.updateFlowTemplate(
1050
1204
  "org_id": "string",
1051
1205
  "name": "string",
1052
1206
  "description": "string",
1207
+ "portal_titles": {
1208
+ "ecp": "string",
1209
+ "installer": "string"
1210
+ },
1053
1211
  "trigger": {
1054
1212
  "type": "automation",
1055
1213
  "automation_id": "g92j2-sg9ug92hjt1gh-9s9gajgs-a979gg"
@@ -1092,6 +1250,18 @@ const { data } = await client.updateFlowTemplate(
1092
1250
  "taxonomies": ["string"]
1093
1251
  }
1094
1252
  ],
1253
+ "stages": [
1254
+ {
1255
+ "id": "string",
1256
+ "name": "string",
1257
+ "description": "string",
1258
+ "entry_node_id": "string",
1259
+ "cut_edge_ids": ["string"],
1260
+ "color": "string",
1261
+ "portal_names": {},
1262
+ "portal_descriptions": {}
1263
+ }
1264
+ ],
1095
1265
  "tasks": [
1096
1266
  {
1097
1267
  "id": "string",
@@ -1101,6 +1271,8 @@ const { data } = await client.updateFlowTemplate(
1101
1271
  "due_date": "2021-04-27T12:00:00.000Z",
1102
1272
  "due_date_config": {},
1103
1273
  "requirements": [],
1274
+ "required": false,
1275
+ "subtasks": [],
1104
1276
  "assigned_to": ["string"],
1105
1277
  "ecp": {},
1106
1278
  "installer": {},
@@ -1117,6 +1289,8 @@ const { data } = await client.updateFlowTemplate(
1117
1289
  "due_date": "2021-04-27T12:00:00.000Z",
1118
1290
  "due_date_config": {},
1119
1291
  "requirements": [],
1292
+ "required": false,
1293
+ "subtasks": [],
1120
1294
  "assigned_to": ["string"],
1121
1295
  "ecp": {},
1122
1296
  "installer": {},
@@ -1125,6 +1299,7 @@ const { data } = await client.updateFlowTemplate(
1125
1299
  "phase_id": "string",
1126
1300
  "task_type": "MANUAL",
1127
1301
  "automation_config": {},
1302
+ "on_failure": "stop",
1128
1303
  "trigger_mode": "manual",
1129
1304
  "schedule": {},
1130
1305
  "created_automatically": false
@@ -1159,6 +1334,16 @@ const { data } = await client.updateFlowTemplate(
1159
1334
  "singleClosingReasonSelection": true,
1160
1335
  "_manifest": ["string"],
1161
1336
  "linear": true,
1337
+ "context_settings": {
1338
+ "visibility": "entity_views",
1339
+ "main_context": {
1340
+ "schema": "string",
1341
+ "relation_labels": ["string"]
1342
+ },
1343
+ "displays": [
1344
+ {}
1345
+ ]
1346
+ },
1162
1347
  "limit_warnings": [
1163
1348
  {
1164
1349
  "i18nKey": "string",
@@ -1171,7 +1356,8 @@ const { data } = await client.updateFlowTemplate(
1171
1356
  "param_name": "string",
1172
1357
  "path": []
1173
1358
  }
1174
- ]
1359
+ ],
1360
+ "keep_task_automations_in_sync": true
1175
1361
  }
1176
1362
  ```
1177
1363
 
@@ -1216,6 +1402,10 @@ const { data } = await client.duplicateFlowTemplate({
1216
1402
  "org_id": "string",
1217
1403
  "name": "string",
1218
1404
  "description": "string",
1405
+ "portal_titles": {
1406
+ "ecp": "string",
1407
+ "installer": "string"
1408
+ },
1219
1409
  "trigger": {
1220
1410
  "type": "automation",
1221
1411
  "automation_id": "g92j2-sg9ug92hjt1gh-9s9gajgs-a979gg"
@@ -1258,6 +1448,18 @@ const { data } = await client.duplicateFlowTemplate({
1258
1448
  "taxonomies": ["string"]
1259
1449
  }
1260
1450
  ],
1451
+ "stages": [
1452
+ {
1453
+ "id": "string",
1454
+ "name": "string",
1455
+ "description": "string",
1456
+ "entry_node_id": "string",
1457
+ "cut_edge_ids": ["string"],
1458
+ "color": "string",
1459
+ "portal_names": {},
1460
+ "portal_descriptions": {}
1461
+ }
1462
+ ],
1261
1463
  "tasks": [
1262
1464
  {
1263
1465
  "id": "string",
@@ -1267,6 +1469,8 @@ const { data } = await client.duplicateFlowTemplate({
1267
1469
  "due_date": "2021-04-27T12:00:00.000Z",
1268
1470
  "due_date_config": {},
1269
1471
  "requirements": [],
1472
+ "required": false,
1473
+ "subtasks": [],
1270
1474
  "assigned_to": ["string"],
1271
1475
  "ecp": {},
1272
1476
  "installer": {},
@@ -1283,6 +1487,8 @@ const { data } = await client.duplicateFlowTemplate({
1283
1487
  "due_date": "2021-04-27T12:00:00.000Z",
1284
1488
  "due_date_config": {},
1285
1489
  "requirements": [],
1490
+ "required": false,
1491
+ "subtasks": [],
1286
1492
  "assigned_to": ["string"],
1287
1493
  "ecp": {},
1288
1494
  "installer": {},
@@ -1291,6 +1497,7 @@ const { data } = await client.duplicateFlowTemplate({
1291
1497
  "phase_id": "string",
1292
1498
  "task_type": "MANUAL",
1293
1499
  "automation_config": {},
1500
+ "on_failure": "stop",
1294
1501
  "trigger_mode": "manual",
1295
1502
  "schedule": {},
1296
1503
  "created_automatically": false
@@ -1325,6 +1532,16 @@ const { data } = await client.duplicateFlowTemplate({
1325
1532
  "singleClosingReasonSelection": true,
1326
1533
  "_manifest": ["string"],
1327
1534
  "linear": true,
1535
+ "context_settings": {
1536
+ "visibility": "entity_views",
1537
+ "main_context": {
1538
+ "schema": "string",
1539
+ "relation_labels": ["string"]
1540
+ },
1541
+ "displays": [
1542
+ {}
1543
+ ]
1544
+ },
1328
1545
  "limit_warnings": [
1329
1546
  {
1330
1547
  "i18nKey": "string",
@@ -1337,7 +1554,8 @@ const { data } = await client.duplicateFlowTemplate({
1337
1554
  "param_name": "string",
1338
1555
  "path": []
1339
1556
  }
1340
- ]
1557
+ ],
1558
+ "keep_task_automations_in_sync": true
1341
1559
  }
1342
1560
  ```
1343
1561
 
@@ -1836,6 +2054,10 @@ type FlowTemplateBase = {
1836
2054
  org_id?: string
1837
2055
  name: string
1838
2056
  description?: string
2057
+ portal_titles?: {
2058
+ ecp?: string
2059
+ installer?: string
2060
+ }
1839
2061
  trigger?: {
1840
2062
  id?: string
1841
2063
  type: "manual"
@@ -1918,19 +2140,15 @@ type FlowTemplateBase = {
1918
2140
  }>
1919
2141
  taxonomies?: string[]
1920
2142
  }>
1921
- tasks: Array<{
2143
+ stages?: Array<{
1922
2144
  id: string
1923
2145
  name: string
1924
- description?: {
1925
- enabled?: { ... }
1926
- value?: { ... }
1927
- }
1928
- journey?: {
1929
- id?: { ... }
1930
- journeyId?: { ... }
1931
- name?: { ... }
1932
- complete_task_automatically?: { ... }
1933
- }
2146
+ description?: string
2147
+ entry_node_id?: string
2148
+ cut_edge_ids?: string[]
2149
+ color?: string
2150
+ portal_names?: {
2151
+ ecp?: { ... }
1934
2152
  // ...
1935
2153
  }
1936
2154
  ```
@@ -1961,6 +2179,10 @@ type FlowTemplate = {
1961
2179
  org_id?: string
1962
2180
  name: string
1963
2181
  description?: string
2182
+ portal_titles?: {
2183
+ ecp?: string
2184
+ installer?: string
2185
+ }
1964
2186
  trigger?: {
1965
2187
  id?: string
1966
2188
  type: "manual"
@@ -2043,19 +2265,15 @@ type FlowTemplate = {
2043
2265
  }>
2044
2266
  taxonomies?: string[]
2045
2267
  }>
2046
- tasks: Array<{
2268
+ stages?: Array<{
2047
2269
  id: string
2048
2270
  name: string
2049
- description?: {
2050
- enabled?: { ... }
2051
- value?: { ... }
2052
- }
2053
- journey?: {
2054
- id?: { ... }
2055
- journeyId?: { ... }
2056
- name?: { ... }
2057
- complete_task_automatically?: { ... }
2058
- }
2271
+ description?: string
2272
+ entry_node_id?: string
2273
+ cut_edge_ids?: string[]
2274
+ color?: string
2275
+ portal_names?: {
2276
+ ecp?: { ... }
2059
2277
  // ...
2060
2278
  }
2061
2279
  ```
@@ -2156,6 +2374,10 @@ type CreateFlowTemplate = {
2156
2374
  org_id?: string
2157
2375
  name: string
2158
2376
  description?: string
2377
+ portal_titles?: {
2378
+ ecp?: string
2379
+ installer?: string
2380
+ }
2159
2381
  trigger?: {
2160
2382
  id?: string
2161
2383
  type: "manual"
@@ -2238,19 +2460,15 @@ type CreateFlowTemplate = {
2238
2460
  }>
2239
2461
  taxonomies?: string[]
2240
2462
  }>
2241
- tasks: Array<{
2463
+ stages?: Array<{
2242
2464
  id: string
2243
2465
  name: string
2244
- description?: {
2245
- enabled?: { ... }
2246
- value?: { ... }
2247
- }
2248
- journey?: {
2249
- id?: { ... }
2250
- journeyId?: { ... }
2251
- name?: { ... }
2252
- complete_task_automatically?: { ... }
2253
- }
2466
+ description?: string
2467
+ entry_node_id?: string
2468
+ cut_edge_ids?: string[]
2469
+ color?: string
2470
+ portal_names?: {
2471
+ ecp?: { ... }
2254
2472
  // ...
2255
2473
  }
2256
2474
  ```
@@ -2265,7 +2483,7 @@ type SearchFlowTemplates = {
2265
2483
  enabled?: boolean
2266
2484
  from?: number
2267
2485
  size?: number
2268
- sort_by?: "created_at" | "updated_at"
2486
+ sort_by?: "created_at" | "updated_at" | "name" | "enabled" | "id"
2269
2487
  sort_order?: "asc" | "desc"
2270
2488
  }
2271
2489
  ```
@@ -2279,6 +2497,10 @@ type FlowTemplatesList = {
2279
2497
  org_id?: string
2280
2498
  name: string
2281
2499
  description?: string
2500
+ portal_titles?: {
2501
+ ecp?: { ... }
2502
+ installer?: { ... }
2503
+ }
2282
2504
  trigger?: {
2283
2505
  id?: { ... }
2284
2506
  type: { ... }
@@ -2346,22 +2568,17 @@ type FlowTemplatesList = {
2346
2568
  assigned_to?: { ... }
2347
2569
  taxonomies?: { ... }
2348
2570
  }>
2349
- tasks: Array<{
2571
+ stages?: Array<{
2350
2572
  id: { ... }
2351
2573
  name: { ... }
2352
2574
  description?: { ... }
2353
- journey?: { ... }
2354
- due_date?: { ... }
2355
- due_date_config?: { ... }
2356
- requirements?: { ... }
2357
- assigned_to?: { ... }
2358
- ecp?: { ... }
2359
- installer?: { ... }
2360
- partner?: { ... }
2361
- taxonomies?: { ... }
2362
- phase_id?: { ... }
2363
- task_type: { ... }
2364
- } | {
2575
+ entry_node_id?: { ... }
2576
+ cut_edge_ids?: { ... }
2577
+ color?: { ... }
2578
+ portal_names?: { ... }
2579
+ portal_descriptions?: { ... }
2580
+ }>
2581
+ tasks: Array<{
2365
2582
  id: { ... }
2366
2583
  name: { ... }
2367
2584
  description?: { ... }
@@ -2369,10 +2586,11 @@ type FlowTemplatesList = {
2369
2586
  due_date?: { ... }
2370
2587
  due_date_config?: { ... }
2371
2588
  requirements?: { ... }
2589
+ required?: { ... }
2590
+ subtasks?: { ... }
2372
2591
  assigned_to?: { ... }
2373
2592
  ecp?: { ... }
2374
2593
  installer?: { ... }
2375
- partner?: { ... }
2376
2594
  // ...
2377
2595
  }
2378
2596
  ```
@@ -2399,7 +2617,21 @@ type Task = {
2399
2617
  id?: string
2400
2618
  journeyId?: string
2401
2619
  name?: string
2620
+ portal_button_label?: string
2402
2621
  complete_task_automatically?: boolean
2622
+ journey_submission_required?: boolean
2623
+ context_parameters?: Array<{
2624
+ key: { ... }
2625
+ value: { ... }
2626
+ }>
2627
+ ai_prefill?: {
2628
+ enabled?: { ... }
2629
+ source?: { ... }
2630
+ extraction_fields?: { ... }
2631
+ mappings?: { ... }
2632
+ min_confidence?: { ... }
2633
+ instructions?: { ... }
2634
+ }
2403
2635
  }
2404
2636
  due_date?: string
2405
2637
  due_date_config?: {
@@ -2414,6 +2646,13 @@ type Task = {
2414
2646
  phase_id?: string
2415
2647
  when: "TASK_FINISHED" | "PHASE_FINISHED"
2416
2648
  }>
2649
+ required?: boolean
2650
+ subtasks?: Array<{
2651
+ id: string
2652
+ name?: string
2653
+ party: "description" | "ecp" | "installer" | "partner"
2654
+ required?: boolean
2655
+ }>
2417
2656
  assigned_to?: Array<string | {
2418
2657
  variable: string
2419
2658
  value?: string[]
@@ -2426,7 +2665,11 @@ type Task = {
2426
2665
  id?: { ... }
2427
2666
  journeyId?: { ... }
2428
2667
  name?: { ... }
2668
+ portal_button_label?: { ... }
2429
2669
  complete_task_automatically?: { ... }
2670
+ journey_submission_required?: { ... }
2671
+ context_parameters?: { ... }
2672
+ ai_prefill?: { ... }
2430
2673
  }
2431
2674
  }
2432
2675
  installer?: {
@@ -2437,7 +2680,11 @@ type Task = {
2437
2680
  id?: { ... }
2438
2681
  journeyId?: { ... }
2439
2682
  name?: { ... }
2683
+ portal_button_label?: { ... }
2440
2684
  complete_task_automatically?: { ... }
2685
+ journey_submission_required?: { ... }
2686
+ context_parameters?: { ... }
2687
+ ai_prefill?: { ... }
2441
2688
  }
2442
2689
  }
2443
2690
  partner?: {
@@ -2459,35 +2706,6 @@ type Task = {
2459
2706
  id?: string
2460
2707
  journeyId?: string
2461
2708
  name?: string
2462
- complete_task_automatically?: boolean
2463
- }
2464
- due_date?: string
2465
- due_date_config?: {
2466
- duration: number
2467
- unit: "minutes" | "hours" | "days" | "weeks" | "months" | "years"
2468
- type: "WORKFLOW_STARTED" | "TASK_FINISHED" | "PHASE_FINISHED" | "A_PRECEDING_TASK_COMPLETED" | "ALL_PRECEDING_TASKS_COMPLETED"
2469
- task_id?: string
2470
- phase_id?: string
2471
- }
2472
- requirements?: Array<{
2473
- task_id?: string
2474
- phase_id?: string
2475
- when: "TASK_FINISHED" | "PHASE_FINISHED"
2476
- }>
2477
- assigned_to?: Array<string | {
2478
- variable: string
2479
- value?: string[]
2480
- }>
2481
- ecp?: {
2482
- enabled?: boolean
2483
- label?: string
2484
- description?: string
2485
- journey?: {
2486
- id?: { ... }
2487
- journeyId?: { ... }
2488
- name?: { ... }
2489
- complete_task_automatically?: { ... }
2490
- }
2491
2709
  // ...
2492
2710
  }
2493
2711
  ```
@@ -2506,7 +2724,21 @@ type ManualTask = {
2506
2724
  id?: string
2507
2725
  journeyId?: string
2508
2726
  name?: string
2727
+ portal_button_label?: string
2509
2728
  complete_task_automatically?: boolean
2729
+ journey_submission_required?: boolean
2730
+ context_parameters?: Array<{
2731
+ key: { ... }
2732
+ value: { ... }
2733
+ }>
2734
+ ai_prefill?: {
2735
+ enabled?: { ... }
2736
+ source?: { ... }
2737
+ extraction_fields?: { ... }
2738
+ mappings?: { ... }
2739
+ min_confidence?: { ... }
2740
+ instructions?: { ... }
2741
+ }
2510
2742
  }
2511
2743
  due_date?: string
2512
2744
  due_date_config?: {
@@ -2521,6 +2753,13 @@ type ManualTask = {
2521
2753
  phase_id?: string
2522
2754
  when: "TASK_FINISHED" | "PHASE_FINISHED"
2523
2755
  }>
2756
+ required?: boolean
2757
+ subtasks?: Array<{
2758
+ id: string
2759
+ name?: string
2760
+ party: "description" | "ecp" | "installer" | "partner"
2761
+ required?: boolean
2762
+ }>
2524
2763
  assigned_to?: Array<string | {
2525
2764
  variable: string
2526
2765
  value?: string[]
@@ -2533,7 +2772,11 @@ type ManualTask = {
2533
2772
  id?: { ... }
2534
2773
  journeyId?: { ... }
2535
2774
  name?: { ... }
2775
+ portal_button_label?: { ... }
2536
2776
  complete_task_automatically?: { ... }
2777
+ journey_submission_required?: { ... }
2778
+ context_parameters?: { ... }
2779
+ ai_prefill?: { ... }
2537
2780
  }
2538
2781
  }
2539
2782
  installer?: {
@@ -2544,7 +2787,11 @@ type ManualTask = {
2544
2787
  id?: { ... }
2545
2788
  journeyId?: { ... }
2546
2789
  name?: { ... }
2790
+ portal_button_label?: { ... }
2547
2791
  complete_task_automatically?: { ... }
2792
+ journey_submission_required?: { ... }
2793
+ context_parameters?: { ... }
2794
+ ai_prefill?: { ... }
2548
2795
  }
2549
2796
  }
2550
2797
  partner?: {
@@ -2572,7 +2819,21 @@ type AutomationTask = {
2572
2819
  id?: string
2573
2820
  journeyId?: string
2574
2821
  name?: string
2822
+ portal_button_label?: string
2575
2823
  complete_task_automatically?: boolean
2824
+ journey_submission_required?: boolean
2825
+ context_parameters?: Array<{
2826
+ key: { ... }
2827
+ value: { ... }
2828
+ }>
2829
+ ai_prefill?: {
2830
+ enabled?: { ... }
2831
+ source?: { ... }
2832
+ extraction_fields?: { ... }
2833
+ mappings?: { ... }
2834
+ min_confidence?: { ... }
2835
+ instructions?: { ... }
2836
+ }
2576
2837
  }
2577
2838
  due_date?: string
2578
2839
  due_date_config?: {
@@ -2587,6 +2848,13 @@ type AutomationTask = {
2587
2848
  phase_id?: string
2588
2849
  when: "TASK_FINISHED" | "PHASE_FINISHED"
2589
2850
  }>
2851
+ required?: boolean
2852
+ subtasks?: Array<{
2853
+ id: string
2854
+ name?: string
2855
+ party: "description" | "ecp" | "installer" | "partner"
2856
+ required?: boolean
2857
+ }>
2590
2858
  assigned_to?: Array<string | {
2591
2859
  variable: string
2592
2860
  value?: string[]
@@ -2599,7 +2867,11 @@ type AutomationTask = {
2599
2867
  id?: { ... }
2600
2868
  journeyId?: { ... }
2601
2869
  name?: { ... }
2870
+ portal_button_label?: { ... }
2602
2871
  complete_task_automatically?: { ... }
2872
+ journey_submission_required?: { ... }
2873
+ context_parameters?: { ... }
2874
+ ai_prefill?: { ... }
2603
2875
  }
2604
2876
  }
2605
2877
  installer?: {
@@ -2610,7 +2882,11 @@ type AutomationTask = {
2610
2882
  id?: { ... }
2611
2883
  journeyId?: { ... }
2612
2884
  name?: { ... }
2885
+ portal_button_label?: { ... }
2613
2886
  complete_task_automatically?: { ... }
2887
+ journey_submission_required?: { ... }
2888
+ context_parameters?: { ... }
2889
+ ai_prefill?: { ... }
2614
2890
  }
2615
2891
  }
2616
2892
  partner?: {
@@ -2631,31 +2907,19 @@ type AutomationTask = {
2631
2907
  input_context?: {
2632
2908
  source: { ... }
2633
2909
  task_id?: { ... }
2634
- }
2635
- }
2636
- trigger_mode?: "manual" | "automatic"
2637
- schedule?: {
2638
- mode?: "immediate"
2639
- } | {
2640
- mode: "delayed"
2641
- duration: number
2642
- unit: "minutes" | "hours" | "days" | "weeks" | "months" | "years"
2643
- } | {
2644
- mode: "relative"
2645
- direction: "before" | "after"
2646
- duration: number
2647
- unit: "minutes" | "hours" | "days" | "weeks" | "months" | "years"
2648
- reference: {
2649
- id: { ... }
2650
- origin: { ... }
2651
- schema?: { ... }
2652
- attribute?: { ... }
2653
- }
2654
- }
2655
- created_automatically?: boolean
2910
+ trigger_id?: { ... }
2911
+ // ...
2656
2912
  }
2657
2913
  ```
2658
2914
 
2915
+ ### `AutomationFailurePolicy`
2916
+
2917
+ What the flow does when this automation ends in a failed state. `stop` waits on the failed task until it is retried or skipped. `continue` proceeds to the next task. An absent value means `stop`.
2918
+
2919
+ ```ts
2920
+ type AutomationFailurePolicy = "stop" | "continue"
2921
+ ```
2922
+
2659
2923
  ### `AutomationConfig`
2660
2924
 
2661
2925
  Configuration for automation execution to run
@@ -2671,19 +2935,153 @@ type AutomationConfig = {
2671
2935
  input_context?: {
2672
2936
  source: "trigger" | "task"
2673
2937
  task_id?: string
2938
+ trigger_id?: string
2939
+ }
2940
+ output_context?: {
2941
+ set_as_primary?: boolean
2942
+ attach_to_contexts?: boolean
2674
2943
  }
2944
+ eligible_closing_reason_ids?: string[]
2945
+ email_review?: {
2946
+ enabled?: boolean
2947
+ allow_document_selection?: boolean
2948
+ allow_subject_and_body_edit?: boolean
2949
+ }
2950
+ allow_execution_note?: boolean
2951
+ }
2952
+ ```
2953
+
2954
+ ### `EmailReviewConfig`
2955
+
2956
+ Whether the person running a semi-automated send-email step may adjust the email before it goes out, and what they may adjust. Meaningful only on a task a person triggers — the engine's own dispatch has nobody to review — so the template healer clears it from an `automatic` task. With `enabled` fals
2957
+
2958
+ ```ts
2959
+ type EmailReviewConfig = {
2960
+ enabled?: boolean
2961
+ allow_document_selection?: boolean
2962
+ allow_subject_and_body_edit?: boolean
2675
2963
  }
2676
2964
  ```
2677
2965
 
2678
2966
  ### `AutomationInputContext`
2679
2967
 
2680
- Optional. Source of the entity fed into this automation task. If omitted, the workflow's primary entity is used.
2968
+ Optional. Source of the entity fed into this automation task. If omitted, the entity of the trigger that started the run is used.
2681
2969
 
2682
2970
 
2683
2971
  ```ts
2684
2972
  type AutomationInputContext = {
2685
2973
  source: "trigger" | "task"
2686
2974
  task_id?: string
2975
+ trigger_id?: string
2976
+ }
2977
+ ```
2978
+
2979
+ ### `FlowContextSettings`
2980
+
2981
+ Where a flow runs, and where people see it.
2982
+ A run is ALWAYS visible on the entities it runs on — the entity its trigger supplied and every context it picks up. That is not configurable: it is what running there means, and hiding a run from its own entity is what `visibility: background` is for.
2983
+ `dis
2984
+
2985
+ ```ts
2986
+ type FlowContextSettings = {
2987
+ visibility?: "entity_views" | "background"
2988
+ main_context?: {
2989
+ schema: string
2990
+ relation_labels?: string[]
2991
+ }
2992
+ displays?: Array<{
2993
+ id: string
2994
+ entity_schema: string
2995
+ from?: {
2996
+ role: { ... }
2997
+ } | {
2998
+ role: { ... }
2999
+ rule_id: { ... }
3000
+ }
3001
+ relation_labels?: string[]
3002
+ attach_to_contexts?: boolean
3003
+ }>
3004
+ }
3005
+ ```
3006
+
3007
+ ### `MainContextSetting`
3008
+
3009
+ Which of a flow's contexts owns the run: the entity conditions, automations and entity sync resolve against by default.
3010
+ ABSENT means the historical behaviour — the primary trigger's entity. That default exists because it describes every flow built so far, not because the primary trigger is special:
3011
+
3012
+ ```ts
3013
+ type MainContextSetting = {
3014
+ schema: string
3015
+ relation_labels?: string[]
3016
+ }
3017
+ ```
3018
+
3019
+ ### `FlowDisplayRule`
3020
+
3021
+ One additional entity kind the flow should be visible on, found by relation from the main context or from an earlier entry.
3022
+ An entity reached this way has no context of its own: it shows the main context's run, and acting on it acts on the main context. Nothing is copied and no second run starts.
3023
+ Th
3024
+
3025
+ ```ts
3026
+ type FlowDisplayRule = {
3027
+ id: string
3028
+ entity_schema: string
3029
+ from?: {
3030
+ role: "main_context"
3031
+ } | {
3032
+ role: "rule"
3033
+ rule_id: string
3034
+ }
3035
+ relation_labels?: string[]
3036
+ attach_to_contexts?: boolean
3037
+ }
3038
+ ```
3039
+
3040
+ ### `FlowRuleAnchor`
3041
+
3042
+ Where an entry starts looking. Absent means `main_context`.
3043
+ A ROLE, not a schema: an entry anchored on `main_context` follows the primary when a task promotes another entity, where naming a schema would freeze it on the old one.
3044
+
3045
+
3046
+ ```ts
3047
+ type FlowRuleAnchor = {
3048
+ role: "main_context"
3049
+ } | {
3050
+ role: "rule"
3051
+ rule_id: string
3052
+ }
3053
+ ```
3054
+
3055
+ ### `MainContextAnchor`
3056
+
3057
+ The run's primary context, whatever it currently is.
3058
+
3059
+ ```ts
3060
+ type MainContextAnchor = {
3061
+ role: "main_context"
3062
+ }
3063
+ ```
3064
+
3065
+ ### `RuleAnchor`
3066
+
3067
+ An earlier entry in `displays`, by its id: this entry searches from whatever that one matched. Chaining ticket -> contact -> account this way keeps both hops DISPLAY-only; making the contact a real context first is a separate decision (`attach_to_contexts`), not a prerequisite for reaching the accou
3068
+
3069
+ ```ts
3070
+ type RuleAnchor = {
3071
+ role: "rule"
3072
+ rule_id: string
3073
+ }
3074
+ ```
3075
+
3076
+ ### `AutomationOutputContext`
3077
+
3078
+ Optional. What happens to the entity produced by this automation task (the last successful entity-producing action of its automation).
3079
+
3080
+
3081
+ ```ts
3082
+ type AutomationOutputContext = {
3083
+ set_as_primary?: boolean
3084
+ attach_to_contexts?: boolean
2687
3085
  }
2688
3086
  ```
2689
3087
 
@@ -2701,7 +3099,21 @@ type AiAgentTask = {
2701
3099
  id?: string
2702
3100
  journeyId?: string
2703
3101
  name?: string
3102
+ portal_button_label?: string
2704
3103
  complete_task_automatically?: boolean
3104
+ journey_submission_required?: boolean
3105
+ context_parameters?: Array<{
3106
+ key: { ... }
3107
+ value: { ... }
3108
+ }>
3109
+ ai_prefill?: {
3110
+ enabled?: { ... }
3111
+ source?: { ... }
3112
+ extraction_fields?: { ... }
3113
+ mappings?: { ... }
3114
+ min_confidence?: { ... }
3115
+ instructions?: { ... }
3116
+ }
2705
3117
  }
2706
3118
  due_date?: string
2707
3119
  due_date_config?: {
@@ -2716,6 +3128,13 @@ type AiAgentTask = {
2716
3128
  phase_id?: string
2717
3129
  when: "TASK_FINISHED" | "PHASE_FINISHED"
2718
3130
  }>
3131
+ required?: boolean
3132
+ subtasks?: Array<{
3133
+ id: string
3134
+ name?: string
3135
+ party: "description" | "ecp" | "installer" | "partner"
3136
+ required?: boolean
3137
+ }>
2719
3138
  assigned_to?: Array<string | {
2720
3139
  variable: string
2721
3140
  value?: string[]
@@ -2728,7 +3147,11 @@ type AiAgentTask = {
2728
3147
  id?: { ... }
2729
3148
  journeyId?: { ... }
2730
3149
  name?: { ... }
3150
+ portal_button_label?: { ... }
2731
3151
  complete_task_automatically?: { ... }
3152
+ journey_submission_required?: { ... }
3153
+ context_parameters?: { ... }
3154
+ ai_prefill?: { ... }
2732
3155
  }
2733
3156
  }
2734
3157
  installer?: {
@@ -2739,7 +3162,11 @@ type AiAgentTask = {
2739
3162
  id?: { ... }
2740
3163
  journeyId?: { ... }
2741
3164
  name?: { ... }
3165
+ portal_button_label?: { ... }
2742
3166
  complete_task_automatically?: { ... }
3167
+ journey_submission_required?: { ... }
3168
+ context_parameters?: { ... }
3169
+ ai_prefill?: { ... }
2743
3170
  }
2744
3171
  }
2745
3172
  partner?: {
@@ -2753,6 +3180,7 @@ type AiAgentTask = {
2753
3180
  agent_config?: {
2754
3181
  agent_id: string
2755
3182
  }
3183
+ trigger_mode?: "manual" | "automatic"
2756
3184
  }
2757
3185
  ```
2758
3186
 
@@ -2844,7 +3272,21 @@ type DecisionTask = {
2844
3272
  id?: string
2845
3273
  journeyId?: string
2846
3274
  name?: string
3275
+ portal_button_label?: string
2847
3276
  complete_task_automatically?: boolean
3277
+ journey_submission_required?: boolean
3278
+ context_parameters?: Array<{
3279
+ key: { ... }
3280
+ value: { ... }
3281
+ }>
3282
+ ai_prefill?: {
3283
+ enabled?: { ... }
3284
+ source?: { ... }
3285
+ extraction_fields?: { ... }
3286
+ mappings?: { ... }
3287
+ min_confidence?: { ... }
3288
+ instructions?: { ... }
3289
+ }
2848
3290
  }
2849
3291
  due_date?: string
2850
3292
  due_date_config?: {
@@ -2859,6 +3301,13 @@ type DecisionTask = {
2859
3301
  phase_id?: string
2860
3302
  when: "TASK_FINISHED" | "PHASE_FINISHED"
2861
3303
  }>
3304
+ required?: boolean
3305
+ subtasks?: Array<{
3306
+ id: string
3307
+ name?: string
3308
+ party: "description" | "ecp" | "installer" | "partner"
3309
+ required?: boolean
3310
+ }>
2862
3311
  assigned_to?: Array<string | {
2863
3312
  variable: string
2864
3313
  value?: string[]
@@ -2871,7 +3320,11 @@ type DecisionTask = {
2871
3320
  id?: { ... }
2872
3321
  journeyId?: { ... }
2873
3322
  name?: { ... }
3323
+ portal_button_label?: { ... }
2874
3324
  complete_task_automatically?: { ... }
3325
+ journey_submission_required?: { ... }
3326
+ context_parameters?: { ... }
3327
+ ai_prefill?: { ... }
2875
3328
  }
2876
3329
  }
2877
3330
  installer?: {
@@ -2882,7 +3335,11 @@ type DecisionTask = {
2882
3335
  id?: { ... }
2883
3336
  journeyId?: { ... }
2884
3337
  name?: { ... }
3338
+ portal_button_label?: { ... }
2885
3339
  complete_task_automatically?: { ... }
3340
+ journey_submission_required?: { ... }
3341
+ context_parameters?: { ... }
3342
+ ai_prefill?: { ... }
2886
3343
  }
2887
3344
  }
2888
3345
  partner?: {
@@ -2904,30 +3361,7 @@ type DecisionTask = {
2904
3361
  operator: { ... }
2905
3362
  values: { ... }
2906
3363
  value_type?: { ... }
2907
- }>
2908
- }>
2909
- allow_parallel_execution?: boolean
2910
- schedule?: {
2911
- mode: "delayed"
2912
- duration: number
2913
- unit: "minutes" | "hours" | "days" | "weeks" | "months" | "years"
2914
- } | {
2915
- mode: "relative"
2916
- direction: "before" | "after"
2917
- duration: number
2918
- unit: "minutes" | "hours" | "days" | "weeks" | "months" | "years"
2919
- reference: {
2920
- id: { ... }
2921
- origin: { ... }
2922
- schema?: { ... }
2923
- attribute?: { ... }
2924
- }
2925
- }
2926
- loop_config?: {
2927
- loop_branch_id: string
2928
- exit_branch_id: string
2929
- max_iterations: number
2930
- }
3364
+ // ...
2931
3365
  }
2932
3366
  ```
2933
3367
 
@@ -2945,7 +3379,21 @@ type TaskBase = {
2945
3379
  id?: string
2946
3380
  journeyId?: string
2947
3381
  name?: string
3382
+ portal_button_label?: string
2948
3383
  complete_task_automatically?: boolean
3384
+ journey_submission_required?: boolean
3385
+ context_parameters?: Array<{
3386
+ key: { ... }
3387
+ value: { ... }
3388
+ }>
3389
+ ai_prefill?: {
3390
+ enabled?: { ... }
3391
+ source?: { ... }
3392
+ extraction_fields?: { ... }
3393
+ mappings?: { ... }
3394
+ min_confidence?: { ... }
3395
+ instructions?: { ... }
3396
+ }
2949
3397
  }
2950
3398
  due_date?: string
2951
3399
  due_date_config?: {
@@ -2960,6 +3408,13 @@ type TaskBase = {
2960
3408
  phase_id?: string
2961
3409
  when: "TASK_FINISHED" | "PHASE_FINISHED"
2962
3410
  }>
3411
+ required?: boolean
3412
+ subtasks?: Array<{
3413
+ id: string
3414
+ name?: string
3415
+ party: "description" | "ecp" | "installer" | "partner"
3416
+ required?: boolean
3417
+ }>
2963
3418
  assigned_to?: Array<string | {
2964
3419
  variable: string
2965
3420
  value?: string[]
@@ -2972,7 +3427,11 @@ type TaskBase = {
2972
3427
  id?: { ... }
2973
3428
  journeyId?: { ... }
2974
3429
  name?: { ... }
3430
+ portal_button_label?: { ... }
2975
3431
  complete_task_automatically?: { ... }
3432
+ journey_submission_required?: { ... }
3433
+ context_parameters?: { ... }
3434
+ ai_prefill?: { ... }
2976
3435
  }
2977
3436
  }
2978
3437
  installer?: {
@@ -2983,7 +3442,11 @@ type TaskBase = {
2983
3442
  id?: { ... }
2984
3443
  journeyId?: { ... }
2985
3444
  name?: { ... }
3445
+ portal_button_label?: { ... }
2986
3446
  complete_task_automatically?: { ... }
3447
+ journey_submission_required?: { ... }
3448
+ context_parameters?: { ... }
3449
+ ai_prefill?: { ... }
2987
3450
  }
2988
3451
  }
2989
3452
  partner?: {
@@ -3019,6 +3482,29 @@ type Phase = {
3019
3482
  }
3020
3483
  ```
3021
3484
 
3485
+ ### `Stage`
3486
+
3487
+ A customer-facing progress segment layered on top of the flow graph. Unlike phases (internal task grouping), stages exist to communicate progress to outside users (e.g. end customers) with a title and description. Stages form a strict total order; the array order is the boundary order and must match
3488
+
3489
+ ```ts
3490
+ type Stage = {
3491
+ id: string
3492
+ name: string
3493
+ description?: string
3494
+ entry_node_id?: string
3495
+ cut_edge_ids?: string[]
3496
+ color?: string
3497
+ portal_names?: {
3498
+ ecp?: string
3499
+ installer?: string
3500
+ }
3501
+ portal_descriptions?: {
3502
+ ecp?: string
3503
+ installer?: string
3504
+ }
3505
+ }
3506
+ ```
3507
+
3022
3508
  ### `VariableAssignment`
3023
3509
 
3024
3510
  Represents a variable assignment with its expression and optional resolved value. Used for dynamic user assignments that get resolved during workflow execution.
@@ -3086,7 +3572,7 @@ type Statement = {
3086
3572
  source: {
3087
3573
  id?: string
3088
3574
  origin?: "trigger" | "action"
3089
- origin_type?: "entity" | "workflow" | "journey_block"
3575
+ origin_type?: "entity" | "workflow" | "journey_block" | "trigger_source" | "main_context"
3090
3576
  schema?: string
3091
3577
  attribute?: string
3092
3578
  attribute_type?: "string" | "text" | "number" | "boolean" | "date" | "datetime" | "tags" | "country" | "email" | "phone" | "product" | "price" | "status" | "relation" | "multiselect" | "select" | "radio" | "relation_user" | "purpose" | "label" | "message_email_address"
@@ -3112,7 +3598,7 @@ type Statement = {
3112
3598
  type EvaluationSource = {
3113
3599
  id?: string
3114
3600
  origin?: "trigger" | "action"
3115
- origin_type?: "entity" | "workflow" | "journey_block"
3601
+ origin_type?: "entity" | "workflow" | "journey_block" | "trigger_source" | "main_context"
3116
3602
  schema?: string
3117
3603
  attribute?: string
3118
3604
  attribute_type?: "string" | "text" | "number" | "boolean" | "date" | "datetime" | "tags" | "country" | "email" | "phone" | "product" | "price" | "status" | "relation" | "multiselect" | "select" | "radio" | "relation_user" | "purpose" | "label" | "message_email_address"
@@ -3166,6 +3652,19 @@ type EnableRequirement = {
3166
3652
  }
3167
3653
  ```
3168
3654
 
3655
+ ### `Subtask`
3656
+
3657
+ One checklist item of a task, derived from the checklist markup in the party descriptions. Identity is the stable data-subtask-id the editor mints into the markup.
3658
+
3659
+ ```ts
3660
+ type Subtask = {
3661
+ id: string
3662
+ name?: string
3663
+ party: "description" | "ecp" | "installer" | "partner"
3664
+ required?: boolean
3665
+ }
3666
+ ```
3667
+
3169
3668
  ### `WorkflowDefinition`
3170
3669
 
3171
3670
  V1 workflow definition schema. Defines a linear workflow structure with sections
@@ -3242,7 +3741,11 @@ type WorkflowDefinition = {
3242
3741
  id?: { ... }
3243
3742
  journeyId?: { ... }
3244
3743
  name?: { ... }
3744
+ portal_button_label?: { ... }
3245
3745
  complete_task_automatically?: { ... }
3746
+ journey_submission_required?: { ... }
3747
+ context_parameters?: { ... }
3748
+ ai_prefill?: { ... }
3246
3749
  }
3247
3750
  order: number
3248
3751
  dueDate?: string
@@ -3271,10 +3774,6 @@ type WorkflowDefinition = {
3271
3774
  enabled?: { ... }
3272
3775
  label?: { ... }
3273
3776
  description?: { ... }
3274
- journey?: { ... }
3275
- }
3276
- partner?: {
3277
- enabled?: { ... }
3278
3777
  // ...
3279
3778
  }
3280
3779
  ```
@@ -3299,7 +3798,21 @@ type Step = {
3299
3798
  id?: string
3300
3799
  journeyId?: string
3301
3800
  name?: string
3801
+ portal_button_label?: string
3302
3802
  complete_task_automatically?: boolean
3803
+ journey_submission_required?: boolean
3804
+ context_parameters?: Array<{
3805
+ key: { ... }
3806
+ value: { ... }
3807
+ }>
3808
+ ai_prefill?: {
3809
+ enabled?: { ... }
3810
+ source?: { ... }
3811
+ extraction_fields?: { ... }
3812
+ mappings?: { ... }
3813
+ min_confidence?: { ... }
3814
+ instructions?: { ... }
3815
+ }
3303
3816
  }
3304
3817
  order: number
3305
3818
  dueDate?: string
@@ -3326,7 +3839,11 @@ type Step = {
3326
3839
  id?: { ... }
3327
3840
  journeyId?: { ... }
3328
3841
  name?: { ... }
3842
+ portal_button_label?: { ... }
3329
3843
  complete_task_automatically?: { ... }
3844
+ journey_submission_required?: { ... }
3845
+ context_parameters?: { ... }
3846
+ ai_prefill?: { ... }
3330
3847
  }
3331
3848
  }
3332
3849
  installer?: {
@@ -3337,7 +3854,11 @@ type Step = {
3337
3854
  id?: { ... }
3338
3855
  journeyId?: { ... }
3339
3856
  name?: { ... }
3857
+ portal_button_label?: { ... }
3340
3858
  complete_task_automatically?: { ... }
3859
+ journey_submission_required?: { ... }
3860
+ context_parameters?: { ... }
3861
+ ai_prefill?: { ... }
3341
3862
  }
3342
3863
  }
3343
3864
  partner?: {
@@ -3383,7 +3904,11 @@ type Section = {
3383
3904
  id?: { ... }
3384
3905
  journeyId?: { ... }
3385
3906
  name?: { ... }
3907
+ portal_button_label?: { ... }
3386
3908
  complete_task_automatically?: { ... }
3909
+ journey_submission_required?: { ... }
3910
+ context_parameters?: { ... }
3911
+ ai_prefill?: { ... }
3387
3912
  }
3388
3913
  order: number
3389
3914
  dueDate?: string
@@ -3450,7 +3975,96 @@ type StepJourney = {
3450
3975
  id?: string
3451
3976
  journeyId?: string
3452
3977
  name?: string
3978
+ portal_button_label?: string
3453
3979
  complete_task_automatically?: boolean
3980
+ journey_submission_required?: boolean
3981
+ context_parameters?: Array<{
3982
+ key: string
3983
+ value: string
3984
+ }>
3985
+ ai_prefill?: {
3986
+ enabled?: boolean
3987
+ source?: {
3988
+ type?: { ... }
3989
+ input_entity?: { ... }
3990
+ }
3991
+ extraction_fields?: Array<{
3992
+ key: { ... }
3993
+ type: { ... }
3994
+ description?: { ... }
3995
+ description_overridden?: { ... }
3996
+ enum?: { ... }
3997
+ }>
3998
+ mappings?: Array<{
3999
+ source: { ... }
4000
+ block_id: { ... }
4001
+ block_type: { ... }
4002
+ block_field?: { ... }
4003
+ }>
4004
+ min_confidence?: number
4005
+ instructions?: string
4006
+ }
4007
+ }
4008
+ ```
4009
+
4010
+ ### `AiPrefillConfig`
4011
+
4012
+ AI extraction + prefill configuration for the attached journey (Flows v2 only)
4013
+
4014
+ ```ts
4015
+ type AiPrefillConfig = {
4016
+ enabled?: boolean
4017
+ source?: {
4018
+ type?: "flow_context"
4019
+ input_entity?: "thread" | "first_email" | "last_email"
4020
+ }
4021
+ extraction_fields?: Array<{
4022
+ key: string
4023
+ type: "string" | "number" | "boolean" | "date" | "enum"
4024
+ description?: string
4025
+ description_overridden?: boolean
4026
+ enum?: string[]
4027
+ }>
4028
+ mappings?: Array<{
4029
+ source: string
4030
+ block_id: string
4031
+ block_type: "text-input" | "number-input" | "personal-information" | "meter-reading"
4032
+ block_field?: string
4033
+ }>
4034
+ min_confidence?: number
4035
+ instructions?: string
4036
+ }
4037
+ ```
4038
+
4039
+ ### `AiPrefillExtractionField`
4040
+
4041
+ ```ts
4042
+ type AiPrefillExtractionField = {
4043
+ key: string
4044
+ type: "string" | "number" | "boolean" | "date" | "enum"
4045
+ description?: string
4046
+ description_overridden?: boolean
4047
+ enum?: string[]
4048
+ }
4049
+ ```
4050
+
4051
+ ### `AiPrefillMapping`
4052
+
4053
+ ```ts
4054
+ type AiPrefillMapping = {
4055
+ source: string
4056
+ block_id: string
4057
+ block_type: "text-input" | "number-input" | "personal-information" | "meter-reading"
4058
+ block_field?: string
4059
+ }
4060
+ ```
4061
+
4062
+ ### `JourneyContextParameter`
4063
+
4064
+ ```ts
4065
+ type JourneyContextParameter = {
4066
+ key: string
4067
+ value: string
3454
4068
  }
3455
4069
  ```
3456
4070
 
@@ -3467,7 +4081,21 @@ type ECPDetails = {
3467
4081
  id?: string
3468
4082
  journeyId?: string
3469
4083
  name?: string
4084
+ portal_button_label?: string
3470
4085
  complete_task_automatically?: boolean
4086
+ journey_submission_required?: boolean
4087
+ context_parameters?: Array<{
4088
+ key: { ... }
4089
+ value: { ... }
4090
+ }>
4091
+ ai_prefill?: {
4092
+ enabled?: { ... }
4093
+ source?: { ... }
4094
+ extraction_fields?: { ... }
4095
+ mappings?: { ... }
4096
+ min_confidence?: { ... }
4097
+ instructions?: { ... }
4098
+ }
3471
4099
  }
3472
4100
  }
3473
4101
  ```
@@ -3657,3 +4285,77 @@ type StepRequirement = {
3657
4285
  condition: "CLOSED"
3658
4286
  }
3659
4287
  ```
4288
+
4289
+ ### `JourneyContextUsagesReq`
4290
+
4291
+ Request payload for getJourneyContextUsages.
4292
+
4293
+ ```ts
4294
+ type JourneyContextUsagesReq = {
4295
+ journey_id: string
4296
+ param_keys: string[]
4297
+ param_ids?: string[]
4298
+ }
4299
+ ```
4300
+
4301
+ ### `JourneyContextUsage`
4302
+
4303
+ One place a flow template task presets one of the requested context parameters.
4304
+
4305
+ ```ts
4306
+ type JourneyContextUsage = {
4307
+ kind: "workflow-task"
4308
+ resource: {
4309
+ type: "workflow_template"
4310
+ id: string
4311
+ name?: string
4312
+ }
4313
+ location?: {
4314
+ task_id?: string
4315
+ task_name?: string
4316
+ }
4317
+ matched_as: {
4318
+ dialect: "name"
4319
+ token: string
4320
+ at: string
4321
+ }
4322
+ link_hint?: {
4323
+ route: "workflows-hub-flow"
4324
+ params: {
4325
+ template_id: { ... }
4326
+ }
4327
+ }
4328
+ }
4329
+ ```
4330
+
4331
+ ### `JourneyContextUsagesResp`
4332
+
4333
+ Response payload for getJourneyContextUsages.
4334
+
4335
+ ```ts
4336
+ type JourneyContextUsagesResp = {
4337
+ usages: Array<{
4338
+ kind: "workflow-task"
4339
+ resource: {
4340
+ type: { ... }
4341
+ id: { ... }
4342
+ name?: { ... }
4343
+ }
4344
+ location?: {
4345
+ task_id?: { ... }
4346
+ task_name?: { ... }
4347
+ }
4348
+ matched_as: {
4349
+ dialect: { ... }
4350
+ token: { ... }
4351
+ at: { ... }
4352
+ }
4353
+ link_hint?: {
4354
+ route: { ... }
4355
+ params: { ... }
4356
+ }
4357
+ }>
4358
+ status: "ok" | "partial"
4359
+ scanned: number
4360
+ }
4361
+ ```