Apply automation template

This endpoint creates an automation from a template (see List automation templates), runs a real test, and — for assistant-event templates — attaches the automation to the assistant once the test passes. It returns the same envelope as Create automation.

Path Parameters

Request body

Response

The Create automation envelope: automation_id, webhook_url (for webhook-triggered templates such as lead-intake-webhook and the mid-call lookup ones; null for assistant-event templates), status (active / active_untested / test_failed), test (run_status + per-step outcomes), response, binding. Returns 201 when the automation is active, 200 when its test run failed.

A template whose test run parks at a Delay step (e.g. post-call-callback) reports run_status: "PAUSED" — that is success, not a failure: every step before the delay ran, and the run resumes at the target time.

Error codes (422)

Hard failures return {"message": "...", "error": "<code>", "params": ...} and nothing is created. Notable codes:

{
  "automation_id": "aB3xYz01MnOpQrStUvWxY",
  "webhook_url": null,
  "status": "active",
  "test": {
    "run_status": "SUCCEEDED",
    "steps": []
  },
  "response": null,
  "binding": {
    "type": "post_call",
    "assistant_id": 123,
    "bound": true
  }
}

{
  "message": "These values are required: spreadsheet_id. Ask the user for them — never guess or reuse example values.",
  "error": "missing_params",
  "params": [
    {
      "key": "spreadsheet_id",
      "label": "Google Spreadsheet ID",
      "description": "The spreadsheet to append rows to.",
      "required": true,
      "example": "1AbCdEfGhIjKlMnOpQrStUvWxYz"
    }
  ]
}

{
  "message": "No template with that key — call the template list first.",
  "error": "template_not_found",
  "params": null
}