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API Reference

List automation templates

List the ready-made automation templates and the parameters each one needs

Updated 27 July 2026
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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.

Available templates

Key What it does Assistant Sends for real Connections Params (* = required)
post-call-qualified-to-sheets Save qualified leads to Google Sheets after each call yes no google-sheets spreadsheet_id*, qualified_variable
post-call-transcript-email Email the call transcript after each call yes yes gmail recipient_email*
post-call-hot-lead-alert Hot lead email alert after each call yes yes gmail alert_email*, hot_variable
post-call-sms-followup SMS follow-up after each call yes yes — from_phone_id*, message*
post-call-whatsapp-confirmation WhatsApp confirmation after each call yes yes — sender_id*, whatsapp_template*, variable_1
post-call-crm-note-http Log every call to your CRM / any API yes yes — endpoint_url*, auth_header, auth_value
post-call-callback Call the customer back at the time they asked for yes yes — callback_variable, time_variable, from_timezone
inbound-caller-lookup-http Recognize inbound callers via your API yes no — lookup_url*, api_key_header, api_key, phone_format
conversation-ended-summary-email Email a summary when a chat ends yes yes gmail recipient_email*
lead-intake-webhook New lead from any system, call them automatically no yes — campaign_id*
midcall-http-lookup Mid-call lookup in an external API no no — lookup_url*, auth_header_value
sheet-rows-to-campaign Call the leads added to a Google Sheet no yes google-sheets spreadsheet_id*, campaign_id*, phone_column, name_column, minutes
sheet-rows-to-whatsapp-daily Daily WhatsApp template to leads from a Google Sheet no yes google-sheets spreadsheet_id*, sender_id*, whatsapp_template*, phone_column, name_column, hour, timezone
calcom-call-before-appointment Call the customer before their Cal.com appointment no yes cal-com assistant_id*, hours_before, phone_expression
calcom-cancel-reschedule-midcall Cancel or reschedule Cal.com appointments during a call no yes — attendee_email*
ghl-appointment-manage-midcall Cancel or reschedule GoHighLevel appointments during a call no no lead-connector timezone

Required connections are one-time account links (Google Sheets, Gmail, Cal.com, …) made in the app on the Automate page, under Connections.

Response

dataarray

The template library

keystring

  The template key — pass it in the URL of [Apply automation template](/api-reference/automations/apply-automation-template)

namestring

  The template's name (also the default name of the automation it creates)

descriptionstring

  What the resulting automation does

use_whenstring

  When this template is the right choice

bindingstring | null

  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

requires_assistantboolean

  Whether `assistant_id` is required when applying it

required_connectionsarray

  Account connections that must exist before applying (e.g. `google-sheets`, `gmail`)

side_effectsboolean

  Whether the resulting automation really sends messages / starts calls — applying it requires `confirm_side_effects: true`

paramsarray

  The parameters the template needs

keystring

      The parameter key to send in `params` when applying

labelstring

      Human-readable label

descriptionstring

      What the value is and where to find it

requiredboolean

      Whether the parameter must be supplied

defaultstring

      The value used when the parameter is omitted (optional parameters only)

examplestring

      An example value — for illustration only, never apply a template with example values

autostring

      Present on some optional parameters: how the value is filled automatically when omitted (e.g. `assistant_timezone` — the supplied assistant's own timezone)

test_sampleobject

  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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