Create workflow

documented

Create a new workflow.

POST /v1/workflowsWorkflowsno implementation yet0 runs

Input

label*

Workflow label

e.g. 'Client Onboarding'

linked_to_id*

Linked resource ID

e.g. 12345

linked_to_type*

Linked resource type

e.g. 'Contact'

linked_to_name*

Linked resource name

e.g. 'John Doe'

workflow_template_id*

Workflow template ID

e.g. 987

starts_at

Workflow start time

YYYY-MM-DDTHH:MM:SSZ

milestone_id

Milestone ID

e.g. 'milestone-1'

milestone_name

Milestone name

e.g. 'Initial Contact'

visible_to

Visible to

Everyone | Private | group_id

Calls Wealthbox as you (your API key is your account); keychains.dev holds the credentials.