> ## Documentation Index > Fetch the complete documentation index at: https://docs.getsales.io/llms.txt > Use this file to discover all available pages before exploring further. # Search workflow versions > Immutable published snapshots of a workflow's step graph - one row per publish, never edited or deleted. Version history: filter.workflow_sid, sort version desc; items carry the FULL steps JSON - keep page_size small (history rarely exceeds 20). include workflow_records_counts = how many records are pinned to each version and in which statuses (the drift check after a republish). page_size:0 = counts only. To change steps edit the workflow's draft_steps and publish. Contract: - MCP tool `search_workflow_versions`, registry package `mcp.playtables/workflow_versions`, mount `playtables.workflows`. - Operation `search`, response envelope `search`. - Flags: read only. ## OpenAPI ````yaml /api-reference/playtables/openapi.yaml post /api/workflow-versions/search openapi: 3.0.3 info: title: 'GetSales public contract: gs.service.playtables' description: >- The data platform and the outreach engine: tables of people and companies, their enrichment columns, cells and runs, the data sources that feed them, sender profiles, the stoplist, the activity feed, the credit ledger, and the multichannel workflows with their per-person journeys and tasks. GENERATED. This document is projected from the Zod MCP tool registry in `product/mcp/gs.mcp` (one tool per public endpoint, 1:1). Do not edit it by hand; edit the tool definition and regenerate with `pnpm openapi:public`. Surface: the public `/api` contract of `gs.service.playtables`, 142 operations. This is the only OpenAPI document the platform publishes. Internal (`/internal`) and health endpoints are deliberately absent: they are not part of any contract, they can change without notice, and the service source is their only description. Conventions: - Auth is a bearer JWT, optionally narrowed by the `Team-SID` header. - Every success body is an MCP envelope: `success: true` plus one typed `operation` shape (`search`, `get`, `create`, `update`, `delete`, `metrics`, `group_by`, `action`), and a `meta` block with `trace_id` for support. - Every failure is the same `McpError` envelope with a code from a fixed 16-code taxonomy, so a client maps errors once. - Lists page with `page_size` (0 to 500, default 50) plus an opaque forward `cursor`; `page_size: 0` returns counts only. - On `GET` and `DELETE`, object-valued query parameters (`filter`, `sort`) travel as JSON text and array-valued ones repeat as `name[]=value`. - The MCP-only `_meta` field (usage analytics) never reaches the backend and is not part of this contract. version: '1.0' contact: name: GetSales url: https://getsales.io email: support@getsales.io license: name: Proprietary url: https://getsales.io/terms servers: - url: https://beta.getsales.io/playtables/v1 description: >- Production (the gateway path on the beta ring; the origin is provisioned per DEPLOY_MAP.md) security: - BearerJwt: [] TeamSid: [] tags: - name: activities description: >- Registry package `mcp.playtables/activities`, served on MCP mount `playtables.journeys`. - name: activity_objects description: >- Registry package `mcp.playtables/activity_objects`, served on MCP mount `playtables.people`. - name: companies description: >- Registry package `mcp.playtables/companies`, served on MCP mount `playtables.people`. - name: credit_ledger_entries description: >- Registry package `mcp.playtables/credit_ledger_entries`, served on MCP mount `id.billing`. - name: data_source_items description: >- Registry package `mcp.playtables/data_source_items`, served on MCP mount `playtables.sources`. - name: data_sources description: >- Registry package `mcp.playtables/data_sources`, served on MCP mount `playtables.sources`. - name: notes description: >- Registry package `mcp.playtables/notes`, served on MCP mount `playtables.pipeline`. - name: people description: >- Registry package `mcp.playtables/people`, served on MCP mount `playtables.people`. - name: pipeline_stages description: >- Registry package `mcp.playtables/pipeline_stages`, served on MCP mount `playtables.pipeline`. - name: plays description: >- Registry package `mcp.playtables/plays`, served on MCP mount `playtables.pipeline`. - name: playtable_field_values description: >- Registry package `mcp.playtables/playtable_field_values`, served on MCP mount `playtables.columns`. - name: playtable_fields description: >- Registry package `mcp.playtables/playtable_fields`, served on MCP mount `playtables.columns`. - name: playtable_runs description: >- Registry package `mcp.playtables/playtable_runs`, served on MCP mount `playtables.columns`. - name: playtable_views description: >- Registry package `mcp.playtables/playtable_views`, served on MCP mount `playtables.tables`. - name: playtables description: >- Registry package `mcp.playtables/playtables`, served on MCP mount `playtables.tables`. - name: result_pages description: >- Registry package `mcp.playtables/result_pages`, served on MCP mount `playtables.tables`. - name: sender_profiles description: >- Registry package `mcp.playtables/sender_profiles`, served on MCP mount `playtables.sources`. - name: stoplist_entries description: >- Registry package `mcp.playtables/stoplist_entries`, served on MCP mount `playtables.stoplist`. - name: tags description: >- Registry package `mcp.playtables/tags`, served on MCP mount `playtables.pipeline`. - name: workflow_attachments description: >- Registry package `mcp.playtables/workflow_attachments`, served on MCP mount `playtables.workflows`. - name: workflow_records description: >- Registry package `mcp.playtables/workflow_records`, served on MCP mount `playtables.journeys`. - name: workflow_sources description: >- Registry package `mcp.playtables/workflow_sources`, served on MCP mount `playtables.workflows`. - name: workflow_tasks description: >- Registry package `mcp.playtables/workflow_tasks`, served on MCP mount `playtables.journeys`. - name: workflow_versions description: >- Registry package `mcp.playtables/workflow_versions`, served on MCP mount `playtables.workflows`. - name: workflows description: >- Registry package `mcp.playtables/workflows`, served on MCP mount `playtables.workflows`. paths: /api/workflow-versions/search: post: tags: - workflow_versions summary: Search workflow versions description: >- Immutable published snapshots of a workflow's step graph - one row per publish, never edited or deleted. Version history: filter.workflow_sid, sort version desc; items carry the FULL steps JSON - keep page_size small (history rarely exceeds 20). include workflow_records_counts = how many records are pinned to each version and in which statuses (the drift check after a republish). page_size:0 = counts only. To change steps edit the workflow's draft_steps and publish. Contract: - MCP tool `search_workflow_versions`, registry package `mcp.playtables/workflow_versions`, mount `playtables.workflows`. - Operation `search`, response envelope `search`. - Flags: read only. operationId: search_workflow_versions requestBody: required: false content: application/json: schema: $ref: '#/components/schemas/SearchWorkflowVersionsRequest' responses: '200': description: '`search` success envelope.' content: application/json: schema: $ref: '#/components/schemas/SearchWorkflowVersionsResponse' 4XX: $ref: '#/components/responses/McpClientError' 5XX: $ref: '#/components/responses/McpServerError' components: schemas: SearchWorkflowVersionsRequest: type: object description: Request body of `search_workflow_versions`. properties: filter: type: object properties: sid: type: object properties: eq: type: string minLength: 18 maxLength: 18 pattern: ^wf_vr_ description: Workflow version sid (wf_vr_…). in: type: array items: type: string minLength: 18 maxLength: 18 pattern: ^wf_vr_ description: Workflow version sid (wf_vr_…). additionalProperties: false description: Version sid(s), wf_vr_ prefix (prefix-validated). workflow_sid: type: object properties: eq: type: string minLength: 18 maxLength: 18 pattern: ^wf_wf_ description: Parent workflow sid (wf_wf_…). in: type: array items: type: string minLength: 18 maxLength: 18 pattern: ^wf_wf_ description: Parent workflow sid (wf_wf_…). additionalProperties: false description: History scope - versions of one workflow (wf_wf_…). version: type: object properties: eq: type: integer minimum: 1 gte: type: integer minimum: 1 lte: type: integer minimum: 1 gt: type: integer minimum: 1 lt: type: integer minimum: 1 additionalProperties: false description: >- Per-workflow sequence number ("versions after v5"); meaningful with a workflow_sid filter. created_at: type: object properties: gte: type: string lte: type: string gt: type: string lt: type: string additionalProperties: false description: >- Publish moment, ISO 8601 range ("what was live last week"); combine bounds in one object. description: >- Field filters, ANDed: {field: {eq | ne | in | nin | gte | lte | gt | lt | is_null}}; q inside it is free text. Omit for every row. include: type: array items: type: string enum: - workflow - workflow_records_counts description: Relations to attach to every item; omit for the bare rows. sort: type: object properties: field: type: string enum: - created_at - version description: The column to order by. direction: type: string enum: - asc - desc description: asc or desc; default desc. required: - field description: One column and its direction; omit for the default order. page_size: type: integer minimum: 0 maximum: 100 description: >- A version row carries the whole step tree, so a page is capped at 100 here (the platform default is 500). cursor: type: string nullable: true description: pagination.next_cursor of the previous page. SearchWorkflowVersionsResponse: type: object properties: success: type: boolean enum: - true operation: type: string enum: - search items: type: array items: type: object properties: item: type: object properties: sid: type: string description: Version sid (wf_vr_…). team_sid: type: string description: Owning team (ts_tm_…, external - gs.service.id). workflow_sid: type: string description: >- Parent workflow (wf_wf_…) - written once at publish, never repointed; see ./workflows.md. version: type: integer minimum: 1 description: >- Per-workflow sequence, max+1 at publish (serialized by the publish FOR UPDATE on the workflow row). steps: type: array items: oneOf: - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_send_connection_request message: type: string nullable: true description: >- Invite note template; rendered note <=300 chars - enforced at publish after variable resolution (research: max 300 RENDERED). null/omitted = blank invite. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the note needs is empty: refs required on top of the text + on_missing policy. required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_send_message message: type: string minLength: 1 maxLength: 8000 description: >- Message template ({{people.*}} / {{company.*}} / {{record.}} / {{ai.}}); rendered at task time. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the text needs is empty: refs required on top of the text + on_missing policy. required: - id - type - message additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_send_inmail subject: type: string nullable: true maxLength: 200 description: InMail subject template, max 200. message: type: string minLength: 1 maxLength: 8000 description: InMail body template, 1..8000. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the text needs is empty: refs required on top of the text + on_missing policy. required: - id - type - message additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_visit_profile required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_endorse_skills skills_count: type: integer minimum: 1 maximum: 10 description: >- Endorse the person's top N listed skills, 1..10 (named-skill targeting deferred - count-only in v1). required: - id - type - skills_count additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_withdraw_connection_request required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_like_latest_post required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_comment_latest_post comment: type: string minLength: 1 maxLength: 1250 description: >- Comment template posted on the person's latest post, 1..1250 rendered; same variable namespaces as message templates. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the comment needs is empty: refs required on top of the text + on_missing policy. required: - id - type - comment additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - email_send subject: type: string minLength: 1 maxLength: 255 description: Email subject template, 1..255. body: type: string minLength: 1 maxLength: 100000 description: Email body template, HTML, 1..100000. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the text needs is empty: refs required on top of the text + on_missing policy. email_field: type: string nullable: true description: >- Which address the send uses: any | work_email | personal_email; omitted or any = the best one. cc: type: array nullable: true items: type: string maxLength: 320 format: email maxItems: 5 description: >- Up to 5 literal copy addresses (no templates: a copy goes to a colleague). bcc: type: array nullable: true items: type: string maxLength: 320 format: email maxItems: 5 description: Up to 5 literal blind-copy addresses. attachments: type: array nullable: true items: type: object properties: sid: type: string minLength: 18 maxLength: 18 pattern: ^wf_at_ description: >- A workflow attachment the team uploaded (create_workflow_attachment_upload_url). name: type: string minLength: 1 maxLength: 255 description: The filename the receiver sees. required: - sid - name additionalProperties: false maxItems: 5 description: >- Up to 5 library files sent with the email; the executor reads the bytes at send time. reply_in_thread: type: boolean nullable: true description: >- True threads the send onto the prior email exchange. track_opens: type: boolean nullable: true track_clicks: type: boolean nullable: true unsubscribe_link: type: boolean nullable: true required: - id - type - subject - body additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. type: type: string enum: - wait for: type: string pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long to pause the record before the next step - "45m" / "12h" / "14d" (replaces v3 timer.duration_seconds). required: - id - type - for additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. type: type: string enum: - wait_for_event event: type: string enum: - linkedin_connection_request_accepted - email_opened - email_link_clicked description: >- Event a wait_for_event step blocks on (observed via activities ingest). timeout: type: object properties: after: type: string pattern: ^[1-9][0-9]*(m|h|d)$ description: >- Timeout duration - bundled: a timeout path cannot exist without one. steps: type: array items: oneOf: - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_send_connection_request message: type: string nullable: true description: >- Invite note template; rendered note <=300 chars - enforced at publish after variable resolution (research: max 300 RENDERED). null/omitted = blank invite. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the note needs is empty: refs required on top of the text + on_missing policy. required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_send_message message: type: string minLength: 1 maxLength: 8000 description: >- Message template ({{people.*}} / {{company.*}} / {{record.}} / {{ai.}}); rendered at task time. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the text needs is empty: refs required on top of the text + on_missing policy. required: - id - type - message additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_send_inmail subject: type: string nullable: true maxLength: 200 description: InMail subject template, max 200. message: type: string minLength: 1 maxLength: 8000 description: InMail body template, 1..8000. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the text needs is empty: refs required on top of the text + on_missing policy. required: - id - type - message additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_visit_profile required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_endorse_skills skills_count: type: integer minimum: 1 maximum: 10 description: >- Endorse the person's top N listed skills, 1..10 (named-skill targeting deferred - count-only in v1). required: - id - type - skills_count additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_withdraw_connection_request required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_like_latest_post required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_comment_latest_post comment: type: string minLength: 1 maxLength: 1250 description: >- Comment template posted on the person's latest post, 1..1250 rendered; same variable namespaces as message templates. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the comment needs is empty: refs required on top of the text + on_missing policy. required: - id - type - comment additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - email_send subject: type: string minLength: 1 maxLength: 255 description: Email subject template, 1..255. body: type: string minLength: 1 maxLength: 100000 description: Email body template, HTML, 1..100000. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the text needs is empty: refs required on top of the text + on_missing policy. email_field: type: string nullable: true description: >- Which address the send uses: any | work_email | personal_email; omitted or any = the best one. cc: type: array nullable: true items: type: string maxLength: 320 format: email maxItems: 5 description: >- Up to 5 literal copy addresses (no templates: a copy goes to a colleague). bcc: type: array nullable: true items: type: string maxLength: 320 format: email maxItems: 5 description: Up to 5 literal blind-copy addresses. attachments: type: array nullable: true items: type: object properties: sid: type: string minLength: 18 maxLength: 18 pattern: ^wf_at_ description: >- A workflow attachment the team uploaded (create_workflow_attachment_upload_url). name: type: string minLength: 1 maxLength: 255 description: The filename the receiver sees. required: - sid - name additionalProperties: false maxItems: 5 description: >- Up to 5 library files sent with the email; the executor reads the bytes at send time. reply_in_thread: type: boolean nullable: true description: >- True threads the send onto the prior email exchange. track_opens: type: boolean nullable: true track_clicks: type: boolean nullable: true unsubscribe_link: type: boolean nullable: true required: - id - type - subject - body additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. type: type: string enum: - wait for: type: string pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long to pause the record before the next step - "45m" / "12h" / "14d" (replaces v3 timer.duration_seconds). required: - id - type - for additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. type: type: string enum: - wait_for_event event: type: string enum: - linkedin_connection_request_accepted - email_opened - email_link_clicked description: >- Event a wait_for_event step blocks on (observed via activities ingest). timeout: type: object properties: after: type: string pattern: ^[1-9][0-9]*(m|h|d)$ description: >- Timeout duration - bundled: a timeout path cannot exist without one. steps: type: array items: type: object additionalProperties: {} description: >- Recursive node: the same object shape repeats here. A static OpenAPI document cannot express the cycle, so this level is documented as an open object. description: >- Fallback sub-flow; [] = on timeout, continue as if the event fired; falls through to the parent chain unless it ends with `end`. required: - after - steps additionalProperties: false description: >- Required since 2026-10-11: a wait always has a time limit (a wait with no end is a stuck journey); steps: [] = on timeout, continue as if the event fired. The reply-pause machinery still applies (KNOWLEDGE §4.9). required: - id - type - event - timeout additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - condition branches: type: array items: type: object additionalProperties: {} description: >- Recursive node: the same object shape repeats here. A static OpenAPI document cannot express the cycle, so this level is documented as an open object. minItems: 1 maxItems: 9 description: >- 1..9, evaluated in order, first match wins; the fired branch id lands on the condition task result (workflow_tasks.md). else: type: array items: type: object additionalProperties: {} description: >- Recursive node: the same object shape repeats here. A static OpenAPI document cannot express the cycle, so this level is documented as an open object. description: >- REQUIRED no-match path (may be []); falls through unless it ends with `end`. required: - id - type - branches - else additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - ab_test branches: type: array items: type: object additionalProperties: {} description: >- Recursive node: the same object shape repeats here. A static OpenAPI document cannot express the cycle, so this level is documented as an open object. minItems: 2 maxItems: 9 description: >- 2..9 weighted arms; the record is assigned to one deterministically by hashing its sid into the weight distribution (workflow_versions.md). No `else` - weights cover the whole distribution. required: - id - type - branches additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. type: type: string enum: - end required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - api_call method: type: string enum: - GET - POST - PUT - PATCH - DELETE description: >- The request method. POST / PUT / PATCH carry the JSON body; GET / DELETE must publish with body null. url: type: string minLength: 1 maxLength: 2048 description: >- https-only (publish check), max 2048. A template: {{people.*}} / {{company.*}} / {{record.}} / {{ai.}} may stand in the path and the query and are URL-encoded where they stand. headers: type: object nullable: true additionalProperties: type: string maxLength: 1024 description: >- Up to 20 custom request headers; values are templates. Auth comes from provider_connection_sid, never from a literal here. query: type: object nullable: true additionalProperties: type: string maxLength: 2048 description: >- Up to 20 query parameters appended to the URL; values are templates. body: type: string nullable: true maxLength: 16000 description: >- A JSON body template with the variables INSIDE quotes ("{{people.full_name}}"), stood in JSON-safely at call time. null = the fixed payload {event, workflow_sid, workflow_record_sid, workflow_task_sid, step_id, people_sid, context}. provider_connection_sid: type: string nullable: true minLength: 18 maxLength: 18 pattern: ^in_cn_ description: >- A `custom` provider connection of the team (provider-connections.search filter provider=custom): the integration platform injects its auth (bearer / basic / header / query) when the call fires. null = no auth (a public API). timeout_secs: type: integer nullable: true minimum: 1 maximum: 120 description: The call budget in seconds; null = 15. retry_on_error: type: boolean nullable: true description: >- null/true: a 5xx, a 429, a timeout or an unreachable target earns a fresh attempt (3 in all, with backoff); false: the record fails on the first error. A 4xx / auth refusal never retries. remove_empty_values: type: boolean nullable: true description: >- true: empty rendered values leave the query and the body, so they never overwrite the receiver's data; null/false: sent as empty strings. output_key: type: string nullable: true pattern: ^[a-z][a-z0-9_]{0,63}$ description: >- The answer's name for the steps after this one (2026-10-11): a slug, unique within the version together with the ask_ai keys (publish check). Later steps read {{api..}} (a dotted path into the decoded JSON answer) and condition leaves filter on api..; the answer is kept on the done task row, capped at 64 KB. null = the answer is not kept. required: - id - type - method - url additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - ask_ai prompt: type: string minLength: 1 maxLength: 8000 description: >- Prompt template, 1..8000 - same variable namespaces as message templates. output_key: type: string pattern: ^[a-z][a-z0-9_]{0,63}$ description: >- Slug 1..64, unique within the version (publish check); later steps read {{ai.}} and condition leaves filter on ai.. Outputs live on the completed task row, never on records. preset_sid: type: string nullable: true description: >- gtm-api preset for the AI call (external sid, opaque); null/omitted = team default (service KNOWLEDGE §1). required: - id - type - prompt - output_key additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. type: type: string enum: - manual_task title: type: string minLength: 1 maxLength: 255 description: Todo title template, 1..255. instructions: type: string nullable: true maxLength: 4000 description: >- Rendered into the human todo, max 4000; the journey waits until the task is completed (workflow_tasks.md manual queue). required: - id - type - title additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - move_to_workflow target_workflow_sid: type: string minLength: 18 maxLength: 18 pattern: ^wf_wf_ description: >- Enroll the person into this campaign (wf_wf_…); reuses the existing record per the re-entry policy (workflow_records.md). THIS record then completes - terminal-for-this-record. mode: type: string nullable: true enum: - from_start - from_current description: >- Re-entry mode when the person is ALREADY in the target (workflow_records.md, Re-entry): from_start (default; reset to the entry step) | from_current (resume the pinned step, else the entry step). A re-entry is loop-guarded at re_entered_count 10. required: - id - type - target_workflow_sid additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - add_tag tag_sids: type: array items: type: string minLength: 18 maxLength: 18 pattern: ^cr_tg_ description: CRM tag sid (cr_tg_…). minItems: 1 maxItems: 20 description: >- 1..20 CRM tags (cr_tg_…) attached to the person mid-flow, then falls through (tags.md). required: - id - type - tag_sids additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - remove_tag tag_sids: type: array items: type: string minLength: 18 maxLength: 18 pattern: ^cr_tg_ description: CRM tag sid (cr_tg_…). minItems: 1 maxItems: 20 description: >- 1..20 CRM tags (cr_tg_…) detached from the person mid-flow, then falls through. required: - id - type - tag_sids additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - set_field field_slug: type: string pattern: ^[a-z][a-z0-9_]{0,63}$ description: >- Playtable field slug to write (pipeline_stage is a scalar_select field - service KNOWLEDGE §3). value: anyOf: - type: string - type: number - type: boolean - {} - {} description: >- Scalar cell value written for the person (one cell; no arrays/objects); null clears the field (playtable_field_values.md). required: - id - type - field_slug - value additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - change_sender sender_profile_sid: type: string nullable: true minLength: 18 maxLength: 18 pattern: ^ub_sp_ description: >- Explicit forward-only re-pin of workflow_records.sender_profile_sid (ub_sp_…). Exactly one of the three shapes (publish check). rotation: type: string nullable: true enum: - fair - random - new_sender - prior_engagement description: >- Re-pick the sender from the workflow pool by this strategy instead of a fixed sid, forward only. Exactly one of the three shapes (publish check). rotations: type: array nullable: true items: type: object properties: sender_profile_sid: type: string nullable: true minLength: 18 maxLength: 18 pattern: ^ub_sp_ description: >- The sender profile for this pass; null = the workflow's rotation strategy picks, never the sender profile the record already has. Must be in the workflow's pool (publish check). entry_step_id: type: integer nullable: true minimum: 0 exclusiveMinimum: true description: >- A step id of THIS document to restart the journey from (publish check); null = the workflow's entry step. required: - sender_profile_sid - entry_step_id additionalProperties: false minItems: 1 maxItems: 10 description: >- The legacy gs_rotate_sender_profile list (D45): each pass through the node consumes the next entry and RESTARTS the journey from its entry step with its sender profile (touches start over; workflow_records.rotations_done is the cursor); past the end the journey continues. Exactly one of the three shapes (publish check). required: - id - type additionalProperties: false description: >- Fallback sub-flow; [] = on timeout, continue as if the event fired; falls through to the parent chain unless it ends with `end`. required: - after - steps additionalProperties: false description: >- Required since 2026-10-11: a wait always has a time limit (a wait with no end is a stuck journey); steps: [] = on timeout, continue as if the event fired. The reply-pause machinery still applies (KNOWLEDGE §4.9). required: - id - type - event - timeout additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - condition branches: type: array items: type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. label: type: string nullable: true maxLength: 255 description: Editor caption. when: type: object additionalProperties: {} description: >- Recursive node: the same object shape repeats here. A static OpenAPI document cannot express the cycle, so this level is documented as an open object. steps: type: array items: type: object additionalProperties: {} description: >- Recursive node: the same object shape repeats here. A static OpenAPI document cannot express the cycle, so this level is documented as an open object. description: >- Branch sub-flow; falls through to the condition's successor unless it ends with `end`. required: - id - when - steps additionalProperties: false minItems: 1 maxItems: 9 description: >- 1..9, evaluated in order, first match wins; the fired branch id lands on the condition task result (workflow_tasks.md). else: type: array items: oneOf: - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_send_connection_request message: type: string nullable: true description: >- Invite note template; rendered note <=300 chars - enforced at publish after variable resolution (research: max 300 RENDERED). null/omitted = blank invite. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the note needs is empty: refs required on top of the text + on_missing policy. required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_send_message message: type: string minLength: 1 maxLength: 8000 description: >- Message template ({{people.*}} / {{company.*}} / {{record.}} / {{ai.}}); rendered at task time. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the text needs is empty: refs required on top of the text + on_missing policy. required: - id - type - message additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_send_inmail subject: type: string nullable: true maxLength: 200 description: InMail subject template, max 200. message: type: string minLength: 1 maxLength: 8000 description: InMail body template, 1..8000. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the text needs is empty: refs required on top of the text + on_missing policy. required: - id - type - message additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_visit_profile required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_endorse_skills skills_count: type: integer minimum: 1 maximum: 10 description: >- Endorse the person's top N listed skills, 1..10 (named-skill targeting deferred - count-only in v1). required: - id - type - skills_count additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_withdraw_connection_request required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_like_latest_post required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - linkedin_comment_latest_post comment: type: string minLength: 1 maxLength: 1250 description: >- Comment template posted on the person's latest post, 1..1250 rendered; same variable namespaces as message templates. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the comment needs is empty: refs required on top of the text + on_missing policy. required: - id - type - comment additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - email_send subject: type: string minLength: 1 maxLength: 255 description: Email subject template, 1..255. body: type: string minLength: 1 maxLength: 100000 description: Email body template, HTML, 1..100000. required_fields: type: object nullable: true properties: refs: type: array items: type: string maxLength: 160 pattern: >- ^(people|company|record|ai|api)\.[a-z][a-z0-9_]*(\.[a-z0-9_]+)*$ maxItems: 20 description: >- 0..20 bare template refs required on top of the text's own variables (people.first_name, company.name, record., company.record., ai.); every variable the text carries without a |fallback is required by itself. Slug existence resolved at RUNTIME per record's playtable, not at publish. on_missing: type: string enum: - fail - skip description: >- Policy when a value the step text needs is empty at task time: fail = the task fails at once (required_fields_missing), the record with it, visible as Failed and run again through the task retry once the value is there; skip = skip this step and advance. A variable with a |fallback is never missing; no policy (null) = the text goes as it renders. The wait policy went on 2026-10-11. required: - refs - on_missing additionalProperties: false description: >- When a value the text needs is empty: refs required on top of the text + on_missing policy. email_field: type: string nullable: true description: >- Which address the send uses: any | work_email | personal_email; omitted or any = the best one. cc: type: array nullable: true items: type: string maxLength: 320 format: email maxItems: 5 description: >- Up to 5 literal copy addresses (no templates: a copy goes to a colleague). bcc: type: array nullable: true items: type: string maxLength: 320 format: email maxItems: 5 description: Up to 5 literal blind-copy addresses. attachments: type: array nullable: true items: type: object properties: sid: type: string minLength: 18 maxLength: 18 pattern: ^wf_at_ description: >- A workflow attachment the team uploaded (create_workflow_attachment_upload_url). name: type: string minLength: 1 maxLength: 255 description: The filename the receiver sees. required: - sid - name additionalProperties: false maxItems: 5 description: >- Up to 5 library files sent with the email; the executor reads the bytes at send time. reply_in_thread: type: boolean nullable: true description: >- True threads the send onto the prior email exchange. track_opens: type: boolean nullable: true track_clicks: type: boolean nullable: true unsubscribe_link: type: boolean nullable: true required: - id - type - subject - body additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. type: type: string enum: - wait for: type: string pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long to pause the record before the next step - "45m" / "12h" / "14d" (replaces v3 timer.duration_seconds). required: - id - type - for additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. type: type: string enum: - wait_for_event event: type: string enum: - linkedin_connection_request_accepted - email_opened - email_link_clicked description: >- Event a wait_for_event step blocks on (observed via activities ingest). timeout: type: object properties: after: type: string pattern: ^[1-9][0-9]*(m|h|d)$ description: >- Timeout duration - bundled: a timeout path cannot exist without one. steps: type: array items: type: object additionalProperties: {} description: >- Recursive node: the same object shape repeats here. A static OpenAPI document cannot express the cycle, so this level is documented as an open object. description: >- Fallback sub-flow; [] = on timeout, continue as if the event fired; falls through to the parent chain unless it ends with `end`. required: - after - steps additionalProperties: false description: >- Required since 2026-10-11: a wait always has a time limit (a wait with no end is a stuck journey); steps: [] = on timeout, continue as if the event fired. The reply-pause machinery still applies (KNOWLEDGE §4.9). required: - id - type - event - timeout additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - condition branches: type: array items: type: object additionalProperties: {} description: >- Recursive node: the same object shape repeats here. A static OpenAPI document cannot express the cycle, so this level is documented as an open object. minItems: 1 maxItems: 9 description: >- 1..9, evaluated in order, first match wins; the fired branch id lands on the condition task result (workflow_tasks.md). else: type: array items: type: object additionalProperties: {} description: >- Recursive node: the same object shape repeats here. A static OpenAPI document cannot express the cycle, so this level is documented as an open object. description: >- REQUIRED no-match path (may be []); falls through unless it ends with `end`. required: - id - type - branches - else additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - ab_test branches: type: array items: type: object additionalProperties: {} description: >- Recursive node: the same object shape repeats here. A static OpenAPI document cannot express the cycle, so this level is documented as an open object. minItems: 2 maxItems: 9 description: >- 2..9 weighted arms; the record is assigned to one deterministically by hashing its sid into the weight distribution (workflow_versions.md). No `else` - weights cover the whole distribution. required: - id - type - branches additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. type: type: string enum: - end required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - api_call method: type: string enum: - GET - POST - PUT - PATCH - DELETE description: >- The request method. POST / PUT / PATCH carry the JSON body; GET / DELETE must publish with body null. url: type: string minLength: 1 maxLength: 2048 description: >- https-only (publish check), max 2048. A template: {{people.*}} / {{company.*}} / {{record.}} / {{ai.}} may stand in the path and the query and are URL-encoded where they stand. headers: type: object nullable: true additionalProperties: type: string maxLength: 1024 description: >- Up to 20 custom request headers; values are templates. Auth comes from provider_connection_sid, never from a literal here. query: type: object nullable: true additionalProperties: type: string maxLength: 2048 description: >- Up to 20 query parameters appended to the URL; values are templates. body: type: string nullable: true maxLength: 16000 description: >- A JSON body template with the variables INSIDE quotes ("{{people.full_name}}"), stood in JSON-safely at call time. null = the fixed payload {event, workflow_sid, workflow_record_sid, workflow_task_sid, step_id, people_sid, context}. provider_connection_sid: type: string nullable: true minLength: 18 maxLength: 18 pattern: ^in_cn_ description: >- A `custom` provider connection of the team (provider-connections.search filter provider=custom): the integration platform injects its auth (bearer / basic / header / query) when the call fires. null = no auth (a public API). timeout_secs: type: integer nullable: true minimum: 1 maximum: 120 description: The call budget in seconds; null = 15. retry_on_error: type: boolean nullable: true description: >- null/true: a 5xx, a 429, a timeout or an unreachable target earns a fresh attempt (3 in all, with backoff); false: the record fails on the first error. A 4xx / auth refusal never retries. remove_empty_values: type: boolean nullable: true description: >- true: empty rendered values leave the query and the body, so they never overwrite the receiver's data; null/false: sent as empty strings. output_key: type: string nullable: true pattern: ^[a-z][a-z0-9_]{0,63}$ description: >- The answer's name for the steps after this one (2026-10-11): a slug, unique within the version together with the ask_ai keys (publish check). Later steps read {{api..}} (a dotted path into the decoded JSON answer) and condition leaves filter on api..; the answer is kept on the done task row, capped at 64 KB. null = the answer is not kept. required: - id - type - method - url additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - ask_ai prompt: type: string minLength: 1 maxLength: 8000 description: >- Prompt template, 1..8000 - same variable namespaces as message templates. output_key: type: string pattern: ^[a-z][a-z0-9_]{0,63}$ description: >- Slug 1..64, unique within the version (publish check); later steps read {{ai.}} and condition leaves filter on ai.. Outputs live on the completed task row, never on records. preset_sid: type: string nullable: true description: >- gtm-api preset for the AI call (external sid, opaque); null/omitted = team default (service KNOWLEDGE §1). required: - id - type - prompt - output_key additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. type: type: string enum: - manual_task title: type: string minLength: 1 maxLength: 255 description: Todo title template, 1..255. instructions: type: string nullable: true maxLength: 4000 description: >- Rendered into the human todo, max 4000; the journey waits until the task is completed (workflow_tasks.md manual queue). required: - id - type - title additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - move_to_workflow target_workflow_sid: type: string minLength: 18 maxLength: 18 pattern: ^wf_wf_ description: >- Enroll the person into this campaign (wf_wf_…); reuses the existing record per the re-entry policy (workflow_records.md). THIS record then completes - terminal-for-this-record. mode: type: string nullable: true enum: - from_start - from_current description: >- Re-entry mode when the person is ALREADY in the target (workflow_records.md, Re-entry): from_start (default; reset to the entry step) | from_current (resume the pinned step, else the entry step). A re-entry is loop-guarded at re_entered_count 10. required: - id - type - target_workflow_sid additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - add_tag tag_sids: type: array items: type: string minLength: 18 maxLength: 18 pattern: ^cr_tg_ description: CRM tag sid (cr_tg_…). minItems: 1 maxItems: 20 description: >- 1..20 CRM tags (cr_tg_…) attached to the person mid-flow, then falls through (tags.md). required: - id - type - tag_sids additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - remove_tag tag_sids: type: array items: type: string minLength: 18 maxLength: 18 pattern: ^cr_tg_ description: CRM tag sid (cr_tg_…). minItems: 1 maxItems: 20 description: >- 1..20 CRM tags (cr_tg_…) detached from the person mid-flow, then falls through. required: - id - type - tag_sids additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - set_field field_slug: type: string pattern: ^[a-z][a-z0-9_]{0,63}$ description: >- Playtable field slug to write (pipeline_stage is a scalar_select field - service KNOWLEDGE §3). value: anyOf: - type: string - type: number - type: boolean - {} - {} description: >- Scalar cell value written for the person (one cell; no arrays/objects); null clears the field (playtable_field_values.md). required: - id - type - field_slug - value additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - change_sender sender_profile_sid: type: string nullable: true minLength: 18 maxLength: 18 pattern: ^ub_sp_ description: >- Explicit forward-only re-pin of workflow_records.sender_profile_sid (ub_sp_…). Exactly one of the three shapes (publish check). rotation: type: string nullable: true enum: - fair - random - new_sender - prior_engagement description: >- Re-pick the sender from the workflow pool by this strategy instead of a fixed sid, forward only. Exactly one of the three shapes (publish check). rotations: type: array nullable: true items: type: object properties: sender_profile_sid: type: string nullable: true minLength: 18 maxLength: 18 pattern: ^ub_sp_ description: >- The sender profile for this pass; null = the workflow's rotation strategy picks, never the sender profile the record already has. Must be in the workflow's pool (publish check). entry_step_id: type: integer nullable: true minimum: 0 exclusiveMinimum: true description: >- A step id of THIS document to restart the journey from (publish check); null = the workflow's entry step. required: - sender_profile_sid - entry_step_id additionalProperties: false minItems: 1 maxItems: 10 description: >- The legacy gs_rotate_sender_profile list (D45): each pass through the node consumes the next entry and RESTARTS the journey from its entry step with its sender profile (touches start over; workflow_records.rotations_done is the cursor); past the end the journey continues. Exactly one of the three shapes (publish check). required: - id - type additionalProperties: false description: >- REQUIRED no-match path (may be []); falls through unless it ends with `end`. required: - id - type - branches - else additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - ab_test branches: type: array items: type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. label: type: string nullable: true maxLength: 255 description: Editor caption ("Variant A"). weight: type: integer minimum: 1 description: >- Relative weight (int >= 1; need not sum to 100). Record assigned by crc32(record.sid) mod sum(weights), first arm whose cumulative range contains it (workflow_versions.md ab_test algorithm). steps: type: array items: type: object additionalProperties: {} description: >- Recursive node: the same object shape repeats here. A static OpenAPI document cannot express the cycle, so this level is documented as an open object. description: >- Arm sub-flow; falls through to the ab_test successor unless it ends with `end`. required: - id - weight - steps additionalProperties: false minItems: 2 maxItems: 9 description: >- 2..9 weighted arms; the record is assigned to one deterministically by hashing its sid into the weight distribution (workflow_versions.md). No `else` - weights cover the whole distribution. required: - id - type - branches additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. type: type: string enum: - end required: - id - type additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - api_call method: type: string enum: - GET - POST - PUT - PATCH - DELETE description: >- The request method. POST / PUT / PATCH carry the JSON body; GET / DELETE must publish with body null. url: type: string minLength: 1 maxLength: 2048 description: >- https-only (publish check), max 2048. A template: {{people.*}} / {{company.*}} / {{record.}} / {{ai.}} may stand in the path and the query and are URL-encoded where they stand. headers: type: object nullable: true additionalProperties: type: string maxLength: 1024 description: >- Up to 20 custom request headers; values are templates. Auth comes from provider_connection_sid, never from a literal here. query: type: object nullable: true additionalProperties: type: string maxLength: 2048 description: >- Up to 20 query parameters appended to the URL; values are templates. body: type: string nullable: true maxLength: 16000 description: >- A JSON body template with the variables INSIDE quotes ("{{people.full_name}}"), stood in JSON-safely at call time. null = the fixed payload {event, workflow_sid, workflow_record_sid, workflow_task_sid, step_id, people_sid, context}. provider_connection_sid: type: string nullable: true minLength: 18 maxLength: 18 pattern: ^in_cn_ description: >- A `custom` provider connection of the team (provider-connections.search filter provider=custom): the integration platform injects its auth (bearer / basic / header / query) when the call fires. null = no auth (a public API). timeout_secs: type: integer nullable: true minimum: 1 maximum: 120 description: The call budget in seconds; null = 15. retry_on_error: type: boolean nullable: true description: >- null/true: a 5xx, a 429, a timeout or an unreachable target earns a fresh attempt (3 in all, with backoff); false: the record fails on the first error. A 4xx / auth refusal never retries. remove_empty_values: type: boolean nullable: true description: >- true: empty rendered values leave the query and the body, so they never overwrite the receiver's data; null/false: sent as empty strings. output_key: type: string nullable: true pattern: ^[a-z][a-z0-9_]{0,63}$ description: >- The answer's name for the steps after this one (2026-10-11): a slug, unique within the version together with the ask_ai keys (publish check). Later steps read {{api..}} (a dotted path into the decoded JSON answer) and condition leaves filter on api..; the answer is kept on the done task row, capped at 64 KB. null = the answer is not kept. required: - id - type - method - url additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - ask_ai prompt: type: string minLength: 1 maxLength: 8000 description: >- Prompt template, 1..8000 - same variable namespaces as message templates. output_key: type: string pattern: ^[a-z][a-z0-9_]{0,63}$ description: >- Slug 1..64, unique within the version (publish check); later steps read {{ai.}} and condition leaves filter on ai.. Outputs live on the completed task row, never on records. preset_sid: type: string nullable: true description: >- gtm-api preset for the AI call (external sid, opaque); null/omitted = team default (service KNOWLEDGE §1). required: - id - type - prompt - output_key additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. type: type: string enum: - manual_task title: type: string minLength: 1 maxLength: 255 description: Todo title template, 1..255. instructions: type: string nullable: true maxLength: 4000 description: >- Rendered into the human todo, max 4000; the journey waits until the task is completed (workflow_tasks.md manual queue). required: - id - type - title additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - move_to_workflow target_workflow_sid: type: string minLength: 18 maxLength: 18 pattern: ^wf_wf_ description: >- Enroll the person into this campaign (wf_wf_…); reuses the existing record per the re-entry policy (workflow_records.md). THIS record then completes - terminal-for-this-record. mode: type: string nullable: true enum: - from_start - from_current description: >- Re-entry mode when the person is ALREADY in the target (workflow_records.md, Re-entry): from_start (default; reset to the entry step) | from_current (resume the pinned step, else the entry step). A re-entry is loop-guarded at re_entered_count 10. required: - id - type - target_workflow_sid additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - add_tag tag_sids: type: array items: type: string minLength: 18 maxLength: 18 pattern: ^cr_tg_ description: CRM tag sid (cr_tg_…). minItems: 1 maxItems: 20 description: >- 1..20 CRM tags (cr_tg_…) attached to the person mid-flow, then falls through (tags.md). required: - id - type - tag_sids additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - remove_tag tag_sids: type: array items: type: string minLength: 18 maxLength: 18 pattern: ^cr_tg_ description: CRM tag sid (cr_tg_…). minItems: 1 maxItems: 20 description: >- 1..20 CRM tags (cr_tg_…) detached from the person mid-flow, then falls through. required: - id - type - tag_sids additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - set_field field_slug: type: string pattern: ^[a-z][a-z0-9_]{0,63}$ description: >- Playtable field slug to write (pipeline_stage is a scalar_select field - service KNOWLEDGE §3). value: anyOf: - type: string - type: number - type: boolean - {} - {} description: >- Scalar cell value written for the person (one cell; no arrays/objects); null clears the field (playtable_field_values.md). required: - id - type - field_slug - value additionalProperties: false - type: object properties: id: type: integer minimum: 1 description: >- Server-assigned small int, unique across the whole document (steps + branch ids); immutable, never reused; user-facing in the editor tree. name: type: string nullable: true maxLength: 255 description: Editor label. delay: type: string nullable: true pattern: ^[1-9][0-9]*(m|h|d)$ description: >- How long the record waits at this step before it runs: "45m" / "12h" / "2d"; null/omitted = runs as soon as it arrives. Not allowed on wait (use `for`), wait_for_event, manual_task, end. type: type: string enum: - change_sender sender_profile_sid: type: string nullable: true minLength: 18 maxLength: 18 pattern: ^ub_sp_ description: >- Explicit forward-only re-pin of workflow_records.sender_profile_sid (ub_sp_…). Exactly one of the three shapes (publish check). rotation: type: string nullable: true enum: - fair - random - new_sender - prior_engagement description: >- Re-pick the sender from the workflow pool by this strategy instead of a fixed sid, forward only. Exactly one of the three shapes (publish check). rotations: type: array nullable: true items: type: object properties: sender_profile_sid: type: string nullable: true minLength: 18 maxLength: 18 pattern: ^ub_sp_ description: >- The sender profile for this pass; null = the workflow's rotation strategy picks, never the sender profile the record already has. Must be in the workflow's pool (publish check). entry_step_id: type: integer nullable: true minimum: 0 exclusiveMinimum: true description: >- A step id of THIS document to restart the journey from (publish check); null = the workflow's entry step. required: - sender_profile_sid - entry_step_id additionalProperties: false minItems: 1 maxItems: 10 description: >- The legacy gs_rotate_sender_profile list (D45): each pass through the node consumes the next entry and RESTARTS the journey from its entry step with its sender profile (touches start over; workflow_records.rotations_done is the cursor); past the end the journey continues. Exactly one of the three shapes (publish check). required: - id - type additionalProperties: false minItems: 1 maxItems: 100 description: >- Immutable chain-and-blocks snapshot: array order = execution order, entry = steps[0], root-array exhaustion completes the record; 1..100 steps TOTAL incl. nested, <=512 KB serialized. Step ids are stable across versions. steps_count: type: integer minimum: 1 maximum: 100 description: >- Denormalized total step count (incl. nested) at insert - lets lists/events skip the JSON. entry_step_id: type: integer minimum: 1 description: >- = steps[0].id, denormalized at publish; every enrollment starts here. created_by: type: object properties: actor_type: type: string enum: - user - support - api_key - system - agent actor_sid: type: string nullable: true team_sid: type: string actor_name: type: string nullable: true description: >- The OAuth client that acted ("Claude", "n8n"); null for a user, an API key or a system job. oauth_client_sid: type: string nullable: true description: >- The acting OAuth client (id_oc_*); null off the OAuth path. reason: type: string nullable: true description: >- Why a system actor wrote the row (snapshot_capture_job, ...); null otherwise. permissions: type: object additionalProperties: {} description: >- Internal audit context: the grant set the actor held at write time. Not a contract. cluster_id: type: integer nullable: true description: >- Internal audit context: the cluster that served the write. trace_id: type: string nullable: true description: >- Internal audit context: the trace id of the request that wrote the row. required: - actor_type - actor_sid - team_sid - permissions description: >- The PUBLISHER - actor of workflows.publish; answers "who shipped v7". created_at: type: string description: >- ISO 8601 UTC - the publish moment. No updated_at: the row never changes. required: - sid - team_sid - workflow_sid - version - steps - steps_count - entry_step_id - created_by - created_at included: type: object properties: workflow: type: object properties: sid: type: string name: type: string status: type: string published_version_sid: type: string nullable: true required: - sid - name - status - published_version_sid description: >- Parent workflow (WorkflowDomain - entities/workflows.md): name/status + published_version_sid to check whether THIS row is the live pointer. workflow_records_counts: type: object properties: total_count: type: integer minimum: 0 description: Records pinned to this version. groups: type: object properties: status: anyOf: - type: object additionalProperties: type: integer minimum: 0 - type: array items: {} description: >- Funnel by WorkflowRecordStatusEnum - non-terminal buckets = "who is still running this version". required: - status description: >- Axes per WorkflowRecordGroupableFieldsEnum (canonical shape - entities/workflow_records.md). PHP empty map serialises as []. required: - total_count - groups description: >- Parent-include counts (§4.17) computed against {workflow_version_sid: parent.sid}: how many records are pinned to this version and in which statuses, without loading rows. required: - item - included pagination: type: object properties: next_cursor: type: string nullable: true has_more: type: boolean total_count: type: integer nullable: true required: - next_cursor - has_more - total_count applied_filters: type: object additionalProperties: {} includes: type: array items: type: string meta: type: object properties: trace_id: type: string description: UUID v7; same 128-bit value as the X-Trace-Id header. span_id: type: string pattern: ^[0-9a-f]{16}$ description: 16 hex chars, root span of this request. timestamp: type: string description: ISO 8601 UTC (Y-m-dTH:i:sZ), response time. duration_ms: type: integer minimum: 0 description: Server-side wall clock. team_sid: type: string nullable: true description: >- The team this call ran in (the token team, or the team_sid override). Null when unauthenticated; absent from pre-2026-08-20 backends. actor_type: type: string nullable: true description: >- user | agent | api_key | system. Null when unauthenticated; absent from pre-2026-08-20 backends. required: - trace_id - span_id - timestamp - duration_ms counts: type: object properties: total_count: type: integer minimum: 0 description: Versions matching the filter - full filter scope, not the page. groups: type: object properties: workflow_sid: anyOf: - type: object additionalProperties: type: integer minimum: 0 - type: array items: {} description: >- Flat {wf_wf_ sid: version count} - versions-per-workflow distribution; backed by (team_sid, workflow_sid, version DESC). required: - workflow_sid description: >- One axis per WorkflowVersionGroupableFieldsEnum value (§4.17). PHP empty map serialises as []. required: - total_count - groups required: - success - operation - items - pagination - applied_filters - includes - meta McpError: type: object properties: success: type: boolean enum: - false error: type: object properties: code: type: string enum: - validation_failed - nothing_to_update - not_found - relation_not_found - invalid_transition - limit_exceeded - payment_required - duplicate_rejected - conflict - delete_blocked - unauthorized - forbidden - rate_limited - internal_error - service_unavailable - not_implemented message: type: string recoverable: type: boolean suggestion: type: string field_errors: type: object additionalProperties: type: array items: type: object properties: rule: type: string message: type: string required: - rule - message blockers: type: array items: type: object properties: type: type: string description: >- Machine-readable blocker type (active_flow, pending_tasks, …). severity: type: string enum: - hard - soft description: >- hard = external action required; soft = acknowledge is enough. description: type: string entity_sid: type: string nullable: true count: type: integer resolution: type: string description: 'Hard: tool name to call. Soft: code for acknowledge[].' resolution_hint: type: string required: - type - severity - description - entity_sid - resolution - resolution_hint context: type: object additionalProperties: {} required: - code - message - recoverable meta: type: object properties: trace_id: type: string description: UUID v7; same 128-bit value as the X-Trace-Id header. span_id: type: string pattern: ^[0-9a-f]{16}$ description: 16 hex chars, root span of this request. timestamp: type: string description: ISO 8601 UTC (Y-m-dTH:i:sZ), response time. duration_ms: type: integer minimum: 0 description: Server-side wall clock. team_sid: type: string nullable: true description: >- The team this call ran in (the token team, or the team_sid override). Null when unauthenticated; absent from pre-2026-08-20 backends. actor_type: type: string nullable: true description: >- user | agent | api_key | system. Null when unauthenticated; absent from pre-2026-08-20 backends. required: - trace_id - span_id - timestamp - duration_ms required: - success - error responses: McpClientError: description: >- MCP error envelope. `error.code` is one of validation_failed, nothing_to_update, not_found, relation_not_found, invalid_transition, limit_exceeded, payment_required, duplicate_rejected, conflict, delete_blocked, unauthorized, forbidden, rate_limited, not_implemented. content: application/json: schema: $ref: '#/components/schemas/McpError' McpServerError: description: >- MCP error envelope with `error.code` internal_error or service_unavailable. content: application/json: schema: $ref: '#/components/schemas/McpError' securitySchemes: BearerJwt: type: http scheme: bearer bearerFormat: JWT description: >- Access token issued by gs.service.id. Its `access_identity` claim carries `team_sid`, `actor_sid` and `actor_type`, and that team scope is authoritative. TeamSid: type: apiKey in: header name: Team-SID description: >- Team scope for tokens that do not carry one. Ignored when the token already names a team. ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.