Sign in
latestOpenAPI 3.1.02026-08-233001841.3 MB

0dcf3303e9d7

playbooks

Create a playbook

Create a new playbook for the organization.

post/playbook/

Request body

custom_field_idsstring[]

IDs of Shared Custom Fields to associate with this Playbook.

descriptionstring nullable

Description of the playbook.

namestring required
outcome_idsstring[]

IDs of Outcomes that should be associated with this Playbook.

summary_guidancestring nullable

Guidance for AI summaries of calls and meetings associated with this Playbook.

Response

Successful response

archived_atstring date-time nullable required
archived_by_idstring nullable required
created_atstring date-time required
created_by_idstring required
custom_field_idsstring[] required
descriptionstring nullable required
idstring required
namestring required
organization_idstring required
outcome_idsstring[] required
positioninteger nullable required
summary_guidancestring nullable required
updated_atstring date-time required
updated_by_idstring required