Schedules: Actions
Manage the actions of a schedule.
GET /schedule_actions
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/schedule_actions
List schedule actions.
Lists the actions configured on schedules, such as dial, SMS, wait, or webhook steps. Filter by schedule_id or owner_relation to scope to a particular action list, such as a schedule's main actions or its End Of Schedule Actions.
Params
| Param name | Description |
|---|---|
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schedule_id Optional |
The schedule this action belongs to.
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owner_relation Optional |
Filter for actions belonging to this action list, such as the scheduleโs main actions or its End Of Schedule Actions.
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ids Optional |
Return records matching these ids.
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GET /schedule_actions/new
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/schedule_actions/new
Build a schedule action with default attributes.
Builds a schedule action with default attributes without saving it, for previewing what a new action of a given type would look like.
POST /schedule_actions
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/schedule_actions
Create a schedule action.
Adds a new action to a schedule's action list. Requires action_type and owner_relation.
Params
| Param name | Description |
|---|---|
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schedule_id Optional Blank value allowed |
The schedule this action belongs to.
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owner_relation Required |
Which action list this action belongs to, such as the scheduleโs main actions or its End Of Schedule Actions.
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action_type Required |
The type of action to perform, such as dial, sms, wait, or webhook.
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record_token_filter_list Optional Blank value allowed |
Assign filters to the object by passing an array of key:value pairs
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record_token_additional_list Optional Blank value allowed |
Assign additional tokens that will be applied to leads and calls by passing a comma separated string of key:value pairs.
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token_value_ids Optional Blank value allowed |
Only run this action for leads or calls matching these tokens.
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attribution_token_value_ids Optional Blank value allowed |
Apply these additional tokens to the lead or call when this action runs.
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token_value_map_group_ids Optional Blank value allowed |
Apply these Custom Field Mapping groups to this action.
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name Optional Blank value allowed |
The name of this action, shown in the schedule builder. |
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description Optional Blank value allowed |
A human readable description of this action.
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schedule_action_group_id Optional Blank value allowed |
Assign this action to an Action Group so it can also run from an agent status change or a matched transcription.
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lead_wait_rule_group_id Optional Blank value allowed |
The Lead Wait Rule Group whose rules determine how long to wait, used when action_wait_type is lead_wait_rule_group.
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provider_configuration_id Optional Blank value allowed |
The provider configuration used to place this actionโs calls, SMS, or other outbound communication.
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sub_action Optional Blank value allowed |
A sub action recognized by the actionโs integration, such as send_email or add_to_campaign.
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add_one_to_lead_priority Optional Blank value allowed |
When enabled, increases the leadโs dial priority each time this action runs.
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change_instant_agent_dial_mode Optional Blank value allowed |
Switch how the lead is dialed by an Instant Agent. Accepts dial_with_instant_agent or dial_with_ivr.
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change_contact_caller_permission_required Optional Blank value allowed |
Change whether an agentโs permission is required before connecting this leadโs caller. Accepts apply_required or remove_required.
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action_wait_type Optional Blank value allowed |
How long to wait before continuing. Accepts seconds, minutes, hours, days, time_of_day, or lead_wait_rule_group.
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wait_seconds Optional Blank value allowed |
The number of seconds to wait, used when action_wait_type is seconds.
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wait_minutes Optional Blank value allowed |
The number of minutes to wait, used when action_wait_type is minutes.
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wait_hours Optional Blank value allowed |
The number of hours to wait, used when action_wait_type is hours.
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wait_days Optional Blank value allowed |
The number of days to wait, used when action_wait_type is days.
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wait_until_day_of_week Optional Blank value allowed |
The day to wait until, used when action_wait_type is time_of_day. Accepts today, tomorrow, next_week, next_month, or a day number (0 for Sunday through 6 for Saturday).
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wait_until_hour Optional Blank value allowed |
The hour of the day to wait until (0-23), used when action_wait_type is time_of_day.
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wait_until_minute Optional Blank value allowed |
The minute of the hour to wait until (0-59), used when action_wait_type is time_of_day.
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during_daylight_hours Optional Blank value allowed |
When enabled, this action only proceeds during the scheduleโs daylight hours; otherwise it waits until daylight hours resume.
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when_buyer_available Optional Blank value allowed |
When enabled, this action waits until a buyer is available before proceeding.
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when_buyer_would_convert Optional Blank value allowed |
When enabled, this action waits until the lead would convert with an available buyer.
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choice_action_type Optional Blank value allowed |
What this action does when it runs. Accepts none or exit_schedule.
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sms_body Optional Blank value allowed |
The text message to send. Token replacement is supported.
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custom_email Optional Blank value allowed |
Send to this email address instead of the leadโs email. Token replacement is supported.
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email_from Optional Blank value allowed |
The from email address.
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email_from_name Optional Blank value allowed |
The from name displayed on the email.
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email_to_name Optional Blank value allowed |
The name displayed for the recipient.
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email_title Optional Blank value allowed |
The email subject line. Token replacement is supported.
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email_body Optional Blank value allowed |
The email body content. Token replacement is supported.
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email_domain Optional Blank value allowed |
The sending domain used for this email.
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email_type Optional Blank value allowed |
The format of the outgoing email, such as html or text.
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mailchimp_list_id Optional Blank value allowed |
The Mailchimp list id leads are added to.
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campaign_id Optional Blank value allowed |
The campaign id in the connected integration that this action applies to.
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use_custom_caller_id Optional Blank value allowed |
When enabled, uses custom_caller_id instead of the leadโs number as the caller id for this action.
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custom_caller_id Optional Blank value allowed |
The caller id to use when use_custom_caller_id is enabled. Token replacement is supported.
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use_custom_caller_number Optional Blank value allowed |
When enabled, uses custom_caller_number_id instead of the scheduleโs number to dial the lead.
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custom_caller_number_id Optional Blank value allowed |
The number to dial from when use_custom_caller_number is enabled.
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lead_cycle_dial_number Optional Blank value allowed |
When enabled, clears the leadโs assigned dial number so a new one is chosen the next time itโs dialed.
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lead_cycle_sms_number Optional Blank value allowed |
When enabled, clears the leadโs assigned SMS number so a new one is chosen the next time it sends SMS.
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call_disposition_id Optional Blank value allowed |
Only run this action for calls with this disposition.
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parent_outgoing_webhook_id Optional Blank value allowed |
The outgoing webhook this action was generated from, when it fires alongside a webhook.
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add_to_schedule_id Optional Blank value allowed |
The schedule to add or move the lead to.
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reassign_to_schedule Optional Blank value allowed |
When enabled, moves the lead to the target schedule instead of adding it as a new lead there.
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skip_contact_field_validations Optional Blank value allowed |
When enabled, skips contact field validation when adding the lead to the target schedule.
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lead_unblock_contact Optional Blank value allowed |
When enabled, unblocks the callerโs number if it was previously blocked.
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lead_update_only Optional Blank value allowed |
When enabled, only updates a matching existing lead on the target schedule instead of creating a new one.
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lead_expire_existing Optional Blank value allowed |
When enabled, expires any existing matching leads on the target schedule before adding this one.
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lead_delete_existing Optional Blank value allowed |
When enabled, deletes any existing matching leads on the target schedule before adding this one.
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lead_restart_schedule Optional Blank value allowed |
When enabled, restarts the schedule for the lead this action adds or updates.
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lead_assign_trackdrive_number Optional Blank value allowed |
When enabled, assigns a dialing number to the lead this action adds or updates.
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lead_assign_sms_number Optional Blank value allowed |
When enabled, assigns an SMS number to the lead this action adds or updates.
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lead_update_all_matching_leads Optional Blank value allowed |
When enabled, applies this leadโs updated data to every other lead with a matching phone number.
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lead_hours_to_expire Optional Blank value allowed |
The number of hours before a lead added by this action expires.
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lead_max_contact_attempts Optional Blank value allowed |
The maximum number of contact attempts allowed for a lead added by this action.
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lead_block_type Optional Blank value allowed |
Whether to block the caller on this scheduleโs suppression list only, or across the entire company. Accepts schedule, or leave blank for the whole company.
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auth_public_key Optional Blank value allowed |
The AWS access key id used to authenticate to the S3 bucket for this upload.
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auth_secret_key Optional Blank value allowed |
The AWS secret access key used to authenticate to the S3 bucket for this upload.
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aws_region Optional Blank value allowed |
The AWS region of the S3 bucket, e.g. us-east-1.
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ftp_hostname Optional Blank value allowed |
The FTP or S3 hostname, or S3 bucket name, to upload to.
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ftp_username Optional Blank value allowed |
The username used to authenticate to the FTP server.
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ftp_password Optional Blank value allowed |
The password used to authenticate to the FTP server.
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ftp_directory_path Optional Blank value allowed |
The directory path the file is uploaded to.
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ftp_file_name Optional Blank value allowed |
The file name used for the uploaded file.
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ftp_generate_directory Optional Blank value allowed |
When enabled, generates the destination directory if it doesnโt already exist.
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ftp_upload_remote_file Optional Blank value allowed |
When enabled, downloads and uploads the file at ftp_remote_file_url instead of ftp_contents_to_upload.
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ftp_remote_file_url Optional Blank value allowed |
The URL of a file to download and upload, used when ftp_upload_remote_file is enabled. Token replacement is supported.
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ftp_contents_to_upload Optional Blank value allowed |
The text content to upload as a file, used when ftp_upload_remote_file is disabled. Token replacement is supported.
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use_sftp Optional Blank value allowed |
When enabled, uploads over SFTP instead of FTP.
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call_control_action_id Optional Blank value allowed |
Run this Call Action when the action fires.
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key_press_flow_id Optional Blank value allowed |
The Key Press Flow this action uses.
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lead_retarget_id Optional Blank value allowed |
The Lead Retarget rule this action applies.
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sortable_order Optional Blank value allowed |
The order in which records will be sorted. Values are sorted in ascending order; smaller values are listed first.
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GET /schedule_actions/:id
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/schedule_actions/:id
Get details about a schedule action.
Gets a schedule action's details by id, including the integrations available to it.
PUT /schedule_actions/:id
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/schedule_actions/:id
Update a schedule action.
Updates an existing schedule action, such as its schedule assignment, token filters, custom field mapping groups, or sort order.
Params
| Param name | Description |
|---|---|
|
schedule_id Optional Blank value allowed |
The schedule this action belongs to.
|
|
owner_relation Optional Blank value allowed |
Which action list this action belongs to, such as the scheduleโs main actions or its End Of Schedule Actions.
|
|
action_type Optional Blank value allowed |
The type of action to perform, such as dial, sms, wait, or webhook.
|
|
record_token_filter_list Optional Blank value allowed |
Assign filters to the object by passing an array of key:value pairs
|
|
record_token_additional_list Optional Blank value allowed |
Assign additional tokens that will be applied to leads and calls by passing a comma separated string of key:value pairs.
|
|
token_value_ids Optional Blank value allowed |
Only run this action for leads or calls matching these tokens.
|
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attribution_token_value_ids Optional Blank value allowed |
Apply these additional tokens to the lead or call when this action runs.
|
|
token_value_map_group_ids Optional Blank value allowed |
Apply these Custom Field Mapping groups to this action.
|
|
name Optional Blank value allowed |
The name of this action, shown in the schedule builder. |
|
description Optional Blank value allowed |
A human readable description of this action.
|
|
schedule_action_group_id Optional Blank value allowed |
Assign this action to an Action Group so it can also run from an agent status change or a matched transcription.
|
|
lead_wait_rule_group_id Optional Blank value allowed |
The Lead Wait Rule Group whose rules determine how long to wait, used when action_wait_type is lead_wait_rule_group.
|
|
provider_configuration_id Optional Blank value allowed |
The provider configuration used to place this actionโs calls, SMS, or other outbound communication.
|
|
sub_action Optional Blank value allowed |
A sub action recognized by the actionโs integration, such as send_email or add_to_campaign.
|
|
add_one_to_lead_priority Optional Blank value allowed |
When enabled, increases the leadโs dial priority each time this action runs.
|
|
change_instant_agent_dial_mode Optional Blank value allowed |
Switch how the lead is dialed by an Instant Agent. Accepts dial_with_instant_agent or dial_with_ivr.
|
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change_contact_caller_permission_required Optional Blank value allowed |
Change whether an agentโs permission is required before connecting this leadโs caller. Accepts apply_required or remove_required.
|
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action_wait_type Optional Blank value allowed |
How long to wait before continuing. Accepts seconds, minutes, hours, days, time_of_day, or lead_wait_rule_group.
|
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wait_seconds Optional Blank value allowed |
The number of seconds to wait, used when action_wait_type is seconds.
|
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wait_minutes Optional Blank value allowed |
The number of minutes to wait, used when action_wait_type is minutes.
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wait_hours Optional Blank value allowed |
The number of hours to wait, used when action_wait_type is hours.
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wait_days Optional Blank value allowed |
The number of days to wait, used when action_wait_type is days.
|
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wait_until_day_of_week Optional Blank value allowed |
The day to wait until, used when action_wait_type is time_of_day. Accepts today, tomorrow, next_week, next_month, or a day number (0 for Sunday through 6 for Saturday).
|
|
wait_until_hour Optional Blank value allowed |
The hour of the day to wait until (0-23), used when action_wait_type is time_of_day.
|
|
wait_until_minute Optional Blank value allowed |
The minute of the hour to wait until (0-59), used when action_wait_type is time_of_day.
|
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during_daylight_hours Optional Blank value allowed |
When enabled, this action only proceeds during the scheduleโs daylight hours; otherwise it waits until daylight hours resume.
|
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when_buyer_available Optional Blank value allowed |
When enabled, this action waits until a buyer is available before proceeding.
|
|
when_buyer_would_convert Optional Blank value allowed |
When enabled, this action waits until the lead would convert with an available buyer.
|
|
choice_action_type Optional Blank value allowed |
What this action does when it runs. Accepts none or exit_schedule.
|
|
sms_body Optional Blank value allowed |
The text message to send. Token replacement is supported.
|
|
custom_email Optional Blank value allowed |
Send to this email address instead of the leadโs email. Token replacement is supported.
|
|
email_from Optional Blank value allowed |
The from email address.
|
|
email_from_name Optional Blank value allowed |
The from name displayed on the email.
|
|
email_to_name Optional Blank value allowed |
The name displayed for the recipient.
|
|
email_title Optional Blank value allowed |
The email subject line. Token replacement is supported.
|
|
email_body Optional Blank value allowed |
The email body content. Token replacement is supported.
|
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email_domain Optional Blank value allowed |
The sending domain used for this email.
|
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email_type Optional Blank value allowed |
The format of the outgoing email, such as html or text.
|
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mailchimp_list_id Optional Blank value allowed |
The Mailchimp list id leads are added to.
|
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campaign_id Optional Blank value allowed |
The campaign id in the connected integration that this action applies to.
|
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use_custom_caller_id Optional Blank value allowed |
When enabled, uses custom_caller_id instead of the leadโs number as the caller id for this action.
|
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custom_caller_id Optional Blank value allowed |
The caller id to use when use_custom_caller_id is enabled. Token replacement is supported.
|
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use_custom_caller_number Optional Blank value allowed |
When enabled, uses custom_caller_number_id instead of the scheduleโs number to dial the lead.
|
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custom_caller_number_id Optional Blank value allowed |
The number to dial from when use_custom_caller_number is enabled.
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lead_cycle_dial_number Optional Blank value allowed |
When enabled, clears the leadโs assigned dial number so a new one is chosen the next time itโs dialed.
|
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lead_cycle_sms_number Optional Blank value allowed |
When enabled, clears the leadโs assigned SMS number so a new one is chosen the next time it sends SMS.
|
|
call_disposition_id Optional Blank value allowed |
Only run this action for calls with this disposition.
|
|
parent_outgoing_webhook_id Optional Blank value allowed |
The outgoing webhook this action was generated from, when it fires alongside a webhook.
|
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add_to_schedule_id Optional Blank value allowed |
The schedule to add or move the lead to.
|
|
reassign_to_schedule Optional Blank value allowed |
When enabled, moves the lead to the target schedule instead of adding it as a new lead there.
|
|
skip_contact_field_validations Optional Blank value allowed |
When enabled, skips contact field validation when adding the lead to the target schedule.
|
|
lead_unblock_contact Optional Blank value allowed |
When enabled, unblocks the callerโs number if it was previously blocked.
|
|
lead_update_only Optional Blank value allowed |
When enabled, only updates a matching existing lead on the target schedule instead of creating a new one.
|
|
lead_expire_existing Optional Blank value allowed |
When enabled, expires any existing matching leads on the target schedule before adding this one.
|
|
lead_delete_existing Optional Blank value allowed |
When enabled, deletes any existing matching leads on the target schedule before adding this one.
|
|
lead_restart_schedule Optional Blank value allowed |
When enabled, restarts the schedule for the lead this action adds or updates.
|
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lead_assign_trackdrive_number Optional Blank value allowed |
When enabled, assigns a dialing number to the lead this action adds or updates.
|
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lead_assign_sms_number Optional Blank value allowed |
When enabled, assigns an SMS number to the lead this action adds or updates.
|
|
lead_update_all_matching_leads Optional Blank value allowed |
When enabled, applies this leadโs updated data to every other lead with a matching phone number.
|
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lead_hours_to_expire Optional Blank value allowed |
The number of hours before a lead added by this action expires.
|
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lead_max_contact_attempts Optional Blank value allowed |
The maximum number of contact attempts allowed for a lead added by this action.
|
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lead_block_type Optional Blank value allowed |
Whether to block the caller on this scheduleโs suppression list only, or across the entire company. Accepts schedule, or leave blank for the whole company.
|
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auth_public_key Optional Blank value allowed |
The AWS access key id used to authenticate to the S3 bucket for this upload.
|
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auth_secret_key Optional Blank value allowed |
The AWS secret access key used to authenticate to the S3 bucket for this upload.
|
|
aws_region Optional Blank value allowed |
The AWS region of the S3 bucket, e.g. us-east-1.
|
|
ftp_hostname Optional Blank value allowed |
The FTP or S3 hostname, or S3 bucket name, to upload to.
|
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ftp_username Optional Blank value allowed |
The username used to authenticate to the FTP server.
|
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ftp_password Optional Blank value allowed |
The password used to authenticate to the FTP server.
|
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ftp_directory_path Optional Blank value allowed |
The directory path the file is uploaded to.
|
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ftp_file_name Optional Blank value allowed |
The file name used for the uploaded file.
|
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ftp_generate_directory Optional Blank value allowed |
When enabled, generates the destination directory if it doesnโt already exist.
|
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ftp_upload_remote_file Optional Blank value allowed |
When enabled, downloads and uploads the file at ftp_remote_file_url instead of ftp_contents_to_upload.
|
|
ftp_remote_file_url Optional Blank value allowed |
The URL of a file to download and upload, used when ftp_upload_remote_file is enabled. Token replacement is supported.
|
|
ftp_contents_to_upload Optional Blank value allowed |
The text content to upload as a file, used when ftp_upload_remote_file is disabled. Token replacement is supported.
|
|
use_sftp Optional Blank value allowed |
When enabled, uploads over SFTP instead of FTP.
|
|
sortable_order Optional Blank value allowed |
The order in which records will be sorted. Values are sorted in ascending order; smaller values are listed first.
|
DELETE /schedule_actions/:id
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/schedule_actions/:id
Destroy a schedule action.
Removes a schedule action by id.