Automations

Create an automation

POST
/api/v1/automations

Creates a trigger-driven automation, optionally with its steps. Always created paused — enabling is a separate, deliberate call (POST /api/v1/automations/{id}/status) so a programmatic mistake can never start sending. Step objects are camelCase (they reuse the internal step schema); the surrounding body is snake_case like the rest of the API.

Authorization

bearerAuth write
headerAuthorizationBearer <token>

An API key from the dashboard under Settings → API keys, sent as Authorization: Bearer aem_….

Authorization has two independent axes.

The scope is ranked — a key satisfies any requirement at or below its own tier:

  • read — see messages, contacts and metrics. Changes nothing, and cannot send.
  • write — everything read does, plus managing templates, contacts, automations, segments and suppressions. This is what editing a template needs.
  • admin — everything write does, plus sending configuration: domains, senders, webhook registration, kill switch, daily cap, brand.

There is no approve scope. It was a rung once; it is not one now, and a key requested with it is rejected.

The approval grant (can_approve) is a separate boolean, not a rung. Delivering mail to a real inbox needs write and the grant. Keeping them on separate axes is what makes the review gate a control rather than a convention: a key that may propose is not automatically a key that may approve its own proposal.

Give your application the lowest tier that works. Most need write and the grant — the dashboard mints that combination as Send + manage; Manage only is the same rung with the grant withheld.

Scope: write

Header Parameters

Idempotency-Key?string

Makes a retry safe (1–256 chars, kept 24 hours). The same key with the same body replays the first success with Idempotency-Replay: true; the same key with a different body, or while the first request is still running, is 409 conflict. A failed request releases its key. Use a value tied to the thing you are creating, e.g. onboarding/user_42.

Length1 <= length <= 256

Request Body

application/json
  1. body
name*string

Display name, unique within the project.

Length2 <= length <= 120
trigger_event*string

Contact event that enrolls a contact.

Length1 <= length <= 120
trigger_filter?array<>|

Conditions over contact attributes ⊕ event properties. All must match to enroll.

priority?integer

Lower runs first when several automations match. Default 100.

Range0 <= value <= 1000
exclusive?boolean

When true (default), a contact already in this automation is not re-enrolled.

exit_events?array<>

Events that end an in-flight run early, ORed.

Itemsitems <= 20
exit_event?string

Deprecated single-event form, still accepted. Prefer exit_events.

Lengthlength <= 120
allow_reenrollment?boolean

Allow a contact to enroll again after finishing.

reenrollment_cooldown_seconds?integer
Range0 <= value <= 9007199254740991
steps?array<|||||||>

Steps in order. Omit to create an empty shell and append later.

Itemsitems <= 200

Response Body

Automation created, paused.

application/json
  1. response
automation_id?string
step_count?integer
status?"paused"
Value in"paused"
Example Request
curl -X POST 'https://sendandretain.com/api/v1/automations' \  -H 'Content-Type: application/json' \  -d '{  "name": "Win back",  "trigger_event": "subscription.canceled",  "steps": [    {      "type": "send",      "templateSlug": "win-back-1",      "delaySeconds": 0    },    {      "type": "delay",      "delaySeconds": 259200    },    {      "type": "send",      "templateSlug": "win-back-2",      "delaySeconds": 0,      "subject": "One last thing"    }  ]}'
Example Response
{  "automation_id": "auto_win_back",  "step_count": 3,  "status": "paused"}