Edit an automation
Updates the trigger, filter, priority, exit event or name. Trigger and filter changes affect FUTURE enrollments only — contacts mid-run keep advancing through the tree they enrolled into. Steps are edited through the /steps endpoints.
bearerAuth writeAuthorizationBearer <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— everythingreaddoes, plus managing templates, contacts, automations, segments and suppressions. This is what editing a template needs.admin— everythingwritedoes, 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
id*stringAutomation id or exact name.
application/json- body
name?string2 <= length <= 120trigger_event?stringNew trigger. Affects FUTURE enrollments only.
1 <= length <= 120trigger_filter?array<>||New filter, or null to clear it (every occurrence enrolls).
priority?integerLower runs first when several automations match.
0 <= value <= 1000exclusive?booleanexit_events?array<>|Events that end an in-flight run early, ORed. Replaces exit_event; [] or null clears.
exit_event?|Deprecated single-event form, still accepted. Prefer exit_events. null clears.
allow_reenrollment?booleanreenrollment_cooldown_seconds?integer0 <= value <= 9007199254740991Automation updated.
application/json- response
id?stringcurl -X PATCH 'https://sendandretain.com/api/v1/automations/string' \ -H 'Content-Type: application/json' \ -d '{ "priority": 50, "exit_events": [ "subscription.resumed" ]}'{ "id": "string"}