> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yampi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a new automation rule

> Add a new automation rule to account



## OpenAPI

````yaml /openapi/application.json post /api/v1/accounts/{account_id}/automation_rules
openapi: 3.1.0
info:
  title: API de Yampi
  description: >-
    API de cuenta de Yampi: chats, inventario, negocios, contratos, tesorería y
    Livia. Autenticación con el header `api_access_token`.
  version: 1.2.0
  termsOfService: https://yampi.ai/terms/
  contact:
    email: hola@yampi.ai
  license:
    name: MIT License
    url: https://opensource.org/licenses/MIT
servers:
  - url: https://app.yampi.ai
    description: Producción
security: []
tags:
  - name: Agents
    description: Agent management APIs
  - name: Canned Responses
    description: Pre-defined responses for common queries
  - name: Contacts
    description: Contact management APIs
  - name: Contact Labels
    description: Manage contact labels
  - name: Conversation Assignments
    description: Manage conversation assignments
  - name: Conversation Labels
    description: Manage conversation labels
  - name: Conversations
    description: Conversation management APIs
  - name: Custom Attributes
    description: Custom fields for contacts and conversations
  - name: Custom Filters
    description: Saved filters for conversations
  - name: Inboxes
    description: Communication channels setup
  - name: Integrations
    description: Third-party integrations
  - name: Messages
    description: Message management APIs
  - name: Profile
    description: User profile APIs
  - name: Reports
    description: Analytics and reporting APIs
  - name: Teams
    description: Team management APIs
  - name: Webhooks
    description: Event notification webhooks
  - name: Automation Rule
    description: Workflow automation rules
  - name: Help Center
    description: Knowledge base management
  - name: Account
    description: Current account profile and settings
  - name: Audit Logs
    description: Account audit log
  - name: Properties
    description: Property portfolio APIs
  - name: Companies
    description: Company CRM APIs
  - name: Opportunities
    description: Opportunity CRM APIs
  - name: Opportunity Reminders
    description: Reminders on opportunities
  - name: Contract Templates
    description: Contract template library
  - name: Contract Submissions
    description: Contract sending and tracking
  - name: Livia
    description: Livia assistants
  - name: Livia Tareas
    description: Livia one-shot AI tasks
  - name: SLA Policies
    description: SLA policy management
  - name: Applied SLAs
    description: SLA instances applied to conversations
  - name: SAML Settings
    description: Account SAML SSO settings
  - name: Treasury Subscriptions
    description: Recurring treasury subscriptions
  - name: Treasury Payments
    description: Treasury payment recording
  - name: Treasury Payouts
    description: Subscription payouts
  - name: Treasury Adjustments
    description: Debit and credit adjustments
  - name: Treasury Rules
    description: Notification, retry, collection and tax rules
  - name: Treasury Dashboard
    description: Treasury dashboard
  - name: Treasury Settings
    description: Treasury account settings
  - name: Treasury Owners
    description: Owner statements
  - name: Treasury Reports
    description: Aging and commission reports
  - name: Livia Documentos
    description: Livia knowledge documents
  - name: Livia Escenarios
    description: Livia assistant scenarios
  - name: Livia Herramientas
    description: Livia custom HTTP tools
  - name: Livia Desk
    description: Livia copilot threads and messages
  - name: Livia Preferencias
    description: Account-level Livia preferences
  - name: Documents
    description: Account document library
  - name: Document Folders
    description: Document library folders
  - name: Calendar Events
    description: Account calendar, availability and booking links
  - name: Agent Tasks
    description: Agent task inbox and lifecycle
  - name: Labels
    description: Account labels
  - name: Notifications
    description: User notifications and notification settings
  - name: Search
    description: Account search and AI search
  - name: Macros
    description: Conversation macros
  - name: Campaigns
    description: Outbound campaigns
  - name: Flow Definitions
    description: Livia flow builder
  - name: Custom Roles
    description: Custom agent roles
  - name: Assignment Policies
    description: Conversation assignment policies
  - name: Requirements
    description: Capture requirements
  - name: Zones
    description: Location zones and cities
  - name: Geocoding
    description: Authenticated geocoding
  - name: Domains
    description: Account custom domains
  - name: Connector Clients
    description: MCP connector client identifiers
  - name: Presigned Contracts
    description: Already-signed contracts uploaded to the account
  - name: Contract Webhooks
    description: Outbound contract webhook URLs
  - name: Contracts Settings
    description: Account contracts settings
  - name: Treasury Disbursements
    description: Owner and agency disbursements
  - name: Treasury Collections
    description: Collection steps, notices, agreements and exceptions
  - name: Treasury Guarantees
    description: Rental guarantees and claims
  - name: Treasury E-Invoices
    description: Electronic invoicing
  - name: Treasury Available Contracts
    description: Completed contracts that can seed subscriptions
  - name: Opportunity Pipelines
    description: CRM funnels
  - name: Opportunity Columns
    description: CRM kanban columns
  - name: Opportunity Lose Reasons
    description: CRM lose reasons
  - name: Requirement Quotes
    description: Priced quotes on capture requirements
  - name: Conversation Participants
    description: Agents participating in a conversation
  - name: Conversation Draft Messages
    description: Per-conversation composer drafts
  - name: MCP
    description: Account-scoped MCP JSON-RPC server
  - name: Treasury Bank Batches
    description: Bank payout files and beneficiary account confirmation
  - name: Contact Assignment Requests
    description: Requests to be assigned a contact
  - name: Onboarding
    description: Account onboarding details
  - name: Owner Portal Invites
    description: Owner portal invite, eligibility and revoke
  - name: Channel Authorizations
    description: Start OAuth or embedded signup for inbox channels
  - name: CSAT Survey Responses
    description: Account CSAT responses, metrics and review notes
  - name: Dashboard
    description: Account dashboard summary and trends
  - name: Dashboard Apps
    description: Embedded dashboard apps
  - name: Bulk Actions
    description: Bulk conversation and contact actions
  - name: Assignable Agents
    description: Agents assignable across a set of inboxes
  - name: Tracking Pixels
    description: Advertising tracking pixels
  - name: Calls
    description: Account call history
  - name: WhatsApp Calls
    description: WhatsApp voice calls
paths:
  /api/v1/accounts/{account_id}/automation_rules:
    parameters:
      - $ref: '#/components/parameters/account_id'
    post:
      tags:
        - Automation Rule
      summary: Add a new automation rule
      description: Add a new automation rule to account
      operationId: add-new-automation-rule-to-account
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/automation_rule_create_update_payload'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/automation_rule'
        '403':
          description: Access denied
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/bad_request_error'
      security:
        - userApiKey: []
components:
  parameters:
    account_id:
      in: path
      name: account_id
      schema:
        type: integer
      required: true
      description: The numeric ID of the account
  schemas:
    automation_rule_create_update_payload:
      type: object
      properties:
        name:
          type: string
          description: Rule name
          example: Add label on message create event
        description:
          type: string
          description: The description about the automation and actions
          example: >-
            Add label support and sales on message create event if incoming
            message content contains text help
        event_name:
          type: string
          enum:
            - conversation_created
            - conversation_updated
            - conversation_resolved
            - message_created
          example: message_created
          description: The event when you want to execute the automation actions
        active:
          type: boolean
          description: Enable/disable automation rule
        actions:
          type: array
          description: >-
            Array of actions which you want to perform when condition matches,
            e.g add label support if message contains content help.
          items:
            type: object
            example:
              action_name: add_label
              action_params:
                - support
        conditions:
          type: array
          description: >-
            Array of conditions on which conversation filter would work, e.g
            message content contains text help.
          items:
            type: object
            example:
              attribute_key: content
              filter_operator: contains
              query_operator: OR
              values:
                - help
    automation_rule:
      type: object
      properties:
        payload:
          description: Response payload that contains automation rule(s)
          oneOf:
            - type: array
              description: Array of automation rules (for listing endpoint)
              items:
                $ref: '#/components/schemas/automation_rule_item'
            - type: object
              description: Single automation rule (for show/create/update endpoints)
              allOf:
                - $ref: '#/components/schemas/automation_rule_item'
    bad_request_error:
      title: data
      type: object
      properties:
        description:
          type: string
        errors:
          type: array
          items:
            $ref: '#/components/schemas/request_error'
    automation_rule_item:
      type: object
      properties:
        id:
          type: integer
          description: The ID of the automation rule
        account_id:
          type: integer
          description: Account Id
        name:
          type: string
          description: The name of the rule
          example: Add label on message create event
        description:
          type: string
          description: Description to give more context about the rule
          example: >-
            Add label support and sales on message create event if incoming
            message content contains text help
        event_name:
          type: string
          description: >-
            Automation Rule event, on which we call the
            actions(conversation_created, conversation_updated, message_created)
          enum:
            - conversation_created
            - conversation_updated
            - message_created
          example: message_created
        conditions:
          type: array
          description: Array of conditions on which conversation/message filter would work
          items:
            type: object
            properties:
              values:
                type: array
                items:
                  type: string
              attribute_key:
                type: string
              query_operator:
                type: string
              filter_operator:
                type: string
            example:
              attribute_key: content
              filter_operator: contains
              values:
                - help
              query_operator: and
        actions:
          type: array
          description: Array of actions which we perform when condition matches
          items:
            type: object
            properties:
              action_name:
                type: string
              action_params:
                type: array
                items:
                  type: string
            example:
              action_name: add_label
              action_params:
                - support
                - sales
        created_on:
          type: integer
          description: The timestamp when the rule was created
        active:
          type: boolean
          description: Enable/disable automation rule
    request_error:
      type: object
      properties:
        field:
          type: string
        message:
          type: string
        code:
          type: string
  securitySchemes:
    userApiKey:
      type: apiKey
      in: header
      name: api_access_token
      description: >-
        Token de usuario. Envía el valor en el header `api_access_token`. Lo
        obtienes en el perfil (`GET /api/v1/profile`) o al regenerarlo.

````