Create Automation

Build workflow automations that fire on specific triggers and execute a sequence of actions.

frontdesk_create_automation

Create a new automation rule with a trigger event, optional conditions to filter when the automation runs, and one or more actions to execute. Automations are active by default.

POSTtools/frontdesk_create_automation

Parameter	Type	Description
`name`required	`string`	A descriptive name for the automation.
`trigger`required	`string`	The event that fires the automation. See trigger events table below.
`conditions`	`array`	Array of condition objects that must all be true for the automation to run. Each object has field, operator, and value.
`actions`required	`array`	Array of action objects to execute in order. Each object has type and a config object specific to the action type.
`active`	`boolean`	Whether the automation is enabled.Default: `true`

Trigger Events

The trigger determines when the automation fires. Each trigger provides context data that can be used in conditions and action templates.

Parameter	Type	Description
`call.ended`	`trigger`	Fires when a call completes. Provides call duration, status, summary, and caller info.
`call.missed`	`trigger`	Fires when a call is missed or unanswered. Provides caller phone and timestamp.
`call.received`	`trigger`	Fires when an inbound call is received (before it ends).
`lead.created`	`trigger`	Fires when a new lead is created in the system.
`lead.status_changed`	`trigger`	Fires when a lead's status transitions (e.g., new to qualified). Provides old and new status.
`lead.score_changed`	`trigger`	Fires when a lead's score is updated. Provides old and new score values.
`appointment.booked`	`trigger`	Fires when a new appointment is scheduled.
`appointment.cancelled`	`trigger`	Fires when an appointment is cancelled.
`appointment.upcoming`	`trigger`	Fires a configurable time before an appointment starts (default: 1 hour).
`appointment.completed`	`trigger`	Fires when an appointment is marked as completed.
`schedule.daily`	`trigger`	Fires once per day at a configured time. Useful for daily reports and digests.
`schedule.weekly`	`trigger`	Fires once per week on a configured day and time.

Condition Operators

Conditions filter when the automation executes. All conditions must evaluate to true (AND logic). Each condition has a field, operator, and value.

Parameter	Type	Description
`equals`	`operator`	Exact match. Works with strings and numbers.
`not_equals`	`operator`	Negated exact match.
`greater_than`	`operator`	Numeric comparison. The field value must be greater than the condition value.
`less_than`	`operator`	Numeric comparison. The field value must be less than the condition value.
`in`	`operator`	Field value must be one of the values in the provided array.
`not_in`	`operator`	Field value must not be any of the values in the provided array.
`contains`	`operator`	String contains check. Case-insensitive.
`starts_with`	`operator`	String prefix check. Case-insensitive.

Action Types

Actions are executed sequentially in the order they are defined. Each action has a type and a config object with type-specific parameters.

Parameter	Type	Description
`send_sms`	`action`	Send an SMS message. Config: to (phone number, defaults to trigger contact), message (text body) or template (template ID).
`send_email`	`action`	Send an email. Config: to (email address), subject (string), body (HTML string) or template (template ID).
`send_slack`	`action`	Post a message to Slack. Config: channel (channel name or ID), message (text body with optional template variables).
`create_lead`	`action`	Create a new lead record. Config: name, phone, email, source, and any custom fields.
`update_lead`	`action`	Update an existing lead. Config: lead_id (or use trigger context), fields object with key-value pairs to update.
`create_callback`	`action`	Schedule a callback. Config: phone (defaults to trigger contact), priority (low, normal, high), notes.
`book_appointment`	`action`	Book an appointment. Config: lead_id, datetime, duration_minutes, type, notes.
`http_request`	`action`	Make an HTTP request to an external service. Config: url (required), method (GET, POST, PUT, DELETE), headers (object), body (object or string).
`delay`	`action`	Pause execution before the next action. Config: duration (number), unit (seconds, minutes, hours, days).
`score_lead`	`action`	Adjust a lead's score. Config: lead_id (or use trigger context), adjustment (number, positive or negative), reason (string).
`assign_agent`	`action`	Assign a lead or call to an agent. Config: agent_id (or 'auto' for round-robin), reason (string).

Template Variables

Use template variables in action configs to reference trigger context data. Variables are wrapped in double curly braces and resolved at execution time.

Parameter	Type	Description
`{{lead.name}}`	`string`	The full name of the lead associated with the trigger event.
`{{lead.phone}}`	`string`	The phone number of the lead.
`{{call.duration}}`	`number`	The call duration in seconds (available on call triggers).
`{{call.summary}}`	`string`	AI-generated summary of the call (available on call.ended).
`{{appointment.date}}`	`string`	The date and time of the appointment (ISO 8601 format).
`{{business.name}}`	`string`	Your business name as configured in settings.
`{{business.phone}}`	`string`	Your business phone number.

Template Variable Resolution

Variables that cannot be resolved (e.g., using a call variable on a lead trigger) will be replaced with an empty string. Check your trigger type to ensure the variables you use are available.

Examples

Missed Call Follow-Up

Automatically send an SMS to the caller and notify your team on Slack when a call is missed.

Missed Call Follow-Uptypescript

const result = await mcp.callTool("frontdesk_create_automation", {
  name: "Missed call SMS + Slack alert",
  trigger: "call.missed",
  conditions: [],
  actions: [
    {
      type: "send_sms",
      config: {
        to: "{{lead.phone}}",
        message: "Hi {{lead.name}}, we missed your call to {{business.name}}. We'll call you back shortly, or call us at {{business.phone}}."
      }
    },
    {
      type: "send_slack",
      config: {
        channel: "#missed-calls",
        message: "Missed call from {{lead.name}} ({{lead.phone}}). SMS follow-up sent automatically."
      }
    }
  ]
});

Hot Lead Fast Track

When a lead score crosses a threshold, automatically assign an agent, book a callback, and notify the sales channel.

Hot Lead Fast Tracktypescript

const result = await mcp.callTool("frontdesk_create_automation", {
  name: "Hot lead fast track",
  trigger: "lead.score_changed",
  conditions: [
    { field: "new_score", operator: "greater_than", value: "80" },
    { field: "status", operator: "not_in", value: ["converted", "disqualified"] }
  ],
  actions: [
    {
      type: "score_lead",
      config: {
        adjustment: 10,
        reason: "Auto-boosted: score crossed hot threshold"
      }
    },
    {
      type: "assign_agent",
      config: {
        agent_id: "auto",
        reason: "Hot lead auto-assignment"
      }
    },
    {
      type: "create_callback",
      config: {
        priority: "high",
        notes: "Hot lead (score > 80) - call within 5 minutes"
      }
    },
    {
      type: "send_slack",
      config: {
        channel: "#sales-alerts",
        message: "Hot lead alert: {{lead.name}} ({{lead.phone}}) score is now above 80. Agent assigned and callback scheduled."
      }
    }
  ]
});

Appointment Reminder Sequence

Send a reminder SMS when an appointment is upcoming, with a delay before a second confirmation message.

Appointment Reminder Sequencetypescript

const result = await mcp.callTool("frontdesk_create_automation", {
  name: "Appointment reminder sequence",
  trigger: "appointment.upcoming",
  conditions: [],
  actions: [
    {
      type: "send_sms",
      config: {
        to: "{{lead.phone}}",
        message: "Reminder: You have an appointment with {{business.name}} on {{appointment.date}}. Reply CONFIRM to confirm or CANCEL to reschedule."
      }
    },
    {
      type: "delay",
      config: {
        duration: 30,
        unit: "minutes"
      }
    },
    {
      type: "send_sms",
      config: {
        to: "{{lead.phone}}",
        message: "Your appointment with {{business.name}} is coming up soon at {{appointment.date}}. See you there!"
      }
    }
  ]
});

Response

200 OK

{
  "automation": {
    "id": "auto_01abc",
    "name": "Missed call SMS + Slack alert",
    "trigger": "call.missed",
    "conditions": [],
    "actions": [
      {
        "type": "send_sms",
        "config": {
          "to": "{{lead.phone}}",
          "message": "Hi {{lead.name}}, we missed your call to {{business.name}}. We'll call you back shortly, or call us at {{business.phone}}."
        }
      },
      {
        "type": "send_slack",
        "config": {
          "channel": "#missed-calls",
          "message": "Missed call from {{lead.name}} ({{lead.phone}}). SMS follow-up sent automatically."
        }
      }
    ],
    "active": true,
    "created_at": "2025-01-15T10:00:00Z",
    "updated_at": "2025-01-15T10:00:00Z"
  }
}