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.
POST
tools/frontdesk_create_automation| Parameter | Type | Description |
|---|---|---|
namerequired | string | A descriptive name for the automation. |
triggerrequired | string | The event that fires the automation: call.ended, lead.created, appointment.scheduled, or webhook. |
conditions | array | Array of condition objects that must all be true for the automation to run. Each object has field, operator, and value. |
actions | array | Array of action objects to execute in order. Each object has type and a params object specific to the action type. |
active | boolean | Whether the automation is enabled.Default: true |
Exampletypescript
const result = await mcp.callTool("frontdesk_create_automation", {
name: "Send follow-up after missed call",
trigger: "call.ended",
conditions: [
{ field: "status", operator: "equals", value: "missed" }
],
actions: [
{ type: "send_sms", params: { template: "missed_call_followup" } },
{ type: "create_task", params: { title: "Return missed call", priority: "high" } }
],
active: true
});Response
200 OK
{
"automation": {
"id": "auto_01abc",
"name": "Send follow-up after missed call",
"trigger": "call.ended",
"conditions": [
{ "field": "status", "operator": "equals", "value": "missed" }
],
"actions": [
{ "type": "send_sms", "params": { "template": "missed_call_followup" } },
{ "type": "create_task", "params": { "title": "Return missed call", "priority": "high" } }
],
"active": true,
"created_at": "2025-01-15T10:00:00Z",
"updated_at": "2025-01-15T10:00:00Z"
}
}