Workflow

Workflows define stages and actions used to track pipeline progress.

📄️ Add Workflow

Creates a workflow definition for the caller's company. Workflows define stages and actions used to track pipeline progress. Requires the `workflow:save` permission.

📄️ Get Workflow

Retrieves one workflow by ID, including its stages, actions, visibility, and preferences. Requires the `workflow:list` permission.

📄️ List Workflows

Lists workflows visible to the caller. By default, archived workflows are excluded. Requires the `workflow:list` permission.

📄️ Remove Workflow

Archives or permanently removes a workflow. Archived workflows no longer appear in default list results. Requires the `workflow:save` permission.

📄️ Update Workflow

Updates an existing workflow definition. Send the full workflow object with edited stages, actions, visibility, or preferences. Requires the `workflow:save` permission.