A flow defines how leads are processed. A flow
can include a range of actions, including validation, normalization, and distribution, that are applied to leads as they
move through the flow.
Each step in the flow is represented by a "node," which can perform a specific action or set of actions on the lead. For example, a node might validate the lead's phonenumber or email address, normalize the lead's data, or distribute the lead to a specific destination based on predefined rules.
Flows can be customized to meet the specific needs of your business, and LeadConduit offers a range of pre-built templates and tools to help you create a flow that fits your unique requirements.
Overall, flows are a powerful feature of the LeadConduit platform that enable you to streamline lead processing, automate lead distribution, and improve lead quality, all while maximizing your ROI.
Free accounts do not have access to Flows (https://app.leadconduit.com/flows) and will receive a 401 (Unauthorized) error when trying to access it
id | string^[0-9a-fA-F]{24}$ 24 character alpha-numeric BSON identifier |
name required | string non-empty The name of the flow |
errors | object Errors preventing this flow from being saved |
enabled required | boolean Disabling a flow will prevent any processing of lead submissions. Submission will result in an error outcome. |
fields required | Array of strings The list of fields (IDs) representing the lead to be processed by this flow. |
Array of objects or null non-empty Caps on leads submitted into this flow from any source. These caps will be processed before caps set on a source. | |
object or null (Acceptance Criteria) A submitted lead that fails an acceptance criteria rule will be rejected. Lead submission will result in a failure outcome. | |
object This pricing configuration applies to all leads submitted to this flow. Pricing determines the value of
the Each price is evaluated and the last price for which all rules match will determine the amount used
for the | |
object (ListChecks) Check the lead against SuppressionList lists to see if it's a duplicate, and existing customer, or is on the do-not-call list. | |
required | Array of objects (Source) |
required | Array of Filter Step (object) or Recipient Step (object) |
ping_enabled | boolean Default: false |
Array of objects (PingLimits) | |
object | |
created_at | string <date-time> (Timestamp) |
updated_at | string <date-time> (Timestamp) |
{- "id": "5fd4371e940df5a34a3888b2",
- "name": "Sales Leads",
- "errors": { },
- "enabled": true,
- "fields": [
- "first_name",
- "last_name",
- "email",
- "phone_1",
- "address_1",
- "city",
- "state",
- "postal_code",
- "trustedform_cert_url"
], - "caps": [
- {
- "id": "string",
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "acceptance_criteria": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}
}
]
}, - "list_checks": {
- "duplicate": {
- "value": "{{lead.phone}}",
- "list_name": "duplicates",
- "lookback": {
- "value": 7,
- "interval": "day"
}
}, - "existing_customer": {
- "value": "{{lead.email}}",
- "list_name": "customer_emails",
- "lookback": null
}, - "dnc": {
- "value": "{{lead.phone}}",
- "list_name": "do_not_call",
- "lookback": null
}
}, - "sources": [
- {
- "id": "1aacd0",
- "integration": {
- "module_id": "string",
- "mappings": [
- {
- "id": "1aacd0",
- "property": "string",
- "value": "string",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- null
]
}
}
]
}, - "entity": {
- "id": "string",
- "name": "string",
- "time_zone": "America/New_York"
}, - "acceptance_criteria": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "feedback": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "integration": {
- "module_id": "string",
- "mappings": [
- {
- "id": "1aacd0",
- "property": "string",
- "value": "string",
- "rule_set": {
- "id": null,
- "op": null,
- "rules": [ ]
}
}
]
}
}, - "caps": [
- {
- "id": "string",
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": null,
- "lhv": null,
- "op": null,
- "rhv": null,
- "rule_set": null
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "ping_limits": [
- {
- "id": "6402715c40926f93753580d9",
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York",
- "created_at": "string"
}
], - "credential_id": "5fd43a1e627715453aaafff1",
- "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- null
]
}
}
]
}, - "enabled": true
}
], - "steps": [
- {
- "type": "filter",
- "id": "1aacd0",
- "description": "string",
- "notes": "string",
- "reason": "string",
- "outcome": "string",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "enabled": true
}
], - "ping_enabled": false,
- "ping_limits": [
- {
- "id": "6402715c40926f93753580d9",
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York",
- "created_at": "string"
}
], - "firehose": {
- "credential_id": "5fd43a1e627715453aaafff1",
- "bucket": "string",
- "prefix": "string",
- "enabled": true
}, - "created_at": "2019-08-24T14:15:22Z",
- "updated_at": "2019-08-24T14:15:22Z"
}
Returns all the flows associated to an account
OK
Authorization information is missing or invalid.
[- {
- "id": "5fd4371e940df5a34a3888b2",
- "name": "Sales Leads",
- "errors": { },
- "enabled": true,
- "fields": [
- "first_name",
- "last_name",
- "email",
- "phone_1",
- "address_1",
- "city",
- "state",
- "postal_code",
- "trustedform_cert_url"
], - "caps": [
- {
- "id": "string",
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "acceptance_criteria": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": null,
- "lhv": null,
- "op": null,
- "rhv": null,
- "rule_set": null
}
]
}
}
]
}, - "list_checks": {
- "duplicate": {
- "value": "{{lead.phone}}",
- "list_name": "duplicates",
- "lookback": {
- "value": 7,
- "interval": "day"
}
}, - "existing_customer": {
- "value": "{{lead.email}}",
- "list_name": "customer_emails",
- "lookback": null
}, - "dnc": {
- "value": "{{lead.phone}}",
- "list_name": "do_not_call",
- "lookback": null
}
}, - "sources": [
- {
- "id": "1aacd0",
- "integration": {
- "module_id": "string",
- "mappings": [
- {
- "id": "1aacd0",
- "property": "string",
- "value": "string",
- "rule_set": {
- "id": null,
- "op": null,
- "rules": [ ]
}
}
]
}, - "entity": {
- "id": "string",
- "name": "string",
- "time_zone": "America/New_York"
}, - "acceptance_criteria": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": null,
- "lhv": null,
- "op": null,
- "rhv": null,
- "rule_set": null
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "feedback": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": null,
- "lhv": null,
- "op": null,
- "rhv": null,
- "rule_set": null
}
]
}, - "integration": {
- "module_id": "string",
- "mappings": [
- {
- "id": null,
- "property": null,
- "value": null,
- "rule_set": null
}
]
}
}, - "caps": [
- {
- "id": "string",
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- null
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "ping_limits": [
- {
- "id": "6402715c40926f93753580d9",
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York",
- "created_at": "string"
}
], - "credential_id": "5fd43a1e627715453aaafff1",
- "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "id": null,
- "op": null,
- "rules": [ ]
}
}
]
}, - "enabled": true
}
], - "steps": [
- {
- "type": "filter",
- "id": "1aacd0",
- "description": "string",
- "notes": "string",
- "reason": "string",
- "outcome": "string",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "enabled": true
}
], - "ping_enabled": false,
- "ping_limits": [
- {
- "id": "6402715c40926f93753580d9",
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York",
- "created_at": "string"
}
], - "firehose": {
- "credential_id": "5fd43a1e627715453aaafff1",
- "bucket": "string",
- "prefix": "string",
- "enabled": true
}, - "created_at": "2019-08-24T14:15:22Z",
- "updated_at": "2019-08-24T14:15:22Z"
}
]
Create a new flow, adding it to the list of all flows in the account. The caller may specify an ID for a flow, provided it is a valid BSON ID
Create a new flow
Created
{- "name": "Sales Leads",
- "enabled": true,
- "fields": [
- "first_name",
- "last_name",
- "email",
- "phone_1",
- "address_1",
- "city",
- "state",
- "postal_code",
- "trustedform_cert_url"
], - "caps": [
- {
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "op": "and",
- "rules": [
- {
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "acceptance_criteria": {
- "rule_set": {
- "op": "and",
- "rules": [
- {
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "op": "and",
- "rules": [
- {
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}
}
]
}, - "list_checks": {
- "duplicate": {
- "value": "{{lead.phone}}",
- "list_name": "duplicates",
- "lookback": {
- "value": 7,
- "interval": "day"
}
}, - "existing_customer": {
- "value": "{{lead.email}}",
- "list_name": "customer_emails",
- "lookback": null
}, - "dnc": {
- "value": "{{lead.phone}}",
- "list_name": "do_not_call",
- "lookback": null
}
}, - "sources": [
- {
- "integration": {
- "module_id": "string",
- "mappings": [
- {
- "property": "string",
- "value": "string",
- "rule_set": {
- "op": "and",
- "rules": [
- null
]
}
}
]
}, - "entity": {
- "time_zone": "America/New_York"
}, - "acceptance_criteria": {
- "rule_set": {
- "op": "and",
- "rules": [
- {
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "feedback": {
- "rule_set": {
- "op": "and",
- "rules": [
- {
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "integration": {
- "module_id": "string",
- "mappings": [
- {
- "property": "string",
- "value": "string",
- "rule_set": {
- "id": null,
- "op": null,
- "rules": [ ]
}
}
]
}
}, - "caps": [
- {
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "op": "and",
- "rules": [
- {
- "id": null,
- "lhv": null,
- "op": null,
- "rhv": null,
- "rule_set": null
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "ping_limits": [
- {
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York"
}
], - "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "op": "and",
- "rules": [
- null
]
}
}
]
}, - "enabled": true
}
], - "steps": [
- {
- "type": "filter",
- "description": "string",
- "notes": "string",
- "reason": "string",
- "outcome": "string",
- "rule_set": {
- "op": "and",
- "rules": [
- {
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "enabled": true
}
], - "ping_enabled": false,
- "ping_limits": [
- {
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York"
}
], - "firehose": {
- "bucket": "string",
- "prefix": "string",
- "enabled": true
}, - "created_at": "2019-08-24T14:15:22Z",
- "updated_at": "2019-08-24T14:15:22Z"
}
{- "id": "5fd4371e940df5a34a3888b2",
- "name": "Sales Leads",
- "errors": { },
- "enabled": true,
- "fields": [
- "first_name",
- "last_name",
- "email",
- "phone_1",
- "address_1",
- "city",
- "state",
- "postal_code",
- "trustedform_cert_url"
], - "caps": [
- {
- "id": "string",
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "acceptance_criteria": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}
}
]
}, - "list_checks": {
- "duplicate": {
- "value": "{{lead.phone}}",
- "list_name": "duplicates",
- "lookback": {
- "value": 7,
- "interval": "day"
}
}, - "existing_customer": {
- "value": "{{lead.email}}",
- "list_name": "customer_emails",
- "lookback": null
}, - "dnc": {
- "value": "{{lead.phone}}",
- "list_name": "do_not_call",
- "lookback": null
}
}, - "sources": [
- {
- "id": "1aacd0",
- "integration": {
- "module_id": "string",
- "mappings": [
- {
- "id": "1aacd0",
- "property": "string",
- "value": "string",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- null
]
}
}
]
}, - "entity": {
- "id": "string",
- "name": "string",
- "time_zone": "America/New_York"
}, - "acceptance_criteria": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "feedback": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "integration": {
- "module_id": "string",
- "mappings": [
- {
- "id": "1aacd0",
- "property": "string",
- "value": "string",
- "rule_set": {
- "id": null,
- "op": null,
- "rules": [ ]
}
}
]
}
}, - "caps": [
- {
- "id": "string",
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": null,
- "lhv": null,
- "op": null,
- "rhv": null,
- "rule_set": null
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "ping_limits": [
- {
- "id": "6402715c40926f93753580d9",
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York",
- "created_at": "string"
}
], - "credential_id": "5fd43a1e627715453aaafff1",
- "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- null
]
}
}
]
}, - "enabled": true
}
], - "steps": [
- {
- "type": "filter",
- "id": "1aacd0",
- "description": "string",
- "notes": "string",
- "reason": "string",
- "outcome": "string",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "enabled": true
}
], - "ping_enabled": false,
- "ping_limits": [
- {
- "id": "6402715c40926f93753580d9",
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York",
- "created_at": "string"
}
], - "firehose": {
- "credential_id": "5fd43a1e627715453aaafff1",
- "bucket": "string",
- "prefix": "string",
- "enabled": true
}, - "created_at": "2019-08-24T14:15:22Z",
- "updated_at": "2019-08-24T14:15:22Z"
}
{- "id": "5fd4371e940df5a34a3888b2",
- "name": "Sales Leads",
- "errors": { },
- "enabled": true,
- "fields": [
- "first_name",
- "last_name",
- "email",
- "phone_1",
- "address_1",
- "city",
- "state",
- "postal_code",
- "trustedform_cert_url"
], - "caps": [
- {
- "id": "string",
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "acceptance_criteria": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}
}
]
}, - "list_checks": {
- "duplicate": {
- "value": "{{lead.phone}}",
- "list_name": "duplicates",
- "lookback": {
- "value": 7,
- "interval": "day"
}
}, - "existing_customer": {
- "value": "{{lead.email}}",
- "list_name": "customer_emails",
- "lookback": null
}, - "dnc": {
- "value": "{{lead.phone}}",
- "list_name": "do_not_call",
- "lookback": null
}
}, - "sources": [
- {
- "id": "1aacd0",
- "integration": {
- "module_id": "string",
- "mappings": [
- {
- "id": "1aacd0",
- "property": "string",
- "value": "string",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- null
]
}
}
]
}, - "entity": {
- "id": "string",
- "name": "string",
- "time_zone": "America/New_York"
}, - "acceptance_criteria": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "feedback": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "integration": {
- "module_id": "string",
- "mappings": [
- {
- "id": "1aacd0",
- "property": "string",
- "value": "string",
- "rule_set": {
- "id": null,
- "op": null,
- "rules": [ ]
}
}
]
}
}, - "caps": [
- {
- "id": "string",
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": null,
- "lhv": null,
- "op": null,
- "rhv": null,
- "rule_set": null
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "ping_limits": [
- {
- "id": "6402715c40926f93753580d9",
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York",
- "created_at": "string"
}
], - "credential_id": "5fd43a1e627715453aaafff1",
- "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- null
]
}
}
]
}, - "enabled": true
}
], - "steps": [
- {
- "type": "filter",
- "id": "1aacd0",
- "description": "string",
- "notes": "string",
- "reason": "string",
- "outcome": "string",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "enabled": true
}
], - "ping_enabled": false,
- "ping_limits": [
- {
- "id": "6402715c40926f93753580d9",
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York",
- "created_at": "string"
}
], - "firehose": {
- "credential_id": "5fd43a1e627715453aaafff1",
- "bucket": "string",
- "prefix": "string",
- "enabled": true
}, - "created_at": "2019-08-24T14:15:22Z",
- "updated_at": "2019-08-24T14:15:22Z"
}
{- "id": "5fd4371e940df5a34a3888b2",
- "name": "Sales Leads",
- "errors": { },
- "enabled": true,
- "fields": [
- "first_name",
- "last_name",
- "email",
- "phone_1",
- "address_1",
- "city",
- "state",
- "postal_code",
- "trustedform_cert_url"
], - "caps": [
- {
- "id": "string",
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "acceptance_criteria": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}
}
]
}, - "list_checks": {
- "duplicate": {
- "value": "{{lead.phone}}",
- "list_name": "duplicates",
- "lookback": {
- "value": 7,
- "interval": "day"
}
}, - "existing_customer": {
- "value": "{{lead.email}}",
- "list_name": "customer_emails",
- "lookback": null
}, - "dnc": {
- "value": "{{lead.phone}}",
- "list_name": "do_not_call",
- "lookback": null
}
}, - "sources": [
- {
- "id": "1aacd0",
- "integration": {
- "module_id": "string",
- "mappings": [
- {
- "id": "1aacd0",
- "property": "string",
- "value": "string",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- null
]
}
}
]
}, - "entity": {
- "id": "string",
- "name": "string",
- "time_zone": "America/New_York"
}, - "acceptance_criteria": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "feedback": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "integration": {
- "module_id": "string",
- "mappings": [
- {
- "id": "1aacd0",
- "property": "string",
- "value": "string",
- "rule_set": {
- "id": null,
- "op": null,
- "rules": [ ]
}
}
]
}
}, - "caps": [
- {
- "id": "string",
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": null,
- "lhv": null,
- "op": null,
- "rhv": null,
- "rule_set": null
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "ping_limits": [
- {
- "id": "6402715c40926f93753580d9",
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York",
- "created_at": "string"
}
], - "credential_id": "5fd43a1e627715453aaafff1",
- "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- null
]
}
}
]
}, - "enabled": true
}
], - "steps": [
- {
- "type": "filter",
- "id": "1aacd0",
- "description": "string",
- "notes": "string",
- "reason": "string",
- "outcome": "string",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "enabled": true
}
], - "ping_enabled": false,
- "ping_limits": [
- {
- "id": "6402715c40926f93753580d9",
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York",
- "created_at": "string"
}
], - "firehose": {
- "credential_id": "5fd43a1e627715453aaafff1",
- "bucket": "string",
- "prefix": "string",
- "enabled": true
}, - "created_at": "2019-08-24T14:15:22Z",
- "updated_at": "2019-08-24T14:15:22Z"
}
Once a flow is deleted it will no longer accept leads. Attempting to submit leads to a deleted flow will result in an HTTP 404. Returns the flow as it existed at the time of deletion.
OK
{- "id": "5fd4371e940df5a34a3888b2",
- "name": "Sales Leads",
- "errors": { },
- "enabled": true,
- "fields": [
- "first_name",
- "last_name",
- "email",
- "phone_1",
- "address_1",
- "city",
- "state",
- "postal_code",
- "trustedform_cert_url"
], - "caps": [
- {
- "id": "string",
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "acceptance_criteria": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}
}
]
}, - "list_checks": {
- "duplicate": {
- "value": "{{lead.phone}}",
- "list_name": "duplicates",
- "lookback": {
- "value": 7,
- "interval": "day"
}
}, - "existing_customer": {
- "value": "{{lead.email}}",
- "list_name": "customer_emails",
- "lookback": null
}, - "dnc": {
- "value": "{{lead.phone}}",
- "list_name": "do_not_call",
- "lookback": null
}
}, - "sources": [
- {
- "id": "1aacd0",
- "integration": {
- "module_id": "string",
- "mappings": [
- {
- "id": "1aacd0",
- "property": "string",
- "value": "string",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- null
]
}
}
]
}, - "entity": {
- "id": "string",
- "name": "string",
- "time_zone": "America/New_York"
}, - "acceptance_criteria": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "outcome": "failure",
- "reason": "Lead must live in TX"
}, - "feedback": {
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "integration": {
- "module_id": "string",
- "mappings": [
- {
- "id": "1aacd0",
- "property": "string",
- "value": "string",
- "rule_set": {
- "id": null,
- "op": null,
- "rules": [ ]
}
}
]
}
}, - "caps": [
- {
- "id": "string",
- "type": "volume",
- "name": "Monthly leads from TX",
- "maximum": 1200,
- "duration": 1,
- "duration_units": "month",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": null,
- "lhv": null,
- "op": null,
- "rhv": null,
- "rule_set": null
}
]
}, - "caps": [
- { }
], - "time_zone": "America/New_York",
- "reason": "string",
- "created_at": "2020-11-23T11:41:52Z"
}
], - "ping_limits": [
- {
- "id": "6402715c40926f93753580d9",
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York",
- "created_at": "string"
}
], - "credential_id": "5fd43a1e627715453aaafff1",
- "pricing": {
- "override": true,
- "prices": [
- {
- "id": { },
- "amount": 0,
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- null
]
}
}
]
}, - "enabled": true
}
], - "steps": [
- {
- "type": "filter",
- "id": "1aacd0",
- "description": "string",
- "notes": "string",
- "reason": "string",
- "outcome": "string",
- "rule_set": {
- "id": "1aacd0",
- "op": "and",
- "rules": [
- {
- "id": "1aacd0",
- "lhv": "lead.state",
- "op": "is equal to",
- "rhv": "TX",
- "rule_set": { }
}
]
}, - "enabled": true
}
], - "ping_enabled": false,
- "ping_limits": [
- {
- "id": "6402715c40926f93753580d9",
- "name": "string",
- "maximum": 0,
- "duration": 0,
- "duration_units": "string",
- "time_zone": "America/New_York",
- "created_at": "string"
}
], - "firehose": {
- "credential_id": "5fd43a1e627715453aaafff1",
- "bucket": "string",
- "prefix": "string",
- "enabled": true
}, - "created_at": "2019-08-24T14:15:22Z",
- "updated_at": "2019-08-24T14:15:22Z"
}
A flow defines how lead submissions will be handled. In order to make a flow's latest state active for lead handling, it must be deployed. Because changes to a flow can be made without deploying them, you are free make flow updates without affecting current lead handling. Put another way, a deployment must be performed after it is created or updated in order for lead handling to start using the new configuration.
OK
{- "message": "Your flow was deployed and the most recent changes are now live"
}
[- {
- "id": "first_name",
- "type": "boolean",
- "description": "string",
- "standard": true,
- "deprecated": true,
- "see": "string",
- "created_at": "2019-08-24T14:15:22Z",
- "updated_at": "2019-08-24T14:15:22Z"
}
]
Count the number of leads processed by flow field. This tells you which and how much each flow field was used today. You can change the timeframe using the timeframe
parameter (i.e. timeframe=previous_30_days
), though this is discouraged because this query is fairly heavy.
OK
{- "property1": 0,
- "property2": 0
}