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Set your API contextPick a region and space ID once. Every sample fills in your base URL.
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In Coevera: open your space's API application and choose Show Access. It shows the space ID and the base URL, whose host starts with your region.

From the API: if you know the space ID, the discovery endpoint GET /api/discovery/spaces/{space_id} returns its region and base URLs, without credentials.

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GraphQLRepositoriesprocess

entities.process

Read process records with the process repository, and change them with the process mutations. Same records as the REST Processes entity.

Queries

Fields of entities { process { … } }.

KindFieldReturns
QUERYgetById(entityId: ID!)
Returns the record with the given id, or null when there is none. Deleted records are returned as well.
ProcessEntity
QUERYgetByIds(entityIds: [ID!]!)
Returns the records with the given ids; ids without a record are left out. Deleted records are returned as well.
[ProcessEntity!]!
QUERYgetAll(limit: Int, offset: Int, filter: ProcessFilterInput, orderBy: [ProcessOrderByInput!], includeDeleted: Boolean)
Returns the records that match the filter, paged with limit and offset.
[ProcessEntity!]!
QUERYgetByCriteria(filter: ProcessFilterInput, orderBy: [ProcessOrderByInput!], includeDeleted: Boolean, before: String, after: String, first: Int, last: Int)
Returns the records that match the filter as a cursor-paginated connection.
ProcessEntityConnection
QUERYgetChangedFieldsSinceRevision(id: UUID!, revision: Int!)
Returns the ids of the fields of a record that changed after the given revision. Returns an empty list for entities without change tracking.
[UUID!]!
QUERYgetActivityTimeline(entityId: ID!, interval: LastActivityInterval!)
Returns how many runs of the process succeeded, ended with a warning or failed, bucketed by hour for the last 24 hours or by day for the last 7 or 14 days, in the user's time zone.
ProcessTimelineResult!
QUERYgetByProcessCriteria(listingOptions: ProcessTabDataGridViewOptionsParams!, filter: ProcessFilterInput, orderBy: [ProcessOrderByInput!], before: String, after: String, first: Int, last: Int)
Returns a page of processes filtered by owner, enabled state, status and tags, in addition to the regular filter.
ProcessEntityConnection
QUERYgetProcessesWithScheduledActions(bulkFilter: BulkOperationInput!)
Returns the processes that have actions scheduled to run later for any of the selected records.
[ProcessEntity!]!
QUERYgetTriggeringProcesses(processId: UUID!)
Returns the processes that start the given process from one of their steps.
[ProcessEntity!]!
QUERYgetRecentExecutions(entityId: UUID!, entityName: EntityNameEnum!, limit: Int!)
Returns the most recent process runs that involved the record, either because the record triggered the process or because a process action created or changed it, newest first.
[RecentExecutionItem!]!
QUERYgetProcessesWithManualTrigger(limit: Int, offset: Int, filter: ProcessFilterInput, orderBy: [ProcessOrderByInput!])
Returns processes with a manual trigger that the current user is allowed to start, according to each trigger's allowed users and units.
[ProcessEntity!]!
QUERYconvertProcessSchemasToDescriptions(schemas: [String!]!)
Converts process definitions into human-readable text descriptions, one per input, in the same order. An empty definition gives an empty string and an invalid one gives the text "error".
[String!]!

Mutations

KindMutationDoesReturns
MUTATIONcreateProcess(input: CreateProcessInput!, validationLevel: [ValidationLevel!])Create one recordCreateProcessPayload
MUTATIONupdateProcess(input: UpdateProcessInput!, validationLevel: [ValidationLevel!], sessionIdToUpdate: String)Update fieldsUpdateProcessPayload
MUTATIONbulkUpdateProcess(input: [CreateOrUpdateProcessInput!]!, deleteInput: [DeleteProcessInput!], validationLevel: [ValidationLevel!], rollbackMethod: RollbackMethod, match: MatchingInput)Create or update many; per-item resultsBulkUpdateProcessPayload
MUTATIONdeleteProcess(input: DeleteProcessInput!)Soft-deleteDeleteProcessPayload
MUTATIONcreateProcessFromTemplate(input: CreateProcessFromTemplateInput!, validationLevel: [ValidationLevel!])Create one recordCreateProcessFromTemplatePayload

Types

The types this repository uses, each with its fields and their descriptions. Types several repositories share, such as PageInfo and the filter fields, are in the types index.

ProcessEntity object 28 fields: isDeleteProtected, id, isDeleted, …

Automatizer process: an automated workflow that runs its actions when its trigger fires (a record event, a schedule or a webhook).

FieldTypeDescription
isDeleteProtectedBoolean!True when the record is protected against deletion because it must always exist in the space. Deleting a record that is not protected can still fail on other checks. Read-only.
idID!Unique identifier of entity.
isDeletedBooleanSpecifies if the entity is considered deleted.
modifiedDateTimeLast modification time.
createdDateTimeCreation time.
ownerClientEntityUser who owns the process.
aiConversation[AiConversationItem!]AI assistant conversation associated with the process (e.g. records of AI-driven schema generation).
deactivationReasonProcessDeactivationReasonEnumWhy the process is disabled: turned off by a user, suspended after repeated failed runs, or suspended because Automatizer was switched off for the space. NoReason while enabled; read-only.
descriptionStringFree-text description shown alongside the process.
isEnabledBooleanWhen true, the process actively responds to its trigger; when false, the process is paused. Toggle via enable/disable mutations.
lastSchemaChangeDateTimeTimestamp of the most recent change to settings.
lastStatusChangeDateTimeTimestamp of the most recent change to isEnabled.
nameString!Name of the entity and its default text representation.
ownerIdID!Id of the owning user.
settingsProcessSchemaProcess schema as a JSON object conforming to the ProcessSchema type — trigger, nodes and settings. Built via the process builder; validated on write.
typeProcessTypeEnum!Scope of the process: Personal processes belong to their owner and are started only by the owner's own actions; Space processes apply to the whole space.
activityLogsProcessActivityLogEntityConnection (7 args)Activity log runs (one per process execution) recorded for this process.
tagsTagRelationEntityConnection (8 args)Tags attached to the process for organisation/filtering.
lastProcessRunDateTimeTimestamp of the most recent execution of this process. Empty when never run.
solutionsSolutionEntityConnection (4 args)Solutions whose canvas contains this record. Deleted solutions are not included.
activityProcessTimelineResult!Activity timeline for the last 24 hours showing per-hour counts of successful, warning, and error process runs.
statusProcessStatusEnumOverall status of the process, derived from its most recent runs since it was last enabled or its settings changed: Ok, Warning or Error. Ok when there are no runs.
recordTriggerEventProcessRecordTriggerEventEnumFor record-triggered processes, the event that starts the process: Create, Update, CreateOrUpdate or Delete, or EmailSent / EmailReceived for email-triggered processes. Empty for other trigger types.
triggerTypeProcessTriggerTypeEnumWhat starts the process: a record event (ProcessRecordTrigger), a schedule (ProcessScheduleTrigger), a user on selected records (ProcessManualTrigger) or an online form submission (ProcessOnlineFormTrigger).
triggerEntityNameEntityNameEnumFor record-based triggers, the entity whose records fire the process (e.g. "Lead"). Empty for non-record triggers.
triggerEntityApiNameStringAPI name of the trigger entity (useful for custom entities where this differs from triggerEntityName). Empty for non-record triggers.
documents[CloudObjectRelationEntity!]Files attached to the process (e.g. process documentation).
instancePermissions[EntityPermsEnum!]! (1 args)Permissions the current user has on this record, out of the requested ones.
ProcessEntityConnection object pageInfo: PageInfo!, edges: [ProcessEntityEdge]!, totalCount: Int

Paginated list of Process records.

FieldTypeDescription
pageInfoPageInfo!Pagination data for this connection.
edges[ProcessEntityEdge]!Contains the nodes in this connection.
totalCountIntTotal number of items in the connection.
ProcessEntityEdge object node: ProcessEntity, cursor: String!

A Relay edge containing a ProcessEntity and its cursor.

FieldTypeDescription
nodeProcessEntityThe item at the end of the edge
cursorString!A cursor for use in pagination
ProcessDeactivationReasonEnumFilterInput input eq: [ProcessDeactivationReasonEnum!], NOT: ProcessDeactivationReasonEnumFilterInput

Conditions on an enumeration field. Several conditions given together must all match.

Input fieldTypeDescription
eq[ProcessDeactivationReasonEnum!]Matches any of the listed values.
NOTProcessDeactivationReasonEnumFilterInputMatches values that do not meet this condition.
ProcessFilterInput input AND, OR, NOT, globalSearchQuery, one condition per field

Filter conditions for Process records. Conditions on different fields are combined with AND; use OR, AND and NOT for other combinations.

Input fieldTypeDescription
OR[ProcessFilterInput!]Matches records that meet at least one of the listed filters.
AND[ProcessFilterInput!]Matches records that meet all of the listed filters.
NOTProcessFilterInputMatches records that do not meet this filter.
globalSearchQueryStringSearch term matched against the fields that the global search covers for this entity.
idEntityFilterStringFieldUnique identifier of entity.
isDeletedBooleanSpecifies if the entity is considered deleted.
modifiedEntityFilterDateTimeFieldLast modification time.
createdEntityFilterDateTimeFieldCreation time.
deactivationReasonProcessDeactivationReasonEnumFilterInputWhy the process is disabled: turned off by a user, suspended after repeated failed runs, or suspended because Automatizer was switched off for the space. NoReason while enabled; read-only.
descriptionEntityFilterStringFieldFree-text description shown alongside the process.
isEnabledBooleanWhen true, the process actively responds to its trigger; when false, the process is paused. Toggle via enable/disable mutations.
lastSchemaChangeEntityFilterDateTimeFieldTimestamp of the most recent change to settings.
lastStatusChangeEntityFilterDateTimeFieldTimestamp of the most recent change to isEnabled.
nameEntityFilterStringFieldName of the entity and its default text representation.
ownerIdEntityFilterStringFieldId of the owning user.
typeProcessTypeEnumFilterInputScope of the process: Personal processes belong to their owner and are started only by the owner's own actions; Space processes apply to the whole space.
lastProcessRunDateTimeTimestamp of the most recent execution of this process. Empty when never run.
statusProcessStatusEnumOverall status of the process, derived from its most recent runs since it was last enabled or its settings changed: Ok, Warning or Error. Ok when there are no runs.
recordTriggerEventProcessRecordTriggerEventEnumFor record-triggered processes, the event that starts the process: Create, Update, CreateOrUpdate or Delete, or EmailSent / EmailReceived for email-triggered processes. Empty for other trigger types.
triggerTypeProcessTriggerTypeEnumWhat starts the process: a record event (ProcessRecordTrigger), a schedule (ProcessScheduleTrigger), a user on selected records (ProcessManualTrigger) or an online form submission (ProcessOnlineFormTrigger).
triggerEntityNameEntityNameEnumFor record-based triggers, the entity whose records fire the process (e.g. "Lead"). Empty for non-record triggers.
triggerEntityApiNameStringAPI name of the trigger entity (useful for custom entities where this differs from triggerEntityName). Empty for non-record triggers.
ownerClientFilterInputUser who owns the process. Matches records where a related record meets these conditions.
activityLogsProcessActivityLogFilterInputActivity log runs (one per process execution) recorded for this process. Matches records where a related record meets these conditions.
tagsTagRelationFilterInputTags attached to the process for organisation/filtering. Matches records where a related record meets these conditions.
documentsCloudObjectRelationFilterInputFiles attached to the process (e.g. process documentation). Matches records where a related record meets these conditions.
ProcessOrderByInput input Asc or Desc per field

Sorting of Process records. Set exactly one field in each item; list several items to sort by more fields, in order of priority.

Input fieldTypeDescription
idOrderByEnumUnique identifier of entity.
isDeletedOrderByEnumSpecifies if the entity is considered deleted.
modifiedOrderByEnumLast modification time.
createdOrderByEnumCreation time.
owner[ClientOrderByNestedInput!]User who owns the process. Sorts by fields of the related record, listed in order of priority.
deactivationReasonOrderByEnumWhy the process is disabled: turned off by a user, suspended after repeated failed runs, or suspended because Automatizer was switched off for the space. NoReason while enabled; read-only.
descriptionOrderByEnumFree-text description shown alongside the process.
isEnabledOrderByEnumWhen true, the process actively responds to its trigger; when false, the process is paused. Toggle via enable/disable mutations.
lastSchemaChangeOrderByEnumTimestamp of the most recent change to settings.
lastStatusChangeOrderByEnumTimestamp of the most recent change to isEnabled.
nameOrderByEnumName of the entity and its default text representation.
ownerIdOrderByEnumId of the owning user.
typeOrderByEnumScope of the process: Personal processes belong to their owner and are started only by the owner's own actions; Space processes apply to the whole space.
lastProcessRunOrderByEnumTimestamp of the most recent execution of this process. Empty when never run.
solutionsOrderByEnumNames of the solutions whose canvas contains this process, in name order. Empty when the process is on no solution canvas.
statusOrderByEnumOverall status of the process, derived from its most recent runs since it was last enabled or its settings changed: Ok, Warning or Error. Ok when there are no runs.
recordTriggerEventOrderByEnumFor record-triggered processes, the event that starts the process: Create, Update, CreateOrUpdate or Delete, or EmailSent / EmailReceived for email-triggered processes. Empty for other trigger types.
triggerTypeOrderByEnumWhat starts the process: a record event (ProcessRecordTrigger), a schedule (ProcessScheduleTrigger), a user on selected records (ProcessManualTrigger) or an online form submission (ProcessOnlineFormTrigger).
triggerEntityNameOrderByEnumFor record-based triggers, the entity whose records fire the process (e.g. "Lead"). Empty for non-record triggers.
triggerEntityApiNameOrderByEnumAPI name of the trigger entity (useful for custom entities where this differs from triggerEntityName). Empty for non-record triggers.
AiConversationItemParams input text: String!, actor: AiConversationItemActor!

One message of a conversation with the AI assistant, written by the user or by the assistant.

Input fieldTypeDescription
textString!Text of the message.
actorAiConversationItemActor!Author of the message: the user or the AI assistant.
CreateOrUpdateProcessInput input 12 fields: clientMutationId, id, modified, …

Field values of a Process record to create, or to update when its id is set.

Input fieldTypeDescription
clientMutationIdStringOptional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention).
idIDUnique identifier of entity.
modifiedDateTimeLast modification time.
createdDateTimeCreation time.
aiConversation[AiConversationItemParams!]AI assistant conversation associated with the process (e.g. records of AI-driven schema generation).
descriptionStringFree-text description shown alongside the process.
nameStringName of the entity and its default text representation.
ownerIdIDId of the owning user.
settingsProcessSchemaJSONStringProcess schema as a JSON object conforming to the ProcessSchema type — trigger, nodes and settings. Built via the process builder; validated on write.
typeProcessTypeEnumScope of the process: Personal processes belong to their owner and are started only by the owner's own actions; Space processes apply to the whole space.
tags[CreateTagRelationNoProcessBackrefInput!]Tags attached to the process for organisation/filtering.
documents[CreateCloudObjectRelationNoBackrefInput!]Files attached to the process (e.g. process documentation).
CreateProcessFromTemplateInput input 5 fields: description, name, ownerId, …

Parameters of the createProcessFromTemplate mutation.

Input fieldTypeDescription
descriptionString!Description of the new process.
nameString!Name of the new process.
ownerIdID!Id of the user who owns the new process. Owner placeholders in the template steps are set to this user.
processTemplateIdID!Id of the process template to create the process from.
typeProcessTypeEnum!Type of the new process.
CreateProcessInput input 11 fields: clientMutationId, modified, created, …

Field values of a new Process record.

Input fieldTypeDescription
clientMutationIdStringOptional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention).
modifiedDateTimeLast modification time.
createdDateTimeCreation time.
aiConversation[AiConversationItemParams!]AI assistant conversation associated with the process (e.g. records of AI-driven schema generation).
descriptionStringFree-text description shown alongside the process.
nameString!Name of the entity and its default text representation.
ownerIdID!Id of the owning user.
settingsProcessSchemaJSONStringProcess schema as a JSON object conforming to the ProcessSchema type — trigger, nodes and settings. Built via the process builder; validated on write.
typeProcessTypeEnum!Scope of the process: Personal processes belong to their owner and are started only by the owner's own actions; Space processes apply to the whole space.
tags[CreateTagRelationNoProcessBackrefInput!]Tags attached to the process for organisation/filtering.
documents[CreateCloudObjectRelationNoBackrefInput!]Files attached to the process (e.g. process documentation).
CreateTagRelationNoProcessBackrefInput input 15 fields: modified, created, accountId, …

Field values of a new TagRelation record, created together with the record it belongs to.

Input fieldTypeDescription
modifiedDateTimeLast modification time.
createdDateTimeCreation time.
accountIdIDId of the linked account.
appointmentIdIDId of the linked appointment.
contactIdIDId of the linked contact.
customEntityIdIDId of the linked custom entity record.
emailIdIDId of the linked email.
leadIdIDId of the linked lead.
opptyIdIDId of the linked opportunity.
projectIdIDId of the linked project.
quoteIdIDId of the linked quote.
solutionIdIDId of the linked solution.
tagIdID!Id of the tag attached to the record.
taskIdIDId of the linked task.
revisionIntRevision when entity was lastly changed.
DeleteProcessInput input clientMutationId: String, id: ID!

Id of the Process record to delete.

Input fieldTypeDescription
clientMutationIdStringOptional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention).
idID!Unique identifier of entity.
UpdateProcessInput input 12 fields: clientMutationId, id, modified, …

Id of a Process record and the field values to change.

Input fieldTypeDescription
clientMutationIdStringOptional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention).
idID!Unique identifier of entity.
modifiedDateTimeLast modification time.
createdDateTimeCreation time.
aiConversation[AiConversationItemParams!]AI assistant conversation associated with the process (e.g. records of AI-driven schema generation).
descriptionStringFree-text description shown alongside the process.
nameStringName of the entity and its default text representation.
ownerIdIDId of the owning user.
settingsProcessSchemaJSONStringProcess schema as a JSON object conforming to the ProcessSchema type — trigger, nodes and settings. Built via the process builder; validated on write.
typeProcessTypeEnumScope of the process: Personal processes belong to their owner and are started only by the owner's own actions; Space processes apply to the whole space.
tags[CreateTagRelationNoProcessBackrefInput!]Tags attached to the process for organisation/filtering.
documents[CreateCloudObjectRelationNoBackrefInput!]Files attached to the process (e.g. process documentation).
BulkUpdateProcessPayload object result: BulkUpdateResults!

Result of the bulkUpdateProcess mutation.

FieldTypeDescription
resultBulkUpdateResults!Ids of the created, updated and deleted records, and the items that failed.
CreateProcessFromTemplatePayload object process: ProcessEntity

Result of the createProcessFromTemplate mutation.

FieldTypeDescription
processProcessEntityThe created process.
CreateProcessPayload object process: ProcessEntity, clientMutationId: String

Result of the createProcess mutation.

FieldTypeDescription
processProcessEntityThe created record.
clientMutationIdStringOptional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention).
DeleteProcessPayload object process: ProcessEntity, clientMutationId: String

Result of the deleteProcess mutation.

FieldTypeDescription
processProcessEntityThe deleted record.
clientMutationIdStringOptional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention).
UpdateProcessPayload object process: ProcessEntity, clientMutationId: String

Result of the updateProcess mutation.

FieldTypeDescription
processProcessEntityThe updated record.
clientMutationIdStringOptional client-supplied identifier passed on a mutation input and echoed back unchanged on its payload, so a client can correlate the response with its request (Relay convention).
AiConversationItemActor enum User, System

Author of a message in an AI assistant conversation.

ValueDescription
UserMessage written by the user.
SystemResponse from the AI assistant.
LastActivityInterval enum Last24hours, Last7days, Last14days

Period covered by an automation process's activity timeline.

ValueDescription
Last24hoursLast 24 hours, grouped by hour.
Last7daysLast 7 days, grouped by day.
Last14daysLast 14 days, grouped by day.
ProcessDeactivationReasonEnum enum NoReason, Manual, TooManyErrors, DisabledFeature

Why an Automatizer process is currently disabled.

ValueDescription
NoReasonThe process is enabled.
ManualA user disabled the process.
TooManyErrorsThe process was suspended automatically after its last 20 record-triggered runs failed.
DisabledFeatureThe process was suspended because Automatizer was switched off for the space.
ProcessRecordTriggerEventEnum enum Create, CreateOrUpdate, Update, Delete, EmailSent, EmailReceived

Record event that starts a record-triggered process.

ValueDescription
CreateA record is created.
CreateOrUpdateA record is created or updated.
UpdateA record is updated.
DeleteA record is deleted.
EmailSentAn outgoing email is sent (email-triggered processes).
EmailReceivedAn incoming email is received (email-triggered processes).
ProcessTimelineItem object 5 fields: startTime, endTime, successCount, …

Counts of the process runs started within one hour or day of an activity timeline.

FieldTypeDescription
startTimeDateTime!Start of the hour or day this item covers, in the user's timezone.
endTimeDateTime!End of the hour or day this item covers.
successCountInt!Process runs started in this period that ended without problems.
warningCountInt!Process runs started in this period that ended with warnings.
errorCountInt!Process runs started in this period that failed.
ProcessTimelineResult object items: [ProcessTimelineItem!]!, successCount: Int!, warningCount: Int!, errorCount: Int!

Activity timeline of process runs, per hour or per day, with totals by outcome.

FieldTypeDescription
items[ProcessTimelineItem!]!One item per hour (last 24 hours) or per day, oldest first, including periods without runs.
successCountInt!Process runs in the whole period that ended without problems.
warningCountInt!Process runs in the whole period that ended with warnings.
errorCountInt!Process runs in the whole period that failed.
RecentExecutionItem object 8 fields: hasAccess, id, url, …

Recent process run that involved a record.

FieldTypeDescription
hasAccessBoolean!True when the current user can open the process.
idUUID!Id of the process that ran.
urlString!Link to the process in the Coevera web app.
nameString!Name of the process.
typeProcessTypeEnum!Type of the process.
statusProcessStatusEnum!Overall status of the process (not of this run): Ok, Warning or Error.
executionDateDateTime!When the process run started.
descriptionString!Description of the process.