openapi: 3.2.0
info:
  title: Configuration Workflow Actions API
  version: 1.0.0
servers:
- url: https://test.api.solvimon.com
  description: The TEST environment for our API
- url: https://api.solvimon.com
  description: The live environment for our API
tags:
- name: workflow Actions
paths:
  /v{version}/workflow-actions:
    get:
      operationId: getWorkflowActions
      summary: Get all workflow actions
      description: Returns all workflow actions for the platform. Actions define what happens when a workflow trigger executes. Requires the WORKFLOW_ACTION.VIEW permission.
      tags:
      - workflow Actions
      parameters:
      - name: version
        in: path
        description: version
        required: true
        schema:
          type: string
          default: '1'
      - name: limit
        in: query
        description: The amount of records shown in the list
        required: false
        schema:
          type: integer
      - name: page
        in: query
        description: The page which is going to be shown
        required: false
        schema:
          type: integer
      - name: order_by
        in: query
        description: The parameter by which the response is ordered.
        required: false
        schema:
          type: string
      - name: order_direction
        in: query
        description: The order direction by which the response is ordered.
        required: false
        schema:
          type: string
      - name: X-API-KEY
        in: header
        required: true
        schema:
          type: string
      - name: x-platform-id
        in: header
        description: Platform ID.
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/WorkflowAction'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
    post:
      operationId: postWorkflowActions
      summary: Create a workflow action
      description: Creates a workflow action linked to an existing workflow. The action payload must match the selected action type. Requires the WORKFLOW_ACTION.CREATE permission.
      tags:
      - workflow Actions
      parameters:
      - name: version
        in: path
        description: version
        required: true
        schema:
          type: string
          default: '1'
      - name: X-API-KEY
        in: header
        required: true
        schema:
          type: string
      - name: x-platform-id
        in: header
        description: Platform ID.
        required: false
        schema:
          type: string
      responses:
        '201':
          description: Created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/WorkflowAction'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/WorkflowActionCreateRequest'
  /v{version}/workflow-actions/{resourceId}:
    get:
      operationId: getWorkflowActionsByResourceId
      summary: Get workflow action by ID
      description: Fetches a single workflow action by resource ID. Requires the WORKFLOW_ACTION.VIEW permission.
      tags:
      - workflow Actions
      parameters:
      - name: version
        in: path
        description: version
        required: true
        schema:
          type: string
          default: '1'
      - name: resourceId
        in: path
        description: The ID of the resource to be requested.
        required: true
        schema:
          type: string
          default: ''
      - name: X-API-KEY
        in: header
        required: true
        schema:
          type: string
      - name: x-platform-id
        in: header
        description: Platform ID.
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/WorkflowAction'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
    delete:
      operationId: deleteWorkflowActionsByResourceId
      summary: Delete a workflow action by ID
      description: Deletes the workflow action identified by the provided resource ID and returns the deleted action. Requires the WORKFLOW_ACTION.DELETE permission.
      tags:
      - workflow Actions
      parameters:
      - name: version
        in: path
        description: version
        required: true
        schema:
          type: string
          default: '1'
      - name: resourceId
        in: path
        description: The ID of the resource to be requested.
        required: true
        schema:
          type: string
          default: ''
      - name: X-API-KEY
        in: header
        required: true
        schema:
          type: string
      - name: x-platform-id
        in: header
        description: Platform ID.
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/WorkflowAction'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
    patch:
      operationId: patchWorkflowActionsByResourceId
      summary: Update a workflow action by ID
      description: Updates workflow action fields. Requires the WORKFLOW_ACTION.UPDATE permission.
      tags:
      - workflow Actions
      parameters:
      - name: version
        in: path
        description: version
        required: true
        schema:
          type: string
          default: '1'
      - name: resourceId
        in: path
        description: The ID of the resource to be requested.
        required: true
        schema:
          type: string
          default: ''
      - name: X-API-KEY
        in: header
        required: true
        schema:
          type: string
      - name: x-platform-id
        in: header
        description: Platform ID.
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/WorkflowAction'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/WorkflowActionUpdateRequest'
components:
  schemas:
    EmailIdentifier:
      type: object
      properties:
        name:
          type:
          - string
          - 'null'
        email:
          type: string
      title: EmailIdentifier
    WorkflowActionCreateRequestStatus:
      type: string
      enum:
      - ACTIVE
      - INACTIVE
      - DRAFT
      - ARCHIVED
      description: Status of the action.
      title: WorkflowActionCreateRequestStatus
    SendEmailToCustomerCreateRequestVariant:
      type: string
      enum:
      - INVOICE
      - PAYMENT
      - PRICING_PLAN_SUBSCRIPTION
      description: Template variant that selects the matching target-specific email configuration.
      title: SendEmailToCustomerCreateRequestVariant
    SendEmailToCustomerUpdateRequestVariant:
      type: string
      enum:
      - INVOICE
      - PAYMENT
      - PRICING_PLAN_SUBSCRIPTION
      description: Template variant that selects the matching target-specific email configuration.
      title: SendEmailToCustomerUpdateRequestVariant
    SendEmailPaymentConfiguration:
      type: object
      properties:
        include_customer_contacts_as_cc:
          type: boolean
          description: Controls whether the customer's configured contacts are added as CC recipients.
      description: Defines payment-specific options for emails sent by the workflow action.
      title: SendEmailPaymentConfiguration
    WorkflowActionCreateRequest:
      type: object
      properties:
        object_type:
          type:
          - string
          - 'null'
        id:
          type:
          - string
          - 'null'
        workflow_id:
          type: string
          description: Workflow that owns this action.
        type:
          $ref: '#/components/schemas/WorkflowActionCreateRequestType'
          description: Action type that selects the matching action configuration.
        description:
          type:
          - string
          - 'null'
          description: Description of what this action does.
        status:
          $ref: '#/components/schemas/WorkflowActionCreateRequestStatus'
          description: Status of the action.
        created_at:
          type:
          - string
          - 'null'
          description: Date time when the action was created.
        updated_at:
          type:
          - string
          - 'null'
          description: Date time when the action was last updated.
        send_email_to_customer:
          $ref: '#/components/schemas/SendEmailToCustomerCreateRequest'
          description: Email action configuration used to send an email to the customer.
      required:
      - workflow_id
      - type
      - status
      description: Defines an action that belongs to a workflow and describes what the workflow performs when it runs.
      title: WorkflowActionCreateRequest
    ApiErrorCode:
      type: string
      enum:
      - RESOURCE_NOT_FOUND
      - RESOURCES_NOT_FOUND
      - UNABLE_TO_PROCESS_INSTRUCTIONS
      - BAD_REQUEST
      - UNSUPPORTED_MEDIA_TYPE
      - RESOURCE_ALREADY_EXISTS
      - CUSTOM_FIELD_VALUE_ALREADY_EXISTS
      - COULD_NOT_CREATE_RESOURCE
      - COULD_NOT_UPDATE_RESOURCE
      - COULD_NOT_DELETE_RESOURCE
      - MISSING_VERSION
      - UNSUPPORTED_VERSION
      - UNAUTHORISED
      - CUSTOMER_NOT_FOUND
      - PLATFORM_NOT_FOUND
      - PRICING_PLAN_NOT_FOUND
      - PRODUCT_NOT_FOUND
      - PRODUCT_ITEM_NOT_FOUND
      - PRICING_NOT_FOUND
      - PRICING_ITEM_NOT_FOUND
      - USER_NOT_FOUND
      - METER_NOT_FOUND
      - METER_VALUE_NOT_FOUND
      - METER_PROPERTY_NOT_FOUND
      - PRICING_ITEM_SUMMARIES_NOT_FOUND
      - MISSING_ID
      - INVALID_ID
      - MISSING_REFERENCE
      - MISSING_FIELD
      - INVALID_FIELD
      - INVALID_OPERATION
      - INTERNAL_ERROR
      - USER_NOT_ALLOWED
      - IDEMPOTENCY_CHECK_FAILED
      - INVALID_REQUEST
      title: ApiErrorCode
    ApiError:
      type: object
      properties:
        type:
          $ref: '#/components/schemas/ApiErrorType'
        code:
          $ref: '#/components/schemas/ApiErrorCode'
        field:
          type:
          - string
          - 'null'
        message:
          type: string
        resource_id:
          type:
          - string
          - 'null'
        resource_type:
          oneOf:
          - $ref: '#/components/schemas/ApiErrorResourceType'
          - type: 'null'
      required:
      - type
      - code
      - message
      title: ApiError
    WorkflowActionType:
      type: string
      enum:
      - SEND_EMAIL_TO_CUSTOMER
      description: Action type that selects the matching action configuration.
      title: WorkflowActionType
    ApiErrorType:
      type: string
      enum:
      - API_ERROR
      - INVALID_REQUEST
      title: ApiErrorType
    SendEmailToCustomerVariant:
      type: string
      enum:
      - INVOICE
      - PAYMENT
      - PRICING_PLAN_SUBSCRIPTION
      description: Template variant that selects the matching target-specific email configuration.
      title: SendEmailToCustomerVariant
    WorkflowActionUpdateRequest:
      type: object
      properties:
        object_type:
          type:
          - string
          - 'null'
        id:
          type:
          - string
          - 'null'
        workflow_id:
          type: string
          description: Workflow that owns this action.
        type:
          $ref: '#/components/schemas/WorkflowActionUpdateRequestType'
          description: Action type that selects the matching action configuration.
        description:
          type:
          - string
          - 'null'
          description: Description of what this action does.
        status:
          $ref: '#/components/schemas/WorkflowActionUpdateRequestStatus'
          description: Status of the action.
        created_at:
          type:
          - string
          - 'null'
          description: Date time when the action was created.
        updated_at:
          type:
          - string
          - 'null'
          description: Date time when the action was last updated.
        send_email_to_customer:
          $ref: '#/components/schemas/SendEmailToCustomerUpdateRequest'
          description: Email action configuration used to send an email to the customer.
      description: Defines an action that belongs to a workflow and describes what the workflow performs when it runs.
      title: WorkflowActionUpdateRequest
    WorkflowActionUpdateRequestType:
      type: string
      enum:
      - SEND_EMAIL_TO_CUSTOMER
      description: Action type that selects the matching action configuration.
      title: WorkflowActionUpdateRequestType
    SendEmailToCustomerCreateRequest:
      type: object
      properties:
        integration_id:
          type: string
          description: Integration that provides the email delivery channel configuration.
        subject:
          type:
          - string
          - 'null'
          description: Subject line used for the email.
        from:
          $ref: '#/components/schemas/EmailIdentifier'
          description: Sender address and display information for the email.
        reply_to:
          $ref: '#/components/schemas/EmailIdentifier'
          description: Reply-to address and display information for the email.
        cc_recipients:
          type:
          - array
          - 'null'
          items:
            type: string
          description: CC recipient email addresses.
        bcc_recipients:
          type:
          - array
          - 'null'
          items:
            type: string
          description: BCC recipient email addresses.
        template_name:
          type: string
          description: Template name used to render the email.
        variant:
          $ref: '#/components/schemas/SendEmailToCustomerCreateRequestVariant'
          description: Template variant that selects the matching target-specific email configuration.
        invoice:
          $ref: '#/components/schemas/SendEmailInvoiceConfiguration'
          description: Invoice email settings used when the action runs for an invoice workflow.
        payment:
          $ref: '#/components/schemas/SendEmailPaymentConfiguration'
          description: Payment email settings used when the action runs for a payment workflow.
        pricing_plan_subscription:
          $ref: '#/components/schemas/SendEmailPricingPlanSubscriptionConfiguration'
          description: Pricing plan subscription email settings used when the action runs for a pricing plan subscription workflow.
      description: Defines the email content, sender details, recipients, and template configuration used by the action.
      title: SendEmailToCustomerCreateRequest
    SendEmailPricingPlanSubscriptionConfiguration:
      type: object
      properties:
        include_customer_contacts_as_cc:
          type: boolean
          description: Controls whether the customer's configured contacts are added as CC recipients.
      description: Defines subscription-specific options for emails sent by the workflow action.
      title: SendEmailPricingPlanSubscriptionConfiguration
    ApiErrorResourceType:
      type: string
      enum:
      - CUSTOMER
      - CUSTOM_FIELD
      - PLATFORM
      - PLATFORM_UPTODATE
      - METER
      - METER_VALUE
      - METER_PROPERTY
      - METER_VALUE_CALCULATION
      - INGEST_DATA
      - METER_DATA
      - CHARGE_DATA
      - PERSIST_DATA
      - ADJUSTMENT_DATA
      - PRODUCT_CATEGORY
      - PRODUCT
      - PRODUCT_ITEM
      - PRICING
      - PRICING_GROUP
      - PRICING_ITEM
      - PRICING_ITEM_CONFIG
      - PRICING_PLAN_SUBSCRIPTION
      - PRICING_PLAN_SUBSCRIPTION_GROUP
      - PRICING_PLAN_SCHEDULE
      - PRICING_PLAN
      - PRICING_PLAN_VERSION
      - QUOTE
      - QUOTE_VERSION
      - QUOTE_TEMPLATE
      - API_KEY
      - USER
      - ROLE
      - PROXY_USER
      - EXTERNAL_CREDENTIALS
      - TOKEN
      - INVOICE
      - E_INVOICE
      - PDF
      - BILLING_ENTITY
      - FEATURE
      - MEMBERSHIP
      - PAYMENT
      - PAYMENT_ACCEPTOR
      - PAYMENT_METHOD
      - PAYMENT_METHOD_OPTIONS
      - PAYMENT_SCHEDULE
      - PAYMENT_REQUEST
      - INTEGRATION
      - WEBHOOK
      - FILE
      - FILE_PROCESSING_SETTINGS
      - TEAM
      - DOWNLOAD_URL
      - CSV_REPORT
      - REPORT
      - REPORT_GENERATE_REQUEST
      - REPORT_CONFIGURATION
      - REPORT_SUBSCRIPTION
      - REPORT_DEFINITION
      - ACCOUNT_GROUP
      - ENTITY
      - EVENT_TRACE
      - EVENT_TRACE_LINK
      - PRICING_CATEGORY
      - CONTACT
      - ALERT_RULE
      - ALERT
      - AUDIT_RECORD
      - PORTAL_URL
      - AUTHENTICATION_PROVIDER
      - REPROCESS
      - APPROVAL_POLICY
      - APPROVAL_REQUEST
      - BULK_ACTION
      - COUPON
      - PROMOTION_CODE
      - WALLET
      - WALLET_TYPE
      - WALLET_GRANT
      - WORKFLOW
      - WORKFLOW_TRIGGER
      - WORKFLOW_ACTION
      - CREDIT_TYPE
      - SIGNATURE_REQUEST
      - ATTACHMENT
      - DOCUMENT
      title: ApiErrorResourceType
    SendEmailToCustomer:
      type: object
      properties:
        integration_id:
          type: string
          description: Integration that provides the email delivery channel configuration.
        subject:
          type:
          - string
          - 'null'
          description: Subject line used for the email.
        from:
          $ref: '#/components/schemas/EmailIdentifier'
          description: Sender address and display information for the email.
        reply_to:
          $ref: '#/components/schemas/EmailIdentifier'
          description: Reply-to address and display information for the email.
        cc_recipients:
          type:
          - array
          - 'null'
          items:
            type: string
          description: CC recipient email addresses.
        bcc_recipients:
          type:
          - array
          - 'null'
          items:
            type: string
          description: BCC recipient email addresses.
        template_name:
          type: string
          description: Template name used to render the email.
        variant:
          $ref: '#/components/schemas/SendEmailToCustomerVariant'
          description: Template variant that selects the matching target-specific email configuration.
        invoice:
          $ref: '#/components/schemas/SendEmailInvoiceConfiguration'
          description: Invoice email settings used when the action runs for an invoice workflow.
        payment:
          $ref: '#/components/schemas/SendEmailPaymentConfiguration'
          description: Payment email settings used when the action runs for a payment workflow.
        pricing_plan_subscription:
          $ref: '#/components/schemas/SendEmailPricingPlanSubscriptionConfiguration'
          description: Pricing plan subscription email settings used when the action runs for a pricing plan subscription workflow.
      description: Defines the email content, sender details, recipients, and template configuration used by the action.
      title: SendEmailToCustomer
    SendEmailInvoiceConfiguration:
      type: object
      properties:
        type:
          $ref: '#/components/schemas/SendEmailInvoiceConfigurationType'
          description: Invoice email type.
        include_pdf:
          type: boolean
          description: Attach the invoice PDF to the email. Only applicable for TO_FINAL and OVERDUE
        include_payment_link:
          type: boolean
          description: Include a payment link in the email. Only applicable for TO_FINAL and OVERDUE
        include_customer_contacts_as_cc:
          type: boolean
          description: Add the customer's configured contacts as CC recipients. Defaults to false when absent.
      description: Defines invoice-specific options for emails sent by the workflow action. Fields allowed/required depend on `type`.
      title: SendEmailInvoiceConfiguration
    SendEmailToCustomerUpdateRequest:
      type: object
      properties:
        integration_id:
          type: string
          description: Integration that provides the email delivery channel configuration.
        subject:
          type:
          - string
          - 'null'
          description: Subject line used for the email.
        from:
          $ref: '#/components/schemas/EmailIdentifier'
          description: Sender address and display information for the email.
        reply_to:
          $ref: '#/components/schemas/EmailIdentifier'
          description: Reply-to address and display information for the email.
        cc_recipients:
          type:
          - array
          - 'null'
          items:
            type: string
          description: CC recipient email addresses.
        bcc_recipients:
          type:
          - array
          - 'null'
          items:
            type: string
          description: BCC recipient email addresses.
        template_name:
          type: string
          description: Template name used to render the email.
        variant:
          $ref: '#/components/schemas/SendEmailToCustomerUpdateRequestVariant'
          description: Template variant that selects the matching target-specific email configuration.
        invoice:
          $ref: '#/components/schemas/SendEmailInvoiceConfiguration'
          description: Invoice email settings used when the action runs for an invoice workflow.
        payment:
          $ref: '#/components/schemas/SendEmailPaymentConfiguration'
          description: Payment email settings used when the action runs for a payment workflow.
        pricing_plan_subscription:
          $ref: '#/components/schemas/SendEmailPricingPlanSubscriptionConfiguration'
          description: Pricing plan subscription email settings used when the action runs for a pricing plan subscription workflow.
      description: Defines the email content, sender details, recipients, and template configuration used by the action.
      title: SendEmailToCustomerUpdateRequest
    WorkflowActionCreateRequestType:
      type: string
      enum:
      - SEND_EMAIL_TO_CUSTOMER
      description: Action type that selects the matching action configuration.
      title: WorkflowActionCreateRequestType
    WorkflowActionUpdateRequestStatus:
      type: string
      enum:
      - ACTIVE
      - INACTIVE
      - DRAFT
      - ARCHIVED
      description: Status of the action.
      title: WorkflowActionUpdateRequestStatus
    WorkflowAction:
      type: object
      properties:
        object_type:
          type:
          - string
          - 'null'
        id:
          type:
          - string
          - 'null'
        workflow_id:
          type: string
          description: Workflow that owns this action.
        type:
          $ref: '#/components/schemas/WorkflowActionType'
          description: Action type that selects the matching action configuration.
        description:
          type:
          - string
          - 'null'
          description: Description of what this action does.
        status:
          $ref: '#/components/schemas/WorkflowActionStatus'
          description: Status of the action.
        created_at:
          type:
          - string
          - 'null'
          description: Date time when the action was created.
        updated_at:
          type:
          - string
          - 'null'
          description: Date time when the action was last updated.
        send_email_to_customer:
          $ref: '#/components/schemas/SendEmailToCustomer'
          description: Email action configuration used to send an email to the customer.
      description: Defines an action that belongs to a workflow and describes what the workflow performs when it runs.
      title: WorkflowAction
    WorkflowActionStatus:
      type: string
      enum:
      - ACTIVE
      - INACTIVE
      - DRAFT
      - ARCHIVED
      description: Status of the action.
      title: WorkflowActionStatus
    SendEmailInvoiceConfigurationType:
      type: string
      enum:
      - TO_FINAL
      - OVERDUE
      - UPCOMING_PAYMENT_REMINDER
      description: Invoice email type.
      title: SendEmailInvoiceConfigurationType
  securitySchemes:
    API-Key:
      type: apiKey
      in: header
      name: X-API-KEY
    JWT-Authentication:
      type: http
      scheme: bearer