Create Workflow

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Path Params
string
required

An account identifier.

Query Params
boolean
Defaults to false

Use new unified order API instead of the batch_order API.

Body Params

A request to create a workflow. The trigger and action types must be paired: a schedule trigger requires an order.create_and_confirm action, and a cash_deposited trigger requires an invest_with_allocations action. Any other combination is rejected with a 400.

trigger
required

A workflow trigger. This structure represents the way that the workflow is started. The type field selects the trigger:

  • schedule: starts the workflow on a recurring schedule.
  • cash_deposited: starts the workflow when cash is deposited into the customer account. It carries no further parameters: the arrival of the deposit is the trigger. Sending cadence, start_after, day_of_month or day_of_week with this trigger is rejected with a 400.
action
object
required

An object representing a workflow action. The nested object matching type is required: order for an order.create_and_confirm action, or invest_with_allocations for an invest_with_allocations action.

Headers
string
required
string
required
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