Workflows

Build, edit, trigger and diagnose automation workflows, and manage the leads moving through them.

Tools (9)

diagnose_workflow_sourcing

Full name: campaignstack_diagnose_workflow_sourcing

workflows:read Read-only

Explain why one lead did or did not enter one workflow, including score, dedup, exclusions, provider filters, and verdict. Read-only diagnostic only.

Parameters

Name	Type	Required	Default	Description
workflowId	string	Yes	—	(min length: 1)
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
leadId	string	No	—
profileUrl	string	No	—

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get_workflow_node_types

Full name: campaignstack_get_workflow_node_types

workflows:read Read-only

Discover supported workflow node types before graph edits. Includes graph shape docs, examples, and webhook templates for integration:webhook nodes.

Parameters

Name	Type	Required	Default	Description
includeWebhookTemplates	boolean	No	true

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get_workflows

Full name: campaignstack_get_workflows

workflows:read Read-only

Read one or many workflows in a stable envelope. Omit ids to list matching records, pass one id for one record, or pass several ids for several records. The response still uses the same collection envelope. Use include only for extra details the user asked for. Large, computed, historical, or external includes must use their documented caps and must report when data is truncated or paginated. Includes can add graph, stats, bounded split optimization history, node activity, and leads at nodes.

Parameters

Name	Type	Required	Default	Description
ids	string[]	No	—	Workflow ids to hydrate. Omit to list workflows in the workspace or campaign.
filters	object	No	—
filters.workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
filters.campaignId	string	No	—	Restrict listing to one campaign.
filters.signalAgentId	string	No	—	Restrict returned rows to workflows owned by this signal agent after workspace listing.
filters.enabled	boolean	No	—
filters.status	string	No	—
include	object	No	—
include.graph	object	No	—	Full workflow graph with nodes, edges, sequence projection, and account refs.
include.stats	object	No	—	Per-node lead counts and edge traversal counts.
include.optimizationHistory	object	No	—	Recent split-node optimization audit rows.
include.nodeActivity	object	No	—	Recent activity for selected nodes.
include.nodeLeads	object	No	—	Leads currently at selected nodes.
limit	integer	No	20	Maximum items to return, capped at 100. (min: 1, max: 100)
cursor	string	No	—	Opaque pagination cursor. (min length: 1, max length: 1000)
nodes	object	No	—
nodes.ids	string[]	No	—	Node ids to hydrate through nodeActivity or nodeLeads includes.

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edit_workflow

Full name: campaignstack_edit_workflow

workflows:write

Create workflows, edit metadata, set whether the workflow sends without review (approvalMode), enable or pause execution, set LinkedIn account pools, set email sender account, set workflow-level outreach intents, and restore a previous node instructions version (restore_guidance, using a versionId from campaignstack_get_workflows include.guidanceHistory). Graph changes belong in campaignstack_edit_workflow_graph. Each operation returns independently.

Parameters

Name	Type	Required	Default	Description
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
operations	operation[]	Yes	—	Batch edits are bounded. Return one result per requested item, and report partial failures instead of describing the whole batch as successful.

Operations (operations[].op)

create

Name	Type	Required	Default	Description
clientOperationId	string	No	—
name	string	Yes	—	(min length: 1)
description	string	No	—
campaignId	string	No	—
sourceConfig	object	Yes	—
graph	object	Yes	—
graph.nodes	object[]	Yes	—
graph.edges	object[]	Yes	—
graph.anchorEdges	object[]	No	—
approvalMode	manual_review | auto_when_confident | automatic	No	—	Whether what this workflow drafts waits for a person. manual_review: every message waits in the review queue. auto_when_confident: messages still wait, and the ones the confidence check rates as safe to send unchanged go out on their own once the workspace’s calibration allows it (a daily cap applies, and booking confirmations, files, conversation turns and flagged drafts always wait). automatic: no review step at all. On a signal agent this also removes its review steps; on any other workflow, review steps already in the graph keep waiting, so remove them with campaignstack_edit_workflow_graph. Omit to keep the current mode; on create, omit to start from the owner’s onboarding answer. Only a workspace owner or admin can set it. Set automatic only when the user asked for messages to go out unreviewed.

set_meta

Name	Type	Required	Default	Description
clientOperationId	string	No	—
workflowId	string	Yes	—	(min length: 1)
name	string	No	—	(min length: 1)
description	string	No	—
emailGoogleAccountId	string | null	No	—
outreachIntents	object[]	No	—
approvalMode	unknown	No	—	Whether what this workflow drafts waits for a person. manual_review: every message waits in the review queue. auto_when_confident: messages still wait, and the ones the confidence check rates as safe to send unchanged go out on their own once the workspace’s calibration allows it (a daily cap applies, and booking confirmations, files, conversation turns and flagged drafts always wait). automatic: no review step at all. On a signal agent this also removes its review steps; on any other workflow, review steps already in the graph keep waiting, so remove them with campaignstack_edit_workflow_graph. Omit to keep the current mode; on create, omit to start from the owner’s onboarding answer. Only a workspace owner or admin can set it. Set automatic only when the user asked for messages to go out unreviewed.

set_enabled

Name	Type	Required	Default	Description
clientOperationId	string	No	—
workflowId	string	Yes	—	(min length: 1)
enabled	boolean	Yes	—

set_linkedin_accounts

Name	Type	Required	Default	Description
clientOperationId	string	No	—
workflowId	string	Yes	—	(min length: 1)
accountIds	string[]	Yes	—

restore_guidance

Name	Type	Required	Default	Description
clientOperationId	string	No	—
versionId	string	Yes	—	versionId of a previous node instructions version to restore. (min length: 1)

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edit_workflow_graph

Full name: campaignstack_edit_workflow_graph

workflows:write

Atomically patch or replace one workflow graph. replace supplies the full non-anchor graph. patch starts from the current non-anchor graph, upserts/removes nodes, and replaces edges when supplied. Invalid graphs are rejected before persistence; active-lead safety remains enforced by the workflow backend. Optional split-node optimization runs after the graph write.

Parameters

Name	Type	Required	Default	Description
workflowId	string	Yes	—	(min length: 1)
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
mode	patch | replace	Yes	—
graph	object	No	—
graph.nodes	object[]	Yes	—
graph.edges	object[]	Yes	—
graph.anchorEdges	object[]	No	—
patch	object	No	—
patch.upsertNodes	array	No	[]
patch.removeNodeIds	string[]	No	[]
patch.edges	array	No	—	When supplied, replaces the non-anchor edge set after node patching.
patch.anchorEdges	array	No	—
optimizeSplitNodeIds	string[]	No	—	Optional named split nodes to optimize after a valid graph write.

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retry_workflow_entries

Full name: campaignstack_retry_workflow_entries

workflows:write

Retry one or many failed workflow entries by explicit entry ids, or retry all failed entries at one node. Returns per-entry partial results for explicit ids and node batch counts for node selectors.

Parameters

Name	Type	Required	Default	Description
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
selector	operation	Yes	—	Exactly one operation, see below.

selector variants (selector.type)

entries

Name	Type	Required	Default	Description
entryIds	string[]	Yes	—

node

Name	Type	Required	Default	Description
nodeId	string	Yes	—	(min length: 1)

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trigger_workflow

Full name: campaignstack_trigger_workflow

workflows:write Acts outside CampaignStack Needs confirmation

Confirmed consequential execution: adds the selected leads to a workflow, or with no leadIds runs its sourcing now. A lead enters a workflow once: leads already in it, in any status, and leads an exclusion matches are skipped and counted in skipped. It joins the workflow queue and obeys pacing, review, account, and safety limits. To retry failed entries, use campaignstack_retry_workflow_entries.

Parameters

Name	Type	Required	Default	Description
workflowId	string	Yes	—	(min length: 1)
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
leadIds	string[]	No	—
confirmed	boolean	Yes	—	Confirms this starts workflow execution for real leads.

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cancel_workflow_node_leads

Full name: campaignstack_cancel_workflow_node_leads

workflows:write Destructive Needs confirmation

Confirmed drain operation for one workflow node. Waiting, event-waiting, and pending-review entries are cancelled; processing or already sent work cannot be recalled and is reported separately.

Parameters

Name	Type	Required	Default	Description
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
nodeId	string	Yes	—	(min length: 1)
confirmed	boolean	Yes	—	Confirms queued node entries may be cancelled; processing/sent work cannot be recalled.

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delete_workflow

Full name: campaignstack_delete_workflow

workflows:write Destructive Needs confirmation

Permanently delete one workflow and its associated records. Requires confirmed:true. Use edit_workflow set_enabled:false to pause without deleting history.

Parameters

Name	Type	Required	Default	Description
workspaceId	string	No	—	Workspace ID. Omit it when this connection reaches one workspace: a workspace key (cs_) is bound to its own, and a user key (csu_) or connected app whose person belongs to exactly one workspace defaults to that one. Required only when the person belongs to several; the error then lists them, and campaignstack_whoami reports them too.
workflowId	string	Yes	—	(min length: 1)
confirmed	boolean	Yes	—	This permanently deletes a root record. Before calling it, name exactly what will be deleted, explain that it cannot be undone, and wait for an explicit yes.

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