API Documentation
Brand Flows ¶
Overview
A BrandFlow is a series of touch point templates that can help the agents drive deeper engagement with their contacts and make sure the right sales activities are always conducted. It is comprised of a set of BrandFlowStep's that can be either an event or email template.
BrandFlow
A BrandFlow's data model is described in the table below:
| Field | Type | association | Description |
|---|---|---|---|
| id | uuid | Internal identifier of the object | |
| created_at | number | ||
| updated_at | number | ||
| deleted_at | number | ||
| created_by | User | User who created this object | |
| updated_by | User | User who created this object | |
| brand | Brand | The team this object belongs to | |
| name | string | Name of the flow | |
| description | string | A description of what the flow does | |
| steps | BrandFlowStep[] | brand_flow.steps |
Name of the flow |
| is_editable | boolean | Whether user can edit the entity |
BrandFlowStep
BrandFlowStep's data model is described in the table below:
| Field | Type | association | Description |
|---|---|---|---|
| id | uuid | Internal identifier of the object | |
| created_at | number | ||
| updated_at | number | ||
| deleted_at | number | ||
| created_by | User | brand_flow_step.created_by |
User who created this object |
| updated_by | User | brand_flow_step.updated_by |
User who created this object |
| title | string | Title of the step | |
| description | string | A description of what the step is about | |
| order | number | Step’s execution order in the flow | |
| event_type | string | A calendar event type, e.g. birthday |
|
| wait_for | number | wait time from the actual time of the event trigger | |
| time | string | time of the day the action is supposed to be executed | |
| BrandEmail | brand_flow_step.email |
Link to an email template | |
| event | BrandEvent | brand_flow_step.event |
An event template |
| template | Template | brand_flow_step.template |
A raw marketing template |
| template_instance | TemplateInstance | brand_flow_step.template_instance |
A rendered template instance from my designs |
| is_automated | boolean | Whether the step is automated or not |
Flow
Flow is an instance of a BrandFlow created for a single contact. It is linked to the brand flow by origin field. Its data model is described in the table below:
| Field | Type | association | Description |
|---|---|---|---|
| id | uuid | Internal identifier of the object | |
| created_at | number | ||
| updated_at | number | ||
| deleted_at | number | ||
| created_by | User | flow.created_by |
User who created this object |
| updated_by | User | flow.updated_by |
User who created this object |
| brand | Brand | flow.brand |
The team this object belongs to |
| origin | BrandFlow | flow.origin |
Template this flow was created from |
| origin_id | uuid | Template this flow was created from | |
| name | string | Name of the flow | |
| description | string | A description of what the flow does | |
| starts_at | number | Flow’s epoch | |
| contact | Contact | flow.contact |
Contact enrolled in this flow |
| steps | FlowStep[] | flow.steps |
Array of flow’s steps |
FlowStep
FlowStep's data model is described in the table below:
| Field | Type | association | Description |
|---|---|---|---|
| id | uuid | Internal identifier of the object | |
| created_at | number | ||
| updated_at | number | ||
| deleted_at | number | ||
| created_by | User | flow_step.created_by |
User who created this object |
| updated_by | User | flow_step.updated_by |
User who created this object |
| flow | uuid | Parent flow of the step | |
| origin | BrandFlowStep | flow.origin |
Link to the brand flow step |
| campaign | EmailCampaign | `flow_step.campaign | Link to an actual email campaign |
| crm_task | CrmTask | flow_step.crm_task |
Link to an actual CrmTask object |
Get all brand flows ¶
Get all brand flowsGET/brands/:id/flows
Example URI
GET /brands/:id/flows
URI Parameters
- id
string(required) Example: 7e399425-ec4b-4d0e-b2dc-0e0a36f48d55- associations
string(required) Example: brand_flow.steps,brand_flow_step.event,brand_flow_step.email
Response
200Body
{
"code": "OK",
"data": [
{
"id": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Consistent Home Seller Outreach",
"description": "Stay connected with potential sellers through timely and personalized follow-up emails.",
"steps": [
{
"id": "2e10e1db-a9cf-45ed-875d-07e499d0af17",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": true,
"order": 0,
"title": "Thank You for Considering Me!",
"description": "Express gratitude and introduce your unique value.",
"event_type": "last_step_date",
"wait_for": {
"days": 1
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "c9010de7-70bb-4b8b-970b-35903c66dfeb",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Thank You for Considering Me!",
"goal": "",
"subject": "Thank You for Considering Me!",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>Thank you for considering me to list your home—it’s truly an honor! I want to share a few things that set me apart as a real estate professional:</p><ol><li>I’m always accessible and responsive—feel free to test me!</li><li>I provide regular updates on your home’s marketing progress to keep you informed every step of the way.</li><li>I’m fully committed to going above and beyond to sell your home efficiently and effectively.</li></ol><p>I’d love the opportunity to connect and discuss your goals. Let’s schedule a time to chat and get started!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nThank you for considering me to list your home—it’s truly an honor! I want to\nshare a few things that set me apart as a real estate professional:\n\n 1. I’m always accessible and responsive—feel free to test me!\n 2. I provide regular updates on your home’s marketing progress to keep you\n informed every step of the way.\n 3. I’m fully committed to going above and beyond to sell your home efficiently\n and effectively.\n\nI’d love the opportunity to connect and discuss your goals. Let’s schedule a\ntime to chat and get started!"
},
"type": "brand_flow_step"
},
{
"id": "705e081d-ba5d-45ae-b348-4722296070ac",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": true,
"order": 1,
"title": "Can I Share Some Expert Selling Tips?",
"description": "Offer valuable insights to build trust and engagement.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "caceb1fc-c750-40e1-b678-5c3a93040d35",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Can I Share Some Expert Selling Tips?",
"goal": "",
"subject": "Can I Share Some Expert Selling Tips?",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>I’d love the chance to share some of the best advice I’ve learned about successfully selling homes—it could make a big difference in your experience.</p><p>Are you available this afternoon? I have some time open and would be happy to connect. Let me know what works for you!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nI’d love the chance to share some of the best advice I’ve learned about\nsuccessfully selling homes—it could make a big difference in your experience.\n\nAre you available this afternoon? I have some time open and would be happy to\nconnect. Let me know what works for you!"
},
"type": "brand_flow_step"
},
{
"id": "9bd912ff-e378-4ec8-81d7-e349dca93f7d",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": true,
"order": 2,
"title": "Let’s Discuss Your Home Selling Timeline",
"description": "Check in and align with the seller's goals.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "56c578ac-bc93-4245-b656-ada0416e5a66",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Let’s Discuss Your Home Selling Timeline",
"goal": "",
"subject": "Let’s Discuss Your Home Selling Timeline",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>It’s been a busy week, but I wanted to take a moment to check in with you. My goal is to ensure you get the best price for your home while aligning with your preferred timeline.</p><p>What does your ideal timeline look like? Are you hoping to move quickly, or do you have some flexibility?</p><p>Let me know—I’m here to help you navigate the process and make it as seamless as possible!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nIt’s been a busy week, but I wanted to take a moment to check in with you. My\ngoal is to ensure you get the best price for your home while aligning with your\npreferred timeline.\n\nWhat does your ideal timeline look like? Are you hoping to move quickly, or do\nyou have some flexibility?\n\nLet me know—I’m here to help you navigate the process and make it as seamless as\npossible!"
},
"type": "brand_flow_step"
},
{
"id": "c98d3f4b-4067-4971-8744-13d38e326e9c",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": true,
"order": 3,
"title": "Highlighting Your Home's Best Feature",
"description": "Help sellers identify key selling points.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "650b2242-ef64-49f9-bee4-4eae5b2267d2",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Highlighting Your Home's Best Feature",
"goal": "",
"subject": "Highlighting Your Home's Best Feature",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>When selling your home, it’s helpful to think about what made you fall in love with it in the first place. Chances are, those same features will attract the right buyer—someone with similar tastes and values.</p><p>So, what do you think is your home’s best feature? Is it a spacious kitchen, a cozy living room, or a beautiful backyard?</p><p>Let’s connect to discuss how we can highlight those qualities and make your home stand out to the perfect buyer!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nWhen selling your home, it’s helpful to think about what made you fall in love\nwith it in the first place. Chances are, those same features will attract the\nright buyer—someone with similar tastes and values.\n\nSo, what do you think is your home’s best feature? Is it a spacious kitchen, a\ncozy living room, or a beautiful backyard?\n\nLet’s connect to discuss how we can highlight those qualities and make your home\nstand out to the perfect buyer!"
},
"type": "brand_flow_step"
},
{
"id": "b2a4c961-59dc-4de1-93df-031f8a1cc95a",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": true,
"order": 4,
"title": "Ready When You Are",
"description": "Reassure sellers of your ongoing support.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "662e3a20-eb6b-4b4d-82e0-9c53f8ee695c",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Ready When You Are",
"goal": "",
"subject": "Ready When You Are",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>I noticed we haven’t had the chance to connect in the past couple of weeks, but I want you to know that I’m here, ready, and excited to help whenever you’re ready to move forward.</p><p>One thing about me—I don’t give up easily! I’m committed to supporting you every step of the way, but I also understand that timing is everything. Feel free to let me know when the time is right for you.</p><p>Looking forward to hearing from you!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nI noticed we haven’t had the chance to connect in the past couple of weeks, but\nI want you to know that I’m here, ready, and excited to help whenever you’re\nready to move forward.\n\nOne thing about me—I don’t give up easily! I’m committed to supporting you every\nstep of the way, but I also understand that timing is everything. Feel free to\nlet me know when the time is right for you.\n\nLooking forward to hearing from you!"
},
"type": "brand_flow_step"
},
{
"id": "c9846ebd-b10c-42f8-849b-20e83bf65d41",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": true,
"order": 5,
"title": "Are You Still Thinking About Selling?",
"description": "Reignite interest and offer support for next steps.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "3b2d83fe-10f1-4da3-aa47-bd4b678c450c",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Are You Still Thinking About Selling?",
"goal": "",
"subject": "Are You Still Thinking About Selling?",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>Are you still considering selling your home this year?</p><p>If so, I’d love to connect and help you plan the best next steps to get started. Whether it’s setting the right price, preparing your home for the market, or exploring your selling options, I’m here to guide you through the process.</p><p>Let me know when you’re ready to chat—I’d be happy to help!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nAre you still considering selling your home this year?\n\nIf so, I’d love to connect and help you plan the best next steps to get started.\nWhether it’s setting the right price, preparing your home for the market, or\nexploring your selling options, I’m here to guide you through the process.\n\nLet me know when you’re ready to chat—I’d be happy to help!"
},
"type": "brand_flow_step"
}
],
"active_flows": 0,
"type": "brand_flow",
"is_editable": true
},
{
"id": "7805794d-535f-4ebd-9ac5-5e5fdde013c1",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Personalized Home Buying Path",
"description": "Comprehensive guidance for prospective buyers.",
"steps": [
{
"id": "7e2a5104-a2c0-4b1c-a219-1c35987c252a",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "7805794d-535f-4ebd-9ac5-5e5fdde013c1",
"is_automated": true,
"order": 0,
"title": "Begin Your Home Buying Journey",
"description": "Introduce the home buying process.",
"event_type": "last_step_date",
"wait_for": {
"days": 1
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "b67e8f9e-93be-4680-8ac0-e0efd0dff40b",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Begin Your Home Buying Journey with Expert Guidance",
"goal": "",
"subject": "Begin Your Home Buying Journey with Expert Guidance",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>Embarking on the journey to homeownership involves several key steps: selecting a dedicated agent, searching for properties, making offers, securing financing, and finalizing the purchase.</p><p>As your agent, I am committed to making this process straightforward and seamless for you and will be your dedicated partner from start to finish.</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nEmbarking on the journey to homeownership involves several key steps: selecting\na dedicated agent, searching for properties, making offers, securing financing,\nand finalizing the purchase.\n\nAs your agent, I am committed to making this process straightforward and\nseamless for you and will be your dedicated partner from start to finish."
},
"type": "brand_flow_step"
},
{
"id": "0339a72c-cc6e-4f00-9a7f-eba9826491d8",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "7805794d-535f-4ebd-9ac5-5e5fdde013c1",
"is_automated": true,
"order": 1,
"title": "Prepare for Your Home Buying Journey",
"description": "Help clients prepare for a successful home buying experience.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "5566b7c4-d7e1-480a-b451-a059436a0fb5",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Prepare for Your Home Buying Journey",
"goal": "",
"subject": "Prepare for Your Home Buying Journey",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>Embarking on the path to homeownership is a significant milestone, and being well-prepared is essential for a successful experience.</p><p>As your dedicated real estate agent, I am committed to understanding your unique needs, expectations, and goals. We’ll discuss your desired timeline, specific requirements, and address any questions you may have about the home buying process.</p><p>With a focus on integrity and personalized service, I aim to make your home buying journey smooth and rewarding.</p><p>To schedule your no-obligation virtual or in-person consultation, please contact me today.</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nEmbarking on the path to homeownership is a significant milestone, and being\nwell-prepared is essential for a successful experience.\n\nAs your dedicated real estate agent, I am committed to understanding your unique\nneeds, expectations, and goals. We’ll discuss your desired timeline, specific\nrequirements, and address any questions you may have about the home buying\nprocess.\n\nWith a focus on integrity and personalized service, I aim to make your home\nbuying journey smooth and rewarding.\n\nTo schedule your no-obligation virtual or in-person consultation, please contact\nme today."
},
"type": "brand_flow_step"
},
{
"id": "cc58a158-ff30-45a9-8243-12decc33e5a9",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "7805794d-535f-4ebd-9ac5-5e5fdde013c1",
"is_automated": true,
"order": 2,
"title": "Your First Step to Home Buying Success",
"description": "Highlight the importance of mortgage pre-approval.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "8088edd0-9c35-469a-8452-ae90659acd3e",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Your First Step to Home Buying Success",
"goal": "",
"subject": "Your First Step to Home Buying Success",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>In my experience, many homebuyers, especially first-timers, have faced disappointment after finding their dream home, only to discover they didn’t qualify for the necessary mortgage.</p><p>To prevent such situations, I recommend beginning with the mortgage pre-approval process. This step clarifies your budget, ensuring we focus on homes within your financial reach and streamlining your home search.</p><p>I can connect you with trusted mortgage professionals who can assist you in obtaining a pre-approval promptly.</p><p>I'm here to help you get started. Let's set up a call to discuss this further.</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nIn my experience, many homebuyers, especially first-timers, have faced\ndisappointment after finding their dream home, only to discover they didn’t\nqualify for the necessary mortgage.\n\nTo prevent such situations, I recommend beginning with the mortgage pre-approval\nprocess. This step clarifies your budget, ensuring we focus on homes within your\nfinancial reach and streamlining your home search.\n\nI can connect you with trusted mortgage professionals who can assist you in\nobtaining a pre-approval promptly.\n\nI'm here to help you get started. Let's set up a call to discuss this further."
},
"type": "brand_flow_step"
},
{
"id": "13800dcd-79f9-476f-a0d4-b90cb2a65371",
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"updated_by": null,
"flow": "264f678c-df5b-401b-8a48-5588491ec8dc",
"is_automated": true,
"order": 5,
"title": "Unlock the Power of Pre-Approval",
"description": "Explain the importance of pre-approval.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "246fe58e-b372-4017-9799-8cb0567ef922",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "7e399425-ec4b-4d0e-b2dc-0e0a36f48d55",
"name": "Unlock the Power of Pre-Approval",
"goal": "",
"subject": "Unlock the Power of Pre-Approval",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>Before starting your home search, one of the most important steps is establishing your purchasing power through pre-approval with a trusted lender.</p><p>Pre-approval not only helps you understand what homes fit your budget but also positions you as a serious buyer when it’s time to make an offer.</p><p>If you’d like to discuss the process or need recommendations, let’s connect soon. I’m here to help you every step of the way!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nBefore starting your home search, one of the most important steps is\nestablishing your purchasing power through pre-approval with a trusted lender.\n\nPre-approval not only helps you understand what homes fit your budget but also\npositions you as a serious buyer when it’s time to make an offer.\n\nIf you’d like to discuss the process or need recommendations, let’s connect\nsoon. I’m here to help you every step of the way!"
},
"type": "brand_flow_step"
},
{
"id": "f2d791e8-94ad-46a1-b8a6-0a787ffb589e",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "264f678c-df5b-401b-8a48-5588491ec8dc",
"is_automated": true,
"order": 6,
"title": "Stay Informed with Market Insights",
"description": "Keep clients updated with market insights.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "13411278-d0ee-46fc-bb3c-fe5f4d47c71e",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "7e399425-ec4b-4d0e-b2dc-0e0a36f48d55",
"name": "Stay Informed with Market Insights",
"goal": "",
"subject": "Stay Informed with Market Insights",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>Searching for a home—whether online, through local ads, or by spotting listings as you drive by—often leads to questions about properties that catch your eye.</p><p>I’m here to provide you with the latest market insights and detailed information about homes that interest you, ensuring you’re equipped with everything you need to make informed decisions.</p><p>Let’s connect today to discuss how I can help with your search!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nSearching for a home—whether online, through local ads, or by spotting listings\nas you drive by—often leads to questions about properties that catch your eye.\n\nI’m here to provide you with the latest market insights and detailed information\nabout homes that interest you, ensuring you’re equipped with everything you need\nto make informed decisions.\n\nLet’s connect today to discuss how I can help with your search!"
},
"type": "brand_flow_step"
},
{
"id": "76985a8a-8bb3-4b99-93a3-4cb9da5928b6",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "264f678c-df5b-401b-8a48-5588491ec8dc",
"is_automated": true,
"order": 7,
"title": "Let’s Schedule a Home Viewing",
"description": "Encourage clients to schedule property viewings.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "1087f960-c282-465b-bbe5-cad66a68ce90",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "7e399425-ec4b-4d0e-b2dc-0e0a36f48d55",
"name": "Let’s Schedule a Home Viewing",
"goal": "",
"subject": "Let’s Schedule a Home Viewing",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>Ready to take the next step in your home search?</p><p>If any of the homes we’ve discussed have caught your interest, now is a great time to schedule a viewing. Seeing a property in person can make all the difference in finding the right fit for you.</p><p>Let’s connect and find a time that works for your schedule—I’m here to make the process as seamless as possible!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nReady to take the next step in your home search?\n\nIf any of the homes we’ve discussed have caught your interest, now is a great\ntime to schedule a viewing. Seeing a property in person can make all the\ndifference in finding the right fit for you.\n\nLet’s connect and find a time that works for your schedule—I’m here to make the\nprocess as seamless as possible!"
},
"type": "brand_flow_step"
},
{
"id": "9ea9bff4-eca2-42b0-b0cf-6b3618979211",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "264f678c-df5b-401b-8a48-5588491ec8dc",
"is_automated": true,
"order": 8,
"title": "Is It Time to Update Your Pre-Approval?",
"description": "Remind clients to update pre-approval if needed.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "ac3eec63-acc9-4a39-b49b-2c947981d970",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "7e399425-ec4b-4d0e-b2dc-0e0a36f48d55",
"name": "Is It Time to Update Your Pre-Approval?",
"goal": "",
"subject": "Is It Time to Update Your Pre-Approval?",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>If you’ve already been pre-approved, great job on taking that important step! I just wanted to check in to ensure your loan information is still up to date.</p><p>Significant changes—like new purchases, employment shifts, or updates to your credit score—can sometimes affect your pre-approval status.</p><p>If you have any questions or need guidance, feel free to reach out. I’m here to help you stay on track toward finding your perfect home!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nIf you’ve already been pre-approved, great job on taking that important step! I\njust wanted to check in to ensure your loan information is still up to date.\n\nSignificant changes—like new purchases, employment shifts, or updates to your\ncredit score—can sometimes affect your pre-approval status.\n\nIf you have any questions or need guidance, feel free to reach out. I’m here to\nhelp you stay on track toward finding your perfect home!"
},
"type": "brand_flow_step"
},
{
"id": "ceddad71-a4c8-4fa3-9f7c-979c51100b2f",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "264f678c-df5b-401b-8a48-5588491ec8dc",
"is_automated": true,
"order": 9,
"title": "Ready to Make Your Move?",
"description": "Guide clients through the offer-making process.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "e02e8f3e-15cf-4912-bdd4-9b3a4f80c589",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "7e399425-ec4b-4d0e-b2dc-0e0a36f48d55",
"name": "Ready to Make Your Move?",
"goal": "",
"subject": "Ready to Make Your Move?",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>You’ve found the home of your dreams—congratulations!</p><p>The next step is making an offer, and I’m here to guide you through the process. With a dedicated real estate professional on your side, you can feel confident that your offer will be carefully crafted and effectively presented.</p><p>Let’s connect today to take this exciting step together!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nYou’ve found the home of your dreams—congratulations!\n\nThe next step is making an offer, and I’m here to guide you through the process.\nWith a dedicated real estate professional on your side, you can feel confident\nthat your offer will be carefully crafted and effectively presented.\n\nLet’s connect today to take this exciting step together!"
},
"type": "brand_flow_step"
}
],
"active_flows": 0,
"type": "brand_flow",
"is_editable": false
},
{
"id": "7788e469-5292-4131-adb2-a853a51e4303",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Rechat Team Onboarding",
"description": "The process of on-boarding a new team member",
"steps": [
{
"id": "8060473c-b011-41c2-8c0a-e1420cb803ff",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"flow": "7788e469-5292-4131-adb2-a853a51e4303",
"is_automated": false,
"order": 1,
"title": "Create Rechat email",
"description": "Create a Rechat email address for the new guy to use in other services",
"event_type": "last_step_date",
"wait_for": {},
"wait_for_unit": "days",
"time": "10:00:00",
"event": {
"id": "2f56d8bc-395a-403a-b06c-52da8711e3b4",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"title": "Create Rechat email",
"description": null,
"task_type": "Other",
"reminder": null,
"type": "brand_event"
},
"email": null,
"type": "brand_flow_step"
},
{
"id": "7afbb593-6296-4893-bbc9-aa5b0d523d64",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"flow": "7788e469-5292-4131-adb2-a853a51e4303",
"is_automated": true,
"order": 2,
"title": "Send them a test email",
"description": "Automatically send them a test email to make sure it's working",
"event_type": "last_step_date",
"wait_for": {
"days": 1
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "43ef657a-bcd1-44f8-8d35-50cd4dfc2e20",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Email Name",
"goal": "Email Goal",
"subject": "Email Subject",
"include_signature": true,
"body": "Email Body",
"type": "brand_email",
"text": "Email Body"
},
"type": "brand_flow_step"
},
{
"id": "5253d0ee-6f40-4e16-9a03-1a8aea7e2995",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"flow": "7788e469-5292-4131-adb2-a853a51e4303",
"is_automated": false,
"order": 3,
"title": "Demo of Rechat",
"description": "Dan gives a quick demo of the Rechat system and explains how it works",
"event_type": "last_step_date",
"wait_for": {
"days": 3
},
"wait_for_unit": "days",
"time": "14:00:00",
"event": {
"id": "a02ec6ac-1fb5-44c8-b721-6f40cbd65c63",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"title": "Demo of Rechat",
"description": null,
"task_type": "Call",
"reminder": null,
"type": "brand_event"
},
"email": null,
"type": "brand_flow_step"
}
],
"active_flows": 0,
"type": "brand_flow",
"is_editable": true
}
],
"info": {
"count": 17,
"total": 0
}
}Get brand flow by id ¶
Get brand flow by idGET/brands/:id/flows/:flow
Example URI
GET /brands/:id/flows/:flow
URI Parameters
- id
string(required) Example: 7e399425-ec4b-4d0e-b2dc-0e0a36f48d55- flow
string(required) Example: d522d226-9b97-4e83-8832-19b4a4568fb9- associations
string(required) Example: brand_flow.steps,brand_flow_step.event,brand_flow_step.email
Response
200Body
{
"code": "OK",
"data": {
"id": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "8 in 8",
"description": "8 in 8 Ninja Selling Flow",
"steps": [
{
"id": "2e10e1db-a9cf-45ed-875d-07e499d0af17",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": true,
"order": 0,
"title": "Thank You for Considering Me!",
"description": "Express gratitude and introduce your unique value.",
"event_type": "last_step_date",
"wait_for": {
"days": 1
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "c9010de7-70bb-4b8b-970b-35903c66dfeb",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Thank You for Considering Me!",
"goal": "",
"subject": "Thank You for Considering Me!",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>Thank you for considering me to list your home—it’s truly an honor! I want to share a few things that set me apart as a real estate professional:</p><ol><li>I’m always accessible and responsive—feel free to test me!</li><li>I provide regular updates on your home’s marketing progress to keep you informed every step of the way.</li><li>I’m fully committed to going above and beyond to sell your home efficiently and effectively.</li></ol><p>I’d love the opportunity to connect and discuss your goals. Let’s schedule a time to chat and get started!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nThank you for considering me to list your home—it’s truly an honor! I want to\nshare a few things that set me apart as a real estate professional:\n\n 1. I’m always accessible and responsive—feel free to test me!\n 2. I provide regular updates on your home’s marketing progress to keep you\n informed every step of the way.\n 3. I’m fully committed to going above and beyond to sell your home efficiently\n and effectively.\n\nI’d love the opportunity to connect and discuss your goals. Let’s schedule a\ntime to chat and get started!"
},
"type": "brand_flow_step"
},
{
"id": "705e081d-ba5d-45ae-b348-4722296070ac",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": true,
"order": 1,
"title": "Can I Share Some Expert Selling Tips?",
"description": "Offer valuable insights to build trust and engagement.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "caceb1fc-c750-40e1-b678-5c3a93040d35",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Can I Share Some Expert Selling Tips?",
"goal": "",
"subject": "Can I Share Some Expert Selling Tips?",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>I’d love the chance to share some of the best advice I’ve learned about successfully selling homes—it could make a big difference in your experience.</p><p>Are you available this afternoon? I have some time open and would be happy to connect. Let me know what works for you!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nI’d love the chance to share some of the best advice I’ve learned about\nsuccessfully selling homes—it could make a big difference in your experience.\n\nAre you available this afternoon? I have some time open and would be happy to\nconnect. Let me know what works for you!"
},
"type": "brand_flow_step"
},
{
"id": "9bd912ff-e378-4ec8-81d7-e349dca93f7d",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": true,
"order": 2,
"title": "Let’s Discuss Your Home Selling Timeline",
"description": "Check in and align with the seller's goals.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "56c578ac-bc93-4245-b656-ada0416e5a66",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Let’s Discuss Your Home Selling Timeline",
"goal": "",
"subject": "Let’s Discuss Your Home Selling Timeline",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>It’s been a busy week, but I wanted to take a moment to check in with you. My goal is to ensure you get the best price for your home while aligning with your preferred timeline.</p><p>What does your ideal timeline look like? Are you hoping to move quickly, or do you have some flexibility?</p><p>Let me know—I’m here to help you navigate the process and make it as seamless as possible!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nIt’s been a busy week, but I wanted to take a moment to check in with you. My\ngoal is to ensure you get the best price for your home while aligning with your\npreferred timeline.\n\nWhat does your ideal timeline look like? Are you hoping to move quickly, or do\nyou have some flexibility?\n\nLet me know—I’m here to help you navigate the process and make it as seamless as\npossible!"
},
"type": "brand_flow_step"
},
{
"id": "c98d3f4b-4067-4971-8744-13d38e326e9c",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": true,
"order": 3,
"title": "Highlighting Your Home's Best Feature",
"description": "Help sellers identify key selling points.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "650b2242-ef64-49f9-bee4-4eae5b2267d2",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Highlighting Your Home's Best Feature",
"goal": "",
"subject": "Highlighting Your Home's Best Feature",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>When selling your home, it’s helpful to think about what made you fall in love with it in the first place. Chances are, those same features will attract the right buyer—someone with similar tastes and values.</p><p>So, what do you think is your home’s best feature? Is it a spacious kitchen, a cozy living room, or a beautiful backyard?</p><p>Let’s connect to discuss how we can highlight those qualities and make your home stand out to the perfect buyer!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nWhen selling your home, it’s helpful to think about what made you fall in love\nwith it in the first place. Chances are, those same features will attract the\nright buyer—someone with similar tastes and values.\n\nSo, what do you think is your home’s best feature? Is it a spacious kitchen, a\ncozy living room, or a beautiful backyard?\n\nLet’s connect to discuss how we can highlight those qualities and make your home\nstand out to the perfect buyer!"
},
"type": "brand_flow_step"
},
{
"id": "b2a4c961-59dc-4de1-93df-031f8a1cc95a",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": true,
"order": 4,
"title": "Ready When You Are",
"description": "Reassure sellers of your ongoing support.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "662e3a20-eb6b-4b4d-82e0-9c53f8ee695c",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Ready When You Are",
"goal": "",
"subject": "Ready When You Are",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>I noticed we haven’t had the chance to connect in the past couple of weeks, but I want you to know that I’m here, ready, and excited to help whenever you’re ready to move forward.</p><p>One thing about me—I don’t give up easily! I’m committed to supporting you every step of the way, but I also understand that timing is everything. Feel free to let me know when the time is right for you.</p><p>Looking forward to hearing from you!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nI noticed we haven’t had the chance to connect in the past couple of weeks, but\nI want you to know that I’m here, ready, and excited to help whenever you’re\nready to move forward.\n\nOne thing about me—I don’t give up easily! I’m committed to supporting you every\nstep of the way, but I also understand that timing is everything. Feel free to\nlet me know when the time is right for you.\n\nLooking forward to hearing from you!"
},
"type": "brand_flow_step"
},
{
"id": "c9846ebd-b10c-42f8-849b-20e83bf65d41",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": true,
"order": 5,
"title": "Are You Still Thinking About Selling?",
"description": "Reignite interest and offer support for next steps.",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "3b2d83fe-10f1-4da3-aa47-bd4b678c450c",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Are You Still Thinking About Selling?",
"goal": "",
"subject": "Are You Still Thinking About Selling?",
"include_signature": true,
"body": "<p>Hi {{recipient.first_name}},</p><p>Are you still considering selling your home this year?</p><p>If so, I’d love to connect and help you plan the best next steps to get started. Whether it’s setting the right price, preparing your home for the market, or exploring your selling options, I’m here to guide you through the process.</p><p>Let me know when you’re ready to chat—I’d be happy to help!</p>",
"type": "brand_email",
"text": "Hi {{recipient.first_name}},\n\nAre you still considering selling your home this year?\n\nIf so, I’d love to connect and help you plan the best next steps to get started.\nWhether it’s setting the right price, preparing your home for the market, or\nexploring your selling options, I’m here to guide you through the process.\n\nLet me know when you’re ready to chat—I’d be happy to help!"
},
"type": "brand_flow_step"
},
{
"id": "bfe36127-0c16-4165-8436-61e5e2c81b44",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": false,
"order": 7,
"title": "Meet with them to catch up",
"description": "Meet with them to catch up",
"event_type": "last_step_date",
"wait_for": {
"days": 10
},
"wait_for_unit": "days",
"time": "11:00:00",
"event": {
"id": "38dacf3f-2d65-43e3-9218-5ba1670aa145",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"title": "Meet with them to catch up",
"description": null,
"task_type": "In-Person Meeting",
"reminder": null,
"type": "brand_event"
},
"email": null,
"type": "brand_flow_step"
}
],
"active_flows": 0,
"type": "brand_flow",
"is_editable": false
}
}Create a new brand flow ¶
Create a new brand flowPOST/brands/:id/flows
Example URI
POST /brands/:id/flows
URI Parameters
- id
string(required) Example: 3b2a8d80-504a-4600-933e-1335ce26d0a2- associations
string(required) Example: brand_flow.steps,brand_flow_step.event,brand_flow_step.email
Request
Body
{
"name": "Rechat Team Onboarding",
"description": "The process of on-boarding a new team member",
"steps": [
{
"title": "Create Rechat email",
"description": "Create a Rechat email address for the new guy to use in other services",
"wait_for": {
"days": 0
},
"time": "10:00:00",
"event_type": "last_step_date",
"event": {
"title": "Create Rechat email",
"task_type": "Other"
},
"order": 1
},
{
"title": "Send them a test email",
"description": "Automatically send them a test email to make sure it's working",
"wait_for": {
"days": 1
},
"time": "08:00:00",
"event_type": "last_step_date",
"email": "43ef657a-bcd1-44f8-8d35-50cd4dfc2e20",
"order": 2
},
{
"title": "Demo of Rechat",
"description": "Dan gives a quick demo of the Rechat system and explains how it works",
"wait_for": {
"days": 3
},
"time": "14:00:00",
"event_type": "last_step_date",
"event": {
"title": "Demo of Rechat",
"task_type": "Call"
},
"order": 3
}
]
}Response
200Body
{
"code": "OK",
"data": {
"id": "7788e469-5292-4131-adb2-a853a51e4303",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Rechat Team Onboarding",
"description": "The process of on-boarding a new team member",
"steps": [
{
"id": "8060473c-b011-41c2-8c0a-e1420cb803ff",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"flow": "7788e469-5292-4131-adb2-a853a51e4303",
"is_automated": false,
"order": 1,
"title": "Create Rechat email",
"description": "Create a Rechat email address for the new guy to use in other services",
"event_type": "last_step_date",
"wait_for": {},
"wait_for_unit": "days",
"time": "10:00:00",
"event": {
"id": "2f56d8bc-395a-403a-b06c-52da8711e3b4",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"title": "Create Rechat email",
"description": null,
"task_type": "Other",
"reminder": null,
"type": "brand_event"
},
"email": null,
"type": "brand_flow_step"
},
{
"id": "7afbb593-6296-4893-bbc9-aa5b0d523d64",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"flow": "7788e469-5292-4131-adb2-a853a51e4303",
"is_automated": true,
"order": 2,
"title": "Send them a test email",
"description": "Automatically send them a test email to make sure it's working",
"event_type": "last_step_date",
"wait_for": {
"days": 1
},
"wait_for_unit": "days",
"time": "08:00:00",
"event": null,
"email": {
"id": "43ef657a-bcd1-44f8-8d35-50cd4dfc2e20",
"created_at": 1760470034.238556,
"updated_at": null,
"deleted_at": null,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "Email Name",
"goal": "Email Goal",
"subject": "Email Subject",
"include_signature": true,
"body": "Email Body",
"type": "brand_email",
"text": "Email Body"
},
"type": "brand_flow_step"
},
{
"id": "5253d0ee-6f40-4e16-9a03-1a8aea7e2995",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"flow": "7788e469-5292-4131-adb2-a853a51e4303",
"is_automated": false,
"order": 3,
"title": "Demo of Rechat",
"description": "Dan gives a quick demo of the Rechat system and explains how it works",
"event_type": "last_step_date",
"wait_for": {
"days": 3
},
"wait_for_unit": "days",
"time": "14:00:00",
"event": {
"id": "a02ec6ac-1fb5-44c8-b721-6f40cbd65c63",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"title": "Demo of Rechat",
"description": null,
"task_type": "Call",
"reminder": null,
"type": "brand_event"
},
"email": null,
"type": "brand_flow_step"
}
],
"active_flows": 0,
"type": "brand_flow",
"is_editable": true
}
}Edit a brand flow ¶
Edit a brand flowPUT/brands/:id/flows/:flow
Example URI
PUT /brands/:id/flows/:flow
URI Parameters
- id
string(required) Example: 3b2a8d80-504a-4600-933e-1335ce26d0a2- flow
string(required) Example: d522d226-9b97-4e83-8832-19b4a4568fb9
Request
Body
{
"name": "8 in 8",
"description": "8 in 8 Ninja Selling Flow"
}Response
200Body
{
"code": "OK",
"data": {
"id": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80a227b2-29a0-11e7-b636-e4a7a08e15d4",
"updated_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"name": "8 in 8",
"description": "8 in 8 Ninja Selling Flow",
"active_flows": 0,
"type": "brand_flow",
"is_editable": true
}
}Delete a brand flow ¶
Delete a brand flowDELETE/brands/:id/flows/:flow
Example URI
DELETE /brands/:id/flows/:flow
URI Parameters
- id
string(required) Example: 3b2a8d80-504a-4600-933e-1335ce26d0a2- flow
string(required) Example: d522d226-9b97-4e83-8832-19b4a4568fb9
Response
204Add a new step to a brand flow ¶
Add a new step to a brand flowPOST/brands/:id/flows/:flow/steps
Example URI
POST /brands/:id/flows/:flow/steps
URI Parameters
- id
string(required) Example: 3b2a8d80-504a-4600-933e-1335ce26d0a2- flow
string(required) Example: d522d226-9b97-4e83-8832-19b4a4568fb9- associations
string(required) Example: brand_flow_step.event,brand_flow_step.email
Request
Body
{
"title": "Call to check on them",
"description": "Call to check on them",
"wait_for": {
"days": 7
},
"time": "10:00:00",
"event_type": "last_step_date",
"order": 7,
"event": {
"title": "Call to check on them",
"task_type": "Call"
}
}Response
200Body
{
"code": "OK",
"data": {
"id": "bfe36127-0c16-4165-8436-61e5e2c81b44",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": false,
"order": 7,
"title": "Call to check on them",
"description": "Call to check on them",
"event_type": "last_step_date",
"wait_for": {
"days": 7
},
"wait_for_unit": "days",
"time": "10:00:00",
"event": {
"id": "38dacf3f-2d65-43e3-9218-5ba1670aa145",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": null,
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"title": "Call to check on them",
"description": null,
"task_type": "Call",
"reminder": null,
"type": "brand_event"
},
"email": null,
"type": "brand_flow_step"
}
}Edit a brand flow step ¶
Edit a brand flow stepPUT/brands/:id/flows/:flow/steps/:step
Example URI
PUT /brands/:id/flows/:flow/steps/:step
URI Parameters
- id
string(required) Example: 3b2a8d80-504a-4600-933e-1335ce26d0a2- flow
string(required) Example: d522d226-9b97-4e83-8832-19b4a4568fb9- step
string(required) Example: bfe36127-0c16-4165-8436-61e5e2c81b44- associations
string(required) Example: brand_flow_step.event,brand_flow_step.email
Request
Body
{
"title": "Meet with them to catch up",
"description": "Meet with them to catch up",
"wait_for": {
"days": 10
},
"time": "11:00:00",
"event_type": "last_step_date",
"event": {
"title": "Meet with them to catch up",
"task_type": "In-Person Meeting"
}
}Response
200Body
{
"code": "OK",
"data": {
"id": "bfe36127-0c16-4165-8436-61e5e2c81b44",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"flow": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"is_automated": false,
"order": 7,
"title": "Meet with them to catch up",
"description": "Meet with them to catch up",
"event_type": "last_step_date",
"wait_for": {
"days": 10
},
"wait_for_unit": "days",
"time": "11:00:00",
"event": {
"id": "38dacf3f-2d65-43e3-9218-5ba1670aa145",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"created_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"updated_by": "80500eb3-c745-440b-a692-0badd5ff5550",
"brand": "3b2a8d80-504a-4600-933e-1335ce26d0a2",
"title": "Meet with them to catch up",
"description": null,
"task_type": "In-Person Meeting",
"reminder": null,
"type": "brand_event"
},
"email": null,
"type": "brand_flow_step"
}
}Delete a brand flow step ¶
Delete a brand flow stepDELETE/brands/:id/flows/:flow/steps/:step
Example URI
DELETE /brands/:id/flows/:flow/steps/:step
URI Parameters
- id
string(required) Example: 3b2a8d80-504a-4600-933e-1335ce26d0a2- flow
string(required) Example: d522d226-9b97-4e83-8832-19b4a4568fb9- step
string(required) Example: bfe36127-0c16-4165-8436-61e5e2c81b44
Response
204Enroll contacts to a flow ¶
Enroll contacts to a flowPOST/crm/flows
Example URI
POST /crm/flows
URI Parameters
- associations
string(required) Example: flow.contact,flow_step.crm_task,flow_step.email
Request
Body
{
"origin": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"starts_at": 1760470036.72,
"steps": [
"2e10e1db-a9cf-45ed-875d-07e499d0af17",
"705e081d-ba5d-45ae-b348-4722296070ac",
"9bd912ff-e378-4ec8-81d7-e349dca93f7d",
"c98d3f4b-4067-4971-8744-13d38e326e9c",
"b2a4c961-59dc-4de1-93df-031f8a1cc95a",
"c9846ebd-b10c-42f8-849b-20e83bf65d41"
],
"contacts": {
"ids": [
"f2962fc2-d7e5-462c-ac04-9820cf762c54"
]
}
}Response
200Body
{
"code": "OK",
"data": [
{
"id": "019a6408-0d91-4849-a295-fa3e7a3d86fa",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"deleted_at": null,
"created_by": "c890d9f2-98c2-4ad8-a881-193e6118154e",
"updated_by": "c890d9f2-98c2-4ad8-a881-193e6118154e",
"deleted_by": null,
"brand": "7e399425-ec4b-4d0e-b2dc-0e0a36f48d55",
"origin_id": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"name": "8 in 8",
"description": "8 in 8 Ninja Selling Flow",
"starts_at": 1760400000,
"contact": {
"id": "f2962fc2-d7e5-462c-ac04-9820cf762c54",
"display_name": "Gholi",
"partner_name": null,
"brand": "7e399425-ec4b-4d0e-b2dc-0e0a36f48d55",
"brand_id": "7e399425-ec4b-4d0e-b2dc-0e0a36f48d55",
"user_id": "c890d9f2-98c2-4ad8-a881-193e6118154e",
"sort_field": "Gholi",
"last_touch": null,
"last_touch_action": null,
"next_touch": null,
"touch_freq": null,
"ios_address_book_id": null,
"android_address_book_id": null,
"created_at": 1760470036.691017,
"updated_at": 1760470034.238556,
"deleted_at": null,
"created_for": "direct_request",
"updated_for": "direct_request",
"deleted_for": null,
"title": null,
"first_name": "Gholi",
"partner_first_name": null,
"middle_name": null,
"last_name": null,
"partner_last_name": null,
"marketing_name": null,
"nickname": null,
"email": "[email protected]",
"primary_email": "[email protected]",
"emails": [
"[email protected]"
],
"parked": false,
"partner_email": null,
"phone_number": null,
"primary_phone_number": null,
"phone_numbers": null,
"company": null,
"birthday": null,
"profile_image_url": null,
"cover_image_url": null,
"job_title": null,
"source_type": null,
"source": null,
"website": null,
"tags": null,
"address": null,
"type": "contact"
},
"last_step_date": 1760400000,
"steps": [
{
"id": "3fd9031a-aa2b-40fc-9416-a9c400ca7031",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"deleted_at": null,
"created_by": "c890d9f2-98c2-4ad8-a881-193e6118154e",
"updated_by": null,
"deleted_by": null,
"flow": "019a6408-0d91-4849-a295-fa3e7a3d86fa",
"campaign": null,
"crm_task": null,
"executed_at": null,
"failed_at": null,
"failure": null,
"type": "flow_step",
"email": null
}
],
"type": "flow"
}
],
"info": {
"count": 1,
"total": 0
}
}Stop a flow ¶
Stop a flowDELETE/crm/flows/:id
Example URI
DELETE /crm/flows/:id
URI Parameters
- id
string(required) Example: 019a6408-0d91-4849-a295-fa3e7a3d86fa
Response
204Get flows a contact is enrolled to ¶
Get flows a contact is enrolled toGET/contacts/:id
Example URI
GET /contacts/:id
URI Parameters
- id
string(required) Example: f2962fc2-d7e5-462c-ac04-9820cf762c54- associations
string(required) Example: contact.flows,flow_step.crm_task,flow_step.email
Response
200Body
{
"code": "OK",
"data": {
"id": "f2962fc2-d7e5-462c-ac04-9820cf762c54",
"display_name": "Gholi",
"partner_name": null,
"brand": "7e399425-ec4b-4d0e-b2dc-0e0a36f48d55",
"brand_id": "7e399425-ec4b-4d0e-b2dc-0e0a36f48d55",
"user_id": "c890d9f2-98c2-4ad8-a881-193e6118154e",
"sort_field": "Gholi",
"last_touch": null,
"last_touch_action": null,
"next_touch": null,
"touch_freq": null,
"ios_address_book_id": null,
"android_address_book_id": null,
"created_at": 1760470036.691017,
"updated_at": 1760470034.238556,
"deleted_at": null,
"created_for": "direct_request",
"updated_for": "direct_request",
"deleted_for": null,
"title": null,
"first_name": "Gholi",
"partner_first_name": null,
"middle_name": null,
"last_name": null,
"partner_last_name": null,
"marketing_name": null,
"nickname": null,
"email": "[email protected]",
"primary_email": "[email protected]",
"emails": [
"[email protected]"
],
"parked": false,
"partner_email": null,
"phone_number": null,
"primary_phone_number": null,
"phone_numbers": null,
"company": null,
"birthday": null,
"profile_image_url": null,
"cover_image_url": null,
"job_title": null,
"source_type": null,
"source": null,
"website": null,
"tags": null,
"address": null,
"flows": [
{
"id": "019a6408-0d91-4849-a295-fa3e7a3d86fa",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"deleted_at": null,
"created_by": "c890d9f2-98c2-4ad8-a881-193e6118154e",
"updated_by": "c890d9f2-98c2-4ad8-a881-193e6118154e",
"deleted_by": null,
"brand": "7e399425-ec4b-4d0e-b2dc-0e0a36f48d55",
"origin_id": "d522d226-9b97-4e83-8832-19b4a4568fb9",
"name": "8 in 8",
"description": "8 in 8 Ninja Selling Flow",
"starts_at": 1760400000,
"last_step_date": 1760400000,
"steps": [
{
"id": "3fd9031a-aa2b-40fc-9416-a9c400ca7031",
"created_at": 1760470034.238556,
"updated_at": 1760470034.238556,
"deleted_at": null,
"created_by": "c890d9f2-98c2-4ad8-a881-193e6118154e",
"updated_by": null,
"deleted_by": null,
"flow": "019a6408-0d91-4849-a295-fa3e7a3d86fa",
"campaign": null,
"crm_task": null,
"executed_at": null,
"failed_at": null,
"failure": null,
"type": "flow_step",
"email": null
}
],
"type": "flow"
}
],
"type": "contact"
}
}