Automatización

Automatizaciones

Reglas automáticas con triggers, condiciones y acciones

curl https://app.getplea.com/api/automations \
  -H "Authorization: Bearer TOKEN" \
  -H "x-organization-id: ORG_ID"

[
  {
    "id": "auto-uuid-1",
    "name": "Asignar tareas al crear expediente laboral",
    "isActive": true,
    "trigger": {
      "event": "case.created",
      "conditions": [
        {"field": "caseType", "operator": "equals", "value": "laboral"}
      ]
    },
    "actions": [
      {
        "type": "create_task",
        "params": {
          "title": "Solicitar documentación al cliente",
          "priority": "high",
          "dueDays": 3
        }
      },
      {
        "type": "create_task",
        "params": {
          "title": "Presentar papeleta de conciliación",
          "priority": "medium",
          "dueDays": 10
        }
      }
    ],
    "executionCount": 15,
    "lastExecuted": "2026-03-05T10:00:00Z"
  }
]

curl -X POST https://app.getplea.com/api/automations \
  -H "Authorization: Bearer TOKEN" \
  -H "Content-Type: application/json" \
  -H "x-organization-id: ORG_ID" \
  -d '{
    "name": "Notificar al crear factura",
    "trigger": {
      "event": "invoice.created",
      "conditions": []
    },
    "actions": [
      {
        "type": "send_notification",
        "params": {
          "message": "Se ha creado una nueva factura",
          "channel": "email"
        }
      }
    ]
  }'

const automation = await fetch('/api/automations', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer TOKEN',
    'Content-Type': 'application/json',
    'x-organization-id': 'ORG_ID'
  },
  body: JSON.stringify({
    name: 'Notificar al crear factura',
    trigger: {
      event: 'invoice.created',
      conditions: []
    },
    actions: [
      {
        type: 'send_notification',
        params: { message: 'Se ha creado una nueva factura', channel: 'email' }
      }
    ]
  })
}).then(r => r.json());

{
  "id": "auto-uuid-new",
  "name": "Notificar al crear factura",
  "isActive": true,
  "trigger": {
    "event": "invoice.created",
    "conditions": []
  },
  "actions": [
    {
      "type": "send_notification",
      "params": {
        "message": "Se ha creado una nueva factura",
        "channel": "email"
      }
    }
  ],
  "createdAt": "2026-03-07T12:00:00Z"
}

curl -X PATCH https://app.getplea.com/api/automations/auto-uuid-1 \
  -H "Authorization: Bearer TOKEN" \
  -H "Content-Type: application/json" \
  -H "x-organization-id: ORG_ID" \
  -d '{"isActive": false}'

await fetch('/api/automations/auto-uuid-1', {
  method: 'PATCH',
  headers: {
    'Authorization': 'Bearer TOKEN',
    'Content-Type': 'application/json',
    'x-organization-id': 'ORG_ID'
  },
  body: JSON.stringify({ isActive: false })
});

{
  "id": "auto-uuid-1",
  "name": "Asignar tareas al crear expediente laboral",
  "isActive": false,
  "updatedAt": "2026-03-07T12:00:00Z"
}

curl -X DELETE https://app.getplea.com/api/automations/auto-uuid-1 \
  -H "Authorization: Bearer TOKEN" \
  -H "x-organization-id: ORG_ID"

{
  "message": "Automatización eliminada correctamente"
}

curl https://app.getplea.com/api/automations/auto-uuid-1/executions \
  -H "Authorization: Bearer TOKEN" \
  -H "x-organization-id: ORG_ID"

[
  {
    "id": "exec-uuid-1",
    "automationId": "auto-uuid-1",
    "triggerData": {
      "caseId": "case-uuid-new",
      "caseNumber": "2026/0100",
      "caseType": "laboral"
    },
    "status": "success",
    "actionsExecuted": 2,
    "executedAt": "2026-03-05T10:00:00Z"
  },
  {
    "id": "exec-uuid-2",
    "automationId": "auto-uuid-1",
    "triggerData": {
      "caseId": "case-uuid-prev",
      "caseNumber": "2026/0080",
      "caseType": "laboral"
    },
    "status": "success",
    "actionsExecuted": 2,
    "executedAt": "2026-02-20T14:30:00Z"
  }
]

Endpoints para crear y gestionar reglas de automatización. Las automatizaciones ejecutan acciones automáticas cuando se cumplen determinadas condiciones (ej: cuando se crea un expediente, asignar tareas automáticamente).

GET /api/automations

Lista las automatizaciones configuradas.

POST /api/automations

Crea una nueva automatización.

Nombre descriptivo.

Evento que dispara la automatización. Incluye event y conditions.

body

actionsarray

Required

Acciones a ejecutar. Cada acción tiene type y params.

body

isActiveboolean

Activar inmediatamente. Default: true.

Eventos disponibles: case.created, case.updated, case.closed, task.created, task.completed, invoice.created, invoice.paid, client.created, document.uploaded, booking.created.