> ## Documentation Index > Fetch the complete documentation index at: https://cal.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Create organization team workflow for routing-forms > Required membership role: `team admin`. PBAC permission: `workflow.create`. Learn more about API access control at https://cal.com/docs/api-reference/v2/access-control. If accessed using an OAuth access token, the `TEAM_WORKFLOW_WRITE` scope is required. ## OpenAPI ````yaml /api-reference/v2/openapi.json post /v2/organizations/{orgId}/teams/{teamId}/workflows/routing-form openapi: 3.0.0 info: title: Cal.com API v2 description: '' version: 1.0.0 contact: {} servers: [] security: [] tags: [] paths: /v2/organizations/{orgId}/teams/{teamId}/workflows/routing-form: post: tags: - Orgs / Teams / Workflows summary: Create organization team workflow for routing-forms description: >- Required membership role: `team admin`. PBAC permission: `workflow.create`. Learn more about API access control at https://cal.com/docs/api-reference/v2/access-control. If accessed using an OAuth access token, the `TEAM_WORKFLOW_WRITE` scope is required. operationId: OrganizationTeamWorkflowsController_createFormWorkflow parameters: - name: Authorization in: header description: >- For non-platform customers - value must be `Bearer ` where `` is api key prefixed with cal_ required: false schema: type: string - name: x-cal-secret-key in: header description: For platform customers - OAuth client secret key required: false schema: type: string - name: x-cal-client-id in: header description: For platform customers - OAuth client ID required: false schema: type: string - name: teamId required: true in: path schema: type: number - name: orgId required: true in: path schema: type: number requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/CreateFormWorkflowDto' responses: '201': description: '' content: application/json: schema: $ref: '#/components/schemas/GetRoutingFormWorkflowOutput' components: schemas: CreateFormWorkflowDto: type: object properties: name: type: string description: Name of the workflow example: Platform Test Workflow activation: description: Activation settings for the workflow allOf: - $ref: '#/components/schemas/WorkflowFormActivationDto' trigger: description: >- Trigger configuration for the routing-form workflow, allowed triggers are formSubmitted,formSubmittedNoEvent oneOf: - $ref: '#/components/schemas/OnFormSubmittedTriggerDto' title: Form Submitted - $ref: '#/components/schemas/OnFormSubmittedNoEventTriggerDto' title: Form Submitted Without Event steps: type: array description: >- Steps to execute as part of the routing-form workflow, allowed steps are email_attendee,email_address,sms_attendee,sms_number items: oneOf: - $ref: '#/components/schemas/WorkflowEmailAddressStepDto' title: Email Address - $ref: '#/components/schemas/WorkflowEmailAttendeeStepDto' title: Email Attendee - $ref: '#/components/schemas/WorkflowPhoneAttendeeStepDto' title: SMS Attendee - $ref: '#/components/schemas/WorkflowPhoneNumberStepDto' title: SMS Number required: - name - activation - trigger - steps GetRoutingFormWorkflowOutput: type: object properties: status: enum: - success - error type: string description: Indicates the status of the response example: success data: description: workflow type: array items: $ref: '#/components/schemas/RoutingFormWorkflowOutput' required: - status - data WorkflowFormActivationDto: type: object properties: isActiveOnAllRoutingForms: type: boolean description: Whether the workflow is active for all the routing forms example: false activeOnRoutingFormIds: description: List of routing form IDs the workflow applies to example: - abd1-123edf-a213d-123dfwf type: array items: type: number required: - isActiveOnAllRoutingForms OnFormSubmittedTriggerDto: type: object properties: type: type: string default: formSubmitted enum: - formSubmitted description: Trigger type for the workflow example: formSubmitted required: - type OnFormSubmittedNoEventTriggerDto: type: object properties: offset: description: >- Offset before/after the trigger time; required for BEFORE_EVENT, AFTER_EVENT, and FORM_SUBMITTED_NO_EVENT allOf: - $ref: '#/components/schemas/WorkflowTriggerOffsetDto' type: type: string default: formSubmittedNoEvent enum: - formSubmittedNoEvent description: Trigger type for the workflow example: formSubmittedNoEvent required: - offset - type WorkflowEmailAddressStepDto: type: object properties: action: enum: - email_host - email_attendee - email_address - sms_attendee - sms_number - whatsapp_attendee - whatsapp_number - cal_ai_phone_call type: string default: email_address description: Action to perform, send an email to a specific email address example: email_address stepNumber: type: number description: Step number in the workflow sequence example: 1 recipient: type: string description: Recipient type example: attendee enum: - const - attendee - email - phone_number template: enum: - reminder - custom - rescheduled - completed - rating - cancelled type: string description: >- Template type for the step. Case-insensitive: uppercase values (e.g. `REMINDER`) are normalized to lowercase server-side for backwards compat. example: reminder sender: type: string description: Displayed sender name. autoTranslateEnabled: type: boolean description: >- Whether to enable auto-translation of the workflow step content for attendees. Only available for organizations. example: false default: false sourceLocale: enum: - ar - ca - de - es - eu - he - id - ja - lv - pl - ro - sr - th - vi - az - cs - el - es-419 - fi - hr - it - km - nl - pt - ru - sv - tr - zh-CN - bg - da - en - et - fr - hu - iw - ko - 'no' - pt-BR - sk - sl - ta - uk - zh-TW - bn type: string description: >- The source locale of the workflow step content used for auto-translation (e.g. 'en'). Defaults to the user's locale. example: en verifiedEmailId: type: number description: >- Email address if recipient is EMAIL, required for action EMAIL_ADDRESS example: 31214 externalDocs: url: >- https://cal.com/docs/api-reference/v2/organization-team-verified-resources/verify-an-email-for-an-org-team includeCalendarEvent: type: boolean default: false description: >- Whether to include a calendar event in the notification, can be included with actions email_host, email_attendee, email_address example: true message: description: Message content for this step allOf: - $ref: '#/components/schemas/HtmlWorkflowMessageDto' required: - action - stepNumber - recipient - template - sender - verifiedEmailId - includeCalendarEvent - message WorkflowEmailAttendeeStepDto: type: object properties: action: enum: - email_host - email_attendee - email_address - sms_attendee - sms_number - whatsapp_attendee - whatsapp_number - cal_ai_phone_call type: string default: email_attendee description: Action to perform, send an email to the attendees of the event example: email_attendee stepNumber: type: number description: Step number in the workflow sequence example: 1 recipient: type: string description: Recipient type example: attendee enum: - const - attendee - email - phone_number template: enum: - reminder - custom - rescheduled - completed - rating - cancelled type: string description: >- Template type for the step. Case-insensitive: uppercase values (e.g. `REMINDER`) are normalized to lowercase server-side for backwards compat. example: reminder sender: type: string description: Displayed sender name. autoTranslateEnabled: type: boolean description: >- Whether to enable auto-translation of the workflow step content for attendees. Only available for organizations. example: false default: false sourceLocale: enum: - ar - ca - de - es - eu - he - id - ja - lv - pl - ro - sr - th - vi - az - cs - el - es-419 - fi - hr - it - km - nl - pt - ru - sv - tr - zh-CN - bg - da - en - et - fr - hu - iw - ko - 'no' - pt-BR - sk - sl - ta - uk - zh-TW - bn type: string description: >- The source locale of the workflow step content used for auto-translation (e.g. 'en'). Defaults to the user's locale. example: en includeCalendarEvent: type: boolean default: false description: >- Whether to include a calendar event in the notification, can be included with actions email_host, email_attendee, email_address example: true skipNoShowAttendees: type: boolean default: false description: >- Whether an after-event rating email should skip attendees currently marked as no-show. It has no effect for other workflow triggers or templates. example: false message: description: Message content for this step allOf: - $ref: '#/components/schemas/HtmlWorkflowMessageDto' required: - action - stepNumber - recipient - template - sender - includeCalendarEvent - message WorkflowPhoneAttendeeStepDto: type: object properties: action: enum: - email_host - email_attendee - email_address - sms_attendee - sms_number - whatsapp_attendee - whatsapp_number - cal_ai_phone_call type: string default: sms_attendee description: >- Action to perform, send a text message to the phone numbers of the attendees example: sms_attendee stepNumber: type: number description: Step number in the workflow sequence example: 1 recipient: type: string description: Recipient type example: attendee enum: - const - attendee - email - phone_number template: enum: - reminder - custom - rescheduled - completed - rating - cancelled type: string description: >- Template type for the step. Case-insensitive: uppercase values (e.g. `REMINDER`) are normalized to lowercase server-side for backwards compat. example: reminder sender: type: string description: Displayed sender name. autoTranslateEnabled: type: boolean description: >- Whether to enable auto-translation of the workflow step content for attendees. Only available for organizations. example: false default: false sourceLocale: enum: - ar - ca - de - es - eu - he - id - ja - lv - pl - ro - sr - th - vi - az - cs - el - es-419 - fi - hr - it - km - nl - pt - ru - sv - tr - zh-CN - bg - da - en - et - fr - hu - iw - ko - 'no' - pt-BR - sk - sl - ta - uk - zh-TW - bn type: string description: >- The source locale of the workflow step content used for auto-translation (e.g. 'en'). Defaults to the user's locale. example: en message: description: Message content for this step allOf: - $ref: '#/components/schemas/TextWorkflowMessageDto' phoneRequired: type: boolean default: false description: >- whether or not the attendees are required to provide their phone numbers when booking example: true required: - action - stepNumber - recipient - template - sender - message WorkflowPhoneNumberStepDto: type: object properties: action: enum: - email_host - email_attendee - email_address - sms_attendee - sms_number - whatsapp_attendee - whatsapp_number - cal_ai_phone_call type: string default: sms_number description: Action to perform, send a text message to a specific phone number example: sms_number stepNumber: type: number description: Step number in the workflow sequence example: 1 recipient: type: string description: Recipient type example: attendee enum: - const - attendee - email - phone_number template: enum: - reminder - custom - rescheduled - completed - rating - cancelled type: string description: >- Template type for the step. Case-insensitive: uppercase values (e.g. `REMINDER`) are normalized to lowercase server-side for backwards compat. example: reminder sender: type: string description: Displayed sender name. autoTranslateEnabled: type: boolean description: >- Whether to enable auto-translation of the workflow step content for attendees. Only available for organizations. example: false default: false sourceLocale: enum: - ar - ca - de - es - eu - he - id - ja - lv - pl - ro - sr - th - vi - az - cs - el - es-419 - fi - hr - it - km - nl - pt - ru - sv - tr - zh-CN - bg - da - en - et - fr - hu - iw - ko - 'no' - pt-BR - sk - sl - ta - uk - zh-TW - bn type: string description: >- The source locale of the workflow step content used for auto-translation (e.g. 'en'). Defaults to the user's locale. example: en verifiedPhoneId: type: number description: >- Phone number if recipient is PHONE_NUMBER, required for actions SMS_NUMBER and WHATSAPP_NUMBER example: 3243434 externalDocs: url: >- https://cal.com/docs/api-reference/v2/organization-team-verified-resources/verify-a-phone-number-for-an-org-team message: description: Message content for this step allOf: - $ref: '#/components/schemas/TextWorkflowMessageDto' required: - action - stepNumber - recipient - template - sender - verifiedPhoneId - message RoutingFormWorkflowOutput: type: object properties: id: type: number description: Unique identifier of the workflow example: 101 name: type: string description: Name of the workflow example: Platform Test Workflow userId: type: number description: ID of the user who owns the workflow (if not team-owned) example: 2313 teamId: type: number description: ID of the team owning the workflow example: 4214321 createdAt: type: string description: Timestamp of creation example: '2024-05-12T10:00:00.000Z' format: date-time updatedAt: type: string description: Timestamp of last update example: '2024-05-12T11:30:00.000Z' format: date-time type: type: string enum: - routing-form description: type of the workflow example: routing-form default: routing-form activation: description: Activation settings for the workflow allOf: - $ref: '#/components/schemas/RoutingFormWorkflowActivationOutputDto' trigger: description: Trigger configuration allOf: - $ref: '#/components/schemas/RoutingFormWorkflowTriggerOutputDto' steps: type: array description: >- Steps comprising the workflow. A workflow with conditional paths contains one paths step listing its branches, and a filter step for each gate; a workflow with lead enrichment contains one lead enrichment step; steps carrying a pathId only run when that path's conditions match. items: oneOf: - $ref: '#/components/schemas/RoutingFormWorkflowStepOutputDto' title: Step - $ref: '#/components/schemas/PathsWorkflowStepOutputDto' title: Paths step - $ref: '#/components/schemas/FilterWorkflowStepOutputDto' title: Filter step - $ref: '#/components/schemas/DelayWorkflowStepOutputDto' title: Delay step - $ref: '#/components/schemas/LeadEnrichmentWorkflowStepOutputDto' title: Lead enrichment step required: - id - name - type - activation - trigger - steps WorkflowTriggerOffsetDto: type: object properties: value: type: number minimum: 1 description: Time value for offset before/after event trigger example: 24 unit: enum: - hour - minute - day type: string description: Unit for the offset time example: hour required: - value - unit HtmlWorkflowMessageDto: type: object properties: subject: type: string description: Subject of the message example: >- Reminder: Your Meeting {EVENT_NAME} - {EVENT_DATE_ddd, MMM D, YYYY h:mma} with Cal.com html: type: string description: HTML content of the message (used for Emails) example: >-

This is a reminder from {ORGANIZER} of {EVENT_NAME} to {ATTENDEE} starting here {LOCATION} {MEETING_URL} at {START_TIME_h:mma} {TIMEZONE}.

required: - subject - html TextWorkflowMessageDto: type: object properties: subject: type: string description: Subject of the message example: >- Reminder: Your Meeting {EVENT_NAME} - {EVENT_DATE_ddd, MMM D, YYYY h:mma} with Cal.com text: type: string description: Text content of the message (used for SMS) example: >- This is a reminder message from {ORGANIZER} of {EVENT_NAME} to {ATTENDEE} starting here {LOCATION} {MEETING_URL} at {START_TIME_h:mma} {TIMEZONE}. required: - subject - text RoutingFormWorkflowActivationOutputDto: type: object properties: isActiveOnAllRoutingForms: type: boolean default: false description: >- Whether the workflow is active for all routing forms associated with the team/user example: false activeOnRoutingFormIds: description: >- List of Event Type IDs the workflow is specifically active on (if not active on all) example: - 5cacdec7-1234-6e1b-78d9-7bcda8a1b332 type: array items: type: string RoutingFormWorkflowTriggerOutputDto: type: object properties: type: enum: - formSubmitted - formSubmittedNoEvent type: string description: Trigger type for the workflow example: formSubmitted offset: description: >- Offset details (present for BEFORE_EVENT/AFTER_EVENT/FORM_SUBMITTED_NO_EVENT) allOf: - $ref: '#/components/schemas/WorkflowTriggerOffsetOutputDto' required: - type RoutingFormWorkflowStepOutputDto: type: object properties: id: type: number description: Unique identifier of the step example: 67244 stepNumber: type: number description: Step number in the workflow sequence example: 1 recipient: type: string description: Intended recipient type example: const enum: - const - attendee - email - phone_number email: type: string description: Verified email address if action is EMAIL_ADDRESS example: notifications@example.com phone: type: string description: Verified Phone if action is SMS_NUMBER or WHATSAPP_NUMBER phoneRequired: type: boolean default: false description: >- whether or not the attendees are required to provide their phone numbers when booking example: true template: enum: - reminder - custom - rescheduled - completed - rating - cancelled type: string description: Template type used example: reminder includeCalendarEvent: type: boolean default: false description: Whether a calendar event (.ics) was included (for email actions) example: true skipNoShowAttendees: type: boolean default: false description: >- Whether an after-event attendee rating email skips attendees currently marked as no-show. example: false sender: type: string description: Displayed sender name used for this step example: Cal.com Notifications message: description: Message content for this step allOf: - $ref: '#/components/schemas/WorkflowMessageOutputDto' autoTranslateEnabled: type: boolean description: >- Whether auto-translation of the workflow step content for attendees is enabled. Only available for organizations. example: false default: false sourceLocale: nullable: true enum: - ar - ca - de - es - eu - he - id - ja - lv - pl - ro - sr - th - vi - az - cs - el - es-419 - fi - hr - it - km - nl - pt - ru - sv - tr - zh-CN - bg - da - en - et - fr - hu - iw - ko - 'no' - pt-BR - sk - sl - ta - uk - zh-TW - bn type: string description: >- The source locale of the workflow step content used for auto-translation (e.g. 'en'). example: en pathId: type: string description: >- Id of the conditional path this step belongs to; the step only runs when that path's conditions match. Absent for unconditional steps. example: 3f4c11a2-9b7e-4d15-8f0a-2f7de41b6c01 action: enum: - email_attendee - email_address - sms_attendee - sms_number type: string description: Action to perform example: email_host required: - id - stepNumber - recipient - template - sender - message - action PathsWorkflowStepOutputDto: type: object properties: id: type: number description: Unique identifier of the step example: 67244 stepNumber: type: number description: Step number in the workflow sequence example: 1 action: type: string enum: - paths description: >- The step that splits the workflow into conditional paths; include this step by id when updating the workflow's steps. example: paths paths: description: >- The conditional paths this step splits into, in the order the canvas lays them out type: array items: $ref: '#/components/schemas/WorkflowStepPathOutputDto' pathId: type: string description: >- Id of the conditional path this split itself belongs to, when it sits inside a filter's path. Absent at the top level. example: 8b2f0c31-4a6d-4f89-b1c5-6d0e8a4f2b73 required: - id - stepNumber - action - paths FilterWorkflowStepOutputDto: type: object properties: id: type: number description: Unique identifier of the step example: 67244 stepNumber: type: number description: Step number in the workflow sequence example: 1 action: type: string enum: - filter description: >- The step that gates every step after it on a set of conditions; include this step by id when updating the workflow's steps. example: filter gatedPathId: type: string description: >- Id of the path this filter gates. Every step carrying this as its pathId runs only when the filter's conditions match. example: 3f4c11a2-9b7e-4d15-8f0a-2f7de41b6c01 matches: enum: - all - any - none type: string description: >- How many of the conditions have to hold for this gate to pass — the editor's All, Any and None. example: all conditions: description: >- The conditions every following step is gated on. A filter with no conditions passes everything. type: array items: $ref: '#/components/schemas/WorkflowPathConditionOutputDto' pathId: type: string description: >- Id of the conditional path this filter itself belongs to, when it sits inside a split branch or another filter. Absent at the top level. example: 8b2f0c31-4a6d-4f89-b1c5-6d0e8a4f2b73 required: - id - stepNumber - action - gatedPathId - matches - conditions DelayWorkflowStepOutputDto: type: object properties: id: type: number description: Unique identifier of the step example: 67244 stepNumber: type: number description: Step number in the workflow sequence example: 1 action: type: string enum: - delay description: >- A wait before the next sending step. Its duration is read-only through the API and can only be edited in the Cal.com app; include this step by id when updating the workflow's steps. example: delay delay: description: >- How long this step waits. Absent when the step has no stored duration. allOf: - $ref: '#/components/schemas/WorkflowDelayDurationOutputDto' pathId: type: string description: >- Id of the conditional path this delay belongs to, when it sits inside a split branch or a filter. Absent at the top level. example: 8b2f0c31-4a6d-4f89-b1c5-6d0e8a4f2b73 required: - id - stepNumber - action LeadEnrichmentWorkflowStepOutputDto: type: object properties: id: type: number description: Unique identifier of the step example: 67244 stepNumber: type: number description: Step number in the workflow sequence example: 1 action: type: string enum: - lead_enrichment description: >- The step that looks the attendee or form submitter up with the lead enrichment provider when the workflow runs; the steps after it can use the result in their conditions and messages. It can only be added or configured in the Cal.com app; include this step by id when updating the workflow's steps. example: lead_enrichment pathId: type: string description: >- Id of the conditional path this step belongs to, when it sits inside a split branch or a filter. Absent at the top level. example: 8b2f0c31-4a6d-4f89-b1c5-6d0e8a4f2b73 required: - id - stepNumber - action WorkflowTriggerOffsetOutputDto: type: object properties: value: type: number description: Time value for offset example: 24 unit: enum: - hour - minute - day type: string description: Unit for the offset time example: hour required: - value - unit WorkflowMessageOutputDto: type: object properties: subject: type: string description: Subject of the message example: >- Reminder: Your Meeting {EVENT_NAME} - {EVENT_DATE_ddd, MMM D, YYYY h:mma} with Cal.com html: type: string description: HTML content of the message example:

Reminder for {EVENT_NAME}.

text: type: string description: Text content of the message (used for SMS/WhatsApp) example: Reminder for {EVENT_NAME}. required: - subject WorkflowStepPathOutputDto: type: object properties: id: type: string description: Unique identifier of the path example: 3f4c11a2-9b7e-4d15-8f0a-2f7de41b6c01 name: type: string description: Name of the path example: Enterprise leads position: type: number description: Position of the path among the branches of its step, starting at 0 example: 0 matches: enum: - all - any - none type: string description: >- How many of the conditions have to hold for this branch to match — the editor's All, Any and None. example: all conditions: description: >- The conditions deciding whether this path matches. A path with no conditions always matches. type: array items: $ref: '#/components/schemas/WorkflowPathConditionOutputDto' required: - id - name - position - matches - conditions WorkflowPathConditionOutputDto: type: object properties: id: type: string description: Unique identifier of the condition example: b1d2e3f4-5a6b-4c7d-8e9f-0a1b2c3d4e5f field: type: string description: >- What the condition reads: a booking question identifier, a routing form field id, or an event field id. example: company-size operator: type: string description: >- How the field is compared, as the conditions editor stores it. The operator belongs to the field's type: text, email, phone and number fields use `equal`, `not_equal`, `like`, `greater`, `between` and the like; a select uses `select_equals` or `select_any_in`; a multiselect uses `multiselect_equals`. To render an operator with the label the editor shows, resolve the field's type from the booking questions of the event types this workflow is active on, or from the routing form's fields for a form workflow. example: select_equals enum: - between - equal - greater - greater_or_equal - is_empty - is_not_empty - less - less_or_equal - like - multiselect_equals - multiselect_not_equals - not_between - not_equal - not_like - select_any_in - select_equals - select_not_any_in - select_not_equals - starts_with values: description: >- The values the field is compared against. Empty for operators that take none, such as is_empty. example: - enterprise type: array items: type: string required: - id - field - operator - values WorkflowDelayDurationOutputDto: type: object properties: value: type: number description: How long to wait before the next sending step example: 2 unit: enum: - hour - minute - day type: string description: Unit for the delay duration example: hour required: - value - unit ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.