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current_record_call_automation

Internal beta — config shape is being migrated

The Automation API is an internal beta and is not released yet — endpoints and payloads may change or be withdrawn without notice. This action's config is being migrated to a typed schema; the fields below reflect that in-progress shape. Always read the authoritative, live shape from GET /v1/automation/meta/action before building against it.

Call automation — calls another automation, passing the current record as its context. group: "action". Requires any record-context trigger.

Part of the Automation calls & weblinks family. This page documents the typed config; for how an action sits inside an automation definition, see Actions and Action examples.

Config​

KeyTypeRequiredDescription
automation_idintegernoId of the automation to call. Unset target when omitted.
call_argumentsarray of argument bindingsnoArguments bound to the called automation's declared inputs, one per the callee's custom variable. Empty when omitted.

Each entry in call_arguments binds one declared input (variable_def) to either a template value (value, used when assignment_type is set) or a code value (code, used when set_code). assignment_type defaults to set when omitted, and its tokens (lower-case) are set and set_code. A call_arguments entry id defaults to an empty string ("") when omitted — it is not server-minted.

Example​

An action entry inside an automation definition's actions[]:

{
  "type": "current_record_call_automation",
  "config": {
    "automation_id": 4021,
    "call_arguments": [
      {
        "variable_def": { "custom_type": "any", "label": "Note" },
        "assignment_type": "set",
        "value": ["Forwarded from ", { "kind": "variable", "source": "meta", "meta_type": "app_record_id" }]
      }
    ]
  }
}

Validation & behavior​

  • Both automation_id and call_arguments are optional; an omitted automation_id round-trips as an unset target and an omitted call_arguments defaults to an empty list.
  • The callee must exist and live in the same app as this automation, and it must carry the automation_called trigger. A paused callee is a valid target.
  • Each call_arguments entry binds one of the callee's declared inputs; assignment_type selects the source — set uses value (a template value), set_code uses code (a code value) — and defaults to set.
  • This action requires a record-context trigger so the current record is available as the call's context.

See also​