Create Scoring Rules

POST {{api-domain}}/crm/v3/settings/automation/scoring_rules

To create a scoring rule for a module in the Organization. Refer to the API documentation for more details.

Request Body

{"scoring_rules"=>[{"name"=>"Rule 1", "description"=>"Rule for Module Leads", "module"=>{"id"=>"{{module-id}}", "api_name"=>"Leads"}, "layout"=>{"id"=>"{{layout-id}}", "api_name"=>"{{layout-name}}"}, "active"=>false, "field_rules"=>[{"score"=>10, "criteria"=>{"group_operator"=>"OR", "group"=>[{"field"=>{"api_name"=>"Company"}, "comparator"=>"equal", "value"=>"zoho"}, {"field"=>{"api_name"=>"Designation"}, "comparator"=>"equal", "value"=>"review"}]}}, {"score"=>10, "criteria"=>{"group_operator"=>"OR", "group"=>[{"field"=>{"api_name"=>"Company"}, "comparator"=>"equal", "value"=>"Zlabs"}, {"field"=>{"api_name"=>"Designation"}, "comparator"=>"equal", "value"=>"review"}]}}], "signal_rules"=>[{"score"=>10, "signal"=>{"namespace"=>"Email_Incoming__s", "id"=>"1000000000037"}}, {"score"=>8, "signal"=>{"namespace"=>"EmailInsight_Click__s", "id"=>"1000000000038"}}]}]}

RESPONSES

status: Created

{"scoring_rules":[{"code":"SUCCESS","details":{"id":"4876876000001268002"},"message":"scoring rule created successfully","status":"success"}]}