As far as I can tell from the API docs, there’s no endpoints for interacting with Playbooks. If this is the case, the addition of such endpoints would be greatly appreciated! Otherwise, please add the documention for them.
Is this to create a playbook? Or what is the purpose? If it is to pull data from the filled-out playbook, you can just use the fields that you map to from the playbook on the associated object.
This is for listing, viewing, creating, editing, and deleting playbooks.
Would be a really nice add on that we would need. When will this be finished?
+1 please. This was a n expensive feature to buy without any ability to sync it to a knowledge base.
I’d like to be able to complete playbooks. i.e. against a company.
An API to list playbook metadata and “complete” them would be extremely useful…
Any updates on this? Maybe just read only access to start with? Or even just a playbook has been created and completed date against the entiry?
This would make a lot of sense if it existed.
Super interested in this feature too.
It would allow for hyper-personnalised playbooks and more easily integrate with external systems and business processes in general.
+1
Hi, I’m Winnie Hien, the product manager on Playbooks. The ask makes sense: API access would unlock a lot for syncing with outside systems and with creating/editing or completing playbooks. This isn’t something we’re able to build right now, so I’m moving this to Not Planned. Thanks for raising it. For more details on why, reference this community forum post here.
Best,
Winnie