Automated Solutions: Methods Overview

Digital workspaces are a separate section for smart processes that are not tied to CRM. A workspace can consist of one or more processes. Each has its own cards, pipelines, Kanban stages, Automation rules, and other features.

In your account, you can find them in the section Automation > Digital Workspaces > List of Digital Workspaces.

Quick navigation: All Methods

User documentation: Digital Workspaces

Getting StartedGetting Started

1. Create a workspace using the crm.automatedsolution.add method
2. Change the name, sorting, or other parameters using the crm.automatedsolution.update method
3. Retrieve a workspace by identifier using the crm.automatedsolution.get method
4. Find workspaces by filter using the crm.automatedsolution.list method
5. If a workspace is no longer needed, delete it using the crm.automatedsolution.delete method
6. To check available fields, use the crm.automatedsolution.fields method

Connection with Other ObjectsConnection with Other Objects

SPAs. A workspace combines one or more SPAs. First, create a workspace, then use its identifier when configuring the SPA type.

CRM. A workspace is located within CRM, but its SPAs do not have to be linked to leads, deals, contacts, or companies.

Overview of MethodsOverview of Methods

Scope: crm

Who can execute the method: depends on the method

Method	Description
crm.automatedsolution.add	Creates a digital workspace
crm.automatedsolution.update	Updates the digital workspace
crm.automatedsolution.get	Returns a digital workspace by identifier
crm.automatedsolution.list	Returns a list of digital workspaces
crm.automatedsolution.delete	Deletes a digital workspace
crm.automatedsolution.fields	Returns the description of digital workspace fields