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crm_draft_document
Queues an AI draft of a document (a written document or a filled PDF form) from a published template for a record. The draft lands on the record for a person to review and approve; nothing is sent.
- Scope needed
- crm:write
- Changes data
- Yes
- Held for approval
- No
- Available to
- Every organization
Counts toward the organization's daily AI limit.
Inputs
| Name | Type | Description |
|---|---|---|
| org_id | string | Organization id from list_orgs. Leave out only when the user belongs to one organization. |
| phonerequired | string | The contact's phone number in E.164 form (e.g. +919812345678); it is the record's id. |
| template_idrequired | string | Published template id. |