Create a playbook | Close | Developer API Documentation

curl -X POST https://api.close.com/api/v1/playbook/ \
     -H "Content-Type: application/json" \
     -u "<CLOSE_API_KEY>:" \
     -d '{
  "name": "Discovery Call",
  "custom_field_ids": [
    "cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq",
    "cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c"
  ],
  "description": "Initial discovery call with prospect.",
  "outcome_ids": [
    "outcome_030Xl5QwKi7tPRLRtnuef3",
    "outcome_03oUxZfoO6e2vHmcz1DiHR"
  ],
  "summary_guidance": "Summarize the prospect'\''s pain points and next steps."
}'

{
  "archived_at": null,
  "archived_by_id": null,
  "created_at": "2025-07-29T10:30:00.000000+00:00",
  "created_by_id": "user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA",
  "custom_field_ids": [
    "cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq",
    "cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c"
  ],
  "description": "Initial discovery call with prospect.",
  "id": "convtyp_03oUxZfoO6e2vHmcz1DiHR",
  "name": "Discovery Call",
  "organization_id": "orga_AbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH",
  "outcome_ids": [
    "outcome_030Xl5QwKi7tPRLRtnuef3",
    "outcome_03oUxZfoO6e2vHmcz1DiHR"
  ],
  "position": 0,
  "summary_guidance": "Summarize the prospect's pain points and next steps.",
  "updated_at": "2025-07-29T10:30:00.000000+00:00",
  "updated_by_id": "user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA"
}

Create a new playbook for the organization.

curl -X POST https://api.close.com/api/v1/playbook/ \
     -H "Content-Type: application/json" \
     -u "<CLOSE_API_KEY>:" \
     -d '{
  "name": "Discovery Call",
  "custom_field_ids": [
    "cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq",
    "cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c"
  ],
  "description": "Initial discovery call with prospect.",
  "outcome_ids": [
    "outcome_030Xl5QwKi7tPRLRtnuef3",
    "outcome_03oUxZfoO6e2vHmcz1DiHR"
  ],
  "summary_guidance": "Summarize the prospect'\''s pain points and next steps."
}'

{
  "archived_at": null,
  "archived_by_id": null,
  "created_at": "2025-07-29T10:30:00.000000+00:00",
  "created_by_id": "user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA",
  "custom_field_ids": [
    "cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq",
    "cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c"
  ],
  "description": "Initial discovery call with prospect.",
  "id": "convtyp_03oUxZfoO6e2vHmcz1DiHR",
  "name": "Discovery Call",
  "organization_id": "orga_AbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH",
  "outcome_ids": [
    "outcome_030Xl5QwKi7tPRLRtnuef3",
    "outcome_03oUxZfoO6e2vHmcz1DiHR"
  ],
  "position": 0,
  "summary_guidance": "Summarize the prospect's pain points and next steps.",
  "updated_at": "2025-07-29T10:30:00.000000+00:00",
  "updated_by_id": "user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA"
}

Create a new playbook for the organization.

Authentication

AuthorizationBasic

Use your API key as the username and leave the password empty.

AuthorizationBearer

Bearer authentication of the form Bearer <token>, where token is your auth token.

Request

This endpoint expects an object.

namestringRequired

custom_field_idslist of stringsOptional

IDs of Shared Custom Fields to associate with this Playbook.

descriptionstring or nullOptional

Description of the playbook.

outcome_idslist of stringsOptional

IDs of Outcomes that should be associated with this Playbook.

summary_guidancestring or nullOptional

Guidance for AI summaries of calls and meetings associated with this Playbook.

Response

Successful response

archived_atdatetime or null

archived_by_idstring or null

created_atdatetime

created_by_idstring

custom_field_idslist of strings

descriptionstring or null

idstring

namestring

organization_idstring

outcome_idslist of strings

positioninteger or null

summary_guidancestring or null

updated_atdatetime

updated_by_idstring

Errors

400

Bad Request Error

401

Unauthorized Error

404

Not Found Error

$	curl -X POST https://api.close.com/api/v1/playbook/ \
>	-H "Content-Type: application/json" \
>	-u "<CLOSE_API_KEY>:" \
>	-d '{
>	"name": "Discovery Call",
>	"custom_field_ids": [
>	"cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq",
>	"cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c"
>	],
>	"description": "Initial discovery call with prospect.",
>	"outcome_ids": [
>	"outcome_030Xl5QwKi7tPRLRtnuef3",
>	"outcome_03oUxZfoO6e2vHmcz1DiHR"
>	],
>	"summary_guidance": "Summarize the prospect'\''s pain points and next steps."
>	}'

1	{
2	"archived_at": null,
3	"archived_by_id": null,
4	"created_at": "2025-07-29T10:30:00.000000+00:00",
5	"created_by_id": "user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA",
6	"custom_field_ids": [
7	"cf_aU54Bvr6Rw8UBHh7zRboL3PYhbOVJl3XvwgPm3jgaKq",
8	"cf_v6S011I6MqcbVvB2FA5Nk8dr5MkL8sWuCiG8cUleO9c"
9	],
10	"description": "Initial discovery call with prospect.",
11	"id": "convtyp_03oUxZfoO6e2vHmcz1DiHR",
12	"name": "Discovery Call",
13	"organization_id": "orga_AbREgmiiwcr1w2b4cOnCMQaQPSIFxMqAD2Dh243uxcH",
14	"outcome_ids": [
15	"outcome_030Xl5QwKi7tPRLRtnuef3",
16	"outcome_03oUxZfoO6e2vHmcz1DiHR"
17	],
18	"position": 0,
19	"summary_guidance": "Summarize the prospect's pain points and next steps.",
20	"updated_at": "2025-07-29T10:30:00.000000+00:00",
21	"updated_by_id": "user_A6KhMpzHRCYQHdn4gRNIFNN5JExnsrprKA6ekxM63XA"
22	}