Documentation
Autotouch docs
Product, API, and workflow documentation for research & enrichment, lead management & outreach, and LinkedIn list building. Written for people and for the agents working with them.
Getting Started
Quickstart & Setup
QuickstartBootstrap an account/key, inspect the API contract, create a table, add rows, create a column, and run your first enrichment with either cURL or the Autotouch CLI.Autotouch CLI referenceCLI source version 0.2.129: 351 commands, generated from the shipped parser contract.Authentication and scopesHow to bootstrap agent access, authenticate with developer API keys, and apply scopes for tables, sequences, and task workflows.
Safe Operation
ImportsValidate, import, verify, and roll back CSV loads while applying blacklist-aware guardrails before downstream enrichments.Running safely: filtering + spend controlRun only the rows you want by combining scope filters, unprocessed-only behavior, staged rollout caps, and max-credit guardrails before execution.
Concepts
Automation
Automation overviewConfigure column auto-run, provider-aware workflow actions, and use the dedicated inbound/outbound webhook guides when you need event-driven ingestion or delivery.Publishing blog articles from RankdeskSynchronize Rankdesk pages into the Autotouch AI Blog while keeping public rendering independent of the Rankdesk API.Inbound table webhooksPush website visitor, external intent, and other event records into a table over a per-table webhook token.Outbound webhook subscriptionsReceive signed async event deliveries for bulk jobs, leads, companies, calls, meetings, deals, sequence enrollments, and tasks through organization-scoped webhook subscriptions.Discover prospects from signalsMonitor job openings, LinkedIn posts, job changes, FDA activity and SEC filings, review matching evidence, and choose which people to save to Leads.
Research & Enrichment
POSTResearch web search/api/research-tools/search/webPOSTResearch web results/api/research-tools/search/web-resultsPOSTRead a public URL/api/research-tools/read-public-urlPOSTLook up a company profile/api/research-tools/company-profilePOSTLook up a person profile/api/research-tools/person-profilePOSTRun single-call research/api/research-tools/single-call
POSTCreate table/api/tablesGETList tables/api/tablesGETGet table/api/tables/{table_id}PATCHUpdate table/api/tables/{table_id}DELETEDelete table/api/tables/{table_id}POSTBulk create rows/api/tables/{table_id}/dataGETExport table as CSV/api/tables/{table_id}/export/csvGETGet export status/api/tables/export-status/{task_id}GETDownload export file/api/tables/{table_id}/export/download/{filename}POSTIngest table events/api/tables/{table_id}/eventsPOSTPreflight Enrich & Score/api/tables/{table_id}/enrich-and-score/preflightPOSTExecute Enrich & Score/api/tables/{table_id}/enrich-and-scorePOSTRetry Enrich & Score/api/tables/{table_id}/enrich-and-score/{operation_run_id}/retryGETGet blacklist statistics/api/tables/{table_id}/blacklist/{column_key}/statsPOSTStart blacklist statistics job/api/tables/{table_id}/blacklist/{column_key}/statsGETGet blacklist statistics job/api/tables/{table_id}/blacklist/{column_key}/stats/{job_id}POSTCreate a table from selected rows/api/tables/materializations/from-rowsPOSTRemove duplicate table rows/api/tables/{table_id}/dedupePOSTPreview a table CSV import/api/tables/{table_id}/csv-previewGETPreview table duplicates/api/tables/{table_id}/dedupe/{column_key}/statsGETGet lightweight table info/api/tables/{table_id}/infoGETGet table field meanings/api/tables/{table_id}/field-meaningsPATCHSet table field meanings/api/tables/{table_id}/field-meanings
GETList columns/api/tables/{table_id}/columnsPOSTCreate column/api/tables/{table_id}/columnsPATCHUpdate column/api/tables/{table_id}/columns/{column_id}POSTPreview row classification/api/tables/{table_id}/columns/test-classifyPOSTCreate projection columns (JSON split)/api/tables/{table_id}/columns/projectionsPATCHReorder column/api/tables/{table_id}/columns/{column_id}/positionDELETEDelete column/api/tables/{table_id}/columns/{column_id}POSTEstimate column run/api/tables/{table_id}/columns/{column_id}/estimatePOSTRun column/api/tables/{table_id}/columns/{column_id}/runPOSTStop column/api/tables/{table_id}/columns/{column_id}/stopPOSTTest an HTTP request column/api/tables/{table_id}/columns/test-http-requestPATCHUpdate column layout/api/tables/{table_id}/columns/layout
GETGet table rows/api/tables/{table_id}/rowsGETGet single row/api/tables/{table_id}/rows/{row_id}POSTCreate row/api/tables/{table_id}/rowsPATCHPatch cells (batch)/api/tables/{table_id}/cellsDELETEDelete row/api/tables/{table_id}/rows/{row_id}POSTBulk delete rows/api/tables/{table_id}/rows/bulk-deletePUTUpdate single cell/api/tables/{table_id}/rows/{row_id}/cells/{column_id}GETGet cell detail/api/cells/{row_id}/{column_id}POSTEstimate Sync to Table rows/api/tables/{table_id}/rows/sync-to-table/estimate
POSTImport CSV (optimized)/api/tables/{table_id}/import-optimizedPOSTValidate CSV import (no write)/api/tables/{table_id}/csv-validateGETGet CSV import status/api/tables/{table_id}/import-status/{task_id}GETVerify CSV import by task/api/tables/{table_id}/import-verify/{task_id}POSTRollback CSV import by task/api/tables/{table_id}/import-rollback/{task_id}
Lead Management & Outreach
GETList CRM fields/api/crm/fieldsGETRead sequence variable catalog/api/sequences/variable-catalogGETRead workspace column catalog/api/workspaces/{workspace}/column-catalogGETRead workspace selection catalog/api/workspaces/{workspace}/selection-catalogPOSTCreate CRM custom field/api/crm/custom-fieldsPATCHUpdate CRM custom field/api/crm/custom-fields/{field_id}GETList CRM sources/api/crm/sources
GETList companies/api/companies/GETGet company/api/companies/{company_id}POSTCreate company/api/companies/PATCHUpdate company/api/companies/{company_id}POSTRemove companies from workspace/api/companies/deletePOSTRefresh company firmographics/api/companies/{company_id}/firmographics/refreshPOSTImport companies from CSV/api/companies/importGETGet company import status/api/companies/import-status/{task_id}PATCHUpdate company custom fields/api/companies/{company_id}/custom-fieldsPOSTUpdate company custom fields in bulk/api/companies/bulk_custom_fieldsPOSTCreate research table from companies/api/companies/create-research-tablePOSTPromote company/api/companies/{company_id}/promoteGETList companies in a research table/api/companies/table/{table_id}POSTBulk reassign company owner/api/companies/bulk_reassign_ownerPOSTBulk update a company field/api/companies/bulk_field_updatePOSTQuery companies/api/companies/queryGETGet company research rows/api/companies/{company_id}/rowsGETGet company firmographic refresh status/api/companies/{company_id}/firmographics/refresh/{job_id}
POSTQuery leads/api/leads/queryPOSTCount leads/api/leads/query/countPOSTLead query stats/api/leads/query/statsPOSTQuery lead research/api/leads/query/researchGETGet lead filter metadata/api/leads/filters/metadataGETGet available lead research tables/api/leads/research-tables/availableGETGet lead/api/leads/{lead_id}POSTCreate lead/api/leads/PUTUpdate lead/api/leads/{lead_id}DELETEDelete lead/api/leads/{lead_id}POSTBulk delete leads/api/leads/deletePUTUpdate lead status/api/leads/{lead_id}/statusPOSTBulk update status/api/leads/bulk_update_statusPOSTBulk email find/api/leads/bulk-email-findPOSTBulk mobile find/api/leads/bulk-mobile-findPOSTBulk email validate/api/leads/bulk-email-validatePOSTExport leads/api/leads/exportGETExport status/api/leads/export-status/{task_id}GETExport download/api/leads/export/download/{filename}GETGet lead activities/api/leads/{lead_id}/activitiesPOSTCreate leads in bulk/api/leads/bulkPOSTReassign lead owner/api/leads/bulk_reassign_ownerPOSTUpdate lead custom fields in bulk/api/leads/bulk_custom_fieldsPOSTExit leads from sequences/api/leads/bulk-exit-sequencesPATCHUpdate lead custom fields/api/leads/{lead_id}/custom-fieldsPOSTCreate research table from leads/api/leads/create-research-tablePOSTUpsert lead contact channels/api/leads/{lead_id}/contact-channelsPOSTImport leads from CSV/api/leads/importGETGet lead import status/api/leads/import/status/{task_id}POSTBulk update a lead field/api/leads/bulk_field_updatePOSTPreview a lead CSV import/api/leads/import/preview
GETList sequences/api/sequencesGETGet sequence/api/sequences/{sequence_id}POSTCreate sequence/api/sequencesPUTUpdate sequence/api/sequences/{sequence_id}PATCHSet sequence status/api/sequences/{sequence_id}/statusPOSTEnroll sequence leads/api/sequences/{sequence_id}/enrollPOSTEnroll a selected sequence audience/api/sequences/{sequence_id}/audience/enrollDELETEDelete sequence/api/sequences/{sequence_id}POSTClone sequence/api/sequences/{sequence_id}/cloneGETGet sequence stats/api/sequences/{sequence_id}/statsGETGet sequence audience/api/sequences/{sequence_id}/audiencePATCHUpdate enrollment/api/sequences/{sequence_id}/enrollments/{enrollment_id}POSTPause enrollment/api/sequences/{sequence_id}/enrollments/pauseGETGet sequence delivery status/api/sequences/delivery-statusPOSTPreview sequence audience/api/sequences/{sequence_id}/audience/previewPOSTPreview sequence draft content/api/sequences/{sequence_id}/audience/preview-draftPOSTResolve sequence draft instance/api/sequences/{sequence_id}/audience/draft-instance/resolvePATCHSave edited sequence draft/api/sequences/{sequence_id}/audience/draft-instances/{draft_instance_id}POSTRecord sequence draft review/api/sequences/{sequence_id}/audience/preview-learnPOSTSync sequence bulk account pool/api/sequences/{sequence_id}/sync-account-poolGETGet sequence table audience readiness/api/sequences/{sequence_id}/audience/table-readinessPOSTTransfer sequence task ownership/api/sequences/{sequence_id}/transfer-ownershipPATCHUpdate sequence metadata/api/sequences/{sequence_id}/metadataPUTSave sequence draft/api/sequences/{sequence_id}/draftDELETEDiscard sequence draft/api/sequences/{sequence_id}/draftPOSTPublish sequence draft/api/sequences/{sequence_id}/draft/publish
GETList sender accounts/api/sender-accountsGETGet sender account/api/sender-accounts/{sender_account_id}POSTSet default sender account/api/sender-accounts/{sender_account_id}/defaultPOSTGrant sender account delegation/api/sender-accounts/{sender_account_id}/delegationsDELETERevoke sender account delegation/api/sender-accounts/{sender_account_id}/delegations/{delegate_user_id}
POSTCreate tasks/api/task-queue/createPUTUpdate task/api/task-queue/{task_id}POSTGenerate task draft/api/task-queue/{task_id}/draftPOSTSchedule task email/api/task-queue/{task_id}/email/schedulePOSTLinkedIn send and complete/api/task-queue/{task_id}/linkedin/send-and-completePOSTQuery tasks/api/task-queue/queryPOSTCount tasks/api/task-queue/query/countGETGet task/api/task-queue/{task_id}DELETEDelete task/api/task-queue/{task_id}POSTBulk update tasks/api/task-queue/bulk-updatePOSTBulk delete tasks/api/task-queue/bulk-deletePOSTGet task counts by assignee/api/task-queue/assignee-countsPOSTCreate tasks from leads/api/task-queue/create-from-leadsPOSTPrioritize email task/api/task-queue/{task_id}/email/prioritizePOSTPrioritize LinkedIn task/api/task-queue/{task_id}/linkedin/prioritizePOSTReschedule email task/api/task-queue/{task_id}/email/reschedulePOSTReschedule LinkedIn task/api/task-queue/{task_id}/linkedin/reschedulePOSTSchedule LinkedIn task/api/task-queue/{task_id}/linkedin/schedulePOSTQueue task with content/api/task-queue/{task_id}/queue-with-contentGETGet task queue summary statistics/api/task-queue/stats/summaryPOSTExit sequences for selected tasks/api/task-queue/bulk-exit-sequences
POSTExecute saved workspace view command/api/workspace-views/commandGETList saved workspace views/api/workspace-viewsPOSTCreate a saved workspace view/api/workspace-viewsPATCHUpdate a saved workspace view/api/workspace-views/{view_id}DELETEDelete a saved workspace view/api/workspace-views/{view_id}POSTSet the default workspace view/api/workspace-views/{view_id}/default
POSTEnroll companies for sales signals/api/sales-signals/subscriptions/bulk-enrollGETGet a Sales Signals run/api/sales-signals/runs/{run_id}GETGet Sales Signal taxonomy and discovery schemas/api/sales-signals/catalogGETList Sales Signal subscriptions/api/sales-signals/subscriptionsGETList company signal monitors/api/sales-signals/monitorsPOSTCreate company signal monitor/api/sales-signals/monitorsPOSTPreview company signal monitor attachment/api/sales-signals/monitors/{monitor_id}/companies/previewPOSTAttach Companies to signal monitor/api/sales-signals/monitors/{monitor_id}/companiesGETQuery saved signals/api/sales-signals/workspaceGETList discovery monitors/api/sales-signals/discovery-monitorsGETFind discovery industry options/api/sales-signals/discovery-monitors/industriesPOSTPreview a discovery monitor/api/sales-signals/discovery-monitors/previewPOSTCreate a discovery monitor/api/sales-signals/discovery-monitorsPATCHUpdate a discovery monitor/api/sales-signals/discovery-monitors/{monitor_id}POSTRun a discovery monitor/api/sales-signals/discovery-monitors/{monitor_id}/runPOSTSave a signal person to Leads/api/sales-signals/workspace/add-to-leads
POSTCreate note/api/notesGETList notes/api/notesGETGet note/api/notes/{note_id}PATCHUpdate note/api/notes/{note_id}GETList note revisions/api/notes/{note_id}/revisionsDELETEDelete note/api/notes/{note_id}POSTCreate note journal/api/notes/journalsGETList note journals/api/notes/journalsGETGet note journal/api/notes/journals/{journal_id}
GETList Calendar connections/api/calendar/connectionsGETGet Calendar agenda/api/calendar/{provider}/agendaGETGet Calendar agenda event/api/calendar/{provider}/agenda/{event_id:path}GETList CRM Lead Calendar events/api/calendar/{provider}/eventsGETGet CRM Lead Calendar event/api/calendar/{provider}/events/{event_id:path}POSTSend Lead Calendar invite/api/calendar/{provider}/eventsPATCHUpdate CRM Lead Calendar event/api/calendar/{provider}/events/{event_id:path}DELETECancel CRM Lead Calendar event/api/calendar/{provider}/events/{event_id:path}
List Building
GETGet list-build pricing/api/list-builds/pricingPOSTPreview company-catalog coverage/api/list-builds/previewDELETECancel a list build/api/list-builds/{job_id}POSTCreate list build/api/list-buildsGETGet list build status/api/list-builds/{job_id}GETGet list build results/api/list-builds/{job_id}/resultsPOSTSync list build to table/api/list-builds/{job_id}/sync-to-tableGETGet list-build sync job/api/list-builds/sync-jobs/{sync_job_id}GETList-build input catalog/api/list-builds/inputsGETSearch list-build inputs/api/list-builds/inputs/search
POSTSearch companies/api/search/companiesPOSTSearch people/api/search/peoplePOSTFind similar companies/api/search/similar-companiesPOSTSearch news/api/search/newsPOSTSearch local businesses/api/search/local-businessesPOSTSearch reviews/api/search/reviewsPOSTSearch public company filings/api/search/filingsPOSTSearch the company catalog/api/search/catalog-companiesPOSTSearch people by keywords/api/search/people/basicPOSTSearch job postings/api/search/jobsPOSTSearch jobs boards/api/search/board-jobsPOSTSearch LinkedIn posts/api/search/linkedin-postsPOSTSearch LinkedIn post engagers/api/search/linkedin-post-engagersPOSTSearch role changes/api/search/role-changes
GETGet LinkedIn connection status/api/integrations/linkedin/statusGETGet LinkedIn policy limits/api/integrations/linkedin/limitsPOSTSearch LinkedIn/api/integrations/linkedin/searchGETLinkedIn filter catalog/api/capabilities/linkedin/filtersPOSTResolve search parameters/api/integrations/linkedin/search/parametersGETList user posts/api/integrations/linkedin/posts/{identifier}GETGet post detail/api/integrations/linkedin/posts/{post_id}/detailGETList post comments/api/integrations/linkedin/posts/{post_id}/commentsGETList post reactions/api/integrations/linkedin/posts/{post_id}/reactionsPOSTSend message/api/integrations/linkedin/send-messageGETGet relationship/api/integrations/linkedin/relationship
Platform
POSTAgent bootstrap/api/auth/agent-bootstrapGETGet API capabilities/api/capabilitiesCapability and catalog discoveryDiscover public API metadata, operation descriptions, endpoint contracts, schemas, workflow plans, and provider filters.GETList operations metadata/api/capabilities/operationsGETGet operations metadata/api/capabilities/operations/{operation_id}GETList use cases metadata/api/capabilities/use-casesGETGet use cases metadata/api/capabilities/use-cases/{use_case_id}GETList workflow plans metadata/api/capabilities/workflow-plansGETGet workflow plans metadata/api/capabilities/workflow-plans/{workflow_plan_id}GETList pipeline patterns metadata/api/capabilities/pipeline-patternsGETGet pipeline patterns metadata/api/capabilities/pipeline-patterns/{pipeline_pattern_id}GETList api endpoints metadata/api/capabilities/endpointsGETGet api endpoints metadata/api/capabilities/endpoints/{endpoint_id}GETGet capability schema/api/capabilities/schemas/{schema_id}GETGet automation catalog/api/capabilities/automationOperation availability across API, CLI, and Command CenterGenerated availability and access contracts for 193 product operations.GETList deals/api/dealsGETGet deal/api/deals/{deal_id}GETList deal pipelines/api/deals/pipelinesPOSTCreate deal/api/dealsPATCHUpdate deal/api/deals/{deal_id}DELETEDelete deal/api/deals/{deal_id}POSTSet up a table event stream/api/table-event-streams/setupPOSTReprocess event-stream rows/api/table-event-streams/{definition_id}/reprocessGETGet Command Center overview/api/command-center/overviewGETCheck authentication/api/auth/checkGETList outreach campaigns/api/integrations/{integration}/campaignsGETGet an outreach campaign/api/integrations/{integration}/campaigns/{campaign_id}POSTCreate an outreach campaign/api/integrations/{integration}/campaignsPOSTSync outreach campaign sender pool/api/integrations/{integration}/campaigns/{campaign_id}/sync-account-poolPOSTSync outreach campaign templates/api/integrations/{integration}/campaigns/{campaign_id}/sync-templatesPOSTActivate an outreach campaign/api/integrations/{integration}/campaigns/{campaign_id}/activatePOSTPause an outreach campaign/api/integrations/{integration}/campaigns/{campaign_id}/pauseGETList table event streams/api/table-event-streamsPOSTCreate or update a table event stream/api/table-event-streamsPOSTSuggest event-stream field mappings/api/table-event-streams/suggest-mappingsPOSTGenerate event-stream settings/api/table-event-streams/generate-settingsGETList external sending accounts/api/email-accounts/external-accountsGETGet the integration catalog/api/integrations/catalog
GETList webhook subscriptions/api/webhook-subscriptionsPOSTCreate webhook subscription/api/webhook-subscriptionsGETGet webhook subscription/api/webhook-subscriptions/{subscription_id}PATCHUpdate webhook subscription/api/webhook-subscriptions/{subscription_id}DELETEDelete webhook subscription/api/webhook-subscriptions/{subscription_id}POSTPause webhook subscription/api/webhook-subscriptions/{subscription_id}/pausePOSTResume webhook subscription/api/webhook-subscriptions/{subscription_id}/resumePOSTRotate webhook subscription signing secret/api/webhook-subscriptions/{subscription_id}/rotate-secretPOSTTest-fire webhook subscription/api/webhook-subscriptions/{subscription_id}/testGETList webhook deliveries/api/webhook-subscriptions/deliveriesGETList webhook delivery attempts/api/webhook-subscriptions/deliveries/{delivery_id}/attemptsGETWebhook event catalog/api/webhook-subscriptions/events
Scheduled Chat lifecycle and accessRecurring Command Center instructions use versioned definitions, owner-scoped runs, attention, and explicit activation.GETList Scheduled Chats/api/scheduledPOSTCreate Scheduled Chat/api/scheduledGETGet Scheduled Chat/api/scheduled/{schedule_id}PATCHUpdate Scheduled Chat/api/scheduled/{schedule_id}POSTActivate Scheduled Chat/api/scheduled/{schedule_id}/activatePOSTPause Scheduled Chat/api/scheduled/{schedule_id}/pausePOSTArchive Scheduled Chat/api/scheduled/{schedule_id}/archivePOSTRun Scheduled Chat now/api/scheduled/{schedule_id}/run-nowGETList Scheduled Chat runs/api/scheduled/{schedule_id}/runsGETGet Scheduled Chat run/api/scheduled/{schedule_id}/runs/{occurrence_id}POSTCancel Scheduled Chat run/api/scheduled/{schedule_id}/runs/{occurrence_id}/cancelGETList Scheduled Chat attention/api/scheduled/attentionPOSTMark Scheduled Chat attention read/api/scheduled/attention/{attention_id}/read