Create View

curl --request POST \
  --url https://api.openfunnel.dev/api/v1/views \
  --header 'Content-Type: application/json' \
  --header 'X-API-Key: <x-api-key>' \
  --data '
{
  "name": "<string>",
  "filters": {},
  "is_default": false,
  "slack_notifications": {
    "enabled": true,
    "target": "dm",
    "channel_id": "<string>"
  },
  "webhook_notifications": {
    "enabled": true,
    "url": "<string>"
  },
  "crm_assignment": {
    "enabled": true,
    "assignee_id": "<string>",
    "assignee_ids": [
      "<string>"
    ],
    "override_owner_ids": [
      "<string>"
    ]
  },
  "amplemarket_sequencing": {
    "enabled": true,
    "sequence_id": "<string>"
  }
}
'

{
  "view": {
    "id": "<string>",
    "user_id": "<string>",
    "name": "<string>",
    "filters": {},
    "is_default": false,
    "action_config": {},
    "last_notified_insight_id": 123,
    "last_notification_at": "<string>",
    "created_at": "<string>",
    "updated_at": "<string>"
  },
  "webhook_secret": "<string>",
  "message": "<string>"
}

Views

Create View

Create a Live View - a saved account filter with live actions that run as new accounts match it.

Before you call this, gather the IDs and field names you need:

GET /api/v2/account/filters - the valid filters field names and their allowed values (e.g. funding_stage_include, country_include, employee_count_range_include, signal_include). Unknown filter fields are rejected with a 400. Omit filters to match every account in your workspace.
GET /api/v1/views/options - the Slack channels, CRM users, and Amplemarket sequences you can reference in slack_notifications.channel_id, crm_assignment.assignee_id / assignee_ids / override_owner_ids, and amplemarket_sequencing.sequence_id.

Actions:

slack_notifications - alert via DM (target: "dm") or in a channel (target: "channel" + channel_id). Requires the OpenFunnel Slack app to be installed.
webhook_notifications - POST insight alerts to an HTTPS URL. The response includes webhook_secret (the HMAC signing secret) exactly once - store it securely; it is never returned again.
crm_assignment - sync matching accounts into your connected CRM and assign them to one user (mode: "single" + assignee_id) or rotate across users (mode: "round_robin" + assignee_ids). The CRM type (Salesforce or HubSpot) is detected automatically from your integration. override_owner_ids lists owners whose accounts may be reassigned; accounts owned by anyone else keep their owner. Enabling this immediately starts a one-time background sync of all currently-matching accounts.
amplemarket_sequencing - auto-add new matching people to an Amplemarket sequence.
is_default - make this the default view (clears the previous default).

When do notifications fire? Slack and webhook alerts are live updates: they are sent when a signal run produces new insights for accounts matching the view - never for the pre-existing backlog. CRM assignment is the exception: it backfills the currently-matching accounts right away.

Errors: 400 with an actionable message for invalid or unconnected integrations, 409 if a view with the same name already exists.

POST

api

views

Create View

curl --request POST \
  --url https://api.openfunnel.dev/api/v1/views \
  --header 'Content-Type: application/json' \
  --header 'X-API-Key: <x-api-key>' \
  --data '
{
  "name": "<string>",
  "filters": {},
  "is_default": false,
  "slack_notifications": {
    "enabled": true,
    "target": "dm",
    "channel_id": "<string>"
  },
  "webhook_notifications": {
    "enabled": true,
    "url": "<string>"
  },
  "crm_assignment": {
    "enabled": true,
    "assignee_id": "<string>",
    "assignee_ids": [
      "<string>"
    ],
    "override_owner_ids": [
      "<string>"
    ]
  },
  "amplemarket_sequencing": {
    "enabled": true,
    "sequence_id": "<string>"
  }
}
'

{
  "view": {
    "id": "<string>",
    "user_id": "<string>",
    "name": "<string>",
    "filters": {},
    "is_default": false,
    "action_config": {},
    "last_notified_insight_id": 123,
    "last_notification_at": "<string>",
    "created_at": "<string>",
    "updated_at": "<string>"
  },
  "webhook_secret": "<string>",
  "message": "<string>"
}

Headers

X-API-Key

string

required

Body

application/json

Request to create a saved view (Live View).

name

string

required

View name (unique per user)

Minimum string length: 1

filters

Filters · object

Account filters using the field names from GET /api/v2/account/filters (e.g. funding_stage_include, country_include, signal_include). Omit to match every account in the workspace.

is_default

boolean

default:false

Set this view as the default view (clears any previous default)

slack_notifications

ViewSlackConfig · object

Slack notification settings for a view.

Show child attributes

webhook_notifications

ViewWebhookConfig · object

Webhook notification settings for a view.

Show child attributes

crm_assignment

ViewCrmAssignment · object

CRM assignment settings for a view.

The CRM type (Salesforce or HubSpot) is detected automatically from the connected CRM integration - it does not need to be specified.

Show child attributes

amplemarket_sequencing

ViewAmplemarketConfig · object

Amplemarket sequencing settings for a view.

Show child attributes

Response

Successful Response

Response for create / get / update view endpoints.

view

SavedViewItem · object

required

Single saved view owned by a user.

Show child attributes

webhook_secret

string | null

Webhook signing secret - returned only once, when a webhook is configured or its URL changes. Store it securely.

message

string | null

List Views Get View Configurations

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