# Conversion Docs

## Docs

- [Authentication](https://docs.conversion.ai/api-reference/authentication.md): Authenticate your API requests using an API key.
- [Batch Track Events](https://docs.conversion.ai/api-reference/batch-track-events.md): Record up to 200 custom events in a single request. Each event is processed independently. This endpoint does **not** create contacts, each contact must already exist.
- [Batch Upsert Contacts](https://docs.conversion.ai/api-reference/batch-upsert-contacts.md): Create or update up to 1,000 contacts in a single request. Each contact is processed independently and the response includes a per-contact result indicating success or failure.
- [API Overview](https://docs.conversion.ai/api-reference/overview.md): Learn how the Conversion API works, including base URLs, response formats, and error handling.
- [Track Event](https://docs.conversion.ai/api-reference/track-event.md): Record a custom event for a contact. This endpoint does **not** create contacts, the contact must already exist.
- [Trigger Workflow](https://docs.conversion.ai/api-reference/trigger-workflow.md): Trigger an API-triggered workflow for a specific contact.
- [Upsert Contact](https://docs.conversion.ai/api-reference/upsert-contact.md): Create a new contact or update an existing one. Contacts are identified by `email` or `cnvContactId`. If the contact exists, its fields are updated; if not, a new contact is created.
- [Zapier Overview](https://docs.conversion.ai/api-reference/zapier/overview.md): Send contact data from Zapier to the Conversion API using a webhook action.
- [Ads Audiences](https://docs.conversion.ai/product-docs/audiences/ads-audiences.md): Sync your Conversion audiences to ad platforms so targeting stays up to date automatically.
- [Creating an Audience](https://docs.conversion.ai/product-docs/audiences/creating-an-audience.md): Create audiences from filter criteria, a blank list, or a CSV import in Conversion.
- [Managing an Audience](https://docs.conversion.ai/product-docs/audiences/managing-an-audience.md): Add, remove, search, and export contacts within an audience in Conversion.
- [Audiences Overview](https://docs.conversion.ai/product-docs/audiences/overview.md): Segment your contacts into targeted groups for use across emails, workflows, and ads.
- [Campaign Members](https://docs.conversion.ai/product-docs/campaigns/members.md): Add contacts to a campaign and track their progression through member statuses.
- [Campaigns Overview](https://docs.conversion.ai/product-docs/campaigns/overview.md): Group related assets together to attribute revenue, consolidate data, and streamline marketing efforts.
- [Salesforce Campaign Sync](https://docs.conversion.ai/product-docs/campaigns/salesforce-sync.md): Connect Conversion campaigns to Salesforce campaigns to keep members and statuses in sync.
- [Campaign Token Definitions](https://docs.conversion.ai/product-docs/campaigns/settings/tokens.md): Define reusable token types that can be assigned values inside individual campaigns.
- [Campaign Types](https://docs.conversion.ai/product-docs/campaigns/settings/types.md): Define campaign types with custom member statuses to structure how contacts progress through campaigns.
- [Campaign Tokens](https://docs.conversion.ai/product-docs/campaigns/tokens.md): Set reusable values per campaign that populate automatically across all campaign assets.
- [Approvals](https://docs.conversion.ai/product-docs/conversion-ai/approvals.md): Which actions require a confirmation before Conversion AI runs them.
- [Artifacts](https://docs.conversion.ai/product-docs/conversion-ai/artifacts.md): How Conversion AI proposes changes to your emails, forms, and workflows, and how you approve them.
- [FAQ](https://docs.conversion.ai/product-docs/conversion-ai/faq.md): Common questions about Conversion AI.
- [Files and sandbox](https://docs.conversion.ai/product-docs/conversion-ai/files-and-sandbox.md): What you can attach to a chat, and what Conversion AI can do with files in its sandbox.
- [Glossary](https://docs.conversion.ai/product-docs/conversion-ai/glossary.md): Terms and concepts used in Conversion AI.
- [Introduction](https://docs.conversion.ai/product-docs/conversion-ai/introduction.md): AI built into Conversion that can understand your audience and create marketing assets on your behalf.
- [Tool calls](https://docs.conversion.ai/product-docs/conversion-ai/tool-calls.md): The full list of actions Conversion AI can take on your behalf.
- [Creating a Blast](https://docs.conversion.ai/product-docs/emails/blasts/creating-a-blast.md): Walk through the steps to create, configure, and send a blast email in Conversion.
- [Blasts](https://docs.conversion.ai/product-docs/emails/blasts/overview.md): Send one-time emails to a specific audience or contact group in Conversion.
- [Email Blocks](https://docs.conversion.ai/product-docs/emails/email-builder/blocks.md): Reference for every content block available in the Conversion email builder.
- [Email Builder](https://docs.conversion.ai/product-docs/emails/email-builder/overview.md): Design blast and workflow emails with Conversion's drag-and-drop email builder.
- [Preview & Test Send](https://docs.conversion.ai/product-docs/emails/email-builder/preview-and-test-send.md): Preview your email across viewports and send a test to verify rendering before going live.
- [Email Theme](https://docs.conversion.ai/product-docs/emails/email-builder/theme.md): Define global default fonts, colours, and spacing for your email in one place.
- [Emails Overview](https://docs.conversion.ai/product-docs/emails/overview.md): Send targeted, on-brand emails to your audience with Conversion's built-in email tools.
- [Email Performance](https://docs.conversion.ai/product-docs/emails/performance.md): Monitor open rates, click-through rates, bounce rates, and unsubscribe rates across your active emails.
- [Recipients](https://docs.conversion.ai/product-docs/emails/recipients.md): View and understand the recipient list and delivery statuses for individual emails in Conversion.
- [Email Templates](https://docs.conversion.ai/product-docs/emails/templates.md): Save and reuse email designs to maintain visual consistency and speed up email creation.
- [Workflow Emails](https://docs.conversion.ai/product-docs/emails/workflow-emails/overview.md): Emails that send automatically when referenced inside a Workflow in Conversion.
- [Managing Folders & Campaigns](https://docs.conversion.ai/product-docs/folders/managing-folders-and-campaigns.md): Create, move, rename, and delete folders, campaigns, and assets in Conversion.
- [Folders Overview](https://docs.conversion.ai/product-docs/folders/overview.md): Organise your workflows, emails, forms, and campaigns with a folder hierarchy in Conversion.
- [Form Contact Creation](https://docs.conversion.ai/product-docs/forms/contact-creation.md): How forms create and update contact data
- [Form Builder](https://docs.conversion.ai/product-docs/forms/dashboard/form-builder.md): Design your embedded Conversion forms with our form builder
- [Form Dashboard Overview](https://docs.conversion.ai/product-docs/forms/dashboard/overview.md): Overview tab of the forms dashboard
- [Advanced Form Settings](https://docs.conversion.ai/product-docs/forms/dashboard/settings/advanced.md): Advanced form settings for accessing and updating data on Conversion embedded forms
- [Form Field Settings](https://docs.conversion.ai/product-docs/forms/dashboard/settings/fields.md): Configure field mappings for your form
- [Form General Settings](https://docs.conversion.ai/product-docs/forms/dashboard/settings/general.md): The general settings tab of your form
- [Form Submissions](https://docs.conversion.ai/product-docs/forms/dashboard/submissions.md): View all your form submissions in the "Submissions" tab
- [Forms SDK](https://docs.conversion.ai/product-docs/forms/forms-sdk.md): How to send form submissions programmatically through the Conversion Forms SDK
- [Framer](https://docs.conversion.ai/product-docs/forms/installation/framer.md): How to install the Conversion Forms SDK on your Framer website
- [Webflow](https://docs.conversion.ai/product-docs/forms/installation/webflow.md): How to install the Conversion Forms SDK on your Webflow website
- [Forms Overview](https://docs.conversion.ai/product-docs/forms/overview.md): An overview of how website forms work in Conversion
- [GDPR + Conversion Overview](https://docs.conversion.ai/product-docs/gdpr/overview.md)
- [Glossary](https://docs.conversion.ai/product-docs/glossary.md): Breakdown of terms and concepts in Conversion, and how they compare to other platforms.
- [Introduction](https://docs.conversion.ai/product-docs/introduction.md): The modern marketing automation platform, built for B2B businesses.
- [Liquid Overview](https://docs.conversion.ai/product-docs/liquid/overview.md): Create dynamic, personalized content using Liquid syntax in emails, workflows, and webhooks.
- [Trigger Context Reference](https://docs.conversion.ai/product-docs/liquid/trigger-context-reference.md): Complete reference for all workflow trigger types and their available Liquid fields.
- [Company Record](https://docs.conversion.ai/product-docs/records/companies/company-record.md): View and edit a company's details, associated contacts, opportunities, and activity history.
- [Default Fields](https://docs.conversion.ai/product-docs/records/companies/default-fields.md): Complete reference for all Conversion Company default fields, their sync modes, and Salesforce field mappings.
- [Companies Overview](https://docs.conversion.ai/product-docs/records/companies/overview.md): An overview of companies in Conversion.
- [Viewing Companies](https://docs.conversion.ai/product-docs/records/companies/viewing-companies.md): Filter, search, and organize your companies list with views, columns, and saved filters.
- [Activity](https://docs.conversion.ai/product-docs/records/contacts/activity.md): Explore the full activity log and engagement history on a contact record.
- [Contact Record](https://docs.conversion.ai/product-docs/records/contacts/contact-record.md): View and edit a contact's details, company information, opportunities, and system metadata.
- [Creating Contacts](https://docs.conversion.ai/product-docs/records/contacts/creating-contacts.md): Add new contacts to Conversion manually or import them in bulk from a CSV file.
- [Default Fields](https://docs.conversion.ai/product-docs/records/contacts/default-fields.md): Complete reference for all default fields for Conversion Contacts, their sync modes, and Salesforce field mappings.
- [Contacts Overview](https://docs.conversion.ai/product-docs/records/contacts/overview.md): An overview of contacts in Conversion.
- [Viewing Contacts](https://docs.conversion.ai/product-docs/records/contacts/viewing-contacts.md): Filter, search, and organize your contacts list with views, columns, and saved filters.
- [Opportunity Contact Roles](https://docs.conversion.ai/product-docs/records/opportunities/opportunity-contact-roles.md): Understand how contacts are linked to opportunities through Opportunity Contact Roles (OCRs).
- [Opportunity Record](https://docs.conversion.ai/product-docs/records/opportunities/opportunity-record.md): View and edit an opportunity's details, company information, and contact relationships.
- [Opportunities Overview](https://docs.conversion.ai/product-docs/records/opportunities/overview.md): An overview of sales opportunities synced from Salesforce in Conversion.
- [Viewing Opportunities](https://docs.conversion.ai/product-docs/records/opportunities/viewing-opportunities.md): Filter, search, and organize your opportunities list with views, columns, and saved filters.
- [Amazon Redshift](https://docs.conversion.ai/product-docs/sync/data-warehouse/amazon-redshift.md): Connect Amazon Redshift to sync contacts, custom objects, and events into Conversion.
- [Google BigQuery](https://docs.conversion.ai/product-docs/sync/data-warehouse/big-query.md): Connect Google BigQuery to sync contacts, custom objects, and events into Conversion.
- [Databricks](https://docs.conversion.ai/product-docs/sync/data-warehouse/databricks.md): Connect Databricks to sync contacts, custom objects, and events into Conversion.
- [Data Warehouse Sync](https://docs.conversion.ai/product-docs/sync/data-warehouse/overview.md): Connect your data warehouse to sync contacts, custom objects, and events into Conversion.
- [Snowflake](https://docs.conversion.ai/product-docs/sync/data-warehouse/snowflake.md): Connect Snowflake to sync contacts, custom objects, and events into Conversion.
- [Contacts and Companies](https://docs.conversion.ai/product-docs/sync/salesforce/contacts-companies.md): Learn how Conversion contacts and companies relate to your Salesforce records.
- [Custom Fields](https://docs.conversion.ai/product-docs/sync/salesforce/custom-fields.md): How to add custom fields to your Salesforce sync
- [Custom Objects](https://docs.conversion.ai/product-docs/sync/salesforce/custom-objects.md): Extend Conversion's data model with your own business entities and connect them to contacts.
- [Field Mappings](https://docs.conversion.ai/product-docs/sync/salesforce/field-mappings.md): How Conversion maps fields between Salesforce objects and Conversion contacts and companies.
- [Admin User Integration](https://docs.conversion.ai/product-docs/sync/salesforce/setup/admin-user-setup.md): Connect your Salesforce organization to Conversion using a Salesforce administrator user.
- [Field Sync Preferences](https://docs.conversion.ai/product-docs/sync/salesforce/setup/field-sync-preferences.md): Control how each field syncs between Conversion and Salesforce with five flexible sync modes.
- [Integration User Setup](https://docs.conversion.ai/product-docs/sync/salesforce/setup/integration-user-setup.md): Connect your Salesforce organization via an integration user to Conversion.
- [Configuring Default Record Types](https://docs.conversion.ai/product-docs/sync/salesforce/setup/record-type-setup.md): Set the default record type assigned when Conversion creates Lead, Contact, or Account records in Salesforce.
- [Object Sync Preferences](https://docs.conversion.ai/product-docs/sync/salesforce/sync-preferences.md): Configure how your data syncs between systems.
- [Syncing Out](https://docs.conversion.ai/product-docs/sync/salesforce/syncing-out.md): How Conversion syncs data updates out to Salesforce.
- [Tracking Script](https://docs.conversion.ai/product-docs/tracking/tracking-script.md)
- [Traffic Channels](https://docs.conversion.ai/product-docs/tracking/traffic-channels.md): The traffic channels Conversion categorizes page visits into.
- [Unified Query Engine](https://docs.conversion.ai/product-docs/unified-query-engine/overview.md): Learn how to segment and filter contacts throughout Conversion.
- [Workflow Editor](https://docs.conversion.ai/product-docs/workflows/editor.md): Build and configure workflows using the visual drag-and-drop editor.
- [Apollo Enrichment](https://docs.conversion.ai/product-docs/workflows/nodes/apollo-enrichment.md): Automatically pull firmographic and contact data from Apollo into your Conversion variables during a workflow.
- [Assign Owner](https://docs.conversion.ai/product-docs/workflows/nodes/assign-owner.md): Assign a contact owner as contacts progress through a workflow.
- [Email Alert](https://docs.conversion.ai/product-docs/workflows/nodes/email-alert.md): Send internal email notifications to team members when contacts reach a specific point in a workflow.
- [Exit](https://docs.conversion.ai/product-docs/workflows/nodes/exit.md): End a contact's journey through the workflow at a specific point.
- [Field Branch](https://docs.conversion.ai/product-docs/workflows/nodes/field-branch.md): Route contacts down different workflow paths based on the value of a specific field.
- [If/Else Branch](https://docs.conversion.ai/product-docs/workflows/nodes/if-else-branch.md): Route contacts down different paths by evaluating multiple conditions sequentially.
- [Magic Enrich](https://docs.conversion.ai/product-docs/workflows/nodes/magic-enrichment.md): Use AI to automatically standardize, classify, and enrich contact and company data within your workflows.
- [Remove Campaign Member](https://docs.conversion.ai/product-docs/workflows/nodes/remove-campaign-member.md): Remove a contact from a CRM campaign as they progress through a workflow.
- [Salesforce](https://docs.conversion.ai/product-docs/workflows/nodes/salesforce.md): Take actions in Salesforce as contacts progress through a workflow — link to campaigns, assign to lead queues, or create tasks.
- [Send Email](https://docs.conversion.ai/product-docs/workflows/nodes/send-email.md): Send personalized emails to contacts as they progress through a workflow.
- [Slack Messages](https://docs.conversion.ai/product-docs/workflows/nodes/slack-messages.md): Send automated Slack notifications and alerts from your workflows to keep your team in sync.
- [Sync Contact](https://docs.conversion.ai/product-docs/workflows/nodes/sync-contact.md): Sync a contact to your connected CRM according to your sync settings.
- [Time Delay](https://docs.conversion.ai/product-docs/workflows/nodes/time-delay.md): Pause a contact in your workflow for a fixed duration before they proceed to the next step.
- [Trigger Workflow](https://docs.conversion.ai/product-docs/workflows/nodes/trigger-workflow.md): Start another workflow for the contact from within the current workflow.
- [True/False Branch](https://docs.conversion.ai/product-docs/workflows/nodes/true-false-branch.md): Split contacts into two paths based on whether a set of conditions evaluates to true or false.
- [Update Audience](https://docs.conversion.ai/product-docs/workflows/nodes/update-audience.md): Add or remove contacts from audiences as they progress through a workflow.
- [Update Campaign Member](https://docs.conversion.ai/product-docs/workflows/nodes/update-campaign-member.md): Update a contact's campaign membership and status in your CRM as they progress through a workflow.
- [Update Field](https://docs.conversion.ai/product-docs/workflows/nodes/update-field.md): Set or clear field values on a contact record as they pass through a workflow.
- [Update Subscription Status](https://docs.conversion.ai/product-docs/workflows/nodes/update-subscription-status.md): Change a contact's email subscription status within a workflow, with built-in compliance safeguards.
- [Wait For](https://docs.conversion.ai/product-docs/workflows/nodes/wait-for.md): Hold contacts until a specific day of the week and time of day before they proceed in the workflow.
- [Wait Until Condition Met](https://docs.conversion.ai/product-docs/workflows/nodes/wait-until-condition-met.md): Pause a contact in your workflow until they satisfy a specific condition.
- [Webhooks](https://docs.conversion.ai/product-docs/workflows/nodes/webhooks.md): Send real-time contact data to external tools and services from your workflows via HTTP.
- [Workflows](https://docs.conversion.ai/product-docs/workflows/overview.md): Automate message delivery, data enrichment, and record updates with configurable workflow sequences.
- [Pausing and Resuming Workflows](https://docs.conversion.ai/product-docs/workflows/pausing-and-resuming.md): Understand what happens to contacts and automations when you pause or resume a workflow.
- [Workflow Runs](https://docs.conversion.ai/product-docs/workflows/runs.md): Monitor individual contact progress, filter by status, and inspect per-node execution details in the Runs tab.
- [API Trigger](https://docs.conversion.ai/product-docs/workflows/triggers/api.md): Trigger a workflow programmatically by calling the Conversion API.
- [Called by Another Workflow](https://docs.conversion.ai/product-docs/workflows/triggers/called-by-workflow.md): Trigger a workflow when it is called from another workflow.
- [Criteria-Based Trigger](https://docs.conversion.ai/product-docs/workflows/triggers/criteria-based.md): Trigger a workflow when a contact meets criteria you define using the Unified Query Engine.
- [Event-Based Triggers](https://docs.conversion.ai/product-docs/workflows/triggers/event-based.md): Trigger a workflow when a contact performs an action or a database change occurs.
- [Scheduled Trigger](https://docs.conversion.ai/product-docs/workflows/triggers/scheduled.md): Trigger a workflow on a recurring daily or weekly schedule.
- [Ads](https://docs.conversion.ai/product-docs/workspace-settings/ads/overview.md): Connect ad platforms and manage ad accounts in your Conversion workspace.
- [Campaigns](https://docs.conversion.ai/product-docs/workspace-settings/campaigns/overview.md): Configure campaign types and token definitions for your workspace.
- [CRM and Syncing](https://docs.conversion.ai/product-docs/workspace-settings/crm-and-syncing/overview.md): Configure CRM connections and sync settings for your Conversion workspace.
- [Domains](https://docs.conversion.ai/product-docs/workspace-settings/emails-and-domains/domains.md): Configure sending domains and tracking domains to improve email deliverability in Conversion.
- [Overview](https://docs.conversion.ai/product-docs/workspace-settings/emails-and-domains/overview.md): Configure communication limits, link tracking, and marketing topics for email sending in Conversion.
- [Recipients](https://docs.conversion.ai/product-docs/workspace-settings/emails-and-domains/recipients.md): Manage inbox validation bypass settings for email recipients in Conversion.
- [Senders](https://docs.conversion.ai/product-docs/workspace-settings/emails-and-domains/senders.md): Manage the sender email addresses used to send emails in Conversion.
- [Fields](https://docs.conversion.ai/product-docs/workspace-settings/fields/overview.md): Manage field definitions and mappings for your Conversion workspace.
- [General](https://docs.conversion.ai/product-docs/workspace-settings/general/overview.md): Configure your workspace name and brand logos in Conversion.
- [Identity and Access](https://docs.conversion.ai/product-docs/workspace-settings/identity-and-access/overview.md): Configure authentication, single sign-on, and provisioning for your Conversion workspace.
- [Set up your identity provider for SAML SSO](https://docs.conversion.ai/product-docs/workspace-settings/identity-and-access/saml-sso-setup.md): Connect Conversion to your identity provider (IdP) to enable SAML single sign-on for members.
- [Imports and Exports](https://docs.conversion.ai/product-docs/workspace-settings/imports-and-exports/overview.md): Manage data imports and exports for your Conversion workspace.
- [API](https://docs.conversion.ai/product-docs/workspace-settings/integrations/api.md): Generate and manage API keys to authenticate programmatic requests to Conversion.
- [Apollo Integration](https://docs.conversion.ai/product-docs/workspace-settings/integrations/apollo.md): Connect your Apollo account to Conversion and configure the required permissions.
- [Slack](https://docs.conversion.ai/product-docs/workspace-settings/integrations/slack.md): Connect a Slack workspace to send team notifications from Conversion workflows.
- [Webhooks](https://docs.conversion.ai/product-docs/workspace-settings/integrations/webhooks.md): Send contact data from Conversion to external endpoints in real time.
- [Website](https://docs.conversion.ai/product-docs/workspace-settings/integrations/website.md): Connect your website to enable first-party data collection and analytics in Conversion.
- [Media](https://docs.conversion.ai/product-docs/workspace-settings/media/overview.md): Upload and manage media assets used across your Conversion workspace.
- [Members](https://docs.conversion.ai/product-docs/workspace-settings/members/overview.md): Manage team members and invitations for your Conversion workspace.

## OpenAPI Specs

- [openapi](https://docs.conversion.ai/openapi.json)