Customer Success Cloud AI Agent Invocable Action Reference

csag_ActionUpdatePlaybooks

Update playbooks based on stage and parent record the playbooks are related to.

PropertyValue
LabelUpdate Playbooks
CategorySuccess Management
SinceSummer 2025
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsplaybooks, update, manage

Request Parameters

FieldTypeLabelDescriptionRequired
PlaybookIdsList<Id>PlaybookIdsA list of playbook IDs to update. Each item in the list must be a valid playbook ID. The list must contain at least one playbook ID.Yes
StageStringStageThe single stage for the playbooks. The stage must be used to update all playbooks. If the stage is null then the stage field of the playbooks will not be updated.No
ParentIdIdParentIdThe single ID of the parent record the playbooks are related to. This ID will be used to update all playbooks. If the ID is null then the parent record of the playbooks will not be updated.No

Response Parameters

FieldTypeLabelDescriptionRequired
PlaybooksList<csc__Playbook__c>PlaybooksA list of the playbooks that have been updated.Yes
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