Add, find and delete BotPenguin contacts, and send WhatsApp messages and templates through a BotPenguin bot.
Explore 7 workflow actions for BotPenguin, including account permissions and operation limits.
3 read actions4 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add or update contacts
Write
Create contacts, or update existing ones, with name, email, phone, tags and custom attributes.
Permissions and limits
Account permissions
A BotPenguin API access token (More, Developer, API Access Token)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contacts
Write
Mark contacts as deleted by their user IDs (Inbox, contact, Copy User ID).
Permissions and limits
Account permissions
A BotPenguin API access token (More, Developer, API Access Token)
A repeated request may repeat the external action. Review the previous result before retrying a write.
List segments
Read
List the account's segments (groups) with their filters and contact counts.
Permissions and limits
Account permissions
A BotPenguin API access token (More, Developer, API Access Token)
List WhatsApp templates
Read
List the WhatsApp bot's templates in every status (approved, pending, rejected and draft).
Permissions and limits
Account permissions
A BotPenguin WhatsApp bot API key (WhatsApp Bot Settings, API Key)
Search inbox contacts
Read
Search contacts across the account by text, tags, status, bots, agents, segments and dates; only filters named in applicable filters apply.
Permissions and limits
Account permissions
A BotPenguin API access token (More, Developer, API Access Token)
Send a WhatsApp message
Write
Send a text, or an image from a public address with an optional caption, inside the 24-hour session window.
Permissions and limits
Account permissions
A BotPenguin WhatsApp bot API key (WhatsApp Bot Settings, API Key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a WhatsApp template message
Write
Send an approved WhatsApp template with its variables, optionally assigning the chat and tagging it.
Permissions and limits
Account permissions
A BotPenguin WhatsApp bot API key (WhatsApp Bot Settings, API Key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in BotPenguin. A saved workflow is not a completed provider action.