Add tag to contact
WriteAdd a tag to a contact.
Permissions and limits
Account permissions
- A Chatrace bot API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Messaging · CONNECTIONChatrace + NodeHub
Read Chatrace tags, flows, custom fields and contacts, create contacts, tag them, set fields, and send flows or text messages.
Explore 11 workflow actions for Chatrace, including account permissions and operation limits.
5 read actions6 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.
Create contact
WriteCreate a contact by phone number, with optional email, name and gender.
Permissions and limits
Account permissions
- A Chatrace bot API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Find contacts by custom field
ReadFind up to 100 contacts whose custom field has a value.
Permissions and limits
Account permissions
- A Chatrace bot API key
Get contact
ReadRead one contact.
Permissions and limits
Account permissions
- A Chatrace bot API key
List custom fields
ReadList the bot's custom fields and their types.
Permissions and limits
Account permissions
- A Chatrace bot API key
List flows
ReadList the bot's flows.
Permissions and limits
Account permissions
- A Chatrace bot API key
List tags
ReadList the bot's tags.
Permissions and limits
Account permissions
- A Chatrace bot API key
Remove tag from contact
WriteRemove a tag from a contact.
Permissions and limits
Account permissions
- A Chatrace bot API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send flow
WriteSend a flow to a contact.
Permissions and limits
Account permissions
- A Chatrace bot API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send text message
WriteSend a text message to a contact on a channel.
Permissions and limits
Account permissions
- A Chatrace bot API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set contact custom field
WriteSet a custom field value on a contact.
Permissions and limits
Account permissions
- A Chatrace bot 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 Chatrace. A saved workflow is not a completed provider action.
EXPLORE YOUR STACK
