Marketing · CONNECTIONUpsert and read Insider One user profiles, change identifiers, remove attributes, and delete or anonymize users.
Explore 6 workflow actions for Insider One, including account permissions and operation limits.
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.
Delete a user's PII (attributes marked PII, and an email or phone that is the only identifier) while keeping the profile. It cannot be undone.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove attributes, whole or some of their values, from up to 1,000 users. Identifiers cannot be removed this way.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently delete a user profile and its data (a data subject request).
A repeated request may repeat the external action. Review the previous result before retrying a write.
One user's chosen attributes and events (within a date range), by identifier or insider_id.
Replace one of a user's identifiers with a new value of the same type.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Insert or update attributes and events for up to 1,000 users. The answer lists which records succeeded and which failed, and why.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Insider One. A saved workflow is not a completed provider action.
