Search, copy, update and trash Lucid documents, draw Mermaid diagrams, reply to comments, share with collaborators, and manage folders, users and teams.
Explore 32 workflow actions for Lucidchart, including account permissions and operation limits.
20 read actions12 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.
Copy document
Write
Copy a document under a new title, optionally into a folder.
Permissions and limits
Account permissions
A Lucid API key with the DocumentEdit grant
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create folder
Write
Create a folder, or a team folder.
Permissions and limits
Account permissions
A Lucid API key with the FolderEdit grant
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Mermaid diagram
Write
Draw a diagram in a document from Mermaid markup, as Lucid shapes or SVG.
Permissions and limits
Account permissions
A Lucid API key with the DocumentEdit grant
A repeated request may repeat the external action. Review the previous result before retrying a write.
Find users by email
Read
Find users on the account by email address.
Permissions and limits
Account permissions
A Lucid API key with the AccountReadonly grant
Get account
Read
Read the account's ID and name.
Permissions and limits
Account permissions
A Lucid API key with the AccountReadonly grant
Get document
Read
Read a document's title, links, pages, owner, tags and status.
Permissions and limits
Account permissions
A Lucid API key with the DocumentReadonly grant
Get document collaborator
Read
Read a user's role on a document.
Permissions and limits
Account permissions
A Lucid API key with the DocumentReadonly grant
Get document contents
Read
Read a Lucidchart or Lucidspark document's pages, shapes, lines, groups and data.
Permissions and limits
Account permissions
A Lucid API key with the DocumentReadonly grant
Get folder
Read
Read a folder.
Permissions and limits
Account permissions
A Lucid API key with the FolderReadonly grant
Get Mermaid diagram
Read
Read a Mermaid diagram's markup.
Permissions and limits
Account permissions
A Lucid API key with the DocumentReadonly grant
Get profile
Read
Read the key owner's profile.
Permissions and limits
Account permissions
A Lucid API key with the User grant
Get team
Read
Read a team.
Permissions and limits
Account permissions
A Lucid API key with the TeamsReadonly grant
Get user
Read
Read a user on the account.
Permissions and limits
Account permissions
A Lucid API key with the AccountReadonly grant
List comment threads
Read
List a document's comment threads.
Permissions and limits
Account permissions
A Lucid API key with the DocumentReadonly grant
List document collaborators
Read
List the users who collaborate on a document and their roles.
Permissions and limits
Account permissions
A Lucid API key with the DocumentReadonly grant
List folder contents
Read
List the folders and documents in a folder.
Permissions and limits
Account permissions
A Lucid API key with the FolderReadonly grant
List Mermaid diagrams
Read
List the Mermaid diagrams in a document.
Permissions and limits
Account permissions
A Lucid API key with the DocumentReadonly grant
List My Documents
Read
List the folders and documents in your root folder.
Permissions and limits
Account permissions
A Lucid API key with the FolderReadonly grant
List team users
Read
List a team's users.
Permissions and limits
Account permissions
A Lucid API key with the TeamsReadonly grant
List teams
Read
List the teams you can see, or only those you belong to.
Permissions and limits
Account permissions
A Lucid API key with the TeamsReadonly grant
List thread comments
Read
List the comments in a thread.
Permissions and limits
Account permissions
A Lucid API key with the DocumentReadonly grant
List users
Read
List the users on the account.
Permissions and limits
Account permissions
A Lucid API key with the AccountAdmin grant
Post thread comment
Write
Reply in a comment thread.
Permissions and limits
Account permissions
A Lucid API key with the DocumentEdit grant
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove document collaborator
Write
Remove a user's collaborator access to a document.
Permissions and limits
Account permissions
A Lucid API key with the DocumentEdit grant
A repeated request may repeat the external action. Review the previous result before retrying a write.
Restore folder
Write
Move a trashed folder and its contents back.
Permissions and limits
Account permissions
A Lucid API key with the FolderEdit grant
A repeated request may repeat the external action. Review the previous result before retrying a write.
Search documents
Read
Search documents you can read by keywords, product, dates, owners, status or ID.
Permissions and limits
Account permissions
A Lucid API key with the DocumentReadonly grant
Set document collaborator
Write
Give a user a role on a document, or change it.
Permissions and limits
Account permissions
A Lucid API key with the DocumentEdit grant
A repeated request may repeat the external action. Review the previous result before retrying a write.
Trash document
Write
Move a document to the trash.
Permissions and limits
Account permissions
A Lucid API key with the DocumentEdit grant
A repeated request may repeat the external action. Review the previous result before retrying a write.
Trash folder
Write
Move a folder and everything in it to the trash.
Permissions and limits
Account permissions
A Lucid API key with the FolderEdit grant
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update document
Write
Rename a document, move it to a folder, or replace its tags or classification.
Permissions and limits
Account permissions
A Lucid API key with the DocumentEdit grant
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update folder
Write
Rename a folder or move it into another folder.
Permissions and limits
Account permissions
A Lucid API key with the FolderEdit grant
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Mermaid diagram
Write
Replace a Mermaid diagram's markup.
Permissions and limits
Account permissions
A Lucid API key with the DocumentEdit grant
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 Lucidchart. A saved workflow is not a completed provider action.