Find, create, update and delete Personyze visitors, manage audiences, read visitor events, sync products and record product interactions.
Explore 13 workflow actions for Personyze, including account permissions and operation limits.
4 read actions9 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 visitor to audience
Write
Add a visitor (by user_id, your internal ID or email) to an audience.
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create audience
Write
A new audience; names are not unique. The answer is its id.
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update product
Write
Add a product, or update it when its internal_id already exists; the answer is its id.
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create visitor
Write
A new visitor profile; the answer is its user_id.
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete product
Write
Permanently delete a product by its internal ID; the answer is the rows affected.
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete visitors
Write
Permanently delete the visitors matching a filter; the answer is the rows affected.
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Find visitors
Read
Visitors matching a filter on an indexed column, like internal_id=42 or last_session_time>1730000000.
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
Get visitor events
Read
A visitor's tracked events, newest first.
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
List audience members
Read
The visitors in an audience.
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
List audiences
Read
The account's audiences (user lists).
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
Record product interaction
Write
Log that a visitor viewed, carted, favorited, purchased or received a product, for recommendations and targeting.
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove visitor from audience
Write
Remove a visitor from an audience; the answer is the rows affected.
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update visitors
Write
Change columns on the visitors matching a filter; the answer is the rows affected.
Permissions and limits
Account permissions
A Personyze API key (Settings, Integrations, API)
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 Personyze. A saved workflow is not a completed provider action.