Manage respond.io contacts and conversations and send messages on their channels.
Explore 28 workflow actions for respond.io, including account permissions and operation limits.
12 read actions16 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 tags
Write
Add up to 10 tags to a contact.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Assign/unassign conversation
Write
Updates the assignee of a specific contact.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a comment
Write
Adds a comment to the specific contact for internal reference.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a contact
Write
Creates a new contact.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create custom field
Write
Create a new custom field
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update a contact
Write
Creates or updates a contact.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create tag
Write
Create a workspace tag.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a contact
Write
Deletes an existing contact.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete tag
Write
Delete a workspace tag.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get a contact
Read
Retrieves the information of an existing contact.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
Get a message
Read
Retrieves a message based on the message ID.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
Get a user
Read
Retrieve information about a user.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
Get custom field
Read
Get a contact custom field.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
List channels
Read
List the workspace's channels.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
List Closing Notes
Read
Get a list of all the closing notes in the workspace.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
List contact channels
Read
List the channels a contact is reachable on.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
List custom fields
Read
List contact custom fields.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
List message templates
Read
List a channel's message templates (WhatsApp and others).
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
List Messages
Read
List all messages of a specific contact.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
List the contacts
Read
List all available contacts.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
List users
Read
List the workspace's users.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
Merge two contacts
Write
Merge two contacts by their IDs
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Open/close conversation
Write
Update the conversation status to open or close.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove tags
Write
Remove tags from a contact.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a message
Write
Sends a message to a specific contact through specific channel.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a contact
Write
Updates an existing contact.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update lifecycle
Write
Move a contact to a lifecycle stage, or clear it.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer API)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update tag
Write
Rename or restyle a workspace tag.
Permissions and limits
Account permissions
A respond.io API access token (Settings, Integrations, Developer 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 respond.io. A saved workflow is not a completed provider action.