Messaging · CONNECTION

Salesmsg + NodeHub

Send SMS and manage Salesmsg contacts, conversations, broadcasts, saved replies, keywords, tags, triggers, inboxes and numbers.

Explore 296 workflow actions for Salesmsg, including account permissions and operation limits.

118 read actions178 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.

Activate mentioned users

Write

Activate mentioned users.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Activate recurring template

Write

Activate recurring template.

Permissions and limits

Account permissions

Token scope broadcasts-recurring:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Add tag for contact

Write

Add tag for contact.

Permissions and limits

Account permissions

Token scope tags:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Add tags to contact

Write

Add tags to contact.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Add team members

Write

Add team members.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Assign conversation to user

Write

Assign conversation to user.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Assign numbers to the inbox

Write

Assign numbers to the inbox.

Permissions and limits

Account permissions

Token scope numbers:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Assign the number to the inbox

Write

Assign the number to the inbox.

Permissions and limits

Account permissions

Token scope numbers:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Attach tags to contact

Write

Attach tags to contact.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Block contact

Write

Block contact.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Broadcast test

Write

Broadcast test.

Permissions and limits

Account permissions

Token scope broadcasts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Bulk Assign conversation to users

Write

Bulk Assign conversation to users.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Bulk check contact phone numbers

Read

Bulk check contact phone numbers.

Permissions and limits

Account permissions

Token scope contacts:write

Bulk delete tags

Write

Bulk delete tags.

Permissions and limits

Account permissions

Token scope tags:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Bulk delete triggers

Write

Bulk delete triggers.

Permissions and limits

Account permissions

Token scope triggers:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Bulk mark/unmark conversations as Needs Response

Write

Bulk mark/unmark conversations as Needs Response.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Bulk opt-out to contact

Write

Bulk opt-out to contact.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Bulk to contact

Write

Bulk to contact.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Change owner

Write

Change owner.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Change status of a broadcast

Write

Change status of a broadcast.

Permissions and limits

Account permissions

Token scope broadcasts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Check if a message is blacklisted

Read

Check if a message is blacklisted.

Permissions and limits

Account permissions

Token scope messages:read

Close all failed conversations

Write

Close all failed conversations.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Close conversation

Write

Close conversation.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Close conversations for the given team/inbox

Write

Close conversations for the given team/inbox.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create a new group

Write

Create a new group.

Permissions and limits

Account permissions

A Salesmsg personal access token with the needed scopes

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create a new integration group

Write

Create a new integration group.

Permissions and limits

Account permissions

A Salesmsg personal access token with the needed scopes

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create broadcast

Write

Create broadcast.

Permissions and limits

Account permissions

Token scope broadcasts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create contact

Write

Create contact.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create contact note

Write

Create contact note.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create conversion

Write

Create conversion.

Permissions and limits

Account permissions

Token scope conversions:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create custom field

Write

Create custom field.

Permissions and limits

Account permissions

Token scope custom-fields:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create filter

Write

Create filter.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create keyword

Write

Create keyword.

Permissions and limits

Account permissions

Token scope keywords:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create or update a message signature

Write

Create or update a message signature.

Permissions and limits

Account permissions

Token scope users:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create or update website chat

Write

Create or update website chat.

Permissions and limits

Account permissions

Token scope website-chat:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create saved reply

Write

Create saved reply.

Permissions and limits

Account permissions

Token scope saved-replies:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create tag

Write

Create tag.

Permissions and limits

Account permissions

Token scope tags:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create tag for contact

Write

Create tag for contact.

Permissions and limits

Account permissions

Token scope tags:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create trigger

Write

Create trigger.

Permissions and limits

Account permissions

Token scope triggers:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Deactivate mentioned users

Write

Deactivate mentioned users.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete a draft message

Write

Delete a draft message.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete a group

Write

Delete a group.

Permissions and limits

Account permissions

A Salesmsg personal access token with the needed scopes

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete a tag

Write

Delete a tag.

Permissions and limits

Account permissions

Token scope tags:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete a voicemail greeting

Write

Delete a voicemail greeting.

Permissions and limits

Account permissions

Token scope voice:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete an existing IVR greeting

Write

Delete an existing IVR greeting.

Permissions and limits

Account permissions

Token scope voice:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete broadcast

Write

Delete broadcast.

Permissions and limits

Account permissions

Token scope broadcasts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete bulk keywords (keywords subscribe toggle)

Write

Delete bulk keywords.

Permissions and limits

Account permissions

Token scope keywords:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete bulk keywords (keywords)

Write

Delete bulk keywords.

Permissions and limits

Account permissions

Token scope keywords:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete custom field

Write

Delete custom field.

Permissions and limits

Account permissions

Token scope custom-fields:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete fallback inbox

Write

Delete fallback inbox.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete landline

Write

Delete landline.

Permissions and limits

Account permissions

Token scope numbers-landline:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete recurring template

Write

Delete recurring template.

Permissions and limits

Account permissions

Token scope broadcasts-recurring:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete scheduled message

Write

Delete scheduled message.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete selected attachments

Write

Delete selected attachments.

Permissions and limits

Account permissions

Token scope attachments:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete team

Write

Delete team.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete team group

Write

Delete team group.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete the filter

Write

Delete the filter.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete the member

Write

Delete the member.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete trigger

Write

Delete trigger.

Permissions and limits

Account permissions

Token scope triggers:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete voicemail drop audiofile

Write

Delete voicemail drop audiofile.

Permissions and limits

Account permissions

Token scope voice:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Deletes the client from an agency

Write

Deletes the client from an agency.

Permissions and limits

Account permissions

Token scope organizations-agency:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Disable phone checker

Write

Disable phone checker.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Enable phone checker

Write

Enable phone checker.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Filter contacts based on provided criteria

Read

Filter contacts based on provided criteria.

Permissions and limits

Account permissions

Token scope contacts:write

Find a conversation by contacts

Read

Find a conversation by contacts.

Permissions and limits

Account permissions

Token scope conversations:read

Finish a contact import process

Write

Finish a contact import process.

Permissions and limits

Account permissions

Token scope contact-imports:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Finish recurring template

Write

Finish recurring template.

Permissions and limits

Account permissions

Token scope broadcasts-recurring:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Forward a message to multiple contacts

Write

Forward a message to multiple contacts.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Get a call queue participant and initiate a call

Write

Get a call queue participant and initiate a call.

Permissions and limits

Account permissions

Token scope teams:read

A repeated request may repeat the external action. Review the previous result before retrying a write.

Get a draft message for a specific conversation

Read

Get a draft message for a specific conversation.

Permissions and limits

Account permissions

Token scope messages:read

Get a pair of duplicate contacts

Read

Get a pair of duplicate contacts.

Permissions and limits

Account permissions

Token scope contacts:read

Get a specific message for transcript

Read

Get a specific message for transcript.

Permissions and limits

Account permissions

Token scope messages:read

Get all attachments

Read

Get all attachments.

Permissions and limits

Account permissions

Token scope attachments:read

Get all broadcasts

Read

Get all broadcasts.

Permissions and limits

Account permissions

Token scope broadcasts:read

Get all teams (inboxes)

Read

Get all teams (inboxes).

Permissions and limits

Account permissions

Token scope teams:read

Get all triggers

Read

Get all triggers.

Permissions and limits

Account permissions

Token scope triggers:read

Get assignment settings for a team

Read

Get assignment settings for a team.

Permissions and limits

Account permissions

Token scope teams:read

Get attachments size-limits

Read

Get attachments size-limits.

Permissions and limits

Account permissions

Token scope attachments:read

Get available custom field types

Read

Get available custom field types.

Permissions and limits

Account permissions

Token scope custom-fields:read

Get broadcast

Read

Get broadcast.

Permissions and limits

Account permissions

Token scope broadcasts:read

Get Business Hours

Read

Get Business Hours.

Permissions and limits

Account permissions

Token scope users:read

Get By Contact Conversation Related Number

Read

Get By Contact Conversation Related Number.

Permissions and limits

Account permissions

Token scope conversations:write

Get calling analytics

Read

Get calling analytics.

Permissions and limits

Account permissions

Token scope analytics:read

Get clients

Read

Get clients.

Permissions and limits

Account permissions

Token scope organizations-agency:read

Get Config

Read

Get Config.

Permissions and limits

Account permissions

Token scope users:read

Get contact by id

Read

Get contact by id.

Permissions and limits

Account permissions

Token scope contacts:read

Get contact contacts import progress

Read

Get contact contacts import progress.

Permissions and limits

Account permissions

Token scope contact-imports:read

Get contact counts by tags

Read

Get contact counts by tags.

Permissions and limits

Account permissions

Token scope contacts:write

Get contact filters

Read

Get contact filters.

Permissions and limits

Account permissions

Token scope contacts:read

Get contact's custom fields

Read

Get contact's custom fields.

Permissions and limits

Account permissions

Token scope contacts:read

Get contacts broadcasts

Read

Get contacts broadcasts.

Permissions and limits

Account permissions

Token scope broadcasts:read

Get contacts by tag

Read

Get contacts by tag.

Permissions and limits

Account permissions

Token scope contacts:read

Get contacts import status

Read

Get contacts import status.

Permissions and limits

Account permissions

Token scope contact-imports:read

Get conversation by contact

Read

Get conversation by contact.

Permissions and limits

Account permissions

Token scope contacts:read

Get conversation by id

Read

Get conversation by id.

Permissions and limits

Account permissions

Token scope conversations:read

Get conversation history messages for a contact

Read

Get conversation history messages for a contact.

Permissions and limits

Account permissions

Token scope contacts:read

Get count of duplicate and unlinked contacts

Read

Get count of duplicate and unlinked contacts.

Permissions and limits

Account permissions

Token scope contacts:read

Get Current Organization

Read

Get Current Organization.

Permissions and limits

Account permissions

Token scope organizations:read

Get current user

Read

Get current user.

Permissions and limits

Account permissions

Token scope users:read

Get Current User

Read

Get Current User.

Permissions and limits

Account permissions

Token scope users:read

Get custom field

Read

Get custom field.

Permissions and limits

Account permissions

Token scope custom-fields:read

Get custom fields

Read

Get custom fields.

Permissions and limits

Account permissions

Token scope custom-fields:read

Get failed broadcasts

Read

Get failed broadcasts.

Permissions and limits

Account permissions

Token scope broadcasts:read

Get filtered contact count (contacts filters count)

Read

Get filtered contact count.

Permissions and limits

Account permissions

Token scope contacts:write

Get filtered contact count (contacts filters skipped)

Read

Get filtered contact count.

Permissions and limits

Account permissions

Token scope contacts:write

Get groups integrations teams

Read

Get groups integrations teams.

Permissions and limits

Account permissions

Token scope groups:read

Get keyword

Read

Get keyword.

Permissions and limits

Account permissions

Token scope keywords:read

Get keyword contacts

Read

Get keyword contacts.

Permissions and limits

Account permissions

Token scope keywords:read

Get landline numbers

Read

Get landline numbers.

Permissions and limits

Account permissions

Token scope numbers-landline:read

Get list conversions

Read

Get list conversions.

Permissions and limits

Account permissions

Token scope conversions:read

Get list of available conversation filters

Read

Get list of available conversation filters.

Permissions and limits

Account permissions

Token scope conversations:read

Get list of available conversation order types

Read

Get list of available conversation order types.

Permissions and limits

Account permissions

Token scope conversations:read

Get list of contact imports

Read

Get list of contact imports.

Permissions and limits

Account permissions

Token scope contact-imports:read

Get list of contacts

Read

Get list of contacts.

Permissions and limits

Account permissions

Token scope contacts:write

Get list of draft messages

Read

Get list of draft messages.

Permissions and limits

Account permissions

Token scope messages:read

Get list of duplicate contacts

Read

Get list of duplicate contacts.

Permissions and limits

Account permissions

Token scope contacts:read

Get list of organizations for a profile

Read

Get list of organizations for a profile.

Permissions and limits

Account permissions

Token scope organizations:read

Get list of unlinked contacts

Read

Get list of unlinked contacts.

Permissions and limits

Account permissions

Token scope contacts:read

Get List Of User's UI Settings

Read

Get List Of User's UI Settings.

Permissions and limits

Account permissions

Token scope users:read

Get list of voicemail drop audiofiles

Read

Get list of voicemail drop audiofiles.

Permissions and limits

Account permissions

Token scope voice:read

Get members

Read

Get members.

Permissions and limits

Account permissions

Token scope organizations:read

Get messages by contact and team

Read

Get messages by contact and team.

Permissions and limits

Account permissions

Token scope messages:read

Get messages by contacts

Read

Get messages by contacts.

Permissions and limits

Account permissions

Token scope messages:read

Get Number

Read

Get Number.

Permissions and limits

Account permissions

Token scope organizations:read

Get numbers vendors

Read

Get numbers vendors.

Permissions and limits

Account permissions

Token scope numbers:read

Get Opt-In statuses for filter

Read

Get Opt-In statuses for filter.

Permissions and limits

Account permissions

Token scope contacts:read

Get organization analytics (core organization analytics)

Read

Get organization analytics.

Permissions and limits

Account permissions

Token scope organizations:read

Get organization analytics (organization analytics)

Read

Get organization analytics.

Permissions and limits

Account permissions

Token scope organizations:read

Get organization contacts by IDs

Read

Get organization contacts by IDs.

Permissions and limits

Account permissions

Token scope contacts:write

Get organization's settings

Read

Get organization's settings.

Permissions and limits

Account permissions

Token scope organizations:read

Get paginated list of messages for a conversation

Read

Get paginated list of messages for a conversation.

Permissions and limits

Account permissions

Token scope messages:read

Get permissions

Read

Get permissions.

Permissions and limits

Account permissions

Token scope users:read

Get personal team groups

Read

Get personal team groups.

Permissions and limits

Account permissions

Token scope teams:read

Get personal teams (inboxes)

Read

Get personal teams (inboxes).

Permissions and limits

Account permissions

Token scope teams:read

Get phone check statistics

Read

Get phone check statistics.

Permissions and limits

Account permissions

Token scope contacts:write

Get profile details

Read

Get profile details.

Permissions and limits

Account permissions

Token scope users:read

Get Recently attachments

Read

Get Recently attachments.

Permissions and limits

Account permissions

Token scope attachments:read

Get round robin users and status for a team

Read

Get round robin users and status for a team.

Permissions and limits

Account permissions

Token scope teams:read

Get saved reply

Read

Get saved reply.

Permissions and limits

Account permissions

Token scope saved-replies:read

Get scheduled message

Read

Get scheduled message.

Permissions and limits

Account permissions

Token scope messages:read

Get settings

Read

Get settings.

Permissions and limits

Account permissions

Token scope users:read

Get shortcodes

Read

Get shortcodes.

Permissions and limits

Account permissions

Token scope numbers:read

Get sorted teams (inboxes)

Read

Get sorted teams (inboxes).

Permissions and limits

Account permissions

Token scope teams:read

Get tag

Read

Get tag.

Permissions and limits

Account permissions

Token scope tags:read

Get tags

Read

Get tags.

Permissions and limits

Account permissions

Token scope tags:read

Get tags paginated

Read

Get tags paginated.

Permissions and limits

Account permissions

Token scope tags:read

Get team

Read

Get team.

Permissions and limits

Account permissions

Token scope teams:read

Get team groups

Read

Get team groups.

Permissions and limits

Account permissions

Token scope teams:read

Get team members

Read

Get team members.

Permissions and limits

Account permissions

Token scope teams:read

Get team numbers

Read

Get team numbers.

Permissions and limits

Account permissions

Token scope teams:read

Get teams (inboxes)

Read

Get teams (inboxes).

Permissions and limits

Account permissions

Token scope teams:read

Get teams groups

Read

Get teams groups.

Permissions and limits

Account permissions

Token scope teams:read

Get time zones for filter

Read

Get time zones for filter.

Permissions and limits

Account permissions

Token scope contacts:read

Get trigger

Read

Get trigger.

Permissions and limits

Account permissions

Token scope triggers:read

Get trigger contacts

Read

Get trigger contacts.

Permissions and limits

Account permissions

Token scope triggers:read

Get user access requests

Read

Get user access requests.

Permissions and limits

Account permissions

Token scope users:read

Get User By Id

Read

Get User By Id.

Permissions and limits

Account permissions

Token scope users:read

Get user conversation

Read

Get user conversation.

Permissions and limits

Account permissions

Token scope messages:read

Get user saved replies

Read

Get user saved replies.

Permissions and limits

Account permissions

Token scope saved-replies:read

Get user's message signature

Read

Get user's message signature.

Permissions and limits

Account permissions

Token scope users:read

Get user's team sort preferences

Read

Get user's team sort preferences.

Permissions and limits

Account permissions

Token scope teams:read

Get User's UI Settings For The Provided Type

Read

Get User's UI Settings For The Provided Type.

Permissions and limits

Account permissions

Token scope users:read

Get users assign inbox request

Read

Get users assign inbox request.

Permissions and limits

Account permissions

Token scope users:read

Get users conversations

Read

Get users conversations.

Permissions and limits

Account permissions

Token scope conversations:read

Get website chat

Read

Get website chat.

Permissions and limits

Account permissions

Token scope website-chat:read

Import integration teams

Write

Import integration teams.

Permissions and limits

Account permissions

Token scope groups:read

A repeated request may repeat the external action. Review the previous result before retrying a write.

Inactivate recurring template

Write

Inactivate recurring template.

Permissions and limits

Account permissions

Token scope broadcasts-recurring:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Link a contact to an integration

Write

Link a contact to an integration.

Permissions and limits

Account permissions

Token scope contacts:write
Token scope integrations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

List groups

Read

List groups.

Permissions and limits

Account permissions

A Salesmsg personal access token with the needed scopes

List roles with permissions for the user's organization

Read

List roles with permissions for the user's organization.

Permissions and limits

Account permissions

Token scope users:read

Lookup a phone number

Read

Lookup a phone number.

Permissions and limits

Account permissions

Token scope numbers:read

Make contact opt-out

Write

Make contact opt-out.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Make default for current user

Write

Make default for current user.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Make default for member

Write

Make default for member.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Make favorite conversations for the given team/inbox

Write

make favorite conversations for the given team/inbox.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Make open conversations for the given team/inbox

Write

make open conversations for the given team/inbox.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Make unread conversations for the given team/inbox

Write

make unread conversations for the given team/inbox.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Manually initiate transcription for a call message

Write

Manually initiate transcription for a call message.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Map client to teams

Write

Map client to teams.

Permissions and limits

Account permissions

Token scope groups:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Mark a conversation as favorite or unfavorite

Write

Mark a conversation as favorite or unfavorite.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Mark conversation as read

Write

Mark conversation as read.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Mark conversation as unread

Write

Mark conversation as unread.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Mark or unmark an inbox as favorite

Write

Mark or unmark an inbox as favorite.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Mark specific messages as read in a conversation

Write

Mark specific messages as read in a conversation.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Mark/unmark conversation as Needs Response

Write

Mark/unmark conversation as Needs Response.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Mentioned user got it

Write

Mentioned user got it.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Move team

Write

Move team.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Mute or unmute a team for the authenticated user

Write

Mute or unmute a team for the authenticated user.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Open conversation

Write

Open conversation.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Opt-in contact

Write

Opt-in contact.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Opt-out contact

Write

Opt-out contact.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Read conversations for the given team/inbox

Write

read conversations for the given team/inbox.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Refresh integration team contacts

Write

Refresh integration team contacts.

Permissions and limits

Account permissions

Token scope groups:read

A repeated request may repeat the external action. Review the previous result before retrying a write.

Release the number

Write

Release the number.

Permissions and limits

Account permissions

Token scope numbers:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Remove bulk tags

Write

Remove bulk tags.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Remove client team mapping

Write

Remove client team mapping.

Permissions and limits

Account permissions

Token scope groups:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Remove note

Write

Remove note.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Remove tag from contact

Write

Remove tag from contact.

Permissions and limits

Account permissions

Token scope tags:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Remove team from team group

Write

Remove team from team group.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Remove team members

Write

Remove team members.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Rename recurring template

Write

Rename recurring template.

Permissions and limits

Account permissions

Token scope broadcasts-recurring:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Request review for a contact import

Write

Request review for a contact import.

Permissions and limits

Account permissions

Token scope contact-imports:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Resolve duplicate contacts

Write

Resolve duplicate contacts.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Retry transcription for a message

Write

Retry transcription for a message.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Save call settings (organization call-settings)

Write

Save call settings.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Save call settings (teams call-settings)

Write

Save call settings.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Search active conversations

Read

Search active conversations.

Permissions and limits

Account permissions

Token scope conversations:read

Search attachments

Read

Search attachments.

Permissions and limits

Account permissions

Token scope attachments:read

Search contact

Read

Search contact.

Permissions and limits

Account permissions

Token scope contacts:read

Search for unused numbers in the number pool

Read

Search for unused numbers in the number pool.

Permissions and limits

Account permissions

Token scope numbers:read

Search keywords

Read

Search keywords.

Permissions and limits

Account permissions

Token scope keywords:read

Search members in current organization

Read

Search members in current organization.

Permissions and limits

Account permissions

Token scope users:read

Search numbers

Read

Search numbers.

Permissions and limits

Account permissions

Token scope numbers:write

Search segments

Read

Search segments.

Permissions and limits

Account permissions

Token scope organizations:read

Search tags

Read

Search tags.

Permissions and limits

Account permissions

Token scope tags:read

Search team members

Read

Search team members.

Permissions and limits

Account permissions

Token scope teams:read

Search teams

Read

Search teams.

Permissions and limits

Account permissions

Token scope teams:read

Search trigger

Read

Search trigger.

Permissions and limits

Account permissions

Token scope triggers:read

Send async SMS by conversation

Write

Send async SMS by conversation.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Send async SMS by number

Write

Send async SMS by number.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Send opt-in request to conversations contact

Write

Send opt-in request to conversations contact.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Send SMS by conversation

Write

Send SMS by conversation.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Send SMS by number

Write

Send SMS by number.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Send Test Trigger

Write

Send Test Trigger.

Permissions and limits

Account permissions

Token scope triggers:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Set call forwarding

Write

Set call forwarding.

Permissions and limits

Account permissions

Token scope numbers:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Set IVR settings for a team

Write

Set IVR settings for a team.

Permissions and limits

Account permissions

Token scope voice:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Set the list of columns for Contacts table

Write

Set the list of columns for Contacts table.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Show default assignee

Read

Show default assignee.

Permissions and limits

Account permissions

Token scope teams:read

Start a contact import process

Write

Start a contact import process.

Permissions and limits

Account permissions

Token scope contact-imports:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Start a new conversation

Write

Start a new conversation.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Stop all future recurring broadcasts

Write

Stop all future recurring broadcasts.

Permissions and limits

Account permissions

Token scope broadcasts-recurring:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Submit user feedback

Write

Submit user feedback.

Permissions and limits

Account permissions

Token scope users:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Switch conversation

Write

Switch conversation.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Sync User's UI Settings.

Write

Sync User's UI Settings.

Permissions and limits

Account permissions

Token scope users:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Toggle call-settings

Write

Toggle call-settings.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Toggle favorite

Write

Toggle favorite.

Permissions and limits

Account permissions

Token scope saved-replies:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Toggle geo-match

Write

Toggle geo-match.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Toggle hubspot

Write

Toggle hubspot.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Toggle keyword

Write

Toggle keyword.

Permissions and limits

Account permissions

Token scope keywords:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Toggle team round robin

Write

Toggle team round robin.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Toggle trigger

Write

Toggle trigger.

Permissions and limits

Account permissions

Token scope triggers:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Unassign the number from the inbox

Write

Unassign the number from the inbox.

Permissions and limits

Account permissions

Token scope numbers:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Unblock contact

Write

Unblock contact.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update a group

Write

Update a group.

Permissions and limits

Account permissions

A Salesmsg personal access token with the needed scopes

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update a message

Write

Update a message.

Permissions and limits

Account permissions

Token scope messages:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update an attachment

Write

Update an attachment.

Permissions and limits

Account permissions

Token scope attachments:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update an existing IVR greeting

Write

Update an existing IVR greeting.

Permissions and limits

Account permissions

Token scope voice:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update assignment settings for a team

Write

Update assignment settings for a team.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update broadcast

Write

Update broadcast.

Permissions and limits

Account permissions

Token scope broadcasts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update broadcast fields settings

Write

Update broadcast fields settings.

Permissions and limits

Account permissions

Token scope broadcasts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update business hours

Write

Update business hours.

Permissions and limits

Account permissions

Token scope off-hours:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update contact

Write

Update contact.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update contact attribues

Write

Update contact attribues.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update contact fields

Write

Update contact fields.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update contacts custom field

Write

Update contacts custom field.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update contacts imports

Write

Update contacts imports.

Permissions and limits

Account permissions

Token scope contact-imports:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update conversation

Write

Update conversation.

Permissions and limits

Account permissions

Token scope conversations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update conversation history settings for a team

Write

Update conversation history settings for a team.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update conversation history settings for the organization

Write

Update conversation history settings for the organization.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update custom field

Write

Update custom field.

Permissions and limits

Account permissions

Token scope custom-fields:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update default assignee

Write

Update default assignee.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update email to SMS settings for multiple teams

Write

Update email to SMS settings for multiple teams.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update foolow up text

Write

Update foolow up text.

Permissions and limits

Account permissions

Token scope follow-ups:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update inbox

Write

Update inbox.

Permissions and limits

Account permissions

Token scope numbers-landline:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update keyword

Write

Update keyword.

Permissions and limits

Account permissions

Token scope keywords:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update messaging Canada-only setting for the organization

Write

Update messaging Canada-only setting for the organization.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update multiple user settings

Write

Update multiple user settings.

Permissions and limits

Account permissions

Token scope users:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update note

Write

Update note.

Permissions and limits

Account permissions

Token scope contacts:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update organization profile

Write

Update organization profile.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update organization's fallback inbox

Write

Update organization's fallback inbox.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update organization's settings

Write

Update organization's settings.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update round robin users for a team

Write

Update round robin users for a team.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update saved reply

Write

Update saved reply.

Permissions and limits

Account permissions

Token scope saved-replies:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update tag

Write

Update tag.

Permissions and limits

Account permissions

Token scope tags:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update team

Write

Update team.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update the filter

Write

Update the filter.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update the member

Write

Update the member.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update trigger

Write

Update trigger.

Permissions and limits

Account permissions

Token scope triggers:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update user assign inbox request

Write

Update user assign inbox request.

Permissions and limits

Account permissions

Token scope users:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update user feature settings

Write

Update user feature settings.

Permissions and limits

Account permissions

Token scope users:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update user profile

Write

Update user profile.

Permissions and limits

Account permissions

Token scope users:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update user's away status

Write

Update user's away status.

Permissions and limits

Account permissions

Token scope users:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update user's team

Write

Update user's team.

Permissions and limits

Account permissions

Token scope users:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update user's team sort preferences

Write

Update user's team sort preferences.

Permissions and limits

Account permissions

Token scope teams:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update users toggle record automatically

Write

Update users toggle record automatically.

Permissions and limits

Account permissions

Token scope users:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update voicemail drop name

Write

Update voicemail drop name.

Permissions and limits

Account permissions

Token scope voice:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update voicemail greeting name

Write

Update voicemail greeting name.

Permissions and limits

Account permissions

Token scope voice:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update voicemail settings

Write

Update voicemail settings.

Permissions and limits

Account permissions

Token scope voice:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update website chat status

Write

Update website chat status.

Permissions and limits

Account permissions

Token scope website-chat:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Updates an organization's double opt in setting

Write

Updates an organization's double opt in setting.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Updates organization's auto close days

Write

Updates organization's auto close days.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Updates organization's auto close setting

Write

Updates organization's auto close setting.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Updates organization's auto close unsubscribe setting

Write

Updates organization's auto close unsubscribe setting.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Updates organization's calling status

Write

Updates organization's calling status.

Permissions and limits

Account permissions

Token scope organizations:write

A repeated request may repeat the external action. Review the previous result before retrying a write.

Validate contact data

Read

Validate contact data.

Permissions and limits

Account permissions

Token scope contacts:write

Validate contact phone number

Read

Validate contact phone number.

Permissions and limits

Account permissions

Token scope contacts: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 Salesmsg. A saved workflow is not a completed provider action.

Follow the workflow quickstart

EXPLORE YOUR STACK