Messaging · CONNECTIONSend and manage WhatsApp, SMS, Telegram, Messenger, Instagram and email conversations with SendSeven.
Explore 233 workflow actions for SendSeven, 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.
Add a contact to a list (static or newsletter).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a reaction (emoji) to a message.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a segment filter to a campaign Required Scopes: campaigns:update
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a tag to a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a tag to a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a template from Meta's Template Library to the customer's WABA.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Assign a conversation to a user Required Scopes: conversations:update Cross-agent rules (when allowmessagingotheragentsconversations is False): - Self-assign ("Assign to me"): Always allowed for any.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Block a contact across all channels.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Bulk close multiple conversations without triggering ticket summarization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Bulk delete multiple contacts and all their related data.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancel a scheduled, sending or paused campaign Recipients that were not sent yet are not sent (for a campaign sent in batches this includes everyone waiting for a later batch).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancel a scheduled campaign and move it back to draft.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancel a scheduled send (soft-cancel , sets status to canceled).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Check for existing conversations without creating one.
Check whether one number can receive RCS from this agent.
Close a conversation and create a ticket Required Scopes: conversations:update Cross-agent rules (when allowmessagingotheragentsconversations is False): - Only ADMIN/OWNER can close a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Confirm a contact merge suggestion: merge the visitor contact into the matched contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Count contacts matching a saved dynamic list's conditions.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Fetch a public URL server-side and store it as an attachment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new campaign With scheduledat the campaign is created as scheduled and must pass the same checks as POST /campaigns/{id}/schedule: a large WhatsApp campaign on a number that is still.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new canned response.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a new contact method to a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a note on a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new conversation Required Scopes: conversations:create
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new custom field definition.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create an internal note on a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new list (static, dynamic, or newsletter).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a note on a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a scheduled rule.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a scheduled send.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new tag.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new WhatsApp message template Required Scopes: channels:admin Submits a new template to Meta for approval.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Start an async transcript export (PDF or ZIP) for a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Return the tenant's current seven.io subaccount balance.
Delete an attachment Permanently removes the attachments row and its stored blob.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a campaign (draft or scheduled only).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a single recipient from a messenger/newsletter campaign.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a canned response.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Archive (soft-delete) a channel.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a contact and all related data.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a contact's profile picture.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a contact method.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a contact's PIN Error: 404 pinnotset.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete (deactivate) a custom field definition.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a list.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Soft-delete a scheduled rule (sets status to archived and clears nextevaluationat).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a tag.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a WhatsApp message template Required Scopes: channels:admin Deletes the template from both Meta and local database.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Release the WhatsApp business username held by this channel's number.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Dismiss a contact merge suggestion and keep both contacts separate.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Email the conversation transcript to the contact (or any address).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Estimate campaign cost and check balance before sending Required Scopes: campaigns:read (the contact details in sharedwhatsappnumbers.groups additionally need contacts:read; without it groups is [].
Estimate the tenant's retail per-segment SMS price.
Count contacts matching inline segment conditions.
Preview contacts that match segment conditions.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Execute a previously previewed contact bulk action (202 Accepted).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Return the full SMS pricelist as a per-country table.
Get performance metrics by agent Required Scopes: analytics:read Returns: - List of {userid, conversationcount, messagecount}
Get attachment metadata Args: attachmentid: ID of the attachment Returns: Attachment metadata including download URL 🔐 Required Scopes: messages:read
Get available contact fields for variable mapping Required Scopes: channels:read Returns list of contact fields that can be mapped to template placeholders.
Get billing-aligned analytics summary.
Poll one contact bulk action run (status + audit detail).
Get a canned response by its shortcut.
Get a specific campaign failurereason explains a failed campaign (e.g.
Get aggregate link performance for a Reach (messenger) campaign.
Get campaign performance analytics.
Send plan: speed, batches and estimated duration Read-only estimate for the campaign's audience at its saved send speed and batch size, or at the values given as query parameters (to preview a.
Get campaign statistics (sent, delivered, failed, etc.) Required Scopes: campaigns:read
Batch opt-out counts for the messenger campaigns INDEX page.
List recipients who opted out attributed to THIS messenger campaign.
Get a specific canned response by ID.
Get a specific channel Required Scopes: channels:read
Get the feature capabilities matrix for a specific channel.
Can THIS channel receive comments?
Get the supported file formats and size limits for a specific channel.
Get health status of all channel integrations.
Get per-channel media specifications for campaign attachments.
Fetch channel profile from platform API (WhatsApp or Telegram).
Get available channel types.
Get WhatsApp Coexistence sync status for a channel.
Can these channels receive comments?
Get a specific contact with custom fields and tags.
Get list of channels available to reach a contact.
Get all custom field values for a contact.
List the contact's external CRM / integration deep-links.
Get all link click activity for a specific contact.
Get all list memberships/subscriptions for a contact.
Get a contact's PIN status (never the PIN itself) Returns {isset, locked, lockeduntil, escalated, setat}.
Get all subscriptions for a specific contact 🔐 Required Scopes: contacts:read
Get a specific conversation Required Scopes: conversations:read
Get the contact context an AI agent sees for this conversation Returns assurance, the active contact-token grant (or null), fields (key, name, value, source, verified), methods (type, value,.
List email senders the caller may use for replying to this conversation.
Get conversation statistics Required Scopes: analytics:read Returns: - Conversations by status (open/assigned/resolved/closed) - Conversations by assignment (assigned/unassigned) - newconversations:.
Get Click-to-WhatsApp (CTWA) "Conversations from Ads" breakdown.
Get a specific custom field definition.
Get dashboard overview metrics Required Scopes: analytics:read Returns: - Total messages (inbound/outbound) - Total conversations (open/closed) - Total contacts - Active channels - RCS monthly.
Get link tracking performance summary for the dashboard widget.
Get a specific list by ID.
Get all contacts in a list.
Get signup options (deep links + QR codes) for a newsletter list.
Get subscribers for a list with optional filtering by channel and status 🔐 Required Scopes: contacts:read
Per-list opt-in / opt-out event drill-down (paginated, newest first).
Batch opt-in / opt-out / net-change counts for every list in the window.
Get a specific message by ID.
Get message counts grouped by channel type Required Scopes: analytics:read Returns: - List of {channeltype, messagecount}
Get message counts over time Required Scopes: analytics:read Returns: - List of {date, messagecount}
Get available personalization variables for campaign messages.
Summarize a contact's previous conversations + advertise the merge target.
Get resolution time metrics (time from conversation start to close) Required Scopes: analytics:read Returns: - Average resolution time in hours - Total closed conversations - Per-channel breakdown
Get response time metrics Required Scopes: analytics:read Returns: - Response rate percentage - Average response time - Conversations with/without response
Fetch a single scheduled rule.
Fetch a single scheduled send.
Get subscriber overview with counts by status, channel type, and list.
Get subscriber growth trends over time.
Get subscription statistics for a list broken down by channel 🔐 Required Scopes: contacts:read
List channels available for switching from this conversation.
Get a specific tag by ID.
Get a specific WhatsApp template by ID Required Scopes: channels:read
Get response time and resolution time metrics over time for charting Required Scopes: analytics:read Returns: - Timeline with daily averages (responseminutes, resolutionhours) - Per-channel.
Poll the status of an async transcript export job.
Get trending AI tags from recently closed conversations.
Unified notes feed: notes, internal notes from the timeline and closing notes in one list, newest first.
Get WhatsApp Business Account status including billing/payment info.
Whether an OUTBOUND WhatsApp call can be placed on this conversation now, plus the call-permission window expiry (Feature 34 backend half).
Get detailed information about a specific WhatsApp Flow Returns the flow's screens (with input fields, the raw data declaration as dataschema, and whether the screen is terminal), the entry screen,.
Get a WhatsApp channel's persisted sending limit (messaging tier).
Get the WhatsApp business username claimed by this channel's phone number.
Get WhatsApp messaging window status for a conversation WhatsApp Business API restricts sending free-form messages outside a window after the last customer message.
Import a flow built in Meta's Flow Builder (read-only, JSON-only).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Initiate a new outbound conversation with a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
List this tenant's contact bulk action runs, newest first (audit history).
Per-batch delivery counts of a campaign sent in batches One item per batch: {batchnumber, total, pending, sent, delivered, read, failed, skipped}, oldest batch first.
List a campaign's recipients (messenger/newsletter) with delivery status.
List all campaigns for the tenant Required Scopes: campaigns:read
List canned responses visible to the current user.
Get unique categories for canned responses.
List all active (non-archived) channels for the tenant.
Keyset-paginated, newest-first list of ALL media exchanged with a contact across every one of their conversations.
Keyset-paginated stream of a contact's messages on a SINGLE channel, drawn from PRIOR conversations only.
Unified timeline of conversations, flow runs, flow-sent messages, scheduled sends, all messages, and AI ticket summaries for a single contact.
List all contact methods for a contact.
Get all notes for a contact.
List contacts with pagination, search, server-side sorting, custom-field and list-subscription filtering.
List pending contact merge suggestions for a conversation's contact.
Get all notes for a conversation.
List all conversations for the tenant with pagination.
List all custom field definitions for the tenant.
List groups of contacts sharing the same identifier (potential duplicates).
List published posts for a Facebook Page (Messenger) channel.
List flow runs for a specific contact.
List media (posts, reels, carousels) for an Instagram channel.
List all lists for the tenant with pagination.
List messages for a conversation, or tenant-wide by status/direction.
List numbers offered by seven.io for the given country.
Which channel types support read receipts and typing indicators.
List scheduled rules for the current tenant.
List scheduled sends for the current tenant.
List scheduled sends for a specific contact.
List the ScheduledSends produced by this rule.
List all tags for the tenant with pagination.
Browse Meta's pre-approved WhatsApp Template Library.
List WhatsApp message templates for the tenant Required Scopes: channels:read Returns all synced WhatsApp templates, optionally filtered by channel or status.
List every SMS sender configured for the tenant.
List available WhatsApp Flows for a channel Retrieves the flows of the channel's WhatsApp Business Account from Meta.
Send a read receipt for an inbound message.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Manually merge one or more contacts into the contact at {contactid}.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Merge a source conversation into this one and reopen it.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Open an existing conversation or create a new one.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Partial update a contact customfields (optional) MERGES typed custom field values, keyed by custom field definition ID (preferred) or field key: only the given fields are touched, null / "" / [].
A repeated request may repeat the external action. Review the previous result before retrying a write.
Pause a sending campaign Also allowed while a split-sending campaign waits for its next daily batch (throttled with throttlereason = "dailybatchlimit").
A repeated request may repeat the external action. Review the previous result before retrying a write.
Pause a scheduled rule.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Preview a contact bulk action (mass edit) , no changes are made.
Preview what merging contacts would do to running flows.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Preview contacts that would be included in a segment (for UI testing) limit (default 10) is capped at 100; a larger value is a 422.
Preview a template with variable substitution Required Scopes: channels:read Returns the template with placeholders replaced using either: - Contact data (if contactid provided) - Override values.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Register an alphanumeric sender id for outbound campaigns.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete / release an SMS sender.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a contact from a list.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Bulk-remove all failed recipients from a messenger/newsletter campaign.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a reaction from a message.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a tag from a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a tag from a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reopen a closed conversation Required Scopes: conversations:update
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reset a PIN lockout (temporary or escalated) Clears the lock, the failed-attempt counter and the 24-hour lockout history.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Resume a paused or failed campaign For split-sending campaigns the remaining recipients are re-planned from now: today's batch is sent, later batches continue on the following days.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Resume a paused rule.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retry a single failed recipient of a messenger/newsletter campaign.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retry failed recipients of a campaign Resets FAILED recipients back to pending and re-queues them for sending.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Revoke all contact tokens of a contact Use it on logout or when a user's access changes.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Schedule a campaign for future sending.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a campaign immediately Required Scopes: campaigns:send Optional body {"acknowledgewarmupwarning": true} (no body = false).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a carousel (multi-card) message via WhatsApp or Messenger.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send one or more contact cards via WhatsApp.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send an interactive message with buttons or list menu.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a new message.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send the next batch of a campaign sent in batches Only for a campaign that finished a batch: status = "paused" with throttlereason = "batchcomplete", or one that ended as completed / failed while.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a sticker via WhatsApp.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a template message to a contact Required Scopes: messages:create Sends the specified WhatsApp template to the contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a WhatsApp Flow message (free-form, inside the 24-hour window) The recipient is resolved from conversationid (preferred), contactid or recipient (phone number).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set (or clear) the workspace's SMS low-balance warning threshold.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Claim or change the WhatsApp business username for this channel's number.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Show (or clear) a typing indicator to the contact in a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Snooze (postpone) a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Subscribe a contact to a list via a specific channel 🔐 Required Scopes: contacts:update
A repeated request may repeat the external action. Review the previous result before retrying a write.
Suggest canonical variablemapping keys for a list of placeholder names.
Generate channel switch deeplinks for a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sync templates from WhatsApp Business API Required Scopes: channels:admin Fetches all message templates from WhatsApp Business API and syncs them to the local database.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Turn off all automation on this conversation (full human handover).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Unblock a contact across all channels.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Clear a conversation's snooze (return it to the Open tab).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Opt a messenger/newsletter recipient's contact out of this campaign's lists.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Unsubscribe a contact from a list 🔐 Required Scopes: contacts:update
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a campaign sendsplitconfig (WhatsApp only) sets split sending; explicit null clears it.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a canned response.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update channel profile on platform API.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a contact customfields (optional) MERGES typed custom field values, keyed by custom field definition ID (preferred) or field key: only the given fields are touched, null / "" / [] clears one.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a contact method (value, displayname, isprimary, verified).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a conversation Required Scopes: conversations:update
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a custom field definition.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a list.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a scheduled rule.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a scheduled send.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a tag.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update local-only fields on a WhatsApp template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update variable mapping for a template Required Scopes: channels:update Maps WhatsApp template placeholders ({{1}}, {{2}}, etc.) to contact fields for automatic personalization when sending messages.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Save the default data for one screen of a WhatsApp Flow.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upload a file as an attachment and get its ID to send in a message (the extension, the bytes against the claimed type and the size are checked; Required Scopes: messages:create). The internal storage path and the download and public links are left out.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upload a new profile photo for a WhatsApp channel to Meta (JPEG or PNG, square, 192x192 to 640x640, 5 MB at most; Required Scopes: channels:update). The new picture link is left out.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upload a contact's profile picture (downscaled to 256px); it stays until removed and is never overwritten by the channel's own picture. Required Scopes: contacts:update
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upload an image (JPEG or PNG, 5 MB), video (MP4 or 3GPP, 16 MB) or document (PDF) to Meta for a WhatsApp template header; the handle goes in template creation and media_url can be the default header media. Required Scopes: channels:admin
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 SendSeven. A saved workflow is not a completed provider action.
