Run Trengo: tickets and messages, contacts and profiles, SMS and WhatsApp, help centers, labels, teams, users, journeys and reporting.
Explore 124 workflow actions for Trengo, including account permissions and operation limits.
41 read actions83 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 contact note
Write
Add contact note.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Agent performance reporting
Read
Report agents' performance over a period.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Assign a ticket
Write
Assign a ticket.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Attach a contact
Write
Attach a contact.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Attach a label
Write
Attach a label.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancel a run
Write
Abort a journey run.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Close a ticket
Write
Close a ticket.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a block
Write
Create a block.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a category
Write
Create a category.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a contact
Write
Create a contact.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a contact group
Write
Create a contact group.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a custom field
Write
Create a custom field.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a help center
Write
Create a help center.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a label
Write
Create a label.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a profile
Write
Create a profile.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a quick reply
Write
Create a quick reply.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a section
Write
Create a section.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a team
Write
Create a team.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a ticket
Write
Create a ticket.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a ticket result
Write
Create a ticket result.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a user
Write
Create a user.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a webhook
Write
Create a webhook.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create an article
Write
Create an article.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create board card
Write
Create board card.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create profile note
Write
Create profile note.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a block
Write
Delete a block.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a category
Write
Delete a category.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a contact
Write
Delete a contact.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a contact group
Write
Delete a contact group.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a custom field
Write
Delete a custom field.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a help center
Write
Delete a help center.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a label
Write
Delete a label.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a profile
Write
Delete a profile.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a quick reply
Write
Delete a quick reply.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a section
Write
Delete a section.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a team
Write
Delete a team.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a ticket
Write
Delete a ticket.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a ticket result
Write
Delete a ticket result.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a user
Write
Delete a user.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a webhook
Write
Delete a webhook.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete an article
Write
Delete an article.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete board card
Write
Delete board card.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact note
Write
Delete contact note.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete profile note
Write
Delete profile note.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete ticket message
Write
Delete ticket message.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach a contact
Write
Detach a contact.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach a label
Write
Detach a label.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Fetch an email message
Read
Fetch the full email data of one ticket message.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Fetch balance
Read
Fetch balance.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get a block
Read
Get a block.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get a category
Read
Get a category.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get a contact
Read
Get a contact.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get a contact group
Read
Get a contact group.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get a custom field
Read
Get a custom field.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get a help center
Read
Get a help center.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get a label
Read
Get a label.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get a team
Read
Get a team.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get a ticket result
Read
Get a ticket result.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get a user
Read
Get a user.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get a voip call
Read
Get a voip call.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get a webhook
Read
Get a webhook.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get an article
Read
Get an article.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get reporting histograms
Read
Read ticket histograms for reporting charts.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get reporting metrics
Read
Read reporting metrics like new, assigned and average times.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get ticket details report
Read
Report every ticket with its details.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get ticket message
Read
Read one message of a ticket.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Get user report
Read
List users with reporting data.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Import email message
Write
Import an email message into Trengo (60 a minute).
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Import text message
Write
Import a chat or text message into Trengo, without its attachment (60 a minute).
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Invoke a journey
Write
Invoke a journey.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
List all aggregates
Read
Count tickets per channel, team or user (ASSIGNED and NEW only).
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all articles
Read
List all articles.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all blocks
Read
List all blocks.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all categories
Read
List all categories.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all contact groups
Read
List all contact groups.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all custom fields
Read
List all custom fields.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all help centers
Read
List all help centers.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all labels
Read
List all labels.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all quick replies
Read
List all quick replies.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all teams
Read
List all teams.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all ticket results
Read
List all ticket results.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all tickets
Read
List the tickets the user can see, by status, contact, users, channels, labels and last message type.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all users
Read
List all users.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all voip calls
Read
List all voip calls.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List all webhooks
Read
List all webhooks.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List contacts
Read
List contacts.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List profiles
Read
List profiles.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List SMS messages
Read
List SMS messages.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
List ticket messages
Read
List a ticket's messages.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
Log a phone call
Write
Log a phone call from an external VoIP application.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark a ticket as favorite
Write
Mark a ticket as favorite.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark as spam
Write
Mark as spam.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Merge a ticket
Write
Merge another ticket into this one.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reopen a ticket
Write
Reopen a ticket.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a ticket message
Write
Send a ticket message.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a WhatsApp template
Write
Start a WhatsApp conversation to (new) contacts by sending a pre approved message template. See https://help.trengo.com/en/articles/296134-adding-whatsapp-templates-via-trengo for more info.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send internal chat bot message
Write
Send a message as a bot in the Team Chat.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send message
Write
Send a message or email on a channel without creating a ticket first.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send SMS message
Write
Send an SMS from an SMS channel (uses SMS credit).
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set contact custom fields
Write
Set a custom field value for a contact.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set custom data
Write
Set a custom field value for a ticket.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set profile custom fields
Write
Set a custom field value for a profile.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Store a custom channel message
Write
Store an inbound message on a custom channel.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Unmark a ticket as favorite
Write
Unmark a ticket as favorite.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Unmark as spam
Write
Unmark as spam.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Unset profile image
Write
Unset profile image.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a block
Write
Update a block.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a category
Write
Update a category.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a contact
Write
Update a contact.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a contact group
Write
Update a contact group.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a custom field
Write
Update a custom field.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a help center
Write
Update a help center.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a label
Write
Update a label.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a profile
Write
Update a profile.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a quick reply
Write
Update a quick reply.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a section
Write
Update a section.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a team
Write
Update a team.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a ticket result
Write
Update a ticket result.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a user
Write
Update a user.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a webhook
Write
Update a webhook.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update an article
Write
Update an article.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update board card
Write
Update board card.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update run variables
Write
Update an existing journey run's variables.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
A repeated request may repeat the external action. Review the previous result before retrying a write.
View a profile
Read
View a profile.
Permissions and limits
Account permissions
A Trengo personal access token (calls run with that user's access)
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 Trengo. A saved workflow is not a completed provider action.