Manage Whatsplaid WhatsApp contacts, tags and custom fields, send text replies, read conversations and messages, request human handoffs, pause a conversation's AI agent, work tickets, and look up products and orders.
Explore 23 workflow actions for Whatsplaid, including account permissions and operation limits.
15 read actions8 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add tags
Write
Add tags
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Close a ticket
Write
Close an open human-service ticket. Whatsplaid then turns the conversation's AI agent back on if it was paused (the account's own automation); no message is sent to the customer.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update contact
Write
Creates or updates a person in the Whatsplaid lightweight CRM.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get contact
Read
Get contact
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
Get conversation AI agent state
Read
Returns whether the AI agent is active for this conversation.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
Get order by ID or number
Read
Get order by ID or number
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
Get product by identifier
Read
Get product by identifier
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
Get ticket details
Read
Get ticket details
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
Inspect ecommerce configuration
Read
Inspect the configured e-commerce data source and its declared capabilities, without a live provider request.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
List conversations initiated by contacts
Read
Requires phone or datefrom to avoid broad exports.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
List CRM contacts
Read
Lists people managed by the Whatsplaid lightweight CRM, including captured leads, imported contacts, and existing customers identified through tags or custom fields.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
List human-service tickets
Read
List human-service tickets
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
List messages from a conversation
Read
Returns functional inbound messages and replies for a conversation already initiated by the contact.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
Pause conversation AI agent
Write
Pause the AI agent for one conversation, so only people answer it.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove tags
Write
Remove tags
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Request human handoff
Write
Ask for a human to take over a contact's conversation, using the company's handoff settings.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Return active modules
Read
Return active modules
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
Return effective account capabilities
Read
Returns the operations that are effectively available after applying account status, plan entitlement, enabled modules, feature configuration, and connected integrations.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
Return store data
Read
Returns company identification, connected ecommerce provider, and active modules.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
Search orders through the configured data source
Read
Searches orders through either a native integration or a Custom Data Connector configured for the company.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
Search products through the configured data source
Read
Searches products through either a native integration, such as Nuvemshop, Wix, or Shopify, or a Custom Data Connector configured for the company.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
Send text message
Write
Send a text message to a contact inside the WhatsApp 24 hour customer service window.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update custom fields
Write
Set custom field values on a contact.
Permissions and limits
Account permissions
A Whatsplaid API token with the modules the calls use (contacts, tickets, e-commerce data source)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Whatsplaid. A saved workflow is not a completed provider action.
Support ยท CONNECTION
