Integration actions

Integration actions let a flow read or update another system.

API request

API request sends an HTTP request and makes the response available to later actions.

Configure:

• HTTP method and URL
• Headers for authentication and content type
• Request body for POST, PUT, or PATCH
• Response fields to save as variables
• Success and failure routes

Headers and body values can include {{variables}}. Always connect the failure route so a timeout or invalid response does not leave the customer waiting.

Update conversation

Update conversation changes the conversation's status or metafields. Values can include variables and are available to later actions and the assistant.

Use it to save details such as an order number, selected language, request type, or follow-up state.

Lookup rows

Lookup rows finds rows in a connected spreadsheet — an order list, a warranty register, a table of dealers.

First add the sheet under Settings → Integrations → Lookup sources: choose the Google account, the spreadsheet and the tab, say which row holds the column names, then pick which columns a customer has to give and which ones the assistant may show.

In the step, choose:

• Where to look — the lookup source.
• Match on — the columns to match, and the value for each. These are usually variables, such as an order number the customer typed.

Matching rows land in a variable that later actions and the assistant can use. The step has three routes: Found, Not found and Failed — connect all three.

Append row

Append row writes a new row at the end of a connected spreadsheet — a callback request, a competition entry, a stock-alert sign-up.

Choose the source, then set each column's value. Columns you leave out stay empty; write true or false for a checkbox column. Values can be variables.

The row that was written lands in a variable. The step routes to Added or Failed.

Connexease actions

When Connexease is connected, a flow can:

• Assign a conversation to a group or agent
• Let Connexease select the next available agent
• Archive or unarchive a conversation
• Update conversation text fields or tags
• Update customer details and custom fields

These actions accept variables. The referenced groups, agents, and custom fields must already exist in Connexease.

Example

Capture order number
  → Lookup rows (order number + phone)
      found     → Send message (status) → Update conversation
      not found → Send message (check the number)
      failed    → Send message (we will look into it)