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Make Actions

Send Message

Sends a text or media message to an existing conversation.

FieldRequiredNotes
ConversationYesPick from the dropdown or map a Conversation ID
Message TypeYestext, image, video, document, audio
TextConditionalRequired when type is text
Media URLConditionalPublic URL; required for media types
CaptionNoShown below image, video, or document
FilenameNoDisplay name for document files

Send Template Message

Sends an approved WhatsApp template. The Template field loads your approved templates dynamically.

FieldRequiredNotes
ConversationYes
TemplateYesLoaded from your workspace
VariablesNoOrdered list of placeholder values, e.g. John, Order #42

Create Contact

FieldRequiredNotes
Phone NumberYesInclude the country code, e.g. +1234567890
NameNo
EmailNo
TagsNoList of tags

Update Contact

FieldRequiredNotes
ContactYesPick from the dropdown or map a Contact ID
NameNo
EmailNo
TagsNoReplaces the contact’s existing tags

Start or Find Conversation

Finds an existing open conversation with a contact, or creates a new one.

FieldRequired
ContactYes

Close Conversation / Reopen Conversation

FieldRequired
ConversationYes

Searches

Search Contacts

Finds contacts by phone number, name, or email.

FieldRequiredNotes
SearchYesPhone (with country code), name, or email
LimitNoDefaults to 10

Get Messages

Returns messages in a conversation, newest first.

FieldRequiredNotes
ConversationYes
LimitNoDefaults to 50