What actions can I run in Gladly?

41 actions are available, including "Get a Conversation", "Get an Agent", and "Get an Agent Call Recorder", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Gladly Integrations

Customer service platform for conversations, tasks, customers, and agent workflows. Route Gladly tickets and replies into CRM, chat, and escalation workflows.

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Watch Business HoursTriggers when new business hours are set.
Watch EventsTriggers when a subscribed Gladly event occurs.
Get a ConversationRetrieves details for a conversation.
Get an AgentRetrieves details for an agent.
Get an Agent Call RecorderRetrieves call recorder settings for an agent.
Get an ItemRetrieves a specific conversation item.
Get a NoteRetrieves a conversation note.
Get a TaskRetrieves details for a task.
Get a Task CommentRetrieves a specific task comment.
Get a Voice TranscriptRetrieves a voice transcript for a conversation item.
Get Business HoursRetrieves details for business hours.
Get MediaRetrieves media associated with a conversation item.
List AgentsRetrieves a list of all agents.
List AudiencesRetrieves a list of all audiences.
List Business HoursRetrieves a list of business hours.
List Conversations for a CustomerRetrieves conversations for a customer.
List Items in a ConversationRetrieves all items in a conversation.
List Task CommentsRetrieves all comments for a task.
List TasksRetrieves a list of all tasks.
Add a NoteAdds a note to a conversation.
Add a Task CommentAdds a comment to a task.
Add or Remove a Freeform TopicAdds or removes a freeform topic from a conversation.
Add Topics to a ConversationAdds topics to a conversation.
Create an ItemCreates a new conversation item.
Create an Item for a CustomerCreates a conversation item for a customer.
Create a TaskCreates a new task.
Create a Task for a CustomerCreates a task for a customer.
Create Business HoursCreates a new set of business hours.
Delete an ItemDeletes a conversation item.
Delete an ItemDeletes a conversation item for a customer.
Delete a TopicRemoves a topic from a conversation.
Delete Business HoursDeletes the business hours entry from the service.
Generate a ReportGenerates a report based on specified parameters and criteria.
Generate a Work Session ReportGenerates a work session report.
Make an API CallPerforms an arbitrary authorized API request.
Redact a Conversation ItemRedacts sensitive content from a conversation item.
Reply to a MessageReplies to a conversation message.
Send an EmailSends an email message.
Send an SMSSends an SMS message.
Update a Call Recorder for an AgentUpdates call recorder settings for an agent.
Update a ConversationUpdates an existing conversation.
Update a TaskUpdates an existing task.
Update Business HoursUpdates an existing set of business hours.

When to use Gladly

Common scenarios where Gladly automation saves time and reduces manual work.

Use Gladly's "Watch Business Hours" trigger to react the instant an event occurs and push data into connected tools.
Run "Get an Agent" in Gladly from any upstream event — map fields once and let the automation handle the rest.
Include "Get a Conversation" from Gladly in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Gladly to WEXTL®

Field	Type	Help
SubdomainRequired	text	Enter your organization subdomain. For example, if your URL is `https://acme.gladly.com`, enter `acme`. This is the unique identifier found at the start of your URL.
Agent EmailRequired	text	Enter the email address used to log into your account. Note that this account must be assigned the `API User` permission by an administrator in Settings → Users to successfully authenticate.
API TokenRequired	password	Enter your API token. To generate a token, click on your Profile Icon in the bottom left, select Settings, and navigate to API Tokens. Click Create Token to generate a new key. Ensure you copy it immediately as it will not be shown again.

Use in workflow automation

Start from Gladly’s Watch Business Hours trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete Business Hours as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 43 ready-made steps for support work, and every run records what went in and what came back.

Gladly workflow on the canvas: Watch Business Hours then Delete Business Hours

Frequently asked questions

Common questions about automating Gladly in your workflows.

Gladly has 2 triggers, including "Watch Business Hours" and "Watch Events". Use them to start workflows the moment Gladly events fire — no polling required.

Field

Type

Help

SubdomainRequired

text

Enter your organization subdomain. For example, if your URL is https://acme.gladly.com, enter acme. This is the unique identifier found at the start of your URL.

Agent EmailRequired

text

Enter the email address used to log into your account. Note that this account must be assigned the API User permission by an administrator in Settings → Users to successfully authenticate.

API TokenRequired

password

Enter your API token. To generate a token, click on your Profile Icon in the bottom left, select Settings, and navigate to API Tokens. Click Create Token to generate a new key. Ensure you copy it immediately as it will not be shown again.

Use in workflow automation

Start from Gladly’s Watch Business Hours trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete Business Hours as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 43 ready-made steps for support work, and every run records what went in and what came back.

Gladly Integrations

When to use Gladly

How to connect

Use in workflow automation

Frequently asked questions

Gladly Integrations

When to use Gladly

How to connect

Connect Gladly to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Gladly to any app in workflows

Connect Gladly to any app in workflows

Connect Gladly to any app in workflows

Gladly Integrations

Gladly triggers and actions

When to use Gladly

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Gladly support?

What actions can I run in Gladly?

Do I need to write code to automate this?

Is the integration secure?

Gladly Integrations

Gladly triggers and actions

When to use Gladly

How to connect

Connect Gladly to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Gladly support?

What actions can I run in Gladly?

Do I need to write code to automate this?

Is the integration secure?

Connect Gladly to any app in workflows

Connect Gladly to any app in workflows

Connect Gladly to any app in workflows