What actions can I run in Responsive?

76 actions are available, including "Create a Section", "Create Bulk Users", and "Get a Content Library Attachment", 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.

Responsive Integrations

RFP and proposal response platform for content libraries, projects, and guided answers. When Responsive signals intent, alert reps or start an AI-assisted follow-up.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Watch CollectionsTriggers when a new collection is created or an existing collection is updated.
Watch Content Usage ReportsTriggers when a new content usage report is available.
Watch Cost EstimatesTriggers when a new cost estimate is created.
Watch Custom ReportsTriggers when custom reports are created or updated.
Watch Guided ProjectsTriggers when guided projects are updated or added.
Watch IntakesTriggers when a new intake is recorded.
Watch Organizational ActivitiesTriggers when there are new activities within the organization.
Watch Project ActivitiesTriggers when project activities are being watched.
Watch Project NotesTriggers when a project note is created or updated.
Watch Project Question ActivitiesTriggers when there are new activities on project questions.
Watch Project QuestionsTriggers when there are new project questions.
Watch ProjectsTriggers when new projects are created or existing ones are updated.
Watch SectionsTriggers when a section is updated or created.
Watch TagsTriggers when new tags are added or existing ones are updated.
Watch TasksTriggers when a new task is created or an existing task is updated.
Watch User Login ReportsTriggers when a new user login report is available.
Watch User ReportsTriggers when a new user report is created.
Watch UsersTriggers when a new user is created.
Create a SectionCreates a new section in a project.
Create Bulk UsersCreates bulk users in a company.
Get a Content Library AttachmentRetrieves an image that is part of an answer.
Get an IntakeRetrieves a specific intake.
Get an IntakeRetrieves a specific intake from the CRM.
Get a ProjectRetrieves the details of a project.
Get a SectionRetrieves the details of a section.
Get a UserRetrieves information about a single user.
Get Current UserGets details of the current user.
Get Library ContentRetrieves the content of a library.
Get Project DetailsRetrieves details of a specific project.
Get User RolesGets a list of user roles in a company.
List ClarificationsLists clarifications by applying various filters.
List CollectionsRetrieves all collections or searches collections by applying various filters.
List Content Usage ReportsGets content usage reports using various filters.
List Cost EstimatesRetrieves cost estimates of a project.
List Custom ReportsRetrieves a list of custom reports.
List Guided ProjectsRetrieves a list of guided projects.
List IntakesRetrieves intakes by status.
List MetadataGets the list of metadata information group-wise in a sorted manner based on the entity type.
List Organizational ActivitiesGets the list of organizational activities by applying various filters.
List Project ActivitiesGets the list of project activities.
List Project NotesGets project notes only for active projects by applying various filters.
List Project Question ActivitiesRetrieves a list of project question activities.
List Project QuestionsRetrieves details of questions in a project that match the given filters.
List ProjectsGets the list of projects applying various filters.
List SectionsLists sections based on a query from a project.
List TagsGets a list of tags in the organization settings by applying various filters.
List TasksGets the list of tasks by project ID or user ID.
List User Login ReportGets the user login report for the company.
List User ReportsGets the user report of the project by applying various filters.
List UsersRetrieves all user details in the given company.
Search Project QuestionsSearches questions across projects that match the given filters.
Add a Project CommentAdds a comment to a project.
Add a Q&A Pair to LibraryAdds a question and answer pair to the library.
Add Files to the Content LibraryAdds files or documents to the content library.
Attach a File to an IntakeUploads a support or source document to an intake.
Attach a File to a ProjectAttaches a file to a specified project.
Attach a File to a QuestionAttaches a file to a specific question.
Attach a File to a SectionAttaches a file to a specified section.
Bulk Add Q&A Pairs to LibraryAdds bulk questions and answers pairs to a library.
Create a ClarificationCreates a new clarification.
Create a CollectionCreates a new collection.
Create an IntakeCreates a new intake in a company.
Create a ProjectCreates a new project.
Create a TaskCreates a new task in a project.
Create a UserCreates or onboards a new user in a company.
Create Bulk QuestionsCreates bulk questions in a section.
Create TagsAdds tags to the organization settings.
Delete a ClarificationDeletes an existing clarification in a project.
Delete a Q&A PairDeletes a Q&A pair from the Answer library.
Delete a QuestionDeletes an existing question in a section.
Delete a SectionDeletes a specified section from the service.
Delete a UserDeletes a user in a company.
Delete ProjectsDeletes multiple projects in the service.
Delete TagsDeletes tags in the organization settings.
Download an Image File of Library ContentDownloads the file attachment associated with a company.
Download an Intake AttachmentDownloads the file attachment associated with a company.
Download a Project AttachmentDownloads the file attachment associated with a company.
Generate an AI ResponseGenerates an AI response using the Responsive ASK API.
Increment the Used CountIncrements the used count of the content.
Make an API CallPerforms an arbitrary authorized API request.
Update a ClarificationUpdates an existing clarification in a project.
Update an IntakeUpdates an intake in a company.
Update a ProjectUpdates an existing project.
Update a Q&A PairUpdates a Q&A pair in the Answer library.
Update a QuestionUpdates existing questions in a project.
Update a SectionUpdates a section in a project.
Update a UserUpdates user information.
Update a User Email AddressUpdates a user's email address.
Update a User StatusUpdates the status of a user in the system.
Update a Version of Existing Files in the Content LibraryUpdates the version of existing files or documents in the Content Library.
Update CRM Details for DissociationUpdates the CRM details in the intake process for dissociation.
Update CRM Details in a ProjectUpdates the CRM details in a project for dissociation.
Update CRM Details in a ProjectUpdates CRM details for association within a project.
Update TagsUpdates existing tags in the organization settings.

When to use Responsive

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

React to "Watch Collections" in Responsive in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Create Bulk Users" in Responsive from any upstream event — map fields once and let the automation handle the rest.
Include "Watch Cost Estimates" from Responsive in larger multi-tool workflows to move data end-to-end without hand-offs.

Use in workflow automation

Start from Responsive’s Watch Project Question Activities trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add a Project Comment 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 94 ready-made steps for sales work, and every run records what went in and what came back.

Responsive workflow on the canvas: Watch Project Question Activities then Add a Project Comment

Frequently asked questions

Common questions about automating Responsive in your workflows.

Responsive has 18 triggers, including "Watch Collections", "Watch Content Usage Reports", and "Watch Cost Estimates", and more. Use them to start workflows the moment Responsive events fire — no polling required.

Use in workflow automation

Start from Responsive’s Watch Project Question Activities trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add a Project Comment 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 94 ready-made steps for sales work, and every run records what went in and what came back.

Responsive Integrations

When to use Responsive

Use in workflow automation

Frequently asked questions

Responsive Integrations

When to use Responsive

Connect Responsive to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Responsive to any app in workflows

Connect Responsive to any app in workflows

Connect Responsive to any app in workflows

Responsive Integrations

Responsive triggers and actions

When to use Responsive

Use in workflow automation

Frequently asked questions

What triggers does Responsive support?

What actions can I run in Responsive?

Do I need to write code to automate this?

Is the integration secure?

Responsive Integrations

Responsive triggers and actions

When to use Responsive

Connect Responsive to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Responsive support?

What actions can I run in Responsive?

Do I need to write code to automate this?

Is the integration secure?

Connect Responsive to any app in workflows

Connect Responsive to any app in workflows

Connect Responsive to any app in workflows