What actions can I run in RichPanel?

24 actions are available, including "Get a Channel", "Get a Conversation", and "Get a Conversation", 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.

RichPanel Integrations

E-commerce help desk for customer conversations, orders, and support automation. Wire RichPanel into AI-assisted support flows — triage in, resolution out.

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Watch ChannelsTriggers when there is a change in a channel.
Watch TagsTriggers when tag changes occur.
Watch TeamsTriggers when there are changes to a team.
Watch UsersTriggers when there are changes to a user.
Get a ChannelRetrieves a single channel.
Get a ConversationRetrieves a conversation using its conversation number.
Get a ConversationRetrieves a single conversation.
Get a Customer by ContactRetrieves a customer using an email or phone number.
Get an OrderRetrieves an order.
Get an Order by ConversationRetrieves an order linked to a conversation.
Get a UserRetrieves a single user.
List ChannelsRetrieves all channels.
List Conversations by Customer ContactRetrieves conversations using a customer’s email or phone number.
List TagsRetrieves all tags.
List TeamsRetrieves all teams.
List UsersRetrieves all users.
Add Tags to a ConversationAdds tags to a conversation in the service.
Attach an Order to a ConversationLinks an order to a conversation in the system.
Create a Conversation (Email Variant)Creates a new conversation using the email variant.
Create a Conversation (Phone Variant)Creates a new conversation using the phone variant.
Create a TagCreates a new tag.
Create or Update a CustomerCreates a new customer or updates an existing customer.
Create or Update an OrderCreates a new order or updates an existing order.
Create or Update a SubscriptionCreates a new subscription or updates an existing subscription.
Make an API CallPerforms an arbitrary authorized API call.
Remove Tags from a ConversationRemoves tags from a conversation.
Update a ConversationUpdates an existing conversation.
Upload a FileUploads a file to a specific location or service.

When to use RichPanel

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

React to "Watch Channels" in RichPanel in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get a Conversation" as an automated action in RichPanel so records stay consistent whenever something changes elsewhere in your stack.
Include "Watch Teams" from RichPanel in larger multi-tool workflows to move data end-to-end without hand-offs.

Use in workflow automation

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

Add Add Tags to a Conversation 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 28 ready-made steps for support work, and every run records what went in and what came back.

RichPanel workflow on the canvas: Watch Tags then Add Tags to a Conversation

Frequently asked questions

Common questions about automating RichPanel in your workflows.

RichPanel has 4 triggers, including "Watch Channels", "Watch Tags", and "Watch Teams", and more. Use them to start workflows the moment RichPanel events fire — no polling required.

Use in workflow automation

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

Add Add Tags to a Conversation 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 28 ready-made steps for support work, and every run records what went in and what came back.

RichPanel Integrations

When to use RichPanel

Use in workflow automation

Frequently asked questions

RichPanel Integrations

When to use RichPanel

Connect RichPanel to any app in workflows

Use in workflow automation

Frequently asked questions

Connect RichPanel to any app in workflows

Connect RichPanel to any app in workflows

Connect RichPanel to any app in workflows

RichPanel Integrations

RichPanel triggers and actions

When to use RichPanel

Use in workflow automation

Frequently asked questions

What triggers does RichPanel support?

What actions can I run in RichPanel?

Do I need to write code to automate this?

Is the integration secure?

RichPanel Integrations

RichPanel triggers and actions

When to use RichPanel

Connect RichPanel to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does RichPanel support?

What actions can I run in RichPanel?

Do I need to write code to automate this?

Is the integration secure?

Connect RichPanel to any app in workflows

Connect RichPanel to any app in workflows

Connect RichPanel to any app in workflows