Select RichPanel in workflow
Pick RichPanel app in the workflow builder [4] - just one click to select the app.
Triggers can detect changes in RichPanel and run actions that can create, search or modify data inside RichPanel automatically [3] — exactly how you set them.
3 simple steps to make your RichPanel connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
Pick RichPanel app in the workflow builder [4] - just one click to select the app.
When prompted, authorize access to RichPanel in WEXTL once. RichPanel credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your RichPanel account. Approve?
Build your workflow with RichPanel yourself or with WEXTL® AI Builder. Connect RichPanel to any available integrations [5], or use HTTP node to go beyond them.
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever RichPanel app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that RichPanel supports.
The following table illustrates what fields RichPanel integration require during authorization flow inside our workflow builder [4].
Demonstration of RichPanel connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Richpanel - API KeyRequired | password | Generate your API key from the account dashboard: https://app.richpanel.com/api-settings. |
Enter a name of the other app you want to sync with RichPanel below. Click on selected app to explore integration options with RichPanel. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Select Watch Tags trigger from RichPanel - this will be a starting point in your automation. Whenever event happens in RichPanel, workflow will start [7] from Watch Tags node.
Search for Add Tags to a Conversation, connect it as the next step of integration sequence. You can use filters between Watch Tags and Add Tags to a Conversation, so only important data pass from Watch Tags to the next step. WEXTL gives you full control over the process of RichPanel automation. All parts of workflow are visible on the canvas [4].
RichPanel on WEXTL has 28 modules for crafting support automations. Explore RichPanel documentation for more.

Video slide demonstrates how Watch Tags and Add Tags to a Conversation [6] nodes are used in RichPanel workflow.
Common questions about automating RichPanel in your workflows.
List of sources used to gather information about the RichPanel integration.