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RichPanel Integration

E-commerce help desk for customer conversations, orders, and support automation. Bring RichPanel into AI assisted support workflows for faster triage and follow up. Start from Watch Channels and let Get a Channel or Get a Conversation handle the next step automatically.
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Supported triggers and actions for RichPanel integration

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.

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    Watch ChannelsTriggers when there is a change in a channel.
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    Watch TagsTriggers when tag changes occur.
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    Watch TeamsTriggers when there are changes to a team.
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    Watch UsersTriggers when there are changes to a user.
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    Get a ChannelRetrieves a single channel.
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    Get a ConversationRetrieves a single conversation.
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    Get a ConversationRetrieves a conversation using its conversation number.
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    Get a Customer by ContactRetrieves a customer using an email or phone number.
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    Get a UserRetrieves a single user.
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    Get an OrderRetrieves an order.
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    Get an Order by ConversationRetrieves an order linked to a conversation.
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    List ChannelsRetrieves all channels.
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    List Conversations by Customer ContactRetrieves conversations using a customer’s email or phone number.
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    List TagsRetrieves all tags.
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    List TeamsRetrieves all teams.
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    List UsersRetrieves all users.
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    Add Tags to a ConversationAdds tags to a conversation in the service.
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    Attach an Order to a ConversationLinks an order to a conversation in the system.
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    Create a Conversation (Email Variant)Creates a new conversation using the email variant.
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    Create a Conversation (Phone Variant)Creates a new conversation using the phone variant.

How to integrate RichPanel in automation workflow?

3 simple steps to make your RichPanel connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How RichPanel connects and integrates with WEXTL

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].

FieldTypeHelp
Richpanel - API KeyRequired
password

Generate your API key from the account dashboard: https://app.richpanel.com/api-settings.

Connect RichPanel to popular apps on WEXTL

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.

Example automation with RichPanel integration

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 nodes are used in RichPanel workflow.

Video slide demonstrates how Watch Tags and Add Tags to a Conversation [6] nodes are used in RichPanel workflow.

Frequently asked questions

Common questions about automating RichPanel in your workflows.

Try RichPanel on WEXTL®

Claim your 3-day trial to build RichPanel integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the RichPanel integration.

  1. RichPanel integration source code, module specs and credentials implementation.
  2. Internal RichPanel integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official RichPanel vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® RichPanel App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation