Requirements
RichPanel requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]
Get your RichPanel credentials
- Richpanel - API KeypasswordRequired
Generate your API key from the account dashboard: https://app.richpanel.com/api-settings.
[1]
Connect RichPanel in WEXTL
- Log in to your WEXTL account, add the RichPanel node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your RichPanel account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
RichPanel node modules
The list below is a reference of every RichPanel node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Browse every RichPanel node module below — each one opens to show its input parameters, outputs, and connection requirements.
Watch ChannelsTrigger
| Field | Type |
|---|---|
| Channel ID | text |
| Created at | date |
| Updated at | date |
| Business brand name | text |
| Type | text |
Watch TagsTrigger
| Field | Type |
|---|---|
| Tag ID | text |
| Updated at | date |
| Organization ID | text |
| Created at | date |
| Description | text |
| Name | text |
Watch TeamsTrigger
| Field | Type |
|---|---|
| Updated at | date |
| Created at | date |
| Team ID | text |
| Name | text |
| Organization ID | text |
Watch UsersTrigger
| Field | Type |
|---|---|
| User ID | text |
| Name | text |
| Created at | date |
| Updated at | date |
Get a ChannelAction
Get a ConversationAction
| Field | Type |
|---|---|
Conversation IDRequired | text |
| Include Visitor Profile | boolean |
| Field | Type |
|---|---|
| Conversation ID | text |
| Created at | date |
| First closed at | date |
| First response time | date |
| First response duration | number |
| Resolution duration | number |
| Updated at | date |
| Assignee ID | text |
| Organization ID | text |
| Priority | text |
| Recipient | text |
| Status | text |
| Subject | text |
| Via | object |
| Comments | array |
| URL | url |
| Tags | array |
Get a ConversationAction
| Field | Type |
|---|---|
Conversation NumberRequired | number |
| Include Visitor Profile | boolean |
| Field | Type |
|---|---|
| Ticket | object |
| Conversation ID | text |
| Created at | date |
| First closed at | date |
| First response time | date |
| First response duration | number |
| Resolution duration | number |
| Updated at | date |
| Assignee ID | text |
| Organization ID | text |
| Priority | text |
Get a Customer by ContactSearch
| Field | Type |
|---|---|
Search ByRequired | choice |
Email or PhoneRequired | text |
| Field | Type |
|---|---|
| Customer ID | text |
| First name | text |
| Last name | text |
| text | |
| text | |
| text | |
| text | |
| text | |
| Googleplus | text |
| Tumblr | text |
| Billing email | |
| Platform | text |
| Os name | text |
| Device type | text |
| Shipping email | |
| Shipping phone | text |
| Browser name | text |
| Aov | number |
| Ltv | number |
Get a UserAction
Get an OrderAction
| Field | Type |
|---|---|
App Client IDRequired | secret |
Order IDRequired | text |
| Field | Type |
|---|---|
| Order ID | text |
| Created at | date |
| Updated at | date |
| Status | text |
| Amount | number |
| Discount amount | number |
| Shipping amount | number |
| Tax amount | number |
| Payment status | text |
| Order name | text |
| Items | array |
| Fulfilment | array |
| Billing address | object |
| Address | text |
| City | text |
| Country | text |
| Phone | text |
| Post code | text |
| Region | text |
| Shipping address | object |
| Address | text |
| City | text |
| Country | text |
| Phone | text |
| Post code | text |
| Region | text |
Get an Order by ConversationAction
List ChannelsSearch
List Conversations by Customer ContactSearch
List TagsSearch
List TeamsSearch
List UsersSearch
Add Tags to a ConversationAction
| Field | Type |
|---|---|
Conversation IDRequired | text |
TagsRequired | choice |
| Field | Type |
|---|---|
| Conversation ID | text |
| Created at | date |
| Updated at | date |
| Assignee ID | text |
| Organization ID | text |
| Priority | text |
| Recipient | text |
| Status | text |
| Subject | text |
| Via | object |
| Channel | text |
| Source | object |
| Comments | text |
| URL | url |
| Satisfaction rating | object |
| Tags | array |
| Scenario name | text |
| Scenario name | text |
| Scenario ID | text |
| Scenario ID | text |
| Custom fields | object |
| Conversation no | number |
Attach an Order to a ConversationAction
Create a Conversation (Email Variant)Action
| Field | Type |
|---|---|
StatusRequired | choice |
SubjectRequired | text |
| Priority | choice |
CommentRequired | object |
Sender TypeRequired | choice |
Message BodyRequired | text |
Customer ProfileRequired | object |
First NameRequired | text |
Last NameRequired | text |
ViaRequired | object |
ChannelRequired | choice |
SourceRequired | object |
| Field | Type |
|---|---|
| Conversation ID | text |
| Created at | date |
| Updated at | date |
| Assignee ID | text |
| Organization ID | text |
| Priority | text |
| Recipient | text |
| Status | text |
| Subject | text |
| Via | object |
| Comments | array |
| URL | url |
| Tags | array |
Create a Conversation (Phone Variant)Action
| Field | Type |
|---|---|
StatusRequired | choice |
SubjectRequired | text |
| Priority | choice |
CommentRequired | object |
Sender TypeRequired | choice |
Message BodyRequired | text |
Customer ProfileRequired | object |
First NameRequired | text |
Last NameRequired | text |
ViaRequired | object |
ChannelRequired | choice |
SourceRequired | object |
| Field | Type |
|---|---|
| Conversation ID | text |
| Created at | date |
| Updated at | date |
| Assignee ID | text |
| Organization ID | text |
| Priority | text |
| Recipient | text |
| Status | text |
| Subject | text |
| Via | object |
| Comments | array |
| URL | url |
| Tags | array |
Create a TagAction
Create or Update a CustomerAction
| Field | Type |
|---|---|
| Customer UID | text |
App Client IDRequired | text |
| Full Name | text |
| Phone | text |
| City | text |
| State | text |
| Country | text |
| Billing Email | |
| Billing Phone | text |
| Billing Address Line 1 | text |
| Billing Address Line 2 | text |
| Billing City | text |
| Billing State | text |
| Billing Country | text |
| Billing Postcode | text |
| Shipping Email | |
| Shipping Phone | text |
| Shipping Address Line 1 | text |
| Shipping Address Line 2 | text |
| Field | Type |
|---|---|
| Message | text |
| Customer | object |
| ID | text |
| Uid | text |
Create or Update a SubscriptionAction
| Field | Type |
|---|---|
App Client IDRequired | secret |
SubscriptionsRequired | array |
| Subscription | object |
Create or Update an OrderAction
| Field | Type |
|---|---|
App Client IDRequired | text |
OrdersRequired | array |
Make an API Calluniversal
Remove Tags from a ConversationAction
| Field | Type |
|---|---|
Conversation IDRequired | text |
TagsRequired | array |
Update a ConversationAction
| Field | Type |
|---|---|
Conversation IDRequired | text |
| Status | choice |
| Priority | choice |
| Subject | text |
| Add Message or Note | object |
SenderRequired | choice |
MessageRequired | text |
| Visible to Customer | boolean |
| Tags | array |
| Assign to Agent | text |
| Field | Type |
|---|---|
| Conversation ID | text |
| Created at | date |
| Updated at | date |
| Assignee ID | text |
| Organization ID | text |
| Priority | text |
| Recipient | text |
| Status | text |
| Subject | text |
| Via | object |
| Comments | array |
| URL | url |
| Tags | array |
Upload a FileAction
| Field | Type |
|---|---|
FileRequired | text |
Templates
Look for RichPanel templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Chatwoot[2]Open-source customer engagement platform for shared inboxes, live chat, and support workflows.
- DeskproAI-powered help desk for tickets, knowledge base, and customer support workflows.
- BoldDeskCustomer support help desk platform for managing tickets, live chat, contacts, and approval workflows.
- ChatlingAI customer-service agent for chatbot contacts and conversations.
- CapacityAI-powered support automation platform that deflects tickets by answering questions, routing requests, and managing knowledge across teams.
References
- WEXTL® RichPanel Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for RichPanel.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12