All integrationsHelp Desk
Plain
Run your Plain support desk from workflows: open, label, assign, snooze, close and reply to threads, keep customers and accounts in step with your own systems, add notes and set account tiers.
- actions
- 20
- triggers
- 2
Triggers
Start a workflow when something happens in Plain.
- New threadRuns when a support thread is opened in Plain, from any channel, with its customer, priority and labels. Threads already there when the workflow is turned on don't start it.
- Thread status changedRuns when a thread is marked done, snoozed or moved back to to do, with its new status. Check 'status' to act on one of them.
Actions
Steps a workflow can run in Plain.
- List customersList customers by name, optionally only those changed since a time. Gets one page; to see more, run it again with the next page it gives.
- Get customerFind one customer by email address, Plain id or your own external id. Fails if there is none.
- Create or update customerAdd a customer, or update the one with this email address: their name, short name and your own id for them. Plain does not email them.
- Delete customerDelete a customer for good, with their threads and notes.
- List threadsList support threads, filtered by status, priority, customer, label or assignee. Gets one page; to see more, run it again with the next page it gives.
- Get threadGet one thread with its status, priority, customer, assignee, labels, account and tier.
- Create threadOpen a support thread for a customer, with a title, priority, labels and assignee. The customer is not messaged; use 'Reply to thread' to write to them.
- Update threadRename a thread, change its priority or assign it to a teammate. Empty fields are left as they are.
- Change thread statusMark a thread done or to do, or snooze it until a time. Any new message moves it back to to do.
- Reply to threadSend the customer a reply on the thread's own channel (email, chat, Slack or Teams), as the connected machine user. The customer receives it.
- Delete threadDelete a thread for good, with its messages and notes.
- List labelsList the labels threads can be given in your workspace, with their ids and the group each is in.
- Add labels to threadPut one or more labels on a thread.
- Remove labels from threadTake one or more labels off a thread. Labels the thread doesn't have are skipped.
- Add noteAdd an internal note to a customer, or to one of their threads. Only your team sees it.
- List accountsList the accounts (companies) your customers belong to, by name, optionally only those in one tier. Gets one page; to see more, run it again with the next page it gives.
- Create or update accountAdd an account (a company you support), or update the one with this id of yours: its name and link.
- Delete accountDelete an account. Its customers and threads stay, without it.
- List tiersList your support tiers, which set the SLAs and default priority of the threads of the accounts in them.
- Set account tierPut an account in a support tier, in place of any tier it was in.
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