Textline

The Textline modules allow you to monitor, create, update, send, retrieve, list, and delete the announcements, agents, conversations, and customers in your Textline account.

Getting Started with Textline

Prerequisites

A Textline account - you can create a Textline account at textline.com/.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Textline to Integromat

To connect your Textline account to Integromat you need to obtain an access token from your Textline account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your Textline account.

2. Click Settings > Tools & Integrations > Developer API.

3. Copy the Access Token to your clipboard.

4. Go to Integromat and open the Textline module's Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the Access Token field, enter the token copied in step 4, and click Continue.

The connection has been established.

Customers

See the Setting Up Textline Webhooks to add the webhooks in your Textline account.

Watch Customers

Triggers when a customer has been created or updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Textline account.

Search Customers

Searches for customers or lists them all.

Connection	Establish a connection to your Textline account.
Search	Enter (map) a keyword or phrase to search the customers that match the specified criteria.
Limit	Set the maximum number of customers Integromat will return during one execution cycle.

Get a Customer

Retrieves a customer.

Connection	Establish a connection to your Textline account.
Customer UUID	Select or map the Customer UUID whose details you want to retrieve.

Create a Customer

Creates a new customer.

Connection	Establish a connection to your Textline account.
Phone Number	Select or map the phone number of the customer. For example, (222) 222-2222.
Email	Enter (map) the email address of the customer.
Name	Enter (map) the customer name.
Notes	Enter (map) the additional information about the customer.
Tags	Add the tags for the customer.
Custom Fields	Add the custom fields and their values. For example, address. Note: To update the custom field for a customer, you must first get the custom field's UUID and use that to replace field_uuid.

Update a Customer

Updates a customer.

Connection	Establish a connection to your Textline account.
Customer UUID	Select or map the Customer UUID whose details you want to update. For example, (222) 222-2222.
Email	Enter (map) the email address of the customer.
Name	Enter (map) the customer name.
Notes	Enter (map) the additional information about the customer.
Tags	Add the tags for the customer.
Archived	Select whether the customer is archived.
Custom Fields	Add the custom fields and their values. For example, address. Note: To update the custom field for a customer, you must first get the custom field's UUID and use that to replace field_uuid.

Import a Message as a Customer

Imports a post into your account as if the customer sent an SMS to your account.

Connection	Establish a connection to your Textline account.
Phone Number	Select or map the phone number of the contact whose conversation message you want to retrieve. For example, (222) 222-2222
Body	Enter (map) the message text.
Group UUID	Select or map the Group UUID to which the contact belongs.

Agents

See the Setting Up Textline Webhooks to add the webhooks in your Textline account.

Watch Agent Status

Triggers when an agent's status has been changed.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Textline account.

Search Agents

Searches for agents or lists them all.

Connection	Establish a connection to your Textline account.
Agent UUID	Select or map the Agent UUID whose details you want to list.
Email	Enter (map) the email address to list the agents that match the specified email address.
Limit	Set the maximum number of agents Integromat should return during one execution cycle.

Update Agent Status

Updates an agent's status.

Connection	Establish a connection to your Textline account.
Agent UUID	Select or map the Agent UUID whose status you want to update.
Available	Select the checkbox to make the agent status to available.

Conversations

See the Setting Up Textline Webhooks to add the webhooks in your Textline account.

Watch Customer Posts

Triggers when a message from a customer has been received.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Textline account.

Watch Outbound Messages

Triggers when an outbound message has been sent.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Textline account.

Watch Conversation Status

Triggers when a conversation status has been changed.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Textline account.

Watch Whisper

Triggers when a whisper from an agent has been received.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your Textline account.

Message a Phone Number

Sends an outbound message to a phone number.

Connection	Establish a connection to your Textline account.
Phone Number	Enter (map) the phone number to which you want to send the message.
Body	Enter (map) the message text you want to send.
Resolve	Select the checkbox to resolve the message text after sending the message.
Group UUID	Select or map the Group UUID of the department from which you want to retrieve conversations. If you are not using a department UUID then the message will go out on your first department.
Attachments	Add the URL addresses of the attachments which you want to attach to the message.

Message a Conversation

Sends an outbound message to a conversation.

Connection	Establish a connection to your Textline account.
Conversation UUID	Select or map the Conversation UUID you want to message.
Body	Enter (map) the message text you want to send.
Resolve	Select the checkbox to resolve the message text after sending the message.
Attachments	Add the URL addresses of the attachments which you want to attach to the message.

Surveys

Send a Survey

Sends a new survey.

Connection	Establish a connection to your Textline account.
Survey UUID	Select or map the Survey UUID you want to send.
Selection Type	Select or map the option to send the survey: Phone Numbers Saved Searches Tags
Tags	Add the survey tags separated by a comma.
Phone Numbers	Add the phone number of the contacts to whom you want to send the survey.
Saved Search UUID	Enter (map) the saved Search UUID to whom you want to send the survey.

Announcements

Send an Announcement

Sends an announcement to a group of contacts.

Connection	Establish a connection to your Textline account.
Selection Type	Select or map the option to send the announcement: Phone Numbers Saved Searches Tags
Tags	Add the tags of the contact separated by a comma to send the announcement that matches the specified tag.
Phone Numbers	Add the phone number of the contacts to whom you want to send the announcement.
Group UUID	Select or map the Group UUID to whose contact you want to send the announcement.
Comment Body	Enter (map) the announcement text.
Title	Enter (map) a title for the announcement.
Resolve on Send	A true/false value to set whether the conversation opened after an announcement is sent should be resolved. This does not affect conversations open before the announcement is sent.
Assignment Target UUID	Enter (map) the UUID of the agent that should be assigned any conversations created (and opened) as a result of the announcement.
Reply Window Value	Enter (map) time in seconds after which any message sent in by the contact should be considered a reply to the announcement.
Reply Assignment Target UUID	Select or map the UUID of the agent that should be assigned any conversations opened as a result of a contact replying to the announcement.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Textline account.
URL	Enter a path relative to `https://application.textline.com/api` For example: `/organizations.json` For the list of available endpoints, refer to the Textline API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.