Run GraphQL Query
PLAIN_RUN_GRAPHQL_QUERYExecute custom GraphQL queries and mutations against the Plain API to retrieve complex data, perform advanced operations, or access features not available through standard actions.
Plain
23 actions for Plain workflows.
Operations are the actions a workflow can take in Plain, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Execute custom GraphQL queries against the Plain API to retrieve or manipulate data that may not be covered by standard operations. Use this when you need fine-grained control over your data requests or want to access specific fields and relationships in a single query.
Run GraphQL Query
PLAIN_RUN_GRAPHQL_QUERYExecute custom GraphQL queries and mutations against the Plain API to retrieve complex data, perform advanced operations, or access features not available through standard actions.
Manage company records within Plain by fetching details and updating information like name, status, or custom fields. Use these operations when you need to keep company data synchronized or retrieve company context for customer interactions.
Fetch Company
PLAIN_FETCH_COMPANYRetrieves complete company profile information including name, domain, contact details, and contract value by company ID. Use this when you need to access or verify comprehensive company data for business operations.
Update Company
PLAIN_UPDATE_COMPANYCreate or update company information in Plain using either a company ID or domain name, including details like company name, domain, contract value, and account owner assignments.
Organize customers into logical groups and manage membership for segmentation and targeted workflows. These operations help you categorize customers, add or remove members, and maintain audience lists for specific campaigns or support tiers.
Add Customer To Group
PLAIN_ADD_CUSTOMER_TO_GROUPAssign a customer to one or more customer groups to organize your contacts and enable targeted communication strategies. This helps you segment your audience for personalized outreach and better relationship management.
Create Customer Group
PLAIN_CREATE_CUSTOMER_GROUPCreates a new customer group in Plain to organize and segment your customers by characteristics like pricing tier or support level. Use this to establish customer categories that help you manage support workflows and prioritize communication more effectively.
List Customer Groups
PLAIN_LIST_CUSTOMER_GROUPSRetrieve all customer groups in your account with optional filtering and pagination to organize and manage customer segments. Use this to view your customer group structure and metadata at a glance.
Remove Customer From Group
PLAIN_REMOVE_CUSTOMER_FROM_GROUPRemoves a customer from one or more customer groups in Plain, allowing you to revoke group memberships and adjust customer access levels. This helps you manage customer segmentation as their status or needs change.
Perform full lifecycle management of customer records including creation, retrieval, updates, and deletion. Reach for these operations when syncing customer data from other systems, enriching customer profiles, or removing outdated customer information.
Get Customer By Email
PLAIN_GET_CUSTOMER_BY_EMAILRetrieve a customer's profile information using their email address, allowing you to quickly access account details, contact preferences, and history without knowing their customer ID.
Upsert Customer
PLAIN_UPSERT_CUSTOMERCreates a new customer record or updates an existing one to keep your customer information current and synchronized across your business systems.
Delete Customer
PLAIN_DELETE_CUSTOMERRemoves a customer record from your system permanently using their customer ID. Use this when you need to eliminate outdated, duplicate, or unwanted customer entries to keep your customer database clean and accurate.
Get Customer By ID
PLAIN_GET_CUSTOMER_BY_IDRetrieve complete customer information and details by looking up their unique ID in your system. This lets you quickly access a customer's profile, contact information, and account history whenever you need it.
Get Customers
PLAIN_GET_CUSTOMERSRetrieve a list of your customers with options to filter, sort, and paginate through the results to find specific customer information.
Retrieve issue records to access problem reports, bug tracking data, or support tickets stored in Plain. Use this operation when you need to pull issue details for reporting, escalation, or integration with external systems.
Fetch Issues
PLAIN_FETCH_ISSUESRetrieves all issue tracker links (from Jira, Linear, GitHub, etc.) connected to a customer's support threads, giving you a complete view of external issues tied to customer conversations.
Send messages to customers or team members directly from your workflow. Use this operation to trigger notifications, alerts, or communications as part of automated customer support or engagement processes.
Send Message
PLAIN_SEND_MESSAGESends a new message within an existing conversation thread to communicate with team members or clients. This helps you maintain organized communication by keeping related messages grouped together.
Manage conversation threads where customer interactions are organized and tracked. These operations let you create new conversations, update existing ones, list all threads, and retrieve specific thread details for context in automation workflows.
Create Thread
PLAIN_CREATE_THREADStart a new conversation thread with a customer to organize and track communications in one place. This helps you keep all related messages together for better context and follow-up.
List Threads
PLAIN_QUERY_THREADSRetrieve a paginated list of threads, with optional filtering by status, to manage and organize your communication history.
Get Thread By ID
PLAIN_GET_THREAD_BY_IDRetrieves detailed information about a specific conversation thread, including customer details, current status, priority level, labels, and who it's assigned to. Use this to access all relevant context about a customer interaction in one request.
List Threads (Deprecated)
PLAIN_LIST_THREADSRetrieves a list of all support conversations (threads) from Plain, including their ID, status, and priority information. Use this to get an overview of customer support activity and manage conversations across your support queue.
Update Thread
PLAIN_UPDATE_THREADRename or update a thread's title to keep your conversations organized and easier to find. This helps you maintain clear communication channels as your discussion topics evolve or when you need to reflect the current status or focus of a conversation.
Access tier definitions that categorize customers or services by level or plan. Use these operations to retrieve tier information for conditional logic in workflows or to understand customer segmentation rules.
Fetch Tier
PLAIN_FETCH_TIERRetrieves detailed information about a specific tier using its ID, allowing you to access tier metadata and settings whenever you need to reference or validate tier details.
List Tiers
PLAIN_LIST_TIERSRetrieve a paginated list of available tiers to see your pricing options and tier details. Use this when you need to browse or inventory all tiers in your system.
Manage user accounts and team member records in Plain by fetching user details or removing inactive users. Use these operations to keep your team roster synchronized or retrieve user information for audit and access control purposes.
Delete User
PLAIN_DELETE_USERRemove a user account from your system permanently by their ID. Use this when you need to deactivate team members, clients, or contacts who no longer need access.
Get User By ID
PLAIN_GET_USER_BY_IDRetrieve detailed information about a team member in your workspace, including their name, email, status, and avatar. This is useful for accessing specific team member data to manage your workspace or integrate with other tools.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.