UCal
  • Welcome
  • 🚀Getting Started
    • Quick Start
      • What is IS-Messenger?
      • Setting Up an Account
      • Connecting Channels
      • Inviting Your Teammates
      • Getting Contacts to Message You
      • Automated Welcome and Away Messages
      • Responding to Messages
      • Glossary of Terms
    • Connecting a Channel
    • Invite your teammates
    • Getting Contacts to Message You
    • Automated Welcome and Away Messages
    • Responding to messages
    • Glossary of Terms
    • Creating a Chatbot
  • ⚙️Workspace Modules
    • Dashboard
    • Inbox
      • Inbox Overview
      • Assignment and closing a conversations
      • Custom Inboxes
      • Interacting with Respond AI Prompts
      • Using AI Assist
    • Contacts
      • Contact Details
      • Contacts Overview
      • Merge Suggestions
      • Contact Activity
      • Contact Channels
      • Contact Import
      • Segments
    • Broadcast
      • Broadcast Overview
      • Managing Broadcasts
    • Workflow
      • Triggers
      • Workflow Step
        • Step: Send a Message
        • Step: Ask a Question
        • Step: Assign To
        • Step: Branch
        • Step: Update Contact Tag
        • Step: Update Contact Field
        • Step: Open Conversation
        • Step: Close Conversation
        • Step: Add Comment
        • Step: Jump To
        • Step: Wait
        • Step: Date & Time
        • Step: HTTP Request
        • Step: Trigger Another Workflow
        • Step: Add Google Sheets Row
        • Step: AI Agent
      • Workflow Templates
    • Reports
      • Reports: Conversations
      • Reports: Responses
      • Reports: Resolutions
      • Reports: Messages
      • Reports: Contacts
      • Reports: Assignments
      • Reports: Leaderboard
      • Reports: Users
      • Reports: Broadcasts
  • ⚙️Workspace Setting
    • Managing a Workspace
    • General
    • Users
      • Access Levels
    • Teams
    • Channels
      • Chat Menus
    • Contact Fields
    • Growth Widgets
      • Website Chat Widget Quick Start
      • Website Chat Widget Overview
      • Workspace Settings: Growth Widgets
      • Install Website Chat Widget on Squarespace
      • Install Website Chat Widget on Joomla
      • Install Website Chat Widget on Wix
      • Install Website Chat Widget on Shopify
      • Install Website Chat Widget on WordPress
      • How to Track Conversation Source from Multiple Websites
    • Respond AI
    • Integrations
      • Dialogflow
        • Dialogflow: Connecting to Dialogflow
        • Dialogflow: Creating a Chatbot
        • Dialogflow : Managing Intents
        • Dialogflow: Parameters
        • Dialogflow: Events
        • Dialogflow: Response Templates
        • Dialogflow: Custom Payloads
        • Dialogflow: Fulfillment Webhook Request
      • E-Commerce & CRM Integrations
        • E-Commerce Integration: Shopify
        • E-Commerce Integration: BigCommerce
        • E-Commerce Integration: WooCommerce
        • E-Commerce Integration: Magento
        • CRM Integration: HubSpot
        • CRM Integration: Salesforce
        • CRM Integration: Pipedrive
        • CRM Integration: ActiveCampaign
      • Zapier
      • Developer API
      • Webhooks
      • Make (formerly Integromat)
    • Closing Notes
    • Snippets
    • Files
    • Data Export
    • Data Import
  • ⚙️User Account
  • Profile
  • User Activity Status
  • Notifications
  • Resetting your Passwords
  • 👨‍👧‍👦CONTACT AND MESSAGES
    • Dynamic Variables
      • Dynamic Variables Overview
      • How to Use Dynamic Variables
    • Contact Search and Custom Inbox
    • Conversations
  • ⚙️MESSAGING CHANNELS
    • Channel Overview
    • Facebook Messenger
      • Facebook Messenger Quick Start
      • Facebook Chat Plugin
      • Private Replies
      • Message Tag
    • Instagram
      • Instagram Overview
      • Instagram Quick Start
    • WhatsApp
      • WhatsApp Business API Quick Start
      • Getting Ready for Inbound Conversations
      • Getting Ready for Promotional Messaging
      • WhatsApp Official Business Account (Green Tick)
      • Grow your WhatsApp Audience by Maximizing Entry Points
      • Get WhatsApp API Account for Government Agencies
      • Meta Business Verification
      • WhatsApp Message Templates
      • WhatsApp Pricing
      • WhatsApp Business Platform (API) Channel Configuration
      • WhatsApp Messaging Limits
      • Meta Product Catalog
      • Change Your WhatsApp Business Display Name
      • Phone Number Migration to IS-Messenger WhatsApp Business API
      • Turn-off WhatsApp Number Two-Step Verification
      • WhatsApp Cloud API
        • Migrating from On-Premises API to Cloud API
        • Migrating from Cloud API to On-Premises API
        • Set up the WhatsApp Echo Bot
        • Load Testing on Cloud API
        • Experiments
        • Webhooks Setup
      • 360Dialog WhatsApp
      • Twillio WhatsApp
      • MessageBird WhatsApp
      • Vonage WhatsApp
      • Phone Number Migration to WhatsApp Cloud API
    • Website Chat Widget
      • Install on WordPress
      • Install on Shopify
      • Install on Wix
      • Install on Squarespace
      • Install Website Chat Widget on Joomla
    • LINE
      • LINE Overview
      • LINE Quick Start
    • Telegram
      • Telegram Overview
      • Telegram Quick Start
    • Viber
      • Viber Overview
      • Viber Quick Start
    • SMS Overview
      • Twilio SMS Quick Start
        • Importing Contacts to Twilio SMS
      • MessageBird SMS Quick Start
      • Vonage SMS Quick Start
    • Twitter Overview
      • Twitter Quick Start
    • WeChat
      • WeChat Overview
      • WeChat Quick Start
    • Google Business Message
    • Email
      • Google Workspace Quick Start
      • Other Email
    • Custom Channel
      • Custom Channel Overview
      • Custom Channel Quick Start
  • New Release Update
  • Support Use Cases
    • How to Identify Contacts by Email and Phone NumberI
    • How to Enrich Customer Data from a CRM or other Business Software
    • How to Route Customers to the Right Team Automatically
    • How to Auto-Assign Customers to a Team or Dedicated Agent
    • How to Send Outbound Support Messages
    • Support: Closing Conversations
    • How to Supervise Your Support Agents
    • How to Analyze Reports for Support
    • How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
  • Handling Inbound Conversations
    • Managing Spam
    • Create Automated Welcome and Away Messages
    • Get Contacts’ Consent for Personal Data Collection
    • Create Automated Chat Menus
    • Collect Contacts’ Emails and Phone Numbers
    • Route Contacts by Shifts
    • Route Contacts by Team Functions
    • Route New & Returning Contacts
    • Route VIP Contacts
    • Assignment Strategy: Automatic Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
  • Capture Conversations
    • How to Streamline Meeting Scheduling via CTC Ads
    • How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
    • How to Track Conversation Source from Multiple Websites
    • How to Route Contacts from CTC Ads to Agents
  • Automate Conversations
    • How to Maximize Customer Service Potential with AI Agent
    • How to Automate Contact Information Collection with AI
    • How to Route Contacts to Preferred AI Agent
    • How to Automatically Qualify Contacts Based on Budget Using AI Agent
    • How to Route Contacts by their Preferred Language
    • How to Create Automated Chat Menus
    • Assignment Strategy: How to Automate Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
    • How to Create Automated Welcome and Away Messages
    • How to Block Contacts and Manage Spam
    • How to Route New and Returning Contacts
    • How to Collect Contacts’ Emails and Phone Numbers
    • How to Route New and Returning Contacts
    • How to Route Contacts by Team Functions
    • How to Route Contacts by Shifts
    • How to Get Contacts’ Consent for Personal Data Collection
    • How to Route VIP Contacts
  • How to Promptly Transfer Conversation Between Agents
  • How to Guide Customers from Exploration to Purchase with Engaging Menus
  • How to Optimize Customer Onboarding with Automated & Customized Welcome Messages
  • Converse with Customers
    • How to Get a Complete View of the Customers
    • How to Simplify Customer Escalation with Automation
    • How to Transfer Contacts to the Next Shift Automatically
    • How to Optimize Agents’ Productivity in the Messages Module
    • How to Align AI Conversations with Your Brand Voice
    • How to Draft Customer Replies with AI
    • How to Convert Image to Text Using AI
    • How Automate Calculations Using AI
  • Broadcasts Use Cases
    • How to Sending a Simple Broadcast
    • How to Start a Workflow Based on Broadcast Response
    • How to Import to Broadcast via WhatsApp
    • How to Troubleshoot a Failed Broadcast
  • Sales Use Cases
    • How to Collect Leads' Email and Phone Number
    • How to Enrich Contact Data and Qualify Leads
    • How to Route Leads
    • How to Auto-Assign Leads to Sales Agents
    • How to Send Outbound Sales Messages
    • How to Track Productivity by Closing Conversations
    • How to Supervise Sales Agents
    • How to Analyze Reports for Sales
  • Accessing Help Menu
Powered by GitBook
On this page
  • Configuration
  • HTTP Request Method
  • Example
  • Save Response Status as Variable
  • How it works
  • Potential Failure
  • Best Practices
  • Suggested Use Cases
  1. Workspace Modules
  2. Workflow
  3. Workflow Step

Step: HTTP Request

PreviousStep: Date & TimeNextStep: Trigger Another Workflow

Last updated 1 year ago

This step allows HTTP Requests to be sent and their responses saved as variables

This step is available for Enterprise Plan only

Configuration

There are two key configurations in the HTTP Request step: HTTP request method and URL.

HTTP Request Method

Refers to the specific method needed for the request to run. Select the applicable request method from the dropdown list.

URL

In the URL field, enter the URL endpoint of the external API to retrieve data. To include Variables, use the "$" prefix to support the interpolation of static text and Variables.

Please note that both IS-Messenger and white label domains are blacklisted. Sending an API call to these domains is not allowed, as it could cause looping issues.

Body

To ensure correct decoding by the request recipient, expand the Body section and include a body along with the Content-Type Header.

Headers

In the Header section, you can add headers to the HTTP request in pairs. The key represents the header name, and the value represents the header value. You can use Variables as headers by adding the prefix "$". However, remember that only up to 10 headers are allowed.

Response Mapping

For JSON API responses with key-value pairs, you can save specific response elements as Variables. In the Response Mapping section, input the key of the JSON object on the left and assign a name to the variable on the right. Keep in mind that only JSON responses can be saved, and you can have a maximum of 10 response mapping settings.

Example

How to fill in the JSON key to save a response for different response formats:

{ 
    "name": "Jason", 
    "zip_codes": "12345", 
    "phone": "123123" 
}

To save the phone number in the above response, use $.phone as the JSON key

{ 
    "custom_fields": { 
        "firstName": "John", 
        "lastName": "Doe", 
        "locale": "en_GB", 
        "timezone": "5", 
        "gender": "male", 
        "phone": "123123", 
        "email": "john@is-messenger.com", 
        "customerid": "1"
    }, 
    "created_at": 1575618542
}

To save the phone number in the above response, use $.custom_fields.phone

    {
        "data": {
            "id":"1776025372480910",
            "contacts" : [
                {
                    "firstName":"John",
                    "lastName":"Doe",
		    "locale": "en_GB"
                },
                {
                    "firstName":"Jane",
                    "lastName":"Doe",
		    "locale": "en_GB"
                }  
	    ]
        }
    }

Save Response Status as Variable

To save the first name ‘Jane’ in the above response, use $.data.contacts[1].firstName

Turn the Save Response Status as Variable toggle ON to save the response status from the HTTP request as a variable. Name the variable in the field below.

How it works

When activated, this step will send an HTTP request to the specified URL, using the defined body and header.

You can guide the Workflow based on the response status. For instance, you can create a Branch for "status code is equal to 200". If any other response status code is received, a Jump Step could return Contacts to the HTTP Request Step. Alternatively, the Contact could be directed to the Failure Branch if the branch conditions are not met. If there are no steps set up under the Failure Branch, the Workflow will conclude.

Potential Failure

To avoid potential failures in executing HTTP requests, ensure the following conditions are met:

  • Use the correct HTTP method and Content-Type Header.

  • Ensure the Content-Type is valid.

  • Exclude the port number from the URL.

  • Avoid using a self-signed certificate in the URL.

  • Verify that the authorization is valid.

  • Ensure our IP addresses (52.74.35.155, 18.138.31.163, 54.169.155.20) are not blocked.

If any of the above conditions are not met, the Contact will skip this step and proceed with the remaining journey.

When verifying HTTP request outputs with dynamic variables, remember that Variables without a value will return as null and undefined.

Best Practices

Here’s a best practice for this step you can follow to optimize your workflow:

When the HTTP Request is Successful

  1. Save Response Status as a Variable:

  2. Branch Step:

    1. Add a Branch Step to evaluate the HTTP request status.

    2. If the status is 200, the request is successful.

    3. If not, configure an alert to notify the manager about the unsuccessful request.

  3. Google Sheet for Monitoring:

    1. Record the Response Status in a Google Sheet for a clear visibility on the success or failure of requests.

  4. Comment:

    1. Add a comment in your workflow to document the Response Status. This will help you track and review errors more efficiently.

When the HTTP Request Fails

  1. Save Response Status as a Variable:

  2. Use Wait or Jump Step for Retries:

    1. Implement the Wait Step to pause before retrying an unsuccessful request.

    2. Alternatively, use the Jump Step to go back to the HTTP Request Step and attempt the request again.

  3. Comment:

    1. Document the error by creating a comment to record the HTTP Request error

    2. Include Contact details and tag the person in charge.

  4. Google Sheet for Monitoring:

    1. Utilize the Google Sheet Step to log the Contact information and error details for monitoring and review.

  5. Task Assignment:

    1. Assign the task to a specific user to initiate another process within the workflow and try again

Suggested Use Cases

Here are some ways you can use the HTTP Request Step:

Ensure the first step is to for further actions.

Similar to the successful request, for error handling.

: Utilize the HTTP Request Step to fetch Contact details from a data warehouse like a CRM. This enables you to identify VIP Contacts, allowing for a personalized customer experience and distinguishing them from non-VIP Contacts.

⚙️
save Response Status as Variable
Route VIP Contacts
save Response Status as Variable