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Create, update, or get a contact

Respond.io is a platform that aggregates different communication channels and makes it possible to send messages to different devices in different conversations in the same clear way (to email, to Instagram, or via Telegram or SMS).

We'll walk you through the process of creating a new contact, getting contact information, and updating an existing contact on Respond.io using a few connectors.

Create Contact

Let's start with the first example, where we use the connector Respond.io - Create Or Update Contact to create a new contact on the Respond.io


Prerequisites:

Create an account with an email and password at Respond.io (a confirmation code will be sent to your email, so you must have access to the email).
Fill in the necessary information in "Let's set up your organization".
A course to get started is offered on the main page - don't notice it. You can add contacts without an existing channel.


Configuration:

Add a new Task and name it Create/Get/Update Contact.

Add a first Task step:

  • Step name: Contact Data
  • Connector: JS Mapper

HELP_ExampleLibrary_Respondio_First_Step

Open the step's Task step editor by clicking the button with the pencil symbol.

Insert the following code into the JS Mapping statement configuration:

return [{
  "Identifier": "email:first.test@email.cz",
  "FirstName": "First",
  "LastName": "Tester",
  "Phone": "+420123456790",
  "Email": "first.test@email.cz",
  "Language": "cs",
  "ProfilePictureUrl": "https://cdn.respond.io/profile_avatar.png",
  "CountryCode": "CZ"
}]
  • Identifier - contact identifier, which can be either a phone number, email, or contact ID (we get the contact ID after saving the contact, so it is used in case of editing the contact). The identifier is mandatory
  • FirstName - the name of the contact, it is mandatory
  • LastName - last name
  • Phone - phone number in the format +420111222333
  • Email - the contact's email
  • Language - language code
  • ProfilePictureUrl - URL of the profile picture
  • CountryCode - country code
  • CustomFields - optional fields that you can select in the Respond.io settings

Select the Output schema Respond.io - Create Or Update Contact Request.

The setting of the first step can look like follows:

HELP_ExampleLibrary_Respondio_CreateContact_Configuration

Add a second Task step:

  • Step name: Create Contact
  • Connector: Respond.io - Create Or Update Contact

Open the step's Task step editor by clicking the pencil symbol button.
Pin input mapping.
Fill in the token - find it after the instructions here: API Respond.io
Save the configuration.
Select error behavior and save the configuration again.
Press the Publish button.
Execute the task.


Result - newly created contact

As a result, we have a new contact created. This is the result in Integray. HELP_ExampleLibrary_Respondio_CreateContact_Dataviewer

And this is a newly created contact in Respond.io HELP_ExampleLibrary_Respondio_CreateContact_Respondioview


Get contact

Now, we will use the connector Respond.io - Get Contact to get information about the contact.

Add a third Task step:

  • Step name: Get Contact
  • Connector: Respond.io - Get Contact

Open the step's Task step editor by clicking the pencil symbol button.
Pin input mapping.
Fill in the token - find it after instructions here: API Respond.io
Save the configuration.
Select error behavior and save the configuration again.
Press the Publish button.
Execute the task.


Result - get contact info

We've got the contact information we see in the Data Viewer. HELP_ExampleLibrary_Respondio_Get_Contact

Contact update

You can also update a contact, in this case, you proceed in the same way as when creating a contact, but in the JS Mapper settings in the first step, you change the required elements in the statement.

Add a next Task step:

  • Step name: Updated Contact Data
  • Connector: JS Mapper

Open the step's Task step editor by clicking the button with the pencil symbol.

Copy the configuration from step one JS Mapping statement, and change some contact data in it (in this case, we changed the first name and email):

return [{
  "Identifier": "email:next.test@email.cz",
  "FirstName": "Next",
  "LastName": "Tester",
  "Email": "next.test@email.cz",
  "Language": "cs",
  "ProfilePictureUrl": "https://cdn.respond.io/profile_avatar.png",
  "CountryCode": "CZ"
}]
Select the Input schema Respond.io - Get Contact Request. Select the Output schema Respond.io - Create Or Update Contact Request. Pin input mapping.

Add a next Task step:

  • Step name: Update Contact
  • Connector: Respond.io - Create Or Update Contact

HELP_ExampleLibrary_Respondio_All_Steps

Open the step's Task step editor by clicking the pencil symbol button.
Pin input mapping.
Fill in the token - find it after the instructions here: API Respond.io
Save the configuration.
Select error behavior and save the configuration again.
Press the Publish button.
Execute the task.


Result - updated contact

The contact's data has been updated, we can see it in the Data Viewer HELP_ExampleLibrary_Respondio_UpdatedContact_Dataviewer

And here's an updated contact in Respond.io HELP_ExampleLibrary_Respondio_UpdatedContact_Respondioview


After successfully completing a task on Respond.io, a new contact is seamlessly created, updated and you get contact info. In this way, we have demonstrated how to use integrations effectively, showing the immediate benefits of using these connectors in your workflow. You can easily incorporate the Respond.io connectors into your processes, creating and updating new contacts, and increasing efficiency within the Respond.io platform.