Drift

The Drift modules enable you to create, update, retrieve, delete, or unsubscribe contacts, tags, users, and conversations in your Drift account.

Getting Started with Drift

Prerequisites

  • A Drift account

In order to use Drift with Integromat, it is necessary to have a Drift account. If you do not have one, you can create a Drift account at app.drift.com/letsgo/start/signup.

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

Connecting Drift to Integromat

To connect your Drift account to Integromat follow the general instructions for Connecting to services.

After you click the Continue button, Integromat will redirect you to the Drift website where you will be prompted to grant Integromat access to your account.

2020-02-27_13_43_02-Drift_Developer_Platform.png

Confirm the dialog by clicking the Authorize App button.

Contacts

Create a New Contact

Creates a new contact. If the contact already exists, the module will throw an error.

Connection Establish a connection to your Drift account.
Email Address Enter the email address of the contact. It is the only required field when adding the contact.

The rest of the fields are dynamically generated.

Please see the fields in the Contacts Settings or API Documentation.

Get a Contact

Retrieves contact details.

Connection Establish a connection to your Drift account.
Contact ID or Email
  • Contact ID
    Enter (map) the contact you want to retrieve details about. Only one contact will be returned.
  • External ID
    Use if you identified a contact with a custom identifier. Only one contact will be returned.
  • Email
    If there are more contacts with the same email address, multiple contacts will be returned.
Limit For Email only. Set the maximum number of contacts Integromat will return during one execution cycle.

Update a Contact

Updates an existing contact.

Connection Establish a connection to your Drift account.
Contact ID or External ID Select whether you want to specify contact by Contact ID or External ID and then enter the ID to the respective field below.

The rest of fields are dynamically generated.

Please see the fields in the Contacts Settings or API Documentation.

Delete a Contact

Deletes a contact.

This only removes a contact from indexing in your Drift account's Contacts view, for full GDPR-compliant deletion, please go to https://devdocs.drift.com/docs/gdpr-deletion.
Connection Establish a connection to your Drift account.
Contact ID Enter (map) the ID of the contact you want to delete.

Unsubscribe a Contact

Unsubscribes contact from emails.

Connection Establish a connection to your Drift account.
Email Enter an email or emails you want to unsubscribe from the contact. 

Post a Timeline Event

Posts a timeline event to a contact.

Connection Establish a connection to your Drift account.
Contact ID or External ID Select whether you want to specify the contact by Contact ID or External ID and then enter (map) the ID to the respective field below.
Created At Enter the date and time of the event. The list of supported time and date formats.
Event Enter the name of the event you want to add to the contact's timeline.

List Attributes

Retrieves a description of all the created/enabled custom contact fields in your account.

Connection Establish a connection to your Drift account.
Limit Set the maximum number of attributes Integromat will return during one execution cycle.

Tags

Add Tags

Adds tags to the specified contact.

Connection Establish a connection to your Drift account.
Contact ID Enter (map) ID of the contact you want to assign a tag to.
Tags Add tags that will be assigned to the contact.

List Tags

Retrieves tags that are assigned to the specified contact.

Connection Establish a connection to your Drift account.
Contact ID Enter (map) ID of the contact you want to retrieve tags for.
Limit Set the maximum number of tags Integromat will return during one execution cycle.

Delete Tags

Removes tags from the specified contact.

Connection Establish a connection to your Drift account.
Contact ID Enter (map) ID of the contact you want to remove a tag from.
Tags Specify tags you want to remove from the contact.

Users

List Users

Retrieves all users in your Drift account.

Connection Establish a connection to your Drift account.
Limit Set the maximum number of users Integromat will return during one execution cycle.

Get a User

Retrieves details of selected users.

Connection Establish a connection to your Drift account.
User IDs Select users you want to retrieve details about.
Limit Set the maximum number of users Integromat will return during one execution cycle. Max 20 users.

Update a User

Edits user details.

Connection Establish a connection to your Drift account.
User ID Select or map the user you want to update.
Name Enter the name of the user whose details you want to edit.
Alias Enter the alias of the user.
Email Enter the email address of the user.
Phone Enter the phone number of the user.
Locale Enter the locale of the user.
Avatar URL Enter the URL to the user's avatar.
Availability Set the user's availability.

Conversations

List Conversations

Connection Establish a connection to your Drift account.
Status ID Select the status of the conversations you want to retrieve.
Limit Set the maximum number of statuses Integromat will return during one execution cycle.

Get a Conversation

Retrieves conversation details.

Connection Establish a connection to your Drift account.
Conversation ID Select or map the conversation you want to retrieve details about.

Create a Conversation

Creates a new conversation.

Connection Establish a connection to your Drift account.
Email Address Enter the email address of the contact.
First Conversation Message Enter the text content of the message.
Integration Source Enter a message to inform the user where this conversation originates from. It will be placed in the header of the newly started conversation. If left empty the header will show 'Conversation started from integration'.
Auto Assignee ID Map or select the user you want to assign this conversation to.

Get a Conversation Attachment

Downloads an attachment from the selected conversation.

Connection Establish a connection to your Drift account.
Conversation ID Select or map the conversation you want to download an attachment from.
Attachment URL Select the attachment name or enter the attachment URL of the attachment you want to download.
Attachment File Name Select the file you want to download. It must be the same file as in the Attachment URL field above!

 Get Conversation Statuses

Retrieves a count of conversations by status in your account.

Connection Establish a connection to your Drift account.

Generate a Conversation Report

Retrieves desired information about the conversation by the filter settings.

Connection Establish a connection to your Drift account.
Filters

Add properties you want to filter conversations by and set up the filter.

The list of filter properties.

The list of filter operations.

Metrics Select the properties you want to return in the module's output.

Conversation Messages

List Conversation Messages

Retrieves conversation messages from the specified conversation.

Connection Establish a connection to your Drift account.
Conversation ID Select or map the conversation you want to retrieve messages from.
Limit Set the maximum number of messages Integromat will return during one execution cycle.

Create/Edit/Delete a Message

Allows you to create, update, or delete a conversation message.

Connection Establish a connection to your Drift account.
Conversation ID Select or map the conversation where you want to create, edit or delete a message.
Type

Select the message type. Chat is used for creating a public message in the conversation, while the private notes will be shown only to the agents.

  • chat Messages are the most ubiquitous type. They correspond to a regular text-based communication from either a Contact or a User and are visible to both. chat type messages may also contain buttons, in which case they're only visible to the Conversation's Contact.
  • private_notes are Messages that can only be created by a User and seen by other Users. These are useful for sharing sensitive, but useful information to Users in the context of the communication they're having with a given Contact
  • private_prompts are similarly only visible to Users, but can only be created by Apps. They're intended to allow developers to present Users with an interactive context (via buttons) to perform an action in the context of the Conversation.
  • edits allow to change Messages that have already been created. Edits are restricted to pertain to those types of Messages for now. 

 

Buttons

Add buttons that will be included in the message body. These will show up as clickable buttons in the posted message - can be used to trigger events on click.

For more information about buttons please refer to the Drift documentation.

Message Body

Enter the message text that will be sent to the contact/client.

Some basic html tags are allowed.  <b><em>, and <a> tags are allowed, but most others are automatically stripped, as well as any styles on the allowed ones. Ultimately, you can treat this field as plain text and not include any tags.

Note for urls to expand or unfurl as clickable links in the conversation view, ex: when posting a youtube link in the chat, you should post the link as an a tag.

{
  "body": "hey there, check this out <a href='https://www.youtube.com/watch?v=kD30F_tjogs'>here</a>",
  "type": "chat"
}

Javascript in the message is not supported.

Author User ID

Select or map the author of the message. If the user is not specified, the bot user for the account will be used as the message author. You can also specify a User ID of a known user in the organization's account here. The message from the API will appear as if posted by that particular user/agent in the conversation.

Bugs

  • Update an author never works.
  • When clicking a button, the message above will return the original state ignoring edits.
    Example: "original message" + button (action replace type). When you change this to “edited message” with the same button. If you click that action button, the button is replaced with text (because it is a Replace Edit Type) but also the message above “edited message” becomes “original message” again.

Other

List Bot Playbooks

Retrieves active playbooks in your account.

Connection Establish a connection to your Drift account.
Limit Set the maximum number of playbooks Integromat will return during one execution cycle.

Make an API Call

Allows you to perform a custom API call.

Connection Establish a connection to your Drift account.
URL

Enter a path relative to https://driftapi.com. For example /conversations/list

For the list of available endpoints, refer to the Drift 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.

Example of Use - List Conversations

The following API call returns conversations in your Drift account:

URL:
/conversations/list /

Method:
GET

2020-03-04_17_03_35-Integration_Drift___Integromat.png

The result of the operation can be found in the module's Output under Bundle > Body > data
In our example, 8 conversations were returned:

2020-03-04_17_03_58-Integration_Drift___Integromat.png

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