Drift Action Block

The Drift Action Block enables you to manage conversations, contacts, and meetings in Drift from your workflows.

Supported Actions

• Manage Conversations - Create, retrieve, or update conversations.
• Manage Contacts - Create, update, or search contacts by email or attributes.
• Schedule Meetings - Create meeting links and book meetings for contacts.
• Send Messages - Send messages within existing conversations.
• List Conversations - Retrieve conversations with filters by status or assignee.

Configuration

• Access Token - Drift API access token with required scopes.
• Contact Email - Email address for contact lookup or creation.
• Conversation ID - Target conversation for message or update operations.
• Meeting Details - Time, duration, and attendee information.

Use Cases

• Route chatbot leads into Drift conversations for sales follow-up.
• Automatically create contacts in Drift when visitors fill out a form.
• Book meetings with qualified leads based on workflow qualification criteria.