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  • Bird CRM docs
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    • About Bird CRM
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      • Agent guide
        • 📚1. The basics
        • ⏰2. Your availability status
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        • 💬4. Manage conversations
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  • Campaigns
    • Campaigns
      • Quickstarts
        • Send a campaign
      • Concepts
        • A/B tests
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        • Calendar view
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      • How-to
        • Schedule a campaign
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    • WhatsApp campaigns
      • How-to
        • Send a WhatsApp campaign
    • Email campaigns
      • How-to
        • Send an email campaign
    • SMS campaigns
      • Concepts
        • Best practices for MMS campaigns
      • How-to
        • Send an SMS campaign
    • Push notifications
      • How-to
        • Send a push notification campaign
    • New Campaign Builder
  • Automation
    • Journeys
      • Quickstarts
        • Create an abandoned cart recovery journey
      • Concepts
        • Journey templates
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      • How-to
        • Use a send message step in a journey
        • Use a wait step in a journey
        • Use a conditional step in a journey
        • Use an update contact step in a journey
        • Use an end journey step in a journey
    • Flows
      • Quickstarts
        • Use template flows
        • Build an inbound flow
      • Concepts
        • Capabilities and limitations
        • Triggers
          • Agent triggers
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            • HubSpot triggers
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        • Actions
          • Bird API actions
            • Bots actions | API
            • Channel actions | API
            • Collaboration actions | API
            • Conversation actions | API
            • Engagements actions | API
            • Number management actions | API
          • Core actions
            • How to set up global variables in Flows
            • How to use the Filter Array Step
            • How to use the "Await Webhook" Step in Flows
          • Contact actions
          • Channel actions
          • Conversation actions
          • Connector actions
            • HubSpot actions
            • Open AI actions
          • Voice actions
      • How-to
        • Route conversations based on language
        • Route conversations based on sentiment
        • Set up a business hours auto-responder
        • Create a simple auto-responder
        • Set up conversational marketing
        • Create an FAQ bot
        • How to Match Regex in Flows
    • Approval Flow
  • Audience & Contacts
    • Sign-up forms
      • Quickstarts
        • Create a sign-up form
        • Create quizzes
      • Concepts
        • Sign-up process
        • Display
        • Colors
        • Targeting
        • Languages
        • Sign-up form analytics
    • Lists and segments
      • Quickstarts
        • Create a segment
      • Concepts
        • Segments
        • Lists
      • How-to
        • Create a segment based on contact activity
        • View contacts in a segment
        • Edit the setup of a segment
        • Delete a segment
        • Create a list
    • Contacts
      • Concepts
        • Contacts
        • Contacts directory
        • Contact profiles
        • Consent and subscriptions
          • Suppressions
          • Managing unsubscribes
          • Opt-ins, consent, and subscription statuses
            • Contacts with a 'blank' subscription status
      • How-to
        • Add contacts
        • Update the subscription status of your existing contacts
        • Send marketing campaigns to contacts with a 'blank' subscription status
        • Export contacts
        • How to bulk delete contacts
  • Content
    • Email templates
      • Concepts
        • Email content, styling, and personalization
        • Email design best practices
        • Advanced Email Templating
      • How-to
        • Create an email template
        • Import a custom HTML email
        • Use a prebuilt email template
        • Create personalized abandoned cart, browse and order placed emails
    • Message templates
      • Quickstarts
        • Create a message template
      • Concepts
        • Localization
        • Versioning
        • WhatsApp message templates
          • WhatsApp approved message templates
          • Reply to open conversation message template
          • Commerce messages
        • Apple Messages for Business
        • Push notifications
      • How-to
        • Localize a message template
        • Add variables to a message template
        • Create an SMS message template
        • Apple Messages for Business
          • Use dynamic variables in Apple Messages templates
          • Create a text Apple Messages template
          • Create an image Apple Messages template
          • Create a location Apple Messages template
          • Create a file Apple Messages template
          • Create a rich link Apple Messages template
          • Create a list picker Apple Messages template
          • Create authentication Apple Messages message types
          • Create a quick reply Apple Messages template
          • Create a time picker Apple Messages template
          • Create an iMessage App message template
          • Create a payment Apple Messages template
        • WhatsApp message templates
          • Create a WhatsApp approved message template
          • Create a reply to open conversation WhatsApp message template
          • Create a single product WhatsApp message template
          • Create a catalog WhatsApp message template
          • Create a coupon WhatsApp message template
          • Create an action WhatsApp message template
          • Create a limited time offer WhatsApp message template
          • Create a carousel WhatsApp message template
          • Create Approved WhatsApp Flows Template
          • Create reply to open conversation WhatsApp Flows Template
        • Create Push Notifications message templates
    • Chat widgets
      • Concepts
        • Send and receive messages
      • How-to
        • Build and install a chat widget on a Shopify store
        • Build and install a chat widget on your website
    • Media Library
      • How to Upload Images to the Media Library
    • Translation files
      • Creating and using translation files
    • External Data Sources
    • Lookup Tables
    • Discounts
    • Lookup tables
      • Managing lookup tables
      • Using lookup tables in Flows
    • Products
      • Custom Product Catalog Source
  • Analytics
    • Analytics
      • Concepts
        • Reporting metrics
        • Understanding the Attribution Model
        • List-unsubscribe in email headers
        • Understand Open Tracking
    • Channel analytics
      • Concepts
        • Channel logs
      • How-to
        • Analyze the performance of your channels
    • Campaign reports
      • Concepts
        • WhatsApp campaign reports
        • Email campaign reports
        • SMS campaign reports
      • How-to
        • View campaign reports
        • View A/B test campaign reports
        • See an overview campaign performance
  • Channels
    • Channels
      • Concepts
        • Quiet hours
      • Quickstarts
        • Find and install a channel
        • View information about an installed channel
        • View Channel Logs
      • Supported channels
        • Apple Messages for Business
          • Quickstarts
            • Install Apple Messages for Business
            • Use Apple Messages for Business
          • Concepts
            • Typing indicators
            • User device capabilities
          • How-to
            • Complete onboarding
            • Use entry points
            • Route messages
            • Send messages
            • Use Apple Pay
        • Email
          • Install email
          • Forwarding emails from Gmail
          • IP pools
          • Configure BIMI
        • Facebook Messenger
          • Install Facebook Messenger
          • Use Facebook Messenger
          • Facebook Messenger message types
        • Instagram Messaging
          • Install Instagram Messaging
          • Use Instagram Messaging
          • FAQs and Best Practices
          • Instagram message types
        • LINE
          • Install LINE
        • LinkedIn Pages Messaging
          • Install LinkedIn Pages messaging
          • Use LinkedIn Pages Messaging
          • LinkedIn Pages Messaging Types
        • Numbers
          • Quickstarts
            • Find and buy a new number
            • Activate a number
          • Concepts
            • Number types
            • Know-Your-Customer (KYC)
            • Activation, approval, and rejection
            • Number restrictions in China
          • How-to
            • Use a number
            • Cancel a number
            • Troubleshooting
            • FAQs
        • Push notifications
        • Google RCS
          • Create a Google RCS agent and install Google RCS as a channel
          • Testing and launching your agent
          • Create a Google RCS message template
          • RCS message template types
          • Create and send a Google RCS campaign
          • Create an RCS lead nurture journey with a fallback
          • Use RCS with an AI Agent
          • Grow RCS subscribers with a sign-up form
        • SMS
          • Quickstarts
            • Install SMS
            • Toubleshoot SMS Deliveries Faliures
            • (Missing) SMS delivery status
            • Troubleshoot Channel Health
          • Concepts
            • SMS parts and message length
            • SMS message types and compliance
            • Opt-in and opt-out compliance
            • Choose the right sender : Availability and restrictions by country
              • SMS Country Information Guide: Africa (A-L)
              • SMS Country Information Guide: Africa (M-Z)
                • South Africa
                • Nigeria
              • SMS Country Information Guide: Asia (A-K)
                • Japan
                • India
                • China
              • SMS Country Information Guide: Asia (L-Z)
                • Malaysia
                • Singapore
              • SMS Country Information Guide: Caribbean
              • SMS Country Information Guide: Central America
              • SMS Country Information Guide: Europe (A-M)
              • SMS Country Information Guide: Europe (N-Z)
              • SMS Country Information Guide: Middle East
                • United Arab Emirates
              • SMS Country Information Guide: North America
                • Messaging Best Practices - NORAM SMS / MMS
                • Canada
                • United States
                • Prohibited Content - NORAM SMS / MMS
              • SMS Country Information Guide: Oceania
                • New Zealand
                • Australia
              • SMS Country Information Guide: South America
            • MMS sizes and limitations
            • Automatic sender selection
            • SMS Registration
              • Use case requirements for SMS Registration
              • Setting up a SMS consent flow
              • SMS Privacy Policies
              • SMS Toll-free number
                • TFN Verification
                • Additional Costs for using TFN
                • How-to Guides
                  • Purchase a Toll Free Number via Bird
                  • Register a US or Canadian TFN for SMS via Bird
              • SMS 10DLC
                • How-to Guides
                  • Purchase a 10DLC number via Bird
                  • Register a 10DLC brand via Bird
                  • Register a 10DLC campaign via Bird
                  • Install SMS 10DLC
                  • Delete inactive 10DLC campaigns to avoid additional charges
                • Throughput and Daily Caps
                • Brand registration
                • Campaign registration
                • Additional costs for using 10DLC
                • 10DLC FAQs
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        • WhatsApp
          • Quickstarts
            • Before you start
            • Install WhatsApp
          • Concepts
            • WhatsApp for Business
            • Accounts and verification levels
              • Verified Facebook Business Manager Account
              • Official WhatsApp Business Account (Green tick)
            • Use WhatsApp
            • WhatsApp message types
            • WhatsApp's Customer Care Window
            • FAQs
          • How-to
            • Verify your Facebook Business Manager Account
            • Set up commerce messaging
              • Product inquiries
              • Product orders
            • Create a WhatsApp Flow
              • Create a flow
              • Testing your flow
              • Publishing and sending your flow
              • Handling Flow submission
            • Enable conversational components
            • Become a WhatsApp Tech Provider
              • Onboard as a Tech Provider
              • Connecting to Bird as solutions provider
              • Meta Tech Partner Migration 2024
            • Migrate from Bird to another BSP (Business Service Provider)
        • Telegram
          • Install Telegram
          • Bot commands setup
  • AI
    • AI
      • Quickstarts
        • Create an FAQ model
        • Build a detect intent model
      • Concepts
        • AI Assistants
          • Agent Assistant
          • Flows Assistant
          • Studio Assistant
          • FAQ Assistant
          • Audience Assistant
        • AI flow actions
        • AI integrations
        • Detect language: Supported languages
      • How-to
        • Set up and deploy automated FAQs
        • Set up and deploy detect intent models
    • AI Agents
      • Concepts
        • Knowledge bases
        • OpenAI token usage
      • How-to
        • Build a knowledge base
        • Set up an AI Agent
        • Deploy an AI Agent
  • Payments
    • Bird Pay (Beta)
      • Quick Start
        • How to get Bird Pay access?
      • Concepts
        • Onboarding
        • Payment Link
        • Wallet
          • Transfer
          • Recipient
        • Payments
          • Disputes
        • My customers
        • Payouts
        • Payment methods
        • Bird Pay Coverage
        • Strong Customer Authentication (SCA)
      • How-to
        • Create a Payment link
        • Refund a Payment
        • Manage Payout
        • Respond to a Dispute
        • How to set up MFA using the Authenticator app?
      • FAQs
        • Why was my onboarding unsuccessful?
        • How do I update my business address?
        • What are foreign currency fees on my Bird Payments?
        • How to raise an issue with Bird Pay with support?
  • Integrations
    • Integrations
      • Quickstarts
        • Find and install an integration
      • Concepts
        • Integration data sync
      • Supported integrations
        • ActiveCampaign
        • OPERA Cloud
        • Calendly
        • Easyship
        • Google Cloud Translation AI
        • HubSpot
        • Magento 1
        • Magento 2
        • Monday.com
        • Notion
        • OpenAI
        • Rebrandly
        • Salesforce
        • Shopify
        • SugarCRM
        • Zoho CRM
        • TikTok Ads
        • Typeform
        • WooCommerce
        • Zendesk Support
        • Google BigQuery
        • Snowflake
        • Amazon S3
        • Salesforce Marketing Cloud
        • Meta ads
        • Google Ads
      • How-to
        • How to integrate the Salesforce Connector on Bird?
        • How to Delete Contacts in Bird when Deleted in Salesforce
  • Account & Billing
    • Account
      • Organization settings
        • General
        • Single-Sign On (SSO)
          • Set up Single-Sign On (SSO)
          • Enforce Single-Sign On (SSO)
          • Entra ID
          • Google Workspaces
          • Okta
        • SCIM
          • Okta setup
          • Okta setup - Workspace IAM
          • Entra ID
        • Security Settings
        • Business profile
        • Workspaces
        • Plans & Billing
        • Wallets
        • Users
        • Access policies
        • Access roles
        • Access keys
        • How to find your Organization ID
        • How to find a Workspace ID
        • How to limit a user's access to a single workspace
        • How to download usage report?
        • How to pay (settle) invoices via wallet?
  • Help & Reference
    • Bird support
      • Invite Bird support
    • Deliverability & compliance
      • Email compliance - Bulk sending
      • United States SMS/MMS compliance
        • Key US Regulations
        • General US content restrictions
        • US SMS/MMS compliance
        • US Voice compliance
        • US state-level laws and regulations
        • US compliance & best practices checklist
        • US compliance FAQs
      • Singapore SMS Compliance
    • Data protection
      • Approved subprocessors
    • Release notes
    • Glossary
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Contact actions enable you to create, retrieve, update, and delete contact information from Contacts.

You can use these actions to manage your contact data, group your contacts, and create custom attributes to store additional information about your contacts.

Add contacts to group

This action adds one or more contacts to a specific group in the system.

You can use this action to add contacts to a group after they have completed a specific action, such as making a purchase on your website.

Create Attribute Definition

This action creates a new attribute definition in the schema. An attribute is a piece of data that can be associated with a contact or group, such as their favorite color, total purchase value, or birthday.

You can use this action to create a new attribute definition to store a customer's loyalty level.

Create Contact

This action creates a new contact in the system. There must be a contact identifier for this to happen.

You can use this action to add a new contact to the system when they sign up for your service or make a purchase.

Create Contact Identifier

This action creates a unique identifier for a contact.

You can use this identifier to reference the contact in other actions, such as updating their information or removing them from a group.

Create Group

This action creates a new group in contacts.

You can use this action to create a new group to store contacts with specific attributes, such as customers who have made a purchase in the last 30 days.

Create or Update Contact by Identifier

This action creates or updates a contact in the system using a unique identifier.

You can use this action to update a contact's information when you have their identifier.

Delete Contact

This action deletes a contact from the system.

You can use this action to remove a contact from the system when they request to be deleted or if they are no longer a customer.

Delete Contact Identifier

This action deletes a unique identifier for a contact.

You can use this action to remove a contact identifier if it is no longer needed or is outdated.

Delete Group

This action deletes a group from the system.

You can use this action to remove a group from the system when it is no longer needed.

Get Attribute Definitions

This action retrieves an attribute definition from the schema by key.

You can use this action to retrieve information about an attribute definition, such as its name, data type, and description.

Get Contact

This action retrieves information a contact from the system.

You can use this action to retrieve information about a specific contact, such as their name, email address, and purchase history.

Get Contact by Identifier

This action retrieves information about a contact using a unique identifier.

You can use this action to retrieve information about a specific contact, even if you do not know their email address or other contact information.

Get Group

This action retrieves information about a group from the system.

You can use this action to retrieve information about a specific group, such as the number of contacts in the group.

List Attribute Definitions

This action retrieves a list of all attribute definitions in the schema.

You can use this action to view all of the attribute definitions in the system, including their names, data types, and descriptions.

List Contact Group

This action retrieves a list of all groups that a contact is a member of.

You can use this action to view which groups a specific contact belongs to.

List Contact Identifiers

This action retrieves a list of all unique identifiers for a specific contact.

You can use this action to view all of the identifiers associated with a specific contact.

List Group Contacts

This action retrieves a list of all contacts in a specific group.

You can use this action to view all of the contacts in a specific group, including their names, email addresses, and other attributes.

List Groups

This action retrieves a list of all groups in the system.

You can use this action to view all of the groups in the system, including their names, descriptions, and the number of contacts in each

Last updated 2 years ago

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  1. Automation
  2. Flows
  3. Concepts
  4. Actions

Contact actions

  • Add contacts to group
  • Create Attribute Definition
  • Create Contact
  • Create Contact Identifier
  • Create Group
  • Create or Update Contact by Identifier
  • Delete Contact
  • Delete Contact Identifier
  • Delete Group
  • Get Attribute Definitions
  • Get Contact
  • Get Contact by Identifier
  • Get Group
  • List Attribute Definitions
  • List Contact Group
  • List Contact Identifiers
  • List Group Contacts
  • List Groups