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Channel Nodes Reference

Channel nodes send messages across various channels including email, WhatsApp, and Slack.


Send Email (Raw Content) Node

Send emails with custom HTML or plain text content you provide directly.

Configuration

FieldTypeRequiredDescription
IntegrationSelectNoEmail integration (auto-selects if not provided)
To EmailTextYesRecipient email address
To NameTextNoRecipient name
SubjectTextYesEmail subject line
HTML ContentTextConditionalHTML email body
Text ContentTextConditionalPlain text email body
From EmailTextNoSender email (uses integration default)
From NameTextNoSender display name
Reply ToTextNoReply-to email address
Template IDTextConditionalEmail template ID
Template VariablesObjectNoVariables for template

Content Options

Provide one of:

  • HTML Content: Custom HTML email body
  • Text Content: Plain text email body
  • Template ID: Reference to email template

Example: Send Custom Email

To Email: {{contact.email}}
To Name: {{contact.first_name}}
Subject: Welcome to {{company.name}}!
HTML Content: <h1>Hello {{contact.first_name}}</h1><p>Thank you for signing up...</p>

Output Variables

{{emailsend_1.success}}          - true/false
{{emailsend_1.message_id}} - Email ID from provider
{{emailsend_1.recipient}} - Email sent to
{{emailsend_1.error}} - Error message if failed

Send Bulk Email Node

Send emails to multiple recipients at once.

Configuration

FieldTypeRequiredDescription
IntegrationSelectYesEmail integration
RecipientsArrayConditionalList of email addresses
Recipients SourceSelectNoconfig, input, contact_list, segment
Recipients Input VariableTextConditionalVariable containing recipient list
SubjectTextYesEmail subject
HTML ContentTextConditionalHTML email body
Text ContentTextConditionalPlain text body
Template IDTextConditionalEmail template ID
Batch SizeNumberNoBatch size (default 100)
From EmailTextNoSender email
From NameTextNoSender name

Recipients Format

Recipients can be:

  • Array of email strings: ["a@test.com", "b@test.com"]
  • Array of objects: [{"email": "a@test.com", "name": "Alice", "variables": {...}}]

Example: Bulk Send from Query

Recipients Source: input
Recipients Input Variable: {{databasequery_1.data}}
Subject: Monthly Newsletter - {{date}}
Template ID: newsletter-march-2024

Output Variables

{{emailbulksend_1.success}}        - true/false
{{emailbulksend_1.total_sent}} - Number of emails sent
{{emailbulksend_1.total_failed}} - Number of failures
{{emailbulksend_1.results}} - Array of individual results

Send Template Message Node (Campaign Send)

Send templated messages using pre-designed templates from your template library. Supports Email, SMS, and WhatsApp channels.

Configuration

FieldTypeRequiredDescription
ChannelSelectYesemail, sms, whatsapp
IntegrationSelectNoIntegration to use (auto if not specified)
Template SourceSelectNomanual, input, auto
Template IDTextConditionalTemplate ID (when source is manual)
Contact SourceSelectNoinput, config
Contact Input VariableTextConditionalVariable with contact data
Template Variable MappingsObjectNoMap template vars to data fields
Track OpensToggleNoTrack email opens (default true)
Track ClicksToggleNoTrack link clicks (default true)
Use WhatsApp TemplateToggleNoUse WhatsApp business template
Enable RetryToggleNoRetry on failure
Max Retry AttemptsNumberNoRetry attempts (1-5, default 3)

Channel-Specific Notes

Email:

  • Uses email templates from template library
  • Supports open and click tracking
  • Auto-selects email integration if not specified

SMS:

  • Uses SMS templates
  • Character limits apply
  • Requires SMS integration

WhatsApp:

  • Regular messages or WhatsApp Business templates
  • Template approval required for business templates
  • 24-hour messaging window rules apply

Example: Send Email Template

Channel: email
Template Source: manual
Template ID: welcome-email-v2
Contact Input Variable: {{crmmanager_1.contact}}
Template Variable Mappings: {
"first_name": "first_name",
"company": "company.name",
"signup_date": "created_at"
}

Example: Send WhatsApp Template

Channel: whatsapp
Use WhatsApp Template: true
Template ID: order_confirmation
Contact Input Variable: {{webhooktrigger_1.payload}}

Output Variables

{{campaignsend_1.success}}         - true/false
{{campaignsend_1.message_id}} - Provider message ID
{{campaignsend_1.channel}} - Channel used
{{campaignsend_1.recipient}} - Recipient address
{{campaignsend_1.error}} - Error message if failed

Slack Node

Comprehensive Slack operations for messaging, channel management, and more.

Configuration

FieldTypeRequiredDescription
IntegrationSelectYesSlack workspace integration
OperationSelectYesOperation to perform
ChannelTextConditionalChannel name or ID
MessageTextConditionalMessage content
UserTextConditionalUser ID or email
FileTextConditionalFile URL or content

Operations

OperationDescription
send_messageSend message to channel
send_dmSend direct message to user
list_channelsGet channel list
list_usersGet user list
upload_fileUpload file to channel
add_reactionAdd emoji reaction
get_historyGet message history
create_channelCreate new channel
invite_userInvite user to channel
set_topicSet channel topic
pin_messagePin/unpin message
get_user_infoGet user details
set_statusSet user status

Channel Format

#general          - Public channel by name
@username - Direct message
C1234567890 - Channel ID
U1234567890 - User ID

Message Formatting

Slack supports markdown:

*bold* _italic_ ~strikethrough~
`code` ```code block```
<https://example.com|Link Text>
<@U1234567890> - Mention user
<#C1234567890> - Mention channel

Example: Send Message

Operation: send_message
Channel: #sales-alerts
Message: New deal closed! 🎉

*{{deal.name}}*
Value: ${{deal.value}}
Contact: {{contact.first_name}} {{contact.last_name}}

Example: Send DM

Operation: send_dm
User: {{user.slack_id}}
Message: Task assigned: {{task.title}}

Output Variables

{{slacknode_1.success}}        - true/false
{{slacknode_1.ts}} - Message timestamp
{{slacknode_1.channel}} - Channel posted to
{{slacknode_1.channels}} - Channel list (for list_channels)
{{slacknode_1.users}} - User list (for list_users)
{{slacknode_1.file}} - Uploaded file info
{{slacknode_1.error}} - Error message if failed

WhatsApp Output Node

Send WhatsApp messages back to users in a conversation.

Configuration

FieldTypeRequiredDescription
IntegrationSelectNoWhatsApp integration
Message ContentTextNoMessage with variables
Use TemplateToggleNoUse WhatsApp template
Template NameTextConditionalTemplate name
Fallback MessageTextNoDefault if no input
Add Typing IndicatorToggleNoShow typing (default true)

Message Variables

Message Content: Hello {{contact.name}}!

Your order {{order.id}} has been shipped.
Tracking: {{order.tracking_number}}

{{llmintegration_1.output}}

Output Variables

{{whatsappoutput_1.success}}       - true/false
{{whatsappoutput_1.message_id}} - WhatsApp message ID
{{whatsappoutput_1.status}} - Message status

WhatsApp Question Node

Send a WhatsApp message and pause workflow to wait for user response.

Configuration

FieldTypeRequiredDescription
Question TextTextYesQuestion/message to send
Use TemplateToggleNoUse WhatsApp template
Template NameTextConditionalTemplate name
Template VariablesArrayNoTemplate variable values
ButtonsArrayNoQuick reply buttons (max 3)
Timeout MinutesNumberNoTimeout (0-1440, default 60)
Timeout MessageTextNoMessage if no response

Quick Reply Buttons

[
{"text": "Yes", "payload": "yes"},
{"text": "No", "payload": "no"},
{"text": "Maybe later", "payload": "later"}
]

Example: Ask Question

Question Text: Would you like to schedule a demo call?
Buttons:
- "Yes, schedule now" → "schedule"
- "Send me times" → "times"
- "Not interested" → "no"
Timeout Minutes: 30
Timeout Message: No problem! Feel free to reach out when you're ready.

Output Variables

{{whatsappquestion_1.response}}        - User's response text
{{whatsappquestion_1.button_payload}} - Clicked button payload
{{whatsappquestion_1.responded}} - true/false
{{whatsappquestion_1.timed_out}} - true if timed out
{{whatsappquestion_1.response_time}} - Time to respond

Quick Reference

Node Selection Guide

NeedUse
Custom HTML emailSend Email (Raw)
Bulk email campaignSend Bulk Email
Template-based messageSend Template Message
Email, SMS, or WhatsApp templateSend Template Message
Slack messagesSlack
WhatsApp replyWhatsApp Output
WhatsApp with waitWhatsApp Question

Common Patterns

Multi-Channel Notification:

[Trigger] → [Condition: Channel preference]
→ Email → [Send Email]
→ WhatsApp → [WhatsApp Output]
→ Slack → [Slack: send_message]

Conversational WhatsApp:

[WhatsApp Trigger] → [WhatsApp Question: "How can I help?"]
→ [Condition: Response]
→ [LLM Integration] → [WhatsApp Output]

Lead Notification:

[New Lead] → [Slack: send_message to #sales]
→ [Send Template Message: Welcome email]

Best Practices

  1. Use templates for consistency - Campaign Send for branded messages
  2. Use raw email for dynamic content - Email Send when AI generates content
  3. Handle failures - Check success and have fallback channels
  4. Respect opt-outs - Check contact preferences before sending
  5. Use typing indicators - Makes conversations feel natural
  6. Set reasonable timeouts - Don't wait forever for responses