Workflow Triggers in Customer Cards

Customer cards now support workflow buttons. Add a button to any card that triggers a Plain workflow in one click, without leaving the thread.

Your API controls when a button appears and which workflow it runs. The button shows a loading state while the workflow executes and displays the result when it finishes.

A few things teams are building with this:

  • A Resync billing button that only appears when a customer's subscription status looks off

  • A Rename team button for the account management requests that come in daily

  • An Escalate to engineering button that kicks off a triage workflow

To set it up, add a componentWorkflowButton to your customer card API response and point it at a workflow ID from Settings → Workflows. Full details in our help center.

Designed, built and written by

Jordan Drake

Engineering

David Leyland

Engineering

Join the teams who rely on Plain to provide world-class support

Join the teams who rely on Plain to provide world-class support

Join the teams who rely on Plain to provide world-class support