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GuidesAPI Reference
v1.0

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v1.0GuidesAPI Reference

Getting Started

  • Get Started
  • Concepts & Terms
  • Invite Team Members
  • Import People
    • Add Manually
  • Mobile App
  • Contact Support

Configuration

  • Team Members
    • Roles & Permissions
    • See Team Member Tasks
  • Chapters & Organizations
  • Branches
  • Assessments

Features

  • People
    • All People
    • Properties
    • Custom Properties
    • Tags
    • Preferred Language
    • Filters & Lists
    • Agent Assignment
    • Follow-Up Tasks
    • Merge Tags
    • Bulk Update
    • Referrals
    • Wall Chart
    • Relationships
    • Managing Duplicates
    • Block List
  • Demands
  • Events
    • Event Automations
    • RSVPs
    • Attendance
  • Websites
    • Navigation Bar and Footer
    • Announcement Banner
    • Custom Domain
  • Pages
    • Page Types
    • Forms
    • Event
    • Basic Form
    • Petition
    • Schedule A Call
    • Share Story
    • Group Montage
    • Email Custom Target
    • Mail Custom Target
    • Email Legislator
    • Call Legislator
    • Donate
    • Blog Post
    • Page Builder
    • Landing Page
    • Post-Submission
    • Page Results
    • Page Settings
    • Integrate a Form Into External Website
  • SMS & MMS
    • Text Inbox
    • Text Blasts
    • Text Templates
    • Text Keywords
    • Text Attachments
    • 10DLC Compliance
  • Calling
    • Call Inbox
    • Chapter Phone Numbers
    • Branded Calls
    • Call AI
    • Call Coaching
  • Phonebank & Textbank Tasks
    • Phonebanks
    • Textbanks
    • Targeting
    • Team
    • Predictive Dialer
  • Scheduled Calls
    • Calendar
    • Callers
    • Coverage Graph
  • Emailing
    • Email Blasts
    • Email Senders
    • Email Wrappers
    • System Emails
  • Automations
    • Automation Actions
    • Goals & Communication Settings
    • Example Welcome Series
  • Reporting
    • Activity Overview
    • Team Activity
    • Assessment Changes
    • Graphs
  • Finances
    • Subscriptions
    • Payments
    • Payouts

Mobile App

  • Getting Started
  • Scheduled Tasks
    • Call Availability
  • Conversations
    • Person Profile
  • Workflows
    • Phonebank Workflows
    • Textbank Workflows
  • Settings & Notifications

Account Management

  • Plans & Billing
  • Exporting
  • Your User Account

Integrations

  • Stripe
  • Zoom
  • Discourse
  • Zapier Integration
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Workflows

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The "Workflows" tab shows Team Members all the active Phonebanks and Textbanks they've been invited to participate in.

Updated 4 months ago