Using Magic Variables

Magic Variables will help you reference fields from the preceding steps in a dynamic way. 

For example in the field “Send a chat message” depending on your use case, you can either send it to the form submitter / user who logged in / user added or removed from a group, or you can send the chat message to a specific user, by selecting the user from a dropdown.

To use Magic Variables:

1. Click on the field you want to fill in, the Magic Variables panel will appear on the left side
2. Click on the Magic Variable you want to select
3. The Magic Variable will be automatically copied to the field on the right
   

Tip 1: Some Magic Variables have a green icon next to them and some have a gray one with a question mark. The green one is the best match for the given field, whereas the gray one may or may not be not be suitable for the field you are trying to fill in. Best matches are always at the top of the section.

Tip 2: In the Magic Variables panel, you will only see variables from the steps you already added to your workflow. The blocks are in the order of the actions in your workflows.

Tip 3: To see more variables from the user  (i.e. First, Last Name), for example the form submitter, add the action “Retrieve user profile data”. To reference fields from the tenant, add the step “Retrieve company data”.

List of available Magic Variables per trigger and action

Triggers:

• Form submitted
  • Form ID
  • Form URL
  • Form name
  • Submission time
  • Form Submitter
  • Submission form
  • Submission URL
  • Submission ID
• Daily
  • Workflow timestamp
• Monthly
  • Workflow timestamp
• Monthly on a weekday
  • Workflow timestamp
• Weekly
  • Workflow timestamp
• User added to a group
  • Group ID
  • User added to group
• User removed from a group
  • Group ID
  • User removed from group
• User suspended
  • Suspended user
  • User name
  • User email
• User's first login
  • User who logged in
  • First login time

Actions:

• Create a campaign
  • Campaign ID
• Send an SMS campaign
  • Campaign ID
• Send a chat message
  • Conversation ID
• Retrieve company data
  • Company name
  • Tenant URL
  • Tagline
  • Tenant domain
  • Support email address
  • Timezone
  • Tenant sub-domain
  • Language code
• Calculate date and time
  • Calculated date
• Upload to the document library
  • Document URL
  • Document ID
• Send an email Email ID
  • Sent timestamp
• Convert form submission to a PDF
  • Generated PDF file key
  • File name
• Create a post
  • Post ID
• Create a task
  • Task ID
• Create a task and wait for completion
  • Task ID
• Create an open task
  • Task ID
  • Embedded form submission
• Create an open task and wait for completion
  • Task ID
  • Embedded form submission
• Add user to a group
  • Group ID(s)
• Remove user from a group
  • Group ID(s)
• Retrieve user profile data
  • User whose profile was retrieved
  • Username
  • Address/phone verification flag
  • Last activity timestamp
  • User display name
  • First name
  • Last name
  • User email
  • User account creation date
  • User customizable name
  • Bot account flag
  • Profile picture URL
  • User role
  • Total # of posts
  • Total # of likes
  • Total # of comments
  • User profile data
• Retrieve user profile custom field
  • Profile field value
• Update custom profile field
  • Updated field key