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- Upsert Contact
ActionTidioUpdated May 2026
How do I create or update a Tidio contact?
Short answer: Drop the "Tidio → Upsert Contact" action anywhere in your workflow, map the inputs from upstream nodes, and publish.
Inputs
The fields this action accepts.
Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.
| Field | Type | Required | Description |
|---|---|---|---|
Email email | string | Required | The email address. Used as the recipient or identifier depending on context. |
Name name | string | Optional | — |
Phone phone | string | Optional | Phone number in E.164 format (with country code, no spaces). |
Tags tags | array | Optional | — |
Sample request
{"email": "e.g. user@example.com","name": "{{trigger.name}}","phone": "e.g. +14155551234","tags": "{{trigger.tags}}"}
Returns
{"id": "con_abc","name": "Jane","email": "jane@x.com"}
Use these fields in downstream nodes for routing, logging, or error handling.
Triggered by
Apps that pair well as the trigger for Upsert Contact.
Any of these apps can fire this action as part of a workflow.
FAQ
Questions about Upsert Contact.
What does the Upsert Contact action do in Tidio?
Creates a new Tidio contact or updates an existing one (matched by email). Use to keep your chat audience in sync with your CRM or product database.
What inputs does Upsert Contact require?
Required: Email. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Tidio returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Upsert Contact support batch operations?
Yes. Run Upsert Contact inside a Loop node to process arrays. Tiny Command handles Tidio's rate limits automatically so you don't have to throttle manually.
More actions
Other Tidio actions.
Action
Find Contact by Email
Looks up a Tidio contact by email and returns their record. Used to enrich a chat event with stored attributes before responding.
ActionList Conversations
Lists chat conversations in Tidio with their visitor and status. Good for periodic exports to a BI tool or for triage dashboards.
Send upsert contact from your workflows.
Triggered by anything in the catalog. Free tier available. No credit card.