How to use the company chooser action in flows?

The Company Chooser action in flows triggers a selector in the chat, enabling users to choose their associated company.

Once a selection is made, the action automatically sets the chosen company and all its related properties under the {{company}} object.

This allows businesses to use company-specific data in REST API actions, messages, and other actions.

Setting Up the Company Chooser Action

1. Trigger Selector: The Company Chooser action presents a list of companies related to the user for selection.

2. Automatic Setting: Once the user selects a company, the action sets the chosen company and its properties.

3. Utilize Company Properties: Use {{company.name}}, {{company.id}}, and other properties in subsequent actions like REST API calls or message actions.

REST API Integration

• Scenario: Integrating with an external service using company data.

• REST API Call:

  • Method: POST

  • URL: https://api.example.com/companies

  • Headers:

    • Authorization: Bearer {{api_token}}

  • Body:

{
  "company_id": "{{company.id}}",
  "company_name": "{{company.name}}",
  "contact_email": "{{user.email}}"
}

• Flow: The user selects their company, and the selected company's properties are used in the API request to integrate with an external service.