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Workflow Actions

Retrieve A Chat ID

Look up the conversation identifier (Chat ID) for a LinkedIn connection. Use this action to enable follow-up messaging in existing chat threads.

Action Overview

The Retrieve A Chat ID action allows you to obtain the Chat ID for an active conversation with a LinkedIn user by providing their Provider ID. Once retrieved, the Chat ID can be used with actions like Send A Message To A Chat or List All Messages to continue or analyze the conversation.

Use Cases

  • Follow-Up Messaging – Retrieve the Chat ID before sending a new message to a connection
  • Conversation Context – Obtain the Chat ID to fetch message history with List All Messages
  • Workflow Linking – Store Chat IDs in CRM records for seamless ongoing communication

Inputs and Required Data

Provider ID (required) – The LinkedIn identifier of the user whose chat ID you want to retrieve
Example: ACoAAA12dsdafSDGFHSGJJSG345XSAFDAFDGADAS

Response

The Retrieve A Chat ID action returns:

  • Chat ID – The identifier of the chat thread with the specified user

Example Response

Chat ID: 798654433566

Obtaining Inputs

  • Use Search User, Search People, or Retrieve User Profile to obtain the Provider ID.
  • The Provider ID is then passed into this action to look up the corresponding Chat ID.

Workflow Integration

  1. Trigger the Action – Run this action when preparing to send a new message to a connection
  2. Map Input Fields – Pass the Provider ID of the recipient
  3. Process Results – Store the returned Chat ID for use in Send A Message To A Chat or List All Messages
  • Start A Chat – Begin a new conversation thread with a user
  • Send A Message To A Chat – Continue an existing conversation using the Chat ID
  • List All Messages – Retrieve past messages from a chat for context

Common Errors and Troubleshooting

Invalid Provider ID

  • Cause: The given Provider ID does not match a valid LinkedIn profile
  • Solution: Ensure the Provider ID is retrieved from a valid preceding action

No Active Chat Found

  • Cause: There is no existing conversation thread with the specified user
  • Solution: Use Start A Chat to initiate a conversation before attempting retrieval

Best Practices

  • Always store retrieved Chat IDs in your CRM for reuse in future workflows
  • If no chat exists, configure a workflow fallback to Start A Chat
  • Use this action before sending automated messages to avoid creating duplicate threads

Advanced Tips

  • Fallback Logic – Chain this action with Start A Chat if no chat exists, ensuring continuous communication
  • CRM Mapping – Store Chat IDs directly in contact records for streamlined future messaging
  • AI Assistance – Retrieve Chat ID, then use List All Messages to provide context for AI-driven responses