Overview

In this article, you will learn how to set up the Workflow Action: Instagram DM.

Available integrations

1. Under the Integrations tab, you will be able to see and connect the following platforms:
   • Facebook
   • Instagram

Step-by-step

Step 1: Start a new workflow or edit an existing one

• Navigate to Automation > Workflows and create a new workflow or edit an existing one.

  

Step 2: Set up applicable Workflow Trigger(s)

We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.

Step 3: Set up the Instagram DM action

• Click on the “+” symbol below the trigger to add an action.

  

• Under Actions, select Instagram DM in the External Communications section of the Actions Menu, or use the search feature. Upon selection, the Action setup menu will appear.

• (Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.

• You also have the option to use a previously created template for this action.