Get by Phone

With this operation, the automation can locate a person's record in the system by phone number alone.

The Get Person by Phone operation finds a person record in your contacts database using a phone number as the search criterion.

This action is essential for automations that originate from a phone interaction or messaging channels like WhatsApp, SMS, or Telegram. Upon receiving a communication, you can use the sender's number to fetch the contact's full profile in Hablla and personalize the rest of the flow.

If a contact with the specified phone is found, the operation returns the complete person object. Otherwise, the result will be empty.

How to Configure

1. In Hablla Studio, add the "People" block to your automation flow.

2. In the "Operation" field, select the "Get by Phone" option.

3. In the "Phone" field (phone), enter the phone number you want to use for the search. This value can be a fixed text or a variable coming from a trigger.

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Parameters

Field	Type	Required?	Description
Phone (phone)	Text	✅ Yes	The exact phone number of the person to be located. The international format is recommended (e.g.: [phone]).

Export to Spreadsheets

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Output Structure (Example Result)

If a person is found, the result will be a JSON object with a structure similar to the "Get by ID" operation.

JSON

{
  "id": "person_abcdef123456",
  "name": "Ricardo Mendes",
  "customer_status": "opportunity",
  "is_blocked": false,
  "created_at": "2023-11-05T14:00:00Z",
  "phones": [
    {
      "type": "personal",
      "phone": "[phone]",
      "is_whatsapp": true
    }
  ],
  "emails": [
    {
      "email": "[email protected]"
    }
  ]
}

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🚀 Example Use Case

Goal: When a customer sends a message to the company's WhatsApp, fetch their record in Hablla and route the conversation to the salesperson responsible for them.

1. Create a flow that starts with a "New Message Received" trigger from your WhatsApp connector. The trigger will provide the sender's number (trigger.sender.phone).

2. Add the "People" block with the "Get by Phone" operation.

3. In the "Phone" field, enter the sender number variable: {{trigger.sender.phone}}.

4. Add a Condition (If) block to check if a person was found ({{steps.2.result.id}} is not empty).

   • If Yes: Use the "Get User by ID" operation to fetch the responsible user's data ({{steps.2.result.users[0].id}}) and then transfer the conversation to them.

   • If No: Create a new person with the "Create Person" operation and route the conversation to the general triage queue.

With this automation, you provide immediate and personalized service, as the system recognizes the customer and directs them to the right person without manual intervention.