Blocks Overview
A Block is Convotic's unit of integration. Each Block connects your workspace to an external platform -- a messaging channel, CRM, ecommerce system, or other tool. Once connected, a Block syncs data bidirectionally and exposes triggers and actions for use in Workflows.
Block categories
| Category | Description | Examples |
|---|---|---|
| Messaging | Social and chat channels | Instagram, LINE, Messenger, WhatsApp, Telegram |
| CRM | Customer relationship management | HubSpot, Salesforce |
| Ecommerce | Online stores and payments | Shopify, WooCommerce |
| Automation | Workflow and productivity tools | Zapier, Make, n8n |
| AI | Language models and intelligence | OpenAI, Claude |
| Advertising | Ad platforms and attribution | Meta Ads, Google Ads |
Available Blocks
| Block | Category | Status | Description |
|---|---|---|---|
| Messaging | GA | DM sync, comment tracking, story replies | |
| LINE | Messaging | GA | Message sync, rich menus, flex messages |
| Messenger | Messaging | GA | DM sync, comment automations |
| Messaging | GA | Message sync, template messages | |
| Telegram | Messaging | GA | Bot messages, callback queries, deep links |
| HubSpot | CRM | GA | Contact sync, deal tracking, lifecycle stages |
| Salesforce | CRM | Preview | Contact and lead sync |
| Shopify | Ecommerce | GA | Order sync, abandoned cart, product catalog |
| WooCommerce | Ecommerce | Preview | Order and product sync |
| OpenAI | AI | GA | GPT-powered responses in workflows |
| Meta Ads | Advertising | Preview | Ad attribution and CAPI events |
| Google Ads | Advertising | Preview | Conversion tracking |
tip
GA means the Block is generally available and production-ready. Preview means it is functional but may have breaking changes before GA.
Connecting a Block
- In the dashboard, go to Settings > Blocks.
- Find the Block you want to connect and click Connect.
- Complete the authorization flow (OAuth for most Blocks, or paste API credentials for others).
- The Block status changes to Active once the connection is verified.
Each Block can be connected once per workspace. If you manage multiple accounts on the same platform (e.g., two Instagram pages), create a separate workspace for each.
Block lifecycle
| Status | Meaning |
|---|---|
| Not connected | The Block has not been set up yet. |
| Active | The Block is connected and syncing data. |
| Error | The connection has an issue (e.g., expired token). Re-authorize to fix. |
| Disabled | The Block was manually disabled by a workspace admin. |
What Blocks provide
When you connect a Block, it can contribute:
- Triggers -- events that start Workflows (e.g., new message, follow, keyword match).
- Actions -- operations available as Workflow nodes (e.g., send message, create contact, update deal).
- Data sync -- contacts, conversations, orders, and other records synced to your workspace.
- Webhook events -- real-time event delivery from the external platform.