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Iterablemarketing

116 available actions

What your AI agent can do in Iterable

Cross-channel marketing platform for creating, executing, and optimizing campaigns This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Export data to CSVExport campaign analytics data in CSV format from Iterable.
  • Export Campaign Data to JSONExport campaign analytics data in JSON format with one entry per line.
  • Send email template proofSend a proof of an email template to a specific user.
  • Create a new campaignCreates a new blast or triggered campaign from an existing template.
  • Update email templateUpdate an existing email template in Iterable.
  • Update User EmailUpdates a user's email address in Iterable.

Browse all 116 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 41 actionsHide actions
  • Export data to CSVExport campaign analytics data in CSV format from Iterable.
  • Export Campaign Data to JSONExport campaign analytics data in JSON format with one entry per line.
  • Export User EventsExport all events for a user identified by email or userId.
  • Get campaign by IDRetrieves a campaign by its unique ID.
  • Get Campaign MetricsRetrieve performance metrics for one or more campaigns.
  • Get Catalog Field MappingsTool to retrieve field mappings (field to data type) and undefined fields for a catalog in Iterable.
  • Get catalog item by IDRetrieves a specific catalog item by its ID from the specified catalog.
  • Get email template by IDGet an email template by templateId.
  • Get Embedded MessagesRetrieves embedded messages for which the specified user is eligible, grouped by placementId.
  • Get Embedded TemplateRetrieves an embedded message template by its unique ID.
  • Get Experiment MetricsRetrieve metrics for email experiments.
  • Get In-App MessagesGet a user's in-app messages from Iterable.
  • Get in-app template by IDRetrieves an in-app template by its unique ID.
  • Get List SizeGet the number of users within a list.
  • Get push template by IDRetrieves a push template by its unique ID.
  • Get SMS templateRetrieves an SMS template by its unique ID.
  • Get snippet by ID or nameRetrieves a snippet by its ID (numeric) or name (string).
  • Get template by client template IDRetrieves an email template by its client-defined template ID.
  • Get User By IDGet a user by userId from Iterable.
  • Get User By ID (Path)Get a user by userId (path parameter) from Iterable.
  • Get User EventsGet events for a specific user by userId.
  • Get User Sent MessagesGet messages sent to a user by email address or userId.
  • Get Web In-App MessagesGet a user's web in-app messages from Iterable.
  • List all campaignsRetrieves metadata about all campaigns in a project with optional pagination.
  • List Catalog ItemsGet the catalog items for a catalog.
  • List CatalogsTool to retrieve all catalog names from Iterable.
  • List ChannelsGet all message channels within the Iterable project.
  • List export filesGet the job status and files for an export started with the 'Start export' endpoint.
  • List Export JobsRetrieve a list of recent export jobs for the current project.
  • List Forgotten User IDsGet hashed user IDs of forgotten users for GDPR compliance.
  • List JourneysGet a list of journeys (workflows) within your Iterable project.
  • List ListsRetrieve all lists within a project.
  • List List UsersGet all users within a list.
  • List Message TypesLists all message types within a project.
  • List Metadata KeysList all keys in a metadata table.
  • List Metadata TablesList available metadata tables in Iterable.
  • List recurring campaign child campaignsRetrieve the child campaigns generated by a recurring campaign.
  • List SnippetsGet all snippets for the current project.
  • List all templatesRetrieves metadata about all templates in a project with optional pagination.
  • List User FieldsGet all user fields within a project.
  • List WebhooksGet all webhooks configured within the Iterable project.
Create & communicateCreate records or send supported messagesView 14 actionsHide actions
  • Create a new campaignCreates a new blast or triggered campaign from an existing template.
  • Create a catalogCreate a catalog with the specified name in Iterable.
  • Create Catalog ItemsAsynchronously creates or updates up to 1000 catalog items with a single request.
  • Create a new listCreate a new static list in Iterable.
  • Create snippetCreates a new code snippet in Iterable.
  • Schedule CampaignSchedule an existing campaign to be sent at a specified time.
  • Send CampaignSend an existing campaign immediately in Iterable.
  • Send email template proofSend a proof of an email template to a specific user.
  • Send in-app notification to targetSend an in-app notification to a specific user using Iterable.
  • Send in-app template proofSend a proof of an in-app template to a specific user using Iterable.
  • Send push to targetSend a push notification to a specific user using Iterable.
  • Send push template proofSend a proof of a push template to a specific user.
  • Send SMS template proofSend a proof of an SMS template to a specific user.
  • Send WhatsApp to targetSend a WhatsApp message to a specific user using Iterable.
Update & manageChange and manage existing recordsView 23 actionsHide actions
  • Archive CampaignsArchives one or more campaigns.
  • Merge UsersMerge two user profiles in Iterable.
  • Replace Catalog ItemAsynchronously creates or replaces the specified catalog item in the given catalog.
  • Replace Metadata ItemAsynchronously creates or replaces the metadata item associated with the specified key.
  • Start ExportStart a data export job.
  • Update Shopping CartUpdate a user's shopping cart items in Iterable.
  • Update Catalog Field MappingsSet a catalog's field mappings (data types) in Iterable.
  • Update Catalog ItemAsynchronously creates or updates the specified catalog item in the given catalog.
  • Update email templateUpdate an existing email template in Iterable.
  • Update Embedded TemplateUpdates an embedded message template with the specified fields.
  • Update in-app templateUpdate an existing in-app template in Iterable.
  • Update push templateUpdates an existing push template in Iterable.
  • Update SMS templateUpdate an existing SMS template in Iterable.
  • Update snippet by ID or nameUpdates an existing snippet by ID (numeric) or creates/updates a snippet by name (string).
  • Update UserUpdate user data or add a user if none exists in Iterable.
  • Update User EmailUpdates a user's email address in Iterable.
  • Update User SubscriptionsUpdates user subscription preferences in Iterable.
  • Update WebhookUpdate an existing webhook configuration in Iterable.
  • Upsert email templateCreate or update an email template in Iterable.
  • Upsert Embedded TemplateCreates an embedded message template if it doesn't exist, or updates all embedded message templates that match the provided clientTemplateId.
  • Upsert in-app templateCreate or update an in-app template in Iterable.
  • Upsert push templateCreate or update a push template in Iterable.
  • Upsert SMS templateCreate or update an SMS template in Iterable.
Remove & cancelRemove records or cancel supported workView 14 actionsHide actions
  • Cancel CampaignCancel a scheduled or recurring campaign in Iterable.
  • Cancel EmailCancel a scheduled email to a specific user in Iterable.
  • Cancel ExportCancel a queued or running export created with the 'Start export' endpoint.
  • Cancel In-App MessageCancel a scheduled in-app message to a specific user in Iterable.
  • Cancel PushCancel a scheduled push notification to a specific user in Iterable.
  • Cancel Web PushCancel a scheduled web push notification to a specific user in Iterable.
  • Cancel WhatsAppCancel a scheduled WhatsApp message to a specific user in Iterable.
  • Delete a catalogDelete a catalog by its name.
  • Delete a Catalog ItemDeletes the specified item from a catalog.
  • Delete Catalog ItemsAsynchronously deletes catalog items from a specified catalog in Iterable.
  • Delete a listDelete a list by its listId.
  • Delete Metadata TableAsynchronously deletes a metadata table by its table name.
  • Delete snippetDeletes a snippet by its ID (numeric) or name (string).
  • Delete User By IDAsynchronously deletes a user by userId from Iterable.
Other actionsSpecialist and administrative actions.View 24 actionsHide actions
  • Abort CampaignAbort a running campaign to stop all in-progress message deliveries.
  • Activate a triggered campaignActivates a triggered campaign by its unique ID, allowing it to process events and send messages.
  • Bulk Update UsersBulk update user data in Iterable.
  • Deactivate Triggered CampaignDeactivate a triggered campaign in Iterable.
  • Bulk delete templatesBulk delete one or more base templates from Iterable.
  • Forget UserDeletes the specified user's data from the Iterable project and prevents future data collection about them.
  • Preview email templateGenerate a fully rendered HTML preview of an email template using custom data.
  • Preview in-app templateGenerate a fully rendered HTML preview of an in-app template using custom data.
  • Preview List UsersGet a random sample of up to 5000 users within a list.
  • Subscribe to ListSubscribe one or more users to a specific list in Iterable.
  • Subscribe User By IDSubscribes a user to the specified subscription group by their userId.
  • Track Embedded ClickTracks a click event on an embedded message.
  • Track Embedded ReceivedTrack that an embedded message was received on a device.
  • Track Embedded SessionTracks an embedded message session and related impressions in Iterable.
  • Track EventTrack an event in Iterable.
  • Track Events in BulkTrack multiple events in bulk in Iterable.
  • Track PurchaseTrack a purchase event in Iterable.
  • Trigger CampaignTrigger a campaign to send to one or more lists of recipients.
  • Trigger JourneyTrigger a journey (workflow) in Iterable for a specific user or list.
  • Unforget UserUnforgets a previously forgotten user in Iterable, resuming data collection.
  • Unsubscribe from listRemove users from a list.
  • Unsubscribe User By IDUnsubscribes a user from the specified subscription group by their userId.
  • Bulk Update User SubscriptionsBulk update subscription preferences for multiple users in Iterable.
  • Verify SMS CodeVerifies an SMS verification code sent to a phone number in Iterable.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Iterable

How does the agent connect to Iterable?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Iterable?
The page above lists the 116 actions currently available through the Iterable connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Iterable included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Iterable is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Iterable to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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