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13 available actions

What your AI agent can do in Iterate

Iterate is a customer feedback platform for distributing surveys, analyzing responses, and managing company user privacy data. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Search Company UsersFind one user in the connected Iterate company by email, external ID, or one typed user property and return survey participation totals.
  • Get SurveyReturn one survey's configuration and questions by survey ID.
  • Add Survey RecipientAdd one email recipient to a survey for a later send without sending the survey now.
  • Send SurveyIrreversibly send or schedule an email survey to one specified recipient or every previously added recipient.
  • Delete Company User DataPermanently delete one Iterate user object and all of that user's survey responses.
  • Anonymize Company UserIrreversibly remove one Iterate user's email and attributes while retaining survey responses.

Browse all 13 actions by capability

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

Find & reviewLook up and review existing recordsView 6 actionsHide actions
  • Get SurveyReturn one survey's configuration and questions by survey ID.
  • Get Survey StatsReturn delivery, display, response-count, and response-rate statistics for one survey.
  • List Survey Response GroupsReturn one reverse-chronological page of completed survey submissions grouped by user, plus a continuation cursor.
  • List Survey ResponsesReturn one reverse-chronological page of individual answers for a survey, with an optional date range and continuation cursor.
  • List SurveysReturn all surveys available to the connected Iterate API key, including the survey and company IDs needed by other tools.
  • Search Company UsersFind one user in the connected Iterate company by email, external ID, or one typed user property and return survey participation totals.
Create & communicateCreate records or send supported messagesView 3 actionsHide actions
  • Add Survey RecipientAdd one email recipient to a survey for a later send without sending the survey now.
  • Import Survey RecipientsAdd a non-empty batch of email recipients to a survey without sending it, and return duplicate, failure, and success counts.
  • Send SurveyIrreversibly send or schedule an email survey to one specified recipient or every previously added recipient.
Remove & cancelRemove records or cancel supported workView 1 actionHide actions
  • Delete Company User DataPermanently delete one Iterate user object and all of that user's survey responses.
Other actionsSpecialist and administrative actions.View 3 actionsHide actions
  • Anonymize Company UserIrreversibly remove one Iterate user's email and attributes while retaining survey responses.
  • Bulk Anonymize Company UsersIrreversibly remove identifying data from every Iterate company user matching at least one explicit email, external-ID, or typed user-property selector while retaining…
  • Bulk Delete Company User DataPermanently delete every matching Iterate company user and all matching users' survey responses using explicit non-empty selectors.

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 Iterate

How does the agent connect to Iterate?
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 Iterate?
The page above lists the 13 actions currently available through the Iterate connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Iterate 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 Iterate 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 Iterate 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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