Connect Mailsoftly to your AI agent

Marketing 20 actions available

Mailsoftly is an intuitive email marketing platform designed to simplify and enhance how businesses communicate with their audiences. Built with user-friendly features and advanced automation tools, Mailsoftly helps organizations to create, schedule, and manage email campaigns easily.

We set up the connection using your own Mailsoftly account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Mailsoftly

Each one is a real action the agent can take on its own, the same things a person clicking around Mailsoftly could do. Read-only by default; write actions are confirmed against your policy.

  • Add Contact to Contact List Tool to add an existing contact to a specific contact list. Use when you need to add a contact to a contact list in Mailsoftly.
  • Add Custom Field to Contact Tool to add a custom field value to an existing contact. Use when you need to store additional custom data on a contact record.
  • Assign Tags to Contact Tool to assign multiple tags to an existing contact at once. Skips tags if they are already assigned to the contact. Use when you need to categorize or label a contact with one or more tags in Mailsoftly.
  • Authenticate Firm Tool to validate the API key and retrieve firm details. Use when confirming credentials before making other Mailsoftly API calls.
  • Create Contact Tool to create a new contact for the authenticated firm with email, first name, and last name. Use when adding new contacts to the firm's contact list.
  • Create Contact List Tool to create a new contact list for the authenticated firm. Use when organizing contacts into separate lists for targeted campaigns.
  • Create Email Drafts Tool to create one or more email drafts in Mailsoftly. Use when drafting emails for campaigns or communications. If contact_list_id is not provided, the system automatically creates a contact list from the provided reci…
  • Create or Update Contact Tool to create a new contact or update an existing contact in Mailsoftly. Use when you need to add a new contact to the system or update an existing contact's information. If contact_id is provided, the existing contact…
  • Get Contact Tool to retrieve a specific contact by ID from Mailsoftly. Use when you need to fetch details about a specific contact. You can choose between basic or detailed view using the type parameter.
  • Get Contact Fields Tool to fetch all contact fields available for a firm, excluding hidden columns. Use when you need to retrieve the list of available contact field names and their data types.
  • Get Contact List Tool to retrieve details of a specific contact list by ID. Use when you need to fetch information about a contact list including its name and contact count.
  • Get Contact List Contacts Tool to retrieve all contacts within a specific contact list. Use when you need to fetch the members of a particular contact list.
  • Get Contact Lists Tool to retrieve all contact lists for the authenticated firm. Use when you need to view all available contact lists and their details.
  • Get Contacts Tool to retrieve all contacts associated with a firm. Use when you need to fetch the complete list of contacts from Mailsoftly.
  • Get Custom Fields Tool to retrieve all custom fields defined for the authenticated firm. Use when you need to understand what custom field options are available for contacts in Mailsoftly.
  • Get Email Status Tool to fetch the status of a specific email draft by its ID. Use when checking if a draft is ready to send or to get its current status.
  • Get Tags Tool to retrieve all tags associated with the authenticated firm. Use when you need to list available tags for organizing contacts or campaigns.
  • Search Contacts Tool to search for contacts matching specified criteria in Mailsoftly. Use when you need to find contacts by email, first name, or last name. At least one search parameter should be provided for meaningful results.
  • Send Email Tool to send an existing email draft that is marked as ready. Use when you need to send a prepared email draft via Mailsoftly.
  • Update Contact Tool to update an existing contact's information in Mailsoftly. Use when you need to modify contact details such as name or email address.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Mailsoftly, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Mailsoftly questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Mailsoftly's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Mailsoftly to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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