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20 available actions

What your AI agent can do in Mailsoftly

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. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get ContactTool to retrieve a specific contact by ID from Mailsoftly.
  • Get Contact ListTool to retrieve details of a specific contact list by ID.
  • Add Contact to Contact ListTool to add an existing contact to a specific contact list.
  • Create ContactTool to create a new contact for the authenticated firm with email, first name, and last name.
  • Update ContactTool to update an existing contact's information in Mailsoftly.
  • Assign Tags to ContactTool to assign multiple tags to an existing contact at once.

Browse all 20 actions by capability

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

Find & reviewLook up and review existing recordsView 10 actionsHide actions
  • Get ContactTool to retrieve a specific contact by ID from Mailsoftly.
  • Get Contact FieldsTool to fetch all contact fields available for a firm, excluding hidden columns.
  • Get Contact ListTool to retrieve details of a specific contact list by ID.
  • Get Contact List ContactsTool to retrieve all contacts within a specific contact list.
  • Get Contact ListsTool to retrieve all contact lists for the authenticated firm.
  • Get ContactsTool to retrieve all contacts associated with a firm.
  • Get Custom FieldsTool to retrieve all custom fields defined for the authenticated firm.
  • Get Email StatusTool to fetch the status of a specific email draft by its ID.
  • Get TagsTool to retrieve all tags associated with the authenticated firm.
  • Search ContactsTool to search for contacts matching specified criteria in Mailsoftly.
Create & communicateCreate records or send supported messagesView 7 actionsHide actions
  • Add Contact to Contact ListTool to add an existing contact to a specific contact list.
  • Add Custom Field to ContactTool to add a custom field value to an existing contact.
  • Create ContactTool to create a new contact for the authenticated firm with email, first name, and last name.
  • Create Contact ListTool to create a new contact list for the authenticated firm.
  • Create Email DraftsTool to create one or more email drafts in Mailsoftly.
  • Create or Update ContactTool to create a new contact or update an existing contact in Mailsoftly.
  • Send EmailTool to send an existing email draft that is marked as ready.
Update & manageChange and manage existing recordsView 2 actionsHide actions
  • Assign Tags to ContactTool to assign multiple tags to an existing contact at once.
  • Update ContactTool to update an existing contact's information in Mailsoftly.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • Authenticate FirmTool to validate the API key and retrieve firm details.

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 Mailsoftly

How does the agent connect to Mailsoftly?
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 Mailsoftly?
The page above lists the 20 actions currently available through the Mailsoftly connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Mailsoftly 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 Mailsoftly 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 Mailsoftly to work?

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

Book a setup call Browse all connections

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