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Persistiqcrm

14 available actions

What your AI agent can do in Persistiq

PersistIQ is a sales automation platform that streamlines outbound sales processes with personalized email campaigns and task management. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • View LeadTool to retrieve a lead by its ID.
  • List Do Not Contact DomainsTool to list Do Not Contact domains.
  • Add Lead To CampaignTool to add a lead to a specified campaign.
  • Create Do Not Contact DomainTool to create a Do Not Contact domain.
  • Update LeadTool to update a lead's information.
  • Remove Lead From CampaignTool to remove a lead from a specified campaign.

Browse all 14 actions by capability

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

Find & reviewLook up and review existing recordsView 8 actionsHide actions
  • List CampaignsTool to list campaigns.
  • List Do Not Contact DomainsTool to list Do Not Contact domains.
  • List EventsTool to retrieve a list of PersistIQ events.
  • List Lead FieldsTool to list all lead fields for your company.
  • List LeadsTool to list leads from PersistIQ.
  • List lead statusesTool to retrieve all lead statuses for your company.
  • List UsersTool to list all non-archived users in your company.
  • View LeadTool to retrieve a lead by its ID.
Create & communicateCreate records or send supported messagesView 4 actionsHide actions
  • Add Lead To CampaignTool to add a lead to a specified campaign.
  • Create CampaignTool to create a new campaign in PersistIQ.
  • Create Do Not Contact DomainTool to create a Do Not Contact domain.
  • Create LeadsTool to bulk create up to 10 leads.
Update & manageChange and manage existing recordsView 1 actionHide actions
  • Update LeadTool to update a lead's information.
Remove & cancelRemove records or cancel supported workView 1 actionHide actions
  • Remove Lead From CampaignTool to remove a lead from a specified campaign.

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 Persistiq

How does the agent connect to Persistiq?
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 Persistiq?
The page above lists the 14 actions currently available through the Persistiq connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Persistiq 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 Persistiq 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 Persistiq 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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