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19 available actions

What your AI agent can do in Simplero

All-in-one marketing software for course creators, coaches and online marketers. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Find Contact By EmailTool to find and retrieve a contact by email address.
  • Get AdministratorsTool to retrieve all administratorships for the account.
  • Add Tag to ContactTool to add a tag to a contact identified by email address.
  • Create or Update ContactTool to create a new contact or update an existing contact with the same email.
  • Update Contact CredentialsTool to update a contact's login credentials including email, first name, and last name.
  • Remove Tag from ContactTool to remove a tag from a contact identified by email address.

Browse all 19 actions by capability

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

Find & reviewLook up and review existing recordsView 10 actionsHide actions
  • Find Contact By EmailTool to find and retrieve a contact by email address.
  • Find Subscription By EmailTool to find subscriptions for a specific list by email address.
  • Get Administrator By IDTool to retrieve a single administratorship by internal ID.
  • Get AdministratorsTool to retrieve all administratorships for the account.
  • Get Admin RolesTool to retrieve all available admin roles for the account including custom roles.
  • Get Async Request StatusTool to check the status of an asynchronous API request.
  • Get Contact By IDTool to retrieve a JSON representation of a contact by internal ID.
  • Get InvoicesTool to get invoice information with optional filtering by date and invoice number.
  • Get All ListsTool to retrieve all mailing lists configured in the account.
  • Get ProductsTool to list all products in the account.
Create & communicateCreate records or send supported messagesView 3 actionsHide actions
  • Add Tag to ContactTool to add a tag to a contact identified by email address.
  • Create or Update AdministratorTool to create a new administratorship or update an existing one with the same email.
  • Create or Update ContactTool to create a new contact or update an existing contact with the same email.
Update & manageChange and manage existing recordsView 1 actionHide actions
  • Update Contact CredentialsTool to update a contact's login credentials including email, first name, and last name.
Remove & cancelRemove records or cancel supported workView 2 actionsHide actions
  • Remove AdministratorTool to delete an administratorship by ID.
  • Remove Tag from ContactTool to remove a tag from a contact identified by email address.
Other actionsSpecialist and administrative actions.View 3 actionsHide actions
  • Bulk Subscribe to ListTool to add multiple subscribers to a list in a single asynchronous request (max 1,000 per request).
  • Subscribe to ListTool to add a new subscriber to a specific mailing list.
  • Unsubscribe From ListTool to unsubscribe a customer from a specific mailing list.

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 Simplero

How does the agent connect to Simplero?
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 Simplero?
The page above lists the 19 actions currently available through the Simplero connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Simplero 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 Simplero 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 Simplero 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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