Connect Simplero to your AI agent
All-in-one marketing software for course creators, coaches and online marketers.
We set up the connection using your own Simplero account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Simplero
Each one is a real action the agent can take on its own, the same things a person clicking around Simplero could do. Read-only by default; write actions are confirmed against your policy.
- Add Tag to Contact Tool to add a tag to a contact identified by email address. Use when you need to tag a contact for segmentation or tracking purposes.
- Bulk Subscribe to List Tool to add multiple subscribers to a list in a single asynchronous request (max 1,000 per request). Use when you need to bulk import subscribers into a list. Returns a token to track the operation status.
- Create or Update Administrator Tool to create a new administratorship or update an existing one with the same email. Use when you need to add a new administrator to Simplero or update their role and permissions.
- Create or Update Contact Tool to create a new contact or update an existing contact with the same email. Use when you need to add a new contact to Simplero or update their information.
- Find Contact By Email Tool to find and retrieve a contact by email address. Use when you need to look up contact details using an email address.
- Find Subscription By Email Tool to find subscriptions for a specific list by email address. Use when you need to search for subscriptions associated with an email in a particular list.
- Get Administrator By ID Tool to retrieve a single administratorship by internal ID. Use when you need detailed information about a specific administrator including user, account, role, and permission details.
- Get Administrators Tool to retrieve all administratorships for the account. Use when you need to get information about account administrators, their roles, and permissions.
- Get Admin Roles Tool to retrieve all available admin roles for the account including custom roles. Use when you need to list all admin roles such as Co-Owner, Admin, Basic admin, Assistant, Support specialist, Affiliate manager, or cus…
- Get Async Request Status Tool to check the status of an asynchronous API request. Use when you need to monitor the progress of a previously initiated async operation using its token.
- Get Contact By ID Tool to retrieve a JSON representation of a contact by internal ID. Use when you need to fetch detailed information about a specific contact. Returns 404 if no contact exists with the provided ID.
- Get Invoices Tool to get invoice information with optional filtering by date and invoice number. Use when you need to retrieve invoices from Simplero. Returns 20 invoices per page ordered by invoice number.
- Get All Lists Tool to retrieve all mailing lists configured in the account. Use when you need to view all available lists for managing subscriptions and email campaigns.
- Get Products Tool to list all products in the account. Use when you need to retrieve information about all available products including their pricing.
- Remove Administrator Tool to delete an administratorship by ID. Use when you need to remove an administrator relationship from the system.
- Remove Tag from Contact Tool to remove a tag from a contact identified by email address. Use when you need to remove a specific tag from a contact's profile.
- Subscribe to List Tool to add a new subscriber to a specific mailing list. Use when you need to subscribe a contact with their email address to a list.
- Unsubscribe From List Tool to unsubscribe a customer from a specific mailing list. Use when you need to remove a contact from a list by their email address.
- Update Contact Credentials Tool to update a contact's login credentials including email, first name, and last name. Use only with the consent of the contact. At least one identification parameter (email, id, or token) is required.
Setup
How we connect it
- 1
Connect your account
You create a key in Simplero, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 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
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
Simplero 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 Simplero'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 Simplero to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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