26 available actions

What your AI agent can do in SureContact

SureContact is a marketing automation and CRM platform for managing contacts, companies, deals, campaigns, lists, forms, purchases, reports, and related workflows. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get ContactRetrieve one contact by UUID or email address without changing it.
List Contact TimelinePage through either notes or activities for one contact, newest first, without changing the timeline.
Create TaskCreate an actionable workspace task linked to one or more contacts and optionally assign it.
Send EmailQueue one email for immediate asynchronous delivery to one external recipient.
Update Contact MembershipsAttach or detach one or more tags or lists from a contact.
Set Contact StatusChange a contact's deliverability or subscription status.

Browse all 26 actions by capability

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

Find & reviewLook up and review existing recordsView 12 actionsHide actions

Get Campaign PerformanceGet campaign details, live sending progress, or one page of per-contact delivery and engagement results without changing campaign state.
Get ContactRetrieve one contact by UUID or email address without changing it.
Get ReportRead one SureContact analytics report for a selected date range: overview, contact growth, email sending, email engagement, link clicks, unsubscribes, bounces…
List CampaignsSearch and page through email campaigns by lifecycle status without changing them.
List ContactsSearch and page through contacts in the connected workspace without changing them.
List Contact TimelinePage through either notes or activities for one contact, newest first, without changing the timeline.
List Form SubmissionsSearch and page through submissions captured by one form without changing them.
List Marketing AssetsList one page of forms, email templates, or landing pages available for campaigns and lead capture.
List PurchasesPage through tracked purchases with optional contact, status, and source filters.
List SegmentsList tags or lists used to segment contacts, with search and archive filtering where supported.
List TasksPage through workspace tasks without changing completion or assignment state.
List WorkflowsList automations or email sequences available in the workspace without starting them.

Create & communicateCreate records or send supported messagesView 6 actionsHide actions

Create Campaign DraftCreate a campaign in draft status without sending or scheduling email.
Create Landing Page DraftCreate a landing page in draft status without publishing it or making a public URL live.
Create SegmentCreate a tag or contact list.
Create TaskCreate an actionable workspace task linked to one or more contacts and optionally assign it.
Record PurchaseRecord an external purchase in SureContact without charging a payment method.
Send EmailQueue one email for immediate asynchronous delivery to one external recipient.

Update & manageChange and manage existing recordsView 5 actionsHide actions

Set Contact StatusChange a contact's deliverability or subscription status.
Set Task CompletionMark a task done or reopen it as not done.
Start Contact AutomationStart an active automation for one contact.
Update Contact MembershipsAttach or detach one or more tags or lists from a contact.
Upsert ContactCreate a contact when the email is new or update the existing contact with supplied fields.

Other actionsSpecialist and administrative actions.View 3 actionsHide actions

Enroll Contact In SequenceEnroll one contact in an active sequence by UUID or email.
Log Contact InteractionCreate a note or activity on a contact's timeline.
Unenroll Contact From SequenceSynchronously cancel a contact's active executions in a sequence and mark its subscriber state as cancelled.

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 SureContact

How does the agent connect to SureContact?

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 SureContact?

The page above lists the 26 actions currently available through the SureContact connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is SureContact 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 SureContact 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 SureContact 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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