Connect SureContact to your AI agent
SureContact is a marketing automation and CRM platform for managing contacts, companies, deals, campaigns, lists, forms, purchases, reports, and related workflows.
We set up the connection using your own SureContact 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 SureContact
Each one is a real action the agent can take on its own, the same things a person clicking around SureContact could do. Read-only by default; write actions are confirmed against your policy.
- Create Campaign Draft Create a campaign in draft status without sending or scheduling email. Optionally configure content, sender details, tracking, and recipient filters for later review in SureContact.
- Create Landing Page Draft Create a landing page in draft status without publishing it or making a public URL live. Optionally initialize the draft from page-builder design JSON or an existing page template.
- Create Segment Create a tag or contact list. A dynamic list continuously evaluates its filters; a static list is manually managed.
- Create Task Create an actionable workspace task linked to one or more contacts and optionally assign it. Workspace notification settings may notify the assignee.
- Enroll Contact In Sequence Enroll one contact in an active sequence by UUID or email. This irreversible operation is asynchronous and can trigger sequence actions, including real external email, shortly after the request is accepted.
- Get Campaign Performance Get campaign details, live sending progress, or one page of per-contact delivery and engagement results without changing campaign state.
- Get Contact Retrieve one contact by UUID or email address without changing it.
- Get Report Read one SureContact analytics report for a selected date range: overview, contact growth, email sending, email engagement, link clicks, unsubscribes, bounces, ecommerce revenue, products, or campaign summary.
- List Campaigns Search and page through email campaigns by lifecycle status without changing them.
- List Contacts Search and page through contacts in the connected workspace without changing them.
- List Contact Timeline Page through either notes or activities for one contact, newest first, without changing the timeline.
- List Form Submissions Search and page through submissions captured by one form without changing them.
- List Marketing Assets List one page of forms, email templates, or landing pages available for campaigns and lead capture.
- List Purchases Page through tracked purchases with optional contact, status, and source filters.
- List Segments List tags or lists used to segment contacts, with search and archive filtering where supported.
- List Tasks Page through workspace tasks without changing completion or assignment state.
- List Workflows List automations or email sequences available in the workspace without starting them.
- Log Contact Interaction Create a note or activity on a contact's timeline. This permanently adds workspace-visible history attributed to the API-key owner.
- Record Purchase Record an external purchase in SureContact without charging a payment method. Identifying the buyer by email may create a new contact.
- Send Email Queue one email for immediate asynchronous delivery to one external recipient. Executing this action sends a real external email and may create engagement tracking events; it does not create a draft or preview and canno…
- Set Contact Status Change a contact's deliverability or subscription status. Setting unsubscribed, bounced, invalid, or complained can stop future messaging.
- Set Task Completion Mark a task done or reopen it as not done. This immediately changes the task's completion state.
- Start Contact Automation Start an active automation for one contact. This irreversible operation is asynchronous and can trigger actions, including real external email, shortly after the request is accepted; it does not wait for those actions t…
- Unenroll Contact From Sequence Synchronously cancel a contact's active executions in a sequence and mark its subscriber state as cancelled. The response reports cancelled_executions; zero means the idempotent request found no active execution. Action…
- Update Contact Memberships Attach or detach one or more tags or lists from a contact. This immediately changes segmentation and can affect campaign or automation targeting.
- Upsert Contact Create a contact when the email is new or update the existing contact with supplied fields. Supplied tag and list UUIDs are appended and never replace existing memberships.
Setup
How we connect it
- 1
Connect your account
You create a key in SureContact, 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
SureContact 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 SureContact'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 SureContact to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
All product names, logos, and brands are property of their respective owners; used for identification only. ZeroToClaw is not affiliated with or endorsed by SureContact.