One-Click Integrations and Automation

Triggers based on a cron expression or interval

Make an HTTP request to an external API

Search the web and get relevant results

Scrape a web page and extract text content

Download a file from an external URL

Upload a file from URL or plain text

Create a CSV file from structured data

Delete a file permanently from the storage

Create a PDF document from raw HTML or a website URL

List the pages in this organization.

Get a page with its blocks, by slug or id.

Create a new page with an icon and a color that fit its subject.

Rename a page, change its slug, icon or color, or archive it.

Permanently delete a page and its blocks.

Add a block to a page.

Update a block config or repoint its source table or view.

Reposition a block between two neighbors on its page.

Permanently remove a block from its page.

Search the organization knowledge base by semantic similarity.

Retrieve specific chunks of a knowledge base content by content ID and zero-based chunk index.

List the knowledge base content (uploaded files, pasted text, crawled URLs).

Get one knowledge base content by id: status, chunk progress, a text preview, and (for crawled URLs) its sub-pages.

Read the full extracted text of a content by id (no preview cap).

Find occurrences of a string in a content's text.

Find and replace exact text in a TEXT content, then re-index it.

Get knowledge base totals: content and chunk counts, storage per type, and how many content items are still indexing or failed.

Add content so it becomes searchable.

Edit knowledge base content.

Re-process knowledge base content from scratch: wipe its chunks and index it again (re-fetch the URL, re-parse the file, re-embed the text).

Permanently delete knowledge base content and all of its indexed chunks (and, for a crawled URL, its sub-pages).

List the assistants in this organization.

Read a single assistant's full configuration.

Create a new assistant as a draft.

Rename an assistant, change its picture or rewrite its instructions.

Delete an assistant for good.

Find and replace exact text in an assistant's instructions.

List the AI models an assistant can run on.

Update an assistant's model, locale, knowledge scope and conversation behavior: the Settings cards (AI Replies, Auto Follow-ups, AI Routing, Memories, tools).

List the knowledge base sources with whether each is linked to an assistant's selected sources.

Add a knowledge source to an assistant's selected sources.

Remove a knowledge source from an assistant's selected sources.

List the channels an assistant is connected to.

Connect an assistant to a channel so it answers there.

Enable, disable, repoint or configure a channel.

Unlink a channel from an assistant for good.

List the actions attached to an assistant.

Give an assistant a new capability.

Change or configure an action attached to an assistant.

Take a capability away from an assistant.

Give an assistant read or write access to a contact property.

Remove a contact property from an assistant's whitelist so the AI no longer sees or updates it.

List organization chats: agent runs and the chats shared with the current actor, newest first.

Read the messages of any accessible organization chat, run or conversation, newest first.

Permanently delete one or many chats: inbox conversations, organization chats or agent runs.

List customer conversations in the inbox, newest first.

Read the messages of an inbox conversation, newest first.

Send a reply into a customer conversation and deliver it to the connected channel (WhatsApp, Messenger, web widget, ...).

Leave a private note on a customer conversation for the team: a summary, a heads-up, a next step.

Change the text of a reply you sent or a note you left in a customer conversation; files stay attached.

Delete a message or a note from a customer conversation.

Assign one or many inbox conversations to an org member so they show up in their queue, in one call.

Resolve or reopen one or many inbox conversations in one call: resolved closes them and removes them from the open queue, open brings them back for the team.

The AI replies control of an inbox conversation: on has the AI answer every message, paused stops it in this conversation while the team handles it, off stops it for the contact in every conversation until turned on again.

Mute an inbox conversation until a date: no notifications or unread badges for the team until then; a team reply unmutes it early.

Close an inbox conversation, marking it resolved and removing it from the open queue.

Reopen a resolved inbox conversation so it shows as open again and the team can keep working on it.

List the members of this organization with their name, email, role and status.

Change a member's role or description.

Make a member available or unavailable for conversations the AI assigns.

List the pending invites with their email and roles.

Invite someone to this organization by email.

Cancel a pending invite so its link stops working.

List this organization's custom roles with their permissions.

Give a member a custom role.

Take a custom role away from a member.

List the sub-organizations of this organization with their plan, balance and billing.

Get one sub-organization with its members, plan, balance, billing and modules.

Spend of every sub-organization over a date range, grouped by usage type and time bucket.

Create a sub-organization under this organization.

Rename a sub-organization or show and hide its modules.

Choose who pays for a sub-organization's usage and set its monthly spending limit.

The organization's plan and balance, its monthly spending limit with this month's spend, the default cap of each member, agent and assistant, and auto-recharge.

Credits and spend over a date range, split by member, agent, assistant, model or usage type.

Turn the organization's monthly spending limit on or off, change its amount, or set the default cap of every member, agent and assistant without its own.

Set or replace the monthly spending cap of one member, agent or assistant.

Remove the monthly spending cap of a member, agent or assistant: it then follows the default for its kind, if any.

List the broadcasts in this organization, newest first.

Read a single broadcast in full: status, schedule, audience (segments or all contacts), channel templates and delivery counters (sent, delivered, opened, failed).

Create a broadcast as a DRAFT: a bulk marketing campaign (e.g.

Update a broadcast name, schedule time or audience.

Copy a broadcast including its segments and channel templates.

Permanently delete a broadcast and its delivery history.

Move a broadcast through its lifecycle: 'schedule' queues a MARKETING broadcast for its full audience (the real mass send — immediately, or at its scheduled time; requires a channel template); 'cancel' stops a scheduled/sending marketing broadcast and returns it to draft; 'activate' turns a TRANSACTIONAL broadcast on; 'pause' suspends it.

Attach or update the channel message of a broadcast — what actually gets sent.

Add specific contacts to a MARKETING broadcast audience (on top of segments / send-to-all), e.g.

Preview how many recipients a MARKETING broadcast will reach per channel, based on its current audience — check this before scheduling the send.

Retry the failed recipients of a broadcast (up to 1000 per call).

Remove pending (not yet sent) recipients from an editable MARKETING broadcast.

List the personalization fields ({{variable}} placeholders) of a broadcast with their default values.

Create or update a personalization field ({{variable}}) on a broadcast with its default value.

Set per-recipient personalization values on a MARKETING broadcast.

Queue a MARKETING broadcast for delivery to its full audience.

Cancel a MARKETING broadcast in SCHEDULED or SENDING status: it returns to DRAFT and can be edited and re-scheduled.

Activate a TRANSACTIONAL broadcast so it accepts triggers and starts sending to individual recipients.

Pause an ACTIVE transactional broadcast.

Send a test of a broadcast to a single email address or phone number so its content can be reviewed before the real send.

Aggregated delivery and engagement stats per broadcast: totals, delivery rate and open rate, optionally limited to a date range.

List individual broadcast deliveries with their status (sent, delivered, opened, failed, bounced).

Headline numbers for the whole organization: total contacts, messages, open and resolved conversations, and average CSAT.

Per-assistant stats: conversations handled, closed by AI vs closed by human, and transferred to human.

Per assistant and member, as on the dashboard: customer conversations each one handled and resolved.

Resolution and human-response SLA: average and median time to resolve a conversation, and average and median time for a human to respond after a transfer.

Customer conversation counts grouped by channel (WhatsApp, Messenger, web widget, ...), as on the dashboard.

New, unsubscribed and blocked contacts over time with a running total, bucketed by day, week or month.

Contact counts grouped by the channel they arrived on.

Segments ranked by how many contacts they contain, largest first.

Per-workflow run stats: total runs, completed, failed, canceled and success rate.

List the audit trail of changes in this organization (who changed what and when), newest first.

Search contacts in this organization by name or channel handle.

Get a single contact by id, including its segments and fields.

Update a contact: name, blocked, unsubscribed or AI-replies flags.

Permanently delete one or many contacts and their conversations, in one call (up to 1,000).

Merge duplicate contacts into a primary contact.

Add or remove segments on a contact.

Read the activity timeline of a contact, newest first: profile changes, segment changes, blocks, unsubscribes, comments and file uploads, with who did each.

Read the internal team comments on a contact, newest first.

Add an internal team comment to a contact.

Change the text of a contact comment you wrote; files stay attached.

Delete an internal team comment from a contact.

Read what the assistants remember about a contact (preferences, facts, context picked up in conversations), sorted by importance.

List the files of a contact: attachments exchanged in conversations and direct uploads, with download URLs.

List the org's suppression list — emails and phone numbers that broadcasts and outbound sends skip (bounces, complaints, unsubscribes, manual blocks).

Add emails or phone numbers to the suppression list so broadcasts and outbound sends skip them, one or many per call.

Remove emails or phone numbers from the suppression list so they can receive broadcasts and outbound sends again.

Bulk-create or update contacts from structured rows (e.g.

List the custom contact fields (the properties every contact carries), with their type and options.

Create and/or update custom contact fields (the properties every contact carries), one or many per call.

Permanently delete a custom contact field and its values on every contact.

List audience segments in this organization.

Get a single audience segment by id.

Create a new audience segment.

Rename an existing audience segment.

Delete an audience segment.

All its tools, kept up to date

One tool you pick and configure

All its endpoints, kept up to date

One endpoint you pick and configure

Triggers when a row is added to a spreadsheet

Triggers when a cell of an existing row changes

Search for data in your Google Sheets

Create a new spreadsheet with a first sheet and its header columns

List the spreadsheets the app can see

Append a row to a spreadsheet

Update a specific row in a spreadsheet

Triggers when a new event is created in a calendar

Triggers when an event in a calendar changes: moved, renamed, guests or details edited

Triggers when an event in a calendar is cancelled or deleted

List all calendars

Get free/busy information for calendars

Search for events in a Google Calendar

Get details of a specific event

Create a new event in Google Calendar

Update an existing event in a Google Calendar

Delete an event from a Google Calendar

Create an event quickly with natural language input

Triggers when a recording of a meeting you hosted is ready, with its transcript when one was made

Triggers when a new event is created in a calendar

Triggers when an event in a calendar changes: moved, renamed, attendees or details edited

Triggers when an event in a calendar is cancelled or deleted

Get free/busy information for a calendar

Search for events in an Outlook Calendar

Get details of a specific event

Create a new event in Outlook Calendar

Update an existing event in an Outlook Calendar

Delete an event from an Outlook Calendar

Triggers when a file lands in a folder

Triggers when a file in a folder is edited, renamed or moved

Search for files by name or content

Get file metadata and download links

Download a file from Google Drive

Upload a file to Google Drive

Update file metadata or content

Move a file to trash

Create a new folder in Google Drive

Triggers when a file lands in a folder

Triggers when a file in a folder is edited, renamed or moved

Search for files by name or content

Get file details and its link

Download a file from OneDrive

Upload a file to OneDrive

Rename a file or replace its content

Move a file to the recycle bin

Create a new folder in OneDrive

Triggers when a file lands in a folder

Triggers when a file in a folder is edited, renamed or moved

Search for files by name or content in a location

Get file details and its link

Download a file from SharePoint

Upload a file to SharePoint

Rename a file or replace its content

Move a file to the recycle bin

Create a new folder in a location

Search records in an Airtable table by keywords, or list them

Get a single record by ID

Create a new record in an Airtable table

Update an existing record in an Airtable table

Delete a record from an Airtable table

Search across all Notion content, or list everything of a type (all pages, all databases).

Query records from a database with filters and sorting

Get a single record by ID

Create a new record in a Notion database

Update an existing record in Notion

Search and list Notion pages you have access to

Retrieve a page by ID

Create a standalone Notion page with content

Update page title

Add content blocks to an existing page

Get all comments on a page or record

Add a comment to a page or record

Search for issues using filters

Get details of a specific issue

Create a new issue in Linear

Update an existing issue in Linear

Add a comment to an existing issue

Get a specific board by ID

Search for cards in a board

Get a specific card by ID

Create a new card in a Trello list

Update an existing Trello card

Move a card to a different list

Add a comment to a card

Archive (soft delete) a card

Search and list contacts in HubSpot

Get a contact by ID

Create a new contact in HubSpot

Update an existing contact in HubSpot

Search and list companies in HubSpot

Get a company by ID

Create a new company in HubSpot

Update an existing company in HubSpot

Search and list deals in HubSpot

Get a deal by ID

Create a new deal in HubSpot

Update an existing deal in HubSpot

Search and list meetings in HubSpot

Get a meeting by ID

Log a meeting engagement in HubSpot linked to a contact

Update an existing meeting in HubSpot

Delete (archive) a meeting in HubSpot

Search and list leads in Salesforce

Get a single lead by ID

Create a new lead in Salesforce

Update an existing lead in Salesforce

Delete a lead from Salesforce

Search and list contacts in Salesforce

Get a single contact by ID

Create a new contact in Salesforce

Update an existing contact in Salesforce

Delete a contact from Salesforce

Search and list accounts in Salesforce

Get a single account by ID

Create a new account in Salesforce

Update an existing account in Salesforce

Delete an account from Salesforce

Search and list opportunities in Salesforce

Get a single opportunity by ID

Create a new opportunity in Salesforce

Update an existing opportunity in Salesforce

Delete an opportunity from Salesforce

Search records in a Zoho CRM module

Get a single record by ID from a Zoho CRM module

Create a new record in a Zoho CRM module

Update an existing record in a Zoho CRM module

Delete a record from a Zoho CRM module

Search and list leads in Zoho CRM

Get a single lead by ID

Create a new lead in Zoho CRM

Update an existing lead in Zoho CRM

Delete a lead from Zoho CRM

Convert a lead into an account, contact, and optional deal

Search and list contacts in Zoho CRM

Get a single contact by ID

Create a new contact in Zoho CRM

Update an existing contact in Zoho CRM

Delete a contact from Zoho CRM

Associate existing tags with a contact

Remove tags from a contact

Search and list accounts in Zoho CRM

Get a single account by ID

Create a new account in Zoho CRM

Update an existing account in Zoho CRM

Delete an account from Zoho CRM

Search and list deals in Zoho CRM

Get a single deal by ID

Create a new deal in Zoho CRM

Update an existing deal in Zoho CRM

Delete a deal from Zoho CRM

List calendar events in Zoho CRM

Schedule a new calendar event in Zoho CRM

Update an existing calendar event in Zoho CRM

Delete a calendar event from Zoho CRM

Attach a file to a contact, lead, account, or deal in Zoho CRM

List all files attached to a contact, lead, account, or deal

Download an attachment from a contact, lead, account, or deal

Delete an attachment from a contact, lead, account, or deal

Get available time slots for a service on a specific date

List or search appointments by date range and status

Get a single appointment by booking ID

Create a new appointment in Zoho Bookings

Move an existing appointment to a new time

Update appointment status.

Cancel an existing appointment

Add a new customer to Zoho Bookings

Search and list items in Zoho Inventory

Get a single item by ID

Create a new item in Zoho Inventory

Update an existing item

Add an image to an item.

Remove an image from an item.

Search and list customers or vendors

Get a single contact by ID

Create a new customer or vendor

Update an existing contact

Search and list sales orders

Get a single sales order by ID

Create a new sales order

Update an existing sales order

Search and list invoices

Get a single invoice by ID

Create a new invoice

Email an invoice to the customer

List Zoho Calendars accessible to this account

Get free/busy information for one or more emails

List or search events on a Zoho Calendar

Get a single event by ID

Create a new event on a Zoho Calendar

Update fields of an existing event

Delete an event from a Zoho Calendar

Search and list contacts in GoHighLevel

Get a single contact by ID

Create a new contact in GoHighLevel

Update an existing contact

Delete a contact from GoHighLevel

Add tags to a contact

Remove tags from a contact

Search opportunities in GoHighLevel

Get a single opportunity by ID

Create a new opportunity in GoHighLevel

Update an existing opportunity

Delete an opportunity from GoHighLevel

Get available time slots for booking appointments

List appointments in a calendar

Schedule a new appointment

Update an existing appointment

Cancel and delete an appointment

Get available time slots for an event type

Retrieve bookings from your Cal.com account

Get details of a single booking

Create a new booking

Update or reschedule an existing booking

Cancel an existing booking

Get available time slots for an event type within a date range

Search and filter scheduled events from your Calendly organization

Get a single scheduled event

Schedule a new event for a specific event type, date, and time

Cancel a scheduled event

Create a single-use scheduling link for an event type

Triggers when the bot is mentioned in a message

List messages from a channel

List a thread's messages: its first message and every reply.

Download a file shared in Slack, like an image or a PDF in a message, to see or read it.

Send a message to a channel or a direct message to a user

Reply to a message in a thread

Triggers on a message to the bot: a 1:1 chat, or a mention in a group or channel

Send a new message to a channel or a person

Reply in a Teams conversation

List a channel thread's messages: its first message and up to 50 replies, newest first.

Triggers when a new message is posted in a chat

Send a message to a Telegram chat

Triggers when a new message is received on Instagram

Send a direct message on Instagram

Triggers when a new message is received on Messenger

Send a message on Messenger

Triggers when a new message is received on TikTok

Send a message on TikTok.

Triggers when a new message is received on WhatsApp

Triggers when a message status changes (sent, delivered, read, failed)

Send a message on WhatsApp within the allowed time frame

Send a pre-approved WhatsApp message template.

List the WhatsApp message templates of this connection with their review status (a template in review can already go on a broadcast; only APPROVED ones send).

Read one WhatsApp template in full: components (header/body/buttons), review status and quality score.

Submit a new WhatsApp message template to Meta for review.

Browse Meta's pre-approved template library — the fastest path to a usable template, since library templates are approved on creation.

Create a template from a Meta library entry (from Browse WhatsApp Template Library) — approved immediately, no review wait.

Edit an existing WhatsApp template (components and/or category).

Delete a WhatsApp template by name and language.

Triggers when a new email is received in Gmail inbox

Send an email via Gmail

Reply to an email thread in Gmail

Get list of Gmail labels

Triggers when a new email is received in the Outlook mailbox

Send an email via Outlook

Reply to an email conversation in Outlook

Get list of Outlook mail folders

Triggers when an SMS is received on your Twilio phone number

Send an SMS message via Twilio

Triggers when an SMS is received on your Telnyx phone number

Send an SMS message via Telnyx

Search for customers by name or email

Retrieve customer details by ID

Create a new customer in Stripe

Update customer information

Generate a single-use checkout link for one or more products (expires in 24h).

Check whether a checkout link was paid.

Generate self-service link for customer to manage everything (view payments, invoices, receipts, update card, cancel subscription)

List available currencies

List available prices

Create a permanent reusable link for one or more products.

Retrieve the URL and active state of an existing payment link.

Retrieve payment details by ID

Issue refund for any completed payment (works on any payment intent)

List all payment intents (completed payments from any source)

Create subscription directly (requires customer with payment method on file - usually use PAYMENT_LINK_CREATE instead)

Retrieve subscription details by ID

Programmatically update subscription (usually let customer use portal link instead)

Programmatically cancel subscription (usually let customer use portal link instead)

List subscriptions for a customer

Create and finalize invoice for a customer

Retrieve invoice details by ID

Send invoice via email to customer

List all invoices (includes subscription auto-invoices and manual invoices)

Search for products in your Shopify store

Retrieve a single product by ID

Search for product variants in your Shopify store

Search for orders in your Shopify store

Retrieve a single order by ID

Create a new order with payment pending

Update an existing order

Search for customers in your Shopify store

Retrieve a single customer by ID

Create a new customer in your Shopify store

Update an existing customer

Search for tickets using Zendesk search syntax

Retrieve details of a specific ticket

Create a new support ticket in Zendesk

Update an existing Zendesk ticket

Reply to a ticket (visible to customer)

Add an internal note to a ticket (only visible to your team)

Get all comments for a specific ticket

Search and list leads in Odoo CRM

Get a single lead by ID

Create a new lead in Odoo CRM

Update an existing lead in Odoo CRM

Delete a lead from Odoo CRM

Convert a lead into an opportunity

Search and list opportunities in Odoo CRM

Get a single opportunity by ID

Create a new opportunity in Odoo CRM

Update an existing opportunity in Odoo CRM

Delete an opportunity from Odoo CRM

Search for contacts/partners in Odoo

List calendar events within a date range

Schedule a new calendar event or meeting

Update an existing calendar event

Cancel and delete a calendar event

Attach a file to a contact, lead, or opportunity in Odoo

List all files attached to a contact, lead, or opportunity

Download an attachment from a contact, lead, or opportunity

Delete an attachment from a contact, lead, or opportunity

Search and list products in your store

Fetch a single product by ID

List variations of a variable product

Search and list customers in your store

Fetch a single customer by ID

Create a new customer

Update a customer

Search and list orders in your WooCommerce store

Fetch a single order by ID

Create a new order

Update an existing order (change status, add note, or issue refund by setting status to "refunded")

Append a customer-visible note to an order (e.g.

Fetch a coupon by its code

List product categories (picker helper)