Mailsoftly for AI agents
Agents read Mailsoftly at once. Changes and sends are held for a person's approval by default.
About Mailsoftly
Mailsoftly is an intuitive email marketing platform designed to simplify and enhance how businesses communicate with their audiences. Built with user-friendly features and advanced automation tools, Mailsoftly helps organizations to create, schedule, and manage email campaigns easily.
What an agent can do in Mailsoftly
Every Mailsoftly action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Mailsoftly without asking first. 11 actions.
- Authenticate FirmTool to validate the API key and retrieve firm details. Use when confirming credentials before making other Mailsoftly API calls.
- Get ContactTool to retrieve a specific contact by ID from Mailsoftly. Use when you need to fetch details about a specific contact. You can choose between basic or detailed view using the type parameter.
- Get Contact FieldsTool to fetch all contact fields available for a firm, excluding hidden columns. Use when you need to retrieve the list of available contact field names and their data types.
- Get Contact ListTool to retrieve details of a specific contact list by ID. Use when you need to fetch information about a contact list including its name and contact count.
- Get Contact List ContactsTool to retrieve all contacts within a specific contact list. Use when you need to fetch the members of a particular contact list.
- Get Contact ListsTool to retrieve all contact lists for the authenticated firm. Use when you need to view all available contact lists and their details.
- Get ContactsTool to retrieve all contacts associated with a firm. Use when you need to fetch the complete list of contacts from Mailsoftly.
- Get Custom FieldsTool to retrieve all custom fields defined for the authenticated firm. Use when you need to understand what custom field options are available for contacts in Mailsoftly.
- Get Email StatusTool to fetch the status of a specific email draft by its ID. Use when checking if a draft is ready to send or to get its current status.
- Get TagsTool to retrieve all tags associated with the authenticated firm. Use when you need to list available tags for organizing contacts or campaigns.
- Search ContactsTool to search for contacts matching specified criteria in Mailsoftly. Use when you need to find contacts by email, first name, or last name. At least one search parameter should be provided for meani
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 9 actions.
- Add Contact to Contact ListTool to add an existing contact to a specific contact list. Use when you need to add a contact to a contact list in Mailsoftly.
- Create ContactTool to create a new contact for the authenticated firm with email, first name, and last name. Use when adding new contacts to the firm's contact list.
- Create Contact ListTool to create a new contact list for the authenticated firm. Use when organizing contacts into separate lists for targeted campaigns.
- Create Email DraftsTool to create one or more email drafts in Mailsoftly. Use when drafting emails for campaigns or communications. If contact_list_id is not provided, the system automatically creates a contact list fro
- Create or Update ContactTool to create a new contact or update an existing contact in Mailsoftly. Use when you need to add a new contact to the system or update an existing contact's information. If contact_id is provided, t
- Send EmailTool to send an existing email draft that is marked as ready. Use when you need to send a prepared email draft via Mailsoftly.
- Update ContactTool to update an existing contact's information in Mailsoftly. Use when you need to modify contact details such as name or email address.
- Add Custom Field to ContactTool to add a custom field value to an existing contact. Use when you need to store additional custom data on a contact record.
- Assign Tags to ContactTool to assign multiple tags to an existing contact at once. Skips tags if they are already assigned to the contact. Use when you need to categorize or label a contact with one or more tags in Mailsof
Changes wait in Needs you
Changes and sends in Mailsoftly are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Mailsoftly questions
Can an agent change data in Mailsoftly on its own?
Not by default. Changes and sends in Mailsoftly are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Mailsoftly?
This connector lists 11 read actions. Reads run at once, without waiting for approval.
How does Mailsoftly connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.