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Simla.com for AI agents

Agents read Simla.com at once. Changes and sends are held for a person's approval by default.

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About Simla.com

Simla.com is an omnichannel CRM platform with AI for automating communications, measuring team performance, managing customer data, and integrating delivery services and order management.

What an agent can do in Simla.com

Every Simla.com 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 Simla.com without asking first. 64 actions.

  • Get Corporate CustomerRetrieves detailed information about a corporate customer by external ID. Returns comprehensive corporate customer data including tags, custom fields, order statistics, and discount information. Use t
  • Get Corporate CustomersTool to retrieve a list of corporate customers matching the specified filters. Use after setting optional filters (managers, manager groups, discount card, IDs) to fetch paginated corporate customer d
  • Get Customers HistoryTool to retrieve customer change history for synchronization or audit purposes. Use when tracking customer modifications over time or implementing incremental data sync with sinceId.
  • Get Custom Fields DictionariesTool to retrieve the list of custom dictionaries. Use when you need to get available custom directory definitions with their elements and codes.
  • Get Delivery ShipmentsTool to retrieve a list of delivery shipments. Use when you need to fetch shipments with optional date filters and pagination.
  • Get Orders HistoryTool to retrieve order change history. Use when you need to track changes to orders over time with optional date filters and pagination via sinceId.
  • Get Reference Delivery TypesTool to retrieve the list of delivery types from the system. Use when you need to discover available delivery types for order management or to get delivery type codes.
  • Get Reference Order TypesTool to retrieve the list of order types from the system. Use when you need to discover available order types for order management or to get order type codes.
  • Get Reference Payment StatusesTool to retrieve the list of payment statuses configured in the system. Use when you need to discover available payment statuses or get payment status codes.
  • Get Reference Payment TypesTool to retrieve a list of all configured payment types in the system. Use when you need to discover available payment methods for orders or to get payment type codes.
  • Get Reference StatusesTool to retrieve the list of order statuses from the system. Use when you need to discover available statuses for order management or to get status codes.
  • Get Store InventoriesTool to retrieve store inventories with leftover stocks and purchasing prices. Use when you need to check inventory levels across warehouses or get cost pricing information for offers.
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  • Get Store OffersTool to retrieve a list of store offers with pagination support. Use when you need to fetch available offers from the store catalog.
  • Get StoresTool to retrieve a list of all warehouses/stores in the system. Use when you need to discover available stores for inventory management or order fulfillment.
  • Calculate Loyalty DiscountTool to calculate maximum loyalty discount and bonuses for an order. Use when you need to preview loyalty benefits before order creation or show customers potential savings based on their loyalty stat
  • Get API CredentialsTool to retrieve available API methods and stores for the current API key. Use when you need to verify API permissions or discover which endpoints and sites are accessible.
  • Get API VersionsTool to retrieve a list of available API versions. Use when you need to discover which API versions are supported by the system.
  • Get CostRetrieves detailed information about a specific cost record by its ID. Use this when you need to fetch cost data including amount, dates, cost item, and attribution details before analyzing or updatin
  • Get CustomerRetrieves detailed information about a specific customer by ID or external ID. Returns comprehensive customer data including contact info, address, subscriptions, order statistics, and custom fields.
  • Get Customer Interaction FavoritesTool to retrieve a list of favorite product offers for a specific customer. Use when you need to fetch customer's saved favorites from a particular site.
  • Get CustomersTool to retrieve a list of customers. Use after setting optional filters (IDs, email, custom fields) to fetch paginated customer data.
  • Get Corporate Customer CompaniesTool to retrieve the list of companies associated with a corporate customer contact person. Use when you need to see which companies are linked to a specific corporate customer.
  • Get Corporate Customers HistoryTool to retrieve corporate customer change history for synchronization or audit purposes. Use when tracking corporate customer modifications over time or implementing incremental data sync with sinceI
  • Get Corporate Customers NotesTool to retrieve a list of corporate customer notes. Use when you need to fetch notes with optional filters (note IDs, corporate customer IDs, manager IDs, text search, date range) and pagination.
  • Get Customers NotesTool to retrieve a list of customer notes. Use when you need to fetch notes with optional filters (note IDs, customer IDs, manager IDs, text search, date range) and pagination.
  • Get Custom FieldTool to retrieve detailed information about a specific custom field by entity and code. Use when you need to get properties and settings of a particular custom field.
  • Get Custom FieldsTool to list custom fields. Use when retrieving custom field definitions with optional filtering by entity or code.
  • Get Custom Fields DictionaryTool to retrieve a custom fields dictionary by its code identifier. Use when you need to get detailed information about a specific dictionary including its name, code, and all elements.
  • Get Delivery Generic SettingTool to retrieve integration configuration for a delivery module instance. Use when you need to fetch delivery service settings including metadata, supported actions, and status mappings.
  • Get FilesTool to retrieve a list of files. Use when you need to fetch files with optional filters like IDs and pagination.
  • Get Loyalty AccountsTool to retrieve a list of customer loyalty program accounts. Use when you need to fetch loyalty accounts with optional filters (loyalty program IDs, phone number) and pagination.
  • Get Loyalty Bonus OperationsTool to retrieve the history of bonus account operations for all participations. Use when you need to fetch loyalty bonus transaction history with optional date range and type filters.
  • Get Loyalty LoyaltiesTool to retrieve a list of loyalty programs. Use when you need to fetch available loyalty programs with optional pagination.
  • Get OrderTool to retrieve detailed information about a specific order. Use when you need to fetch full order data by external ID before further processing.
  • Get OrdersTool to retrieve a list of orders. Use when you need to fetch orders with optional filters (order numbers, custom fields) and pagination.
  • Get Orders Packs HistoryTool to retrieve the history of order packing changes. Use when you need to track pack status updates, modifications, or apply warehouse system synchronization. Call without parameters initially, then
  • Get ProductsTool to retrieve a list of products. Use when you need to list products with optional filters.
  • Get Reference Cost GroupsTool to retrieve a list of all cost groups configured in the system. Use when you need to discover available cost groups for organizing expenses or costs.
  • Get Reference Cost ItemsTool to retrieve a list of all cost items configured in the system. Use when you need to discover available cost item codes for order or operation cost tracking.
  • Get Reference CountriesTool to retrieve a list of all available country ISO codes in the system. Use when you need to discover available countries for order or customer creation.
  • Get Reference CouriersTool to retrieve the list of available couriers. Use when you need to fetch courier information or get courier codes for deliveries.
  • Get Reference CurrenciesTool to retrieve the list of all configured currencies in the system. Use when you need to discover available currencies for order creation or financial operations.
  • Get Reference Delivery ServicesTool to retrieve a list of all configured delivery services in the system. Use when you need to discover available delivery services for order creation or to get delivery service codes.
  • Get Reference Legal EntitiesTool to retrieve a list of all configured legal entities in the system. Use when you need to get available legal entity codes or legal entity details for business operations.
  • Get MessageGateway ChannelsTool to retrieve a list of all MessageGateway channels in the system. Use when you need to discover available messaging channels for communication.
  • Get Reference Order MethodsTool to retrieve a list of all available order methods in the system. Use when you need to discover available order methods for order creation or to get order method codes.
  • Get Reference Price TypesTool to retrieve the list of price types from the reference data. Use when you need to discover available price types for order or product pricing.
  • Get Product StatusesTool to retrieve the list of all product statuses configured in the system. Use when you need to discover available product statuses for order items or to get status codes.
  • Get Reference Status GroupsTool to retrieve the list of all order status groups in the system. Use when you need to discover available status groups for order processing or categorization.
  • Get Reference SubscriptionsTool to retrieve the list of all subscription categories in the system. Use when you need to discover available subscription channels (email, sms, waba) and their configuration.
  • Get Reference UnitsTool to retrieve the list of units of measurement from the system. Use when you need to discover available units for product management or to get unit codes.
  • Get SegmentsTool to retrieve a list of customer segments. Use when you need to list segments with optional filters after authentication.
  • Get SettingsTool to retrieve system settings including default currency, language, timezone, and message gateway configuration. Use when you need to discover system-wide configuration or settings for the account.
  • Get SitesTool to retrieve a list of all configured sites/stores in the system. Use when you need to discover available sites for order creation or to get site codes.
  • Get Store Products PropertiesTool to retrieve a list of product properties from the store. Use when you need to fetch product property definitions with pagination support.
  • Get Store Products Properties ValuesTool to retrieve product property values from the store. Use when you need to list property values with optional filters.
  • Get TaskRetrieves detailed information about a specific task by its ID. Use this to view task details including description, deadline, completion status, assigned performer, and related entities (orders, cust
  • Get TasksTool to retrieve a list of tasks with optional filters. Use when you need to fetch tasks after specifying filter criteria like IDs, status, or date range.
  • Get Tasks CommentsTool to retrieve comments on a specific task by task ID. Use when you need to view all comments associated with a task for context, collaboration, or audit purposes.
  • Get Tasks HistoryTool to retrieve task change history. Use when you need to track changes to tasks over time. Use sinceId for incremental synchronization.
  • Get Telephony SettingTool to retrieve telephony integration settings by code. Use when you need to fetch configuration details for a specific telephony integration.
  • Get UserTool to retrieve detailed information about a specific user by ID. Use when you need complete user data for a known user identifier.
  • Get User GroupsTool to retrieve a list of user groups with their permissions and configuration. Use when you need to fetch available user groups with optional pagination.
  • Get UsersTool to retrieve a list of users. Use when you need to fetch users with optional pagination, filtering, and sorting.

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. 77 actions.

  • Create Corporate CustomerCreates a new corporate customer in Simla.com. Use when you need to add a new business or organization as a customer. At least one field (typically nickName or externalId) should be provided. Returns
  • Create Custom FieldTool to create a custom field for a specified entity in Simla. Use when you need to extend orders, customers, corporate customers, or companies with custom metadata fields.
  • Create Order PaymentCreate a new payment record for an order in Simla CRM. Use when recording payments received for orders. Required fields: type (payment type code), amount (must be positive), and order reference (id or
  • Edit Corporate CustomerTool to edit an existing corporate customer. Use when you need to update corporate customer details such as nickname, discount, VIP status, or custom fields by external ID.
  • Edit Orders PaymentTool to edit an existing order payment. Use when you need to update payment details such as amount, status, or type.
  • Upload OrdersUpload multiple orders to Simla in a single batch operation. Use when you need to create multiple orders efficiently (up to 50 per request). Each order requires an externalId and at least one item wit
  • Add Customer Interaction FavoriteTool to add a product offer to a customer's list of favorites. Use when you need to save a specific product to a customer's favorites on a particular site.
  • Combine CustomersTool to combine multiple customers into one. The specified customers will be merged into the result customer and then deleted. Use when you need to consolidate multiple customer records. Note: This op
  • Combine Corporate CustomersTool to combine multiple corporate customers into one. The specified customers will be merged into the result customer and then deleted. Use when you need to consolidate multiple corporate customer re
  • Combine OrdersTool to combine two orders into one. The source order will be merged into the result order using the specified technique. Use when you need to consolidate order data from one order into another.
  • Create CostCreate a new cost record in Simla CRM. Use this to track business expenses with period dates, amounts, and cost categories. Required fields: dateFrom (start date), dateTo (end date), summ (amount), an
  • Create CustomerCreates a new customer in Simla.com. All customer fields are optional - provide at least one field (e.g., firstName, email, or phone) to create a customer. Returns the customer ID upon successful crea
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  • Create Customer Interaction Cart SetTool to create or overwrite shopping cart data for a customer. Use when you need to set cart contents for customer interaction tracking. This overwrites any existing cart data for the specified custom
  • Create Corporate Customer AddressCreates a new address for a corporate customer in Simla.com. Use when adding a delivery or billing address to an existing corporate customer account. The address can be specified as simple text or wit
  • Create Corporate Customer CompanyTool to create a company for a corporate customer in Simla.com. Use when you need to add a new company to an existing corporate customer record. Returns the newly created company ID on success.
  • Create Corporate Customer ContactTool to create a link between a corporate customer and a contact person. Use when you need to associate an existing customer as a contact for a corporate customer entity.
  • Create Corporate Customer NoteTool to create a note for a corporate customer. Use when you need to add notes or comments to corporate customer records. Requires either customer ID or external ID to identify the corporate customer.
  • Create Customer NoteTool to create a note for a customer. Use when you need to add notes or comments to customer records. Requires either customer ID or external ID to identify the customer.
  • Create Custom Fields DictionaryTool to create a custom fields dictionary with elements. Use when you need to create a new directory for dictionary-type or multiselect_dictionary-type custom fields.
  • Create OrderCreate a new order in Simla with customer details and line items. This action registers an order with customer information, items (with offer IDs), delivery address, and optional metadata. The API aut
  • Create Orders LinkTool to create a link between multiple orders in Simla. Use when you need to associate two or more orders together with an optional comment.
  • Create Order PackTool to create a new order pack in Simla. Use when you need to register pack shipment details for an order item, including store location, quantity, shipment date, and invoice/delivery note numbers.
  • Create Reference CourierTool to create a new courier in Simla.com. Use when you need to add a new courier to the system for delivery management. Returns the courier ID upon successful creation.
  • Create Reference CurrencyTool to create a new currency in Simla.com. Use when you need to add a new currency to the system for financial operations and multi-currency support.
  • Create Store Inventories UploadTool to batch update inventory quantities and purchase prices across warehouses/stores. Use when you need to sync stock levels and cost pricing for offers. Updates leftover stocks (available quantity)
  • Create Store Product GroupsTool to create a new product group in Simla.com store. Use when you need to add a new product group for organizing products. Returns the product group ID upon successful creation.
  • Batch Create Store ProductsTool to batch create products and services in the store catalog. Use when you need to create multiple products at once. Each product requires a name, article (SKU), and catalogId that matches the cata
  • Create TaskTool to create a new task. Use after gathering task details and assignees.
  • Create Web Analytics Visits UploadTool to batch upload web analytics visit records to Simla CRM. Use when tracking customer visits with traffic source attribution. Each visit must include site code, customer identifier, timestamp, and
  • Delete CostTool to delete a cost by ID. Use when you need to remove a cost record from the system.
  • Delete Corporate Customer NoteTool to delete a corporate customer note by ID. Use when you need to remove a note record from a corporate customer.
  • Delete Customer NoteTool to delete a customer note by ID. Use when you need to remove a note record from a customer.
  • Delete Order PaymentTool to delete an order payment by ID. Use when you need to remove a payment record from an order.
  • Edit CostTool to edit an existing cost record by ID. Use when you need to update cost details such as amount, dates, cost item, or attribution information for expense tracking and analysis.
  • Edit CustomerTool to edit an existing customer. Use when you need to update customer details by external ID.
  • Edit Corporate Customer AddressTool to edit an address for a corporate customer. Use when you need to update address details (name, city, street, building, etc.) for a specific corporate customer address by its external ID.
  • Edit Corporate Customer CompanyTool to edit a company associated with a corporate customer. Use when you need to update company details such as name or main status for a corporate customer's company entity.
  • Edit Corporate Customer ContactTool to edit the link between a corporate customer and a contact person. Use when you need to update contact properties such as marking a contact as the main contact person for a corporate customer.
  • Edit Custom FieldEdit an existing custom field's properties by entity type and field code. Use this to modify custom field settings such as display name, description, type, visibility flags, sort order, default values
  • Edit Custom Fields DictionaryTool to edit an existing custom fields directory by code. Use when you need to update the directory name or modify its elements (add, remove, or reorder entries).
  • Edit Delivery Generic SettingTool to register or edit a delivery service integration configuration. Use when you need to create a new delivery service integration or update existing delivery settings including API endpoints, stat
  • Edit FileTool to edit an existing file by ID. Use when you need to update file properties such as filename.
  • Edit Integration ModuleTool to create or edit an integration module configuration. Use when you need to register or update an integration module with its base URL, client ID, and display settings.
  • Edit OrderTool to edit an existing order by external ID. Use when you need to update order details by external ID.
  • Edit Reference Cost GroupTool to edit an existing cost group by code. Use when you need to update cost group properties such as name, color, active status, or display ordering.
  • Edit Reference Cost ItemTool to edit an existing cost item reference by code. Use when you need to update cost item properties such as name, group, type, or activation status in the system's cost item directory.
  • Edit Reference CourierTool to edit an existing courier by ID. Use when you need to update courier details such as name, email, phone, or active status.
  • Edit Reference CurrencyTool to edit an existing currency configuration by ID. Use when you need to update currency properties such as base currency status, auto-conversion settings, or conversion rates.
  • Edit Reference Delivery ServiceTool to edit an existing delivery service by code. Use when you need to update delivery service properties such as name, code, or active status.
  • Edit Reference Delivery TypeTool to create or edit a delivery type in Simla.com. Use when you need to add a new delivery type or modify an existing one. This endpoint handles both creation (if the code doesn't exist) and updates
  • Edit Reference Order MethodTool to edit an existing order method reference by code. Use when you need to update order method properties such as name, active status, or default settings in the system's order method directory.
  • Edit Reference Order TypeTool to create or edit an order type by code. Use when you need to create a new order type or update properties of an existing one such as name, active status, or default settings.
  • Edit Reference Payment StatusTool to edit an existing payment status reference by code. Use when you need to update payment status properties such as name, active status, or default settings in the system's payment status directo
  • Edit Reference Payment TypeTool to edit an existing payment type or create a new one by code. Use when you need to update payment type properties such as name, code, active status, description, ordering, or default settings.
  • Edit Reference Price TypeTool to edit an existing price type in the reference data. Use when you need to update price type properties such as name, active status, default flag, or associated customer groups.
  • Edit Product StatusTool to create or edit product status in the reference directory. Use when you need to add a new product status or update an existing one. Set code to 'new' when creating a new status, or use the exis
  • Edit Reference StatusesTool to edit an existing order status reference by code. Use when you need to update order status properties such as name, active status, display ordering, or group classification in the system's stat
  • Edit Reference StoresTool to create or edit a warehouse/store by code. Use when you need to update store information such as name, contact details, address, or active status.
  • Edit Reference SubscriptionTool to create or edit a subscription category in Simla. Use when you need to configure subscription categories for different communication channels (email, sms, waba). Creates a new subscription cate
  • Edit Reference UnitTool to create or edit a unit of measurement reference by code. Use when you need to add new units or update existing unit properties such as name or symbol in the system's unit directory.
  • Edit Store Product GroupTool to edit an existing product group by external ID. Use when you need to update product group details such as name, site, or active status.
  • Edit Store Products BatchTool to batch edit multiple products and services at once. Use when you need to update multiple products in a single operation. This action allows updating multiple product fields (name, price, quanti
  • Edit Store SettingTool to register or update warehouse system configuration in Simla. Use when you need to configure a warehouse integration with name, code, and account URL.
  • Edit TaskTool to edit an existing task. Use after confirming task ID and fields to update. Updates only provided fields on the task.
  • Edit Telephony SettingTool to create or edit a telephony integration setting in Simla. Use when you need to register or update a telephony integration with its configuration including client ID, name, active status, and op
  • Fix Corporate Customers External IDsTool to perform mass recording of corporate customer external IDs in Simla. Use when you need to map internal corporate customer IDs to external system identifiers in bulk. Accepts an array of corpora
  • Fix Customers External IDsTool to perform mass recording of customer external IDs in Simla. Use when you need to map internal customer IDs to external system identifiers in bulk. Accepts an array of customer ID mappings and as
  • Fix Orders External IDsTool to perform mass recording of order external IDs in Simla. Use when you need to map internal order IDs to external system identifiers in bulk. Accepts an array of order ID mappings and assigns ext
  • Get Statistic UpdateTool to trigger an update of CRM basic statistics. Use when you need to refresh statistical data in the system.
  • Update Customer SubscriptionsTool to subscribe or unsubscribe a customer to mailing channels. Use when you need to manage customer communication preferences across different channels (email, SMS, WhatsApp, etc.).
  • Update User StatusTool to change a user's status. Use when you need to update a user's current work status.
  • Upload CostsTool to batch upload cost records to Simla CRM. Use when you need to create multiple cost entries at once for tracking expenses like advertising, salaries, or other operational costs. Maximum 50 costs
  • Upload CustomersTool to batch upload customer records to Simla CRM. Use when you need to create multiple customers at once. Maximum 50 customers per request.
  • Upload Corporate CustomersTool to batch upload corporate customers to Simla.com CRM. Use when you need to create multiple corporate customer records at once with their companies, contacts, and addresses. Maximum 50 customers p
  • Upload Store PricesTool to batch update SKU prices in Simla store catalog. Use when you need to set or update prices for product offers. Can also remove specific price types using the remove flag.
  • Upload Web Analytics Client IDsTool to batch upload web analytics client IDs to Simla CRM for tracking purposes. Use when you need to associate Google Analytics (or other web analytics) client IDs with orders and customers in the s
  • Upload Web Analytics SourcesTool to batch upload web analytics sources to Simla CRM. Use when tracking traffic sources for orders or customers from marketing campaigns. Each source must include at least one identifier (order, cu

Changes wait in Needs you

Changes and sends in Simla.com 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.

How approvals work

Simla.com questions

Can an agent change data in Simla.com on its own?

Not by default. Changes and sends in Simla.com 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 Simla.com?

This connector lists 64 read actions. Reads run at once, without waiting for approval.

How does Simla.com connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Simla.com to your agents.

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