SureContact for AI agents
Agents read SureContact at once. Changes and sends are held for a person's approval by default.
About SureContact
SureContact is a marketing automation and CRM platform for managing contacts, companies, deals, campaigns, lists, forms, purchases, reports, and related workflows.
What an agent can do in SureContact
Every SureContact 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 SureContact without asking first. 12 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, ecommerce revenue, products, or campaign
- 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.
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. 14 actions.
- Create Campaign DraftCreate 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 DraftCreate 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 SegmentCreate a tag or contact list. A dynamic list continuously evaluates its filters; a static list is manually managed.
- Create TaskCreate an actionable workspace task linked to one or more contacts and optionally assign it. Workspace notification settings may notify the assignee.
- Enroll Contact In SequenceEnroll 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 acc
- Log Contact InteractionCreate a note or activity on a contact's timeline. This permanently adds workspace-visible history attributed to the API-key owner.
- Record PurchaseRecord an external purchase in SureContact without charging a payment method. Identifying the buyer by email may create a new contact.
- Send EmailQueue 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 o
- Set Contact StatusChange a contact's deliverability or subscription status. Setting unsubscribed, bounced, invalid, or complained can stop future messaging.
- Set Task CompletionMark a task done or reopen it as not done. This immediately changes the task's completion state.
- Start Contact AutomationStart 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
- Unenroll Contact From SequenceSynchronously 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 activ
Show all 14
- Update Contact MembershipsAttach or detach one or more tags or lists from a contact. This immediately changes segmentation and can affect campaign or automation targeting.
- Upsert ContactCreate 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.
Changes wait in Needs you
Changes and sends in SureContact 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
SureContact questions
Can an agent change data in SureContact on its own?
Not by default. Changes and sends in SureContact 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 SureContact?
This connector lists 12 read actions. Reads run at once, without waiting for approval.
How does SureContact connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.