Team
Shared credential for production and unattended runs.
Connect Instantly with Hookshot™ and your stack
Instantly is a platform designed to streamline cold email outreach by automating campaigns, managing leads, and enhancing email deliverability.
Tools and triggers
What Agents can do in Instantly
Available tools and events after Instantly is connected.
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Activate Campaign
Tool to activate or resume a paused campaign. Use when you need to start sending operations for a specific campaign. Prerequisites: Campaign must have at least one sender account, one lead, email sequences, and…
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Add Leads in Bulk
Tool to add multiple leads in bulk to a campaign or list. Use when you need to import several leads at once to an Instantly campaign or list. Supports duplicate handling options and lead verification.
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Add Workspace Member
Tool to add a new member to workspace with email and role. Use when you need to invite a new team member to the workspace with specific role and permissions.
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Bulk Assign Leads
Tool to bulk assign leads to organization users. Use when you need to assign multiple leads to specific organization members.
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Check Custom Tracking Domain Status
Tool to check Custom Tracking Domain (CTD) status for email accounts. Use to verify SSL configuration and CNAME records for a specified domain/host.
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Check DFY Email Account Order Domains
Tool to check domain availability for DFY email account orders. Use when you need to validate domains before creating DFY email account orders.
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Check Email Verification Status
Tool to check status of an email verification job. Use after submitting a verification request to retrieve the current status of a specific email address.
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Count Launched Campaigns
Tool to retrieve the count of launched campaigns. Use when you need to know the total number of campaigns that have been launched in the workspace.
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Count Leads From SuperSearch
Tool to count leads matching supersearch filter criteria. Use when you need to preview how many leads match your search criteria before creating an enrichment job.
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Count Unread Emails
Tool to retrieve the count of unread emails. Use when you need to know how many unread messages are in your inbox before sending new emails.
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Create AI Enrichment
Tool to create an AI enrichment job for a campaign or lead list. Use when you need to enrich a resource with AI-driven insights.
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Create API Key
Creates a new API key with specified permissions for the Instantly API. Use this tool to generate credentials for programmatic access. Each API key can be scoped with granular permissions (e.g., 'campaigns:read'…
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Create Block List Entry
Tool to create a new block list entry for a specific email or domain. Use when you need to prevent campaigns from sending emails to a specific address or domain.
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Create Campaign
Tool to create a new campaign. Use when you have campaign details ready and want to launch.
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Create Custom Tag
Tool to create a new custom tag for organizing accounts and campaigns. Use when you need to create a new tag for categorization purposes.
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Create Inbox Placement Test
Tool to create an inbox placement test. Use when you need to measure deliverability across providers with your prepared email and recipient list.
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Create Lead
Tool to create a new lead. Use when you need to add an individual lead to a campaign.
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Create Lead Label
Tool to create a custom lead label for categorizing leads. Use when you need to create a new label to organize and manage leads with specific interest status categories.
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Create Lead List
Tool to create a new lead list. Use when you need to organize leads into a dedicated list before importing them into campaigns.
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Create Subsequence
Creates an automated follow-up subsequence for a campaign. Subsequences are triggered when leads meet specific conditions (CRM status changes, activities, or reply keywords). Use this tool when you need to: - Set up…
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Create SuperSearch Enrichment
Tool to create a supersearch enrichment job for a list or campaign. Use when you need to enrich leads with data such as email verification, work email, profile information, job listings, technologies, news, or funding…
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Create Webhook
Tool to create a new webhook endpoint. Use when you need to receive Instantly event notifications via HTTP callbacks.
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Delete API Key
Tool to delete an API key. Use when you need to remove a specific API key by its ID after confirming its existence.
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Delete Block List Entry
Tool to delete a blocked email or domain entry by its ID. Use when you need to remove a specific block list entry.
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Delete Campaign
Tool to delete a campaign. Use when you need to remove a specific campaign by ID.
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Delete Custom Tag
Tool to delete a custom tag by its ID. Use when you need to remove a specific custom tag used for organizing and categorizing accounts and campaigns.
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Delete Lead
Tool to delete a lead by its ID. Use when you need to remove a specific lead after confirming its existence.
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Delete Lead Label
Tool to delete a lead label by ID. Use when you need to remove a custom label for categorizing and managing leads.
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Delete Lead List
Tool to delete a lead list by ID. Use when you need to remove a specific lead list after confirming its existence.
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Delete Subsequence
Delete a subsequence from a campaign by its UUID. A subsequence is an automated follow-up sequence triggered by specific conditions (e.g., CRM status changes, lead activity, or reply content). Use this action when you…
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Delete Webhook
Tool to delete a webhook. Use when you need to remove a specific webhook by its UUID.
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Delete Whitelabel Domain
Tool to delete the whitelabel domain from current workspace. Use when you need to remove the whitelabel domain configuration from a workspace.
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Disable Account Warmup
Tool to disable the warm-up process for email accounts. Use when you need to stop warmup for specific or all accounts before sending critical campaigns.
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Duplicate Campaign
Tool to duplicate an existing campaign. Use when you need to create a copy of a campaign with the same configuration.
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Duplicate Subsequence
Tool to duplicate an existing subsequence to a specified parent campaign. Use when you need to create a copy of a subsequence with the same trigger conditions.
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Enable Account Warmup
Tool to enable the warm-up process for email accounts. Use when you want to start warming up one or more accounts to improve deliverability.
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Export Campaign
Tool to export campaign data to JSON format. Use when you need to retrieve complete campaign configuration for backup or migration.
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Get Account Campaign Mappings
Tool to retrieve campaigns associated with an email account. Use when you need to find which campaigns are mapped to a specific email address.
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Get Accounts Warmup Analytics
Tool to retrieve warmup analytics for specified email accounts. Use when you need daily and aggregate warmup statistics including health scores.
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Get Admin Workspace Group Member
Tool to retrieve admin workspace details for the current sub workspace. Use when you need to get information about the admin workspace relationship, including workspace IDs and status.
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Get API Keys
Tool to retrieve paginated list of API keys for organization. Use when you need to list all API keys with their names, scopes, and timestamps.
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Get Audit Logs
Tool to retrieve audit log records for tracking system activities. Use when you need to review account activity history or monitor changes.
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Get Block List Entry
Tool to retrieve a specific blocked email or domain entry by its ID. Use when you have a block list entry UUID and need to check block details.
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Get Campaign
Tool to retrieve campaign details. Use when you need full campaign configuration for a given campaign ID.
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Get Campaign Analytics
Tool to retrieve analytics for campaigns. Use when you need performance metrics for one or multiple campaigns.
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Get Campaign Sending Status
Tool to retrieve campaign sending status diagnostics explaining why a campaign may not be sending emails or is sending slower than expected. Use when troubleshooting campaign delivery issues or understanding campaign…
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Get Campaign Steps Analytics
Tool to retrieve analytics data broken down by campaign steps and variants. Use when you need detailed performance metrics for each step in a campaign sequence.
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Get Campaigns Analytics Overview
Tool to get analytics overview for one or multiple campaigns. Use when you need comprehensive performance metrics including leads, emails, replies, opens, clicks, and CRM events.
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Get CRM Phone Numbers
Tool to retrieve all phone numbers associated with your organization. Use when you need to list phone numbers configured for CRM actions.
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Get Current Workspace
Tool to retrieve current workspace details based on API key. Use when you need workspace information like plan details, owner, or organization settings.
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Get Custom Tag
Tool to retrieve a specific custom tag by ID. Use when you need details about a custom tag used for organizing accounts and campaigns.
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Get Custom Tag Mappings
Tool to retrieve custom tag mappings that connect tags to resources like campaigns and email accounts. Use when you need to see which tags are assigned to which resources.
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Get Daily Account Analytics
Tool to retrieve daily account analytics showing emails sent per day for each account. Use when you need per-day performance metrics for email accounts.
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Get Daily Campaign Analytics
Tool to retrieve daily analytics for a campaign. Use when you need per-day performance metrics for campaigns.
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Get DFY Email Account Order Accounts
Tool to retrieve DFY (Done-For-You) email account order accounts. Use when you need to fetch accounts from DFY email account orders with optional pagination and password inclusion.
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Get Email Service Provider Options
Tool to retrieve email service provider options for inbox placement tests. Use when you need valid recipients_labels options.
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Get Inbox Placement Analytics Stats by Date
Tool to retrieve time-series statistics for inbox placement test results by date. Use when you need daily analytics showing how emails were distributed across inbox, spam, and category folders.
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Get Inbox Placement Analytics Stats by Test ID
Tool to retrieve aggregated inbox placement analytics statistics for specified test IDs. Use when you need consolidated inbox, spam, and category counts across multiple tests with optional filtering by date range…
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Get Inbox Placement Deliverability Insights
Tool to retrieve deliverability insights for inbox placement tests. Use when you need detailed percentage breakdowns of emails landing in spam, inbox, and category folders with optional date range filtering and…
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Get Inbox Placement Test
Tool to retrieve inbox placement test results. Use when you need details for a specific inbox placement test by ID.
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Get Lead
Tool to retrieve details of a specific lead by its ID. Use when you have the lead UUID and need full lead metadata.
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Get Lead Label
Tool to retrieve a specific lead label by ID. Use when you need details about a custom label for categorizing and managing leads.
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Get Lead List
Tool to retrieve details of a specific lead list by its ID. Use when you have the lead list UUID and need list metadata.
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Get Lead List Verification Stats
Tool to retrieve verification statistics for a lead list. Use when you need summary counts by verification status for a specific lead list.
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Get Similar DFY Email Account Order Domains
Tool to generate similar available domain suggestions for DFY email account orders. Use when you need to find available domain alternatives based on a provided domain. Returns maximum of 66 suggestions per extension…
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Get Subsequence
Tool to retrieve a specific subsequence by its ID. Use when you need full details of a follow-up sequence entity.
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Get SuperSearch Enrichment
Tool to retrieve supersearch enrichment configuration and status for a list or campaign. Use this to check enrichment settings, progress status, and configuration details for a specific list or campaign resource.
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Get Webhook
Tool to retrieve details of a specific webhook subscription. Use when you have the webhook ID and need full webhook configuration.
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Get Webhook Event
Tool to retrieve details of a specific webhook event. Use when you need to inspect a particular webhook event by its ID.
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Get Webhook Event Types
Tool to retrieve all available webhook event types. Use when you need to see valid event types for webhook subscriptions.
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Get Webhook Events Summary
Tool to retrieve webhook events summary with success and failure statistics. Use when you need aggregated webhook delivery metrics for a date range.
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Get Webhook Events Summary by Date
Tool to retrieve webhook event summaries grouped by date. Use when you need aggregated webhook event statistics over a date range.
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Get Workspace Billing Plan Details
Tool to retrieve workspace billing plan details. Use when you need to view billing plan information for various services like lead finder, verification, CRM, website visitor tracking, and inbox placement.
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Get Workspace Member by ID
Tool to retrieve details of a specific workspace member by ID. Use when you need information about a member of a workspace with associated user details.
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Import Campaign From Export
Tool to import a campaign from exported data. Use when you need to recreate a campaign from previously exported configuration.
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List Block List Entries
Tool to list blocked emails or domains from blocklist. Use when you need to retrieve multiple block list entries with optional filtering by domains only or search terms. Supports pagination.
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List Campaigns
Tool to list all campaigns. Use when you need to fetch your campaigns list with optional filters and pagination.
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List Custom Tags
Tool to list custom tags. Use when you need to retrieve custom tags with optional pagination and filtering.
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List DFY Email Account Orders
Tool to list DFY email account orders. Use when you need to fetch your DFY email account orders with pagination.
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List Email Accounts
Tool to list all email accounts for the authenticated user. Use after obtaining auth credentials to retrieve available accounts.
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List Emails
Tool to list emails. Use when you need to retrieve emails with optional filters and pagination.
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List Inbox Placement Blacklist & SpamAssassin Reports
Tool to list inbox placement blacklist & SpamAssassin reports. Use when you need to retrieve spam and blacklist analytics after running an inbox placement test.
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List Inbox Placement Tests
Tool to list inbox placement tests. Use when you need a paginated overview of tests with optional filtering and sort order.
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List Lead Lists
Tool to list all lead lists. Use when you need to fetch the lead lists with optional filters and pagination.
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List Leads
Tool to list leads. Use when you need to retrieve leads with optional filters like search, status filters, and pagination.
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List Pre-Warmed Up DFY Domains
Tool to retrieve a list of pre-warmed up domains ready for DFY email account orders. Use when you need to check available domains that come pre-configured with SPF, DKIM, DMARC, and warmup already completed.
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List Webhook Events
Tool to list webhook events. Use when you need to view received webhook events with optional pagination and filters.
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List Webhooks
Tool to list configured webhooks. Use when you need to retrieve your webhook configurations with optional filters and pagination.
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Mark Thread as Read
Tool to mark all emails in a specific thread as read. Use when you want to update the read status of an email thread after processing.
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Merge Leads
Tool to merge multiple leads into a single lead. Use after confirming both source and destination lead IDs exist.
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Move Leads
Tool to move leads from one campaign to another. Use when you need to transfer specific leads between campaigns.
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Patch SuperSearch Enrichment Settings
Tool to update auto-update and skip settings for SuperSearch enrichment. Use when you need to configure enrichment behavior for leads in a list or campaign, including automatic enrichment of new leads, skipping leads…
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Patch Webhook
Tool to update an existing webhook configuration. Use when you need to modify webhook properties like name, event type, or target URL.
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Pause Campaign
Tool to pause an active campaign. Use when you need to suspend sending operations for a specific campaign.
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Pause Subsequence
Tool to pause an active campaign subsequence. Use when you need to temporarily suspend a follow-up sequence.
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Remove Lead From Subsequence
Tool to remove a lead from a campaign subsequence. Use when you need to stop a lead from receiving subsequence emails.
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Resume Subsequence
Tool to resume a paused campaign subsequence. Use when you need to restart a previously paused follow-up sequence.
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Run SuperSearch Enrichment
Tool to run all enrichments for resource leads or unenriched leads. Use when you need to trigger enrichment processes for a list or campaign.
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Search Campaigns by Lead Email
Tool to search campaigns by a lead's email address. Use when you need to find campaigns containing a specific lead by their email.
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Set Whitelabel Domain
Tool to set whitelabel agency domain for current workspace. Use when you need to configure custom branding with your own domain name for the workspace.
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Share Campaign
Tool to share a campaign. Use when you need to share a campaign template for 7 days.
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Test Accounts Vitals
Tool to test IMAP/SMTP connectivity and account vitals for email accounts. Use when you need to verify email account health and connectivity status.
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Test Webhook
Tool to send a test payload to verify a webhook is working. Use when you need to verify a webhook configuration.
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Toggle Resource
Tool to assign or unassign custom tags to resources like accounts and campaigns. Use when you need to manage custom tag associations with resources by either assigning or unassigning tags.
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Update Block List Entry
Tool to update a blocked email or domain entry. Use when you need to modify the bl_value of an existing block list entry.
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Update Campaign
Tool to update details of a campaign. Use when you need to modify campaign settings after verifying its ID.
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Update Current Workspace
Tool to update the current workspace details. Use when you need to modify workspace settings such as name or logo URL.
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Update Custom Tag
Tool to update an existing custom tag's label or description. Use when you need to modify a custom tag used for organizing accounts and campaigns.
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Update Inbox Placement Test
Tool to update an inbox placement test. Use when you need to modify an existing inbox placement test by its ID.
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Update Lead
Tool to update a lead's details. Use when you need to modify fields of an existing lead after identifying its ID.
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Update Lead Interest Status
Tool to update a lead's interest status. Use when you need to set or reset a lead’s interest status for follow-up actions.
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Update Lead Label
Tool to update an existing lead label by ID. Use when you need to modify a custom label for categorizing and managing leads.
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Update Lead List
Tool to update details of a specific lead list by its ID. Use after verifying the list ID exists.
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Update Subsequence
Tool to update a campaign subsequence entity. Use when you need to modify subsequence settings such as name, schedule, or triggered CRM statuses.
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Verify Email
Tool to initiate email verification. Use when you need to verify an email's deliverability before sending emails.
Setup
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Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
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Team-scoped for supported chat surfaces.
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