Team
Shared credential for production and unattended runs.
Connect Mailsoftly with Hookshot™ and your stack
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.
Tools and triggers
What Agents can do in Mailsoftly
Available tools and events after Mailsoftly is connected.
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Add Contact to Contact List
Tool to add an existing contact to a specific contact list. Use when you need to add a contact to a contact list in Mailsoftly.
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Add Custom Field to Contact
Tool to add a custom field value to an existing contact. Use when you need to store additional custom data on a contact record.
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Assign Tags to Contact
Tool 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 Mailsoftly.
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Authenticate Firm
Tool to validate the API key and retrieve firm details. Use when confirming credentials before making other Mailsoftly API calls.
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Create Contact
Tool 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.
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Create Contact List
Tool to create a new contact list for the authenticated firm. Use when organizing contacts into separate lists for targeted campaigns.
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Create Email Drafts
Tool 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 from the provided…
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Create or Update Contact
Tool 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, the existing…
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Get Contact
Tool 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.
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Get Contact Fields
Tool 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.
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Get Contact List
Tool 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.
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Get Contact List Contacts
Tool to retrieve all contacts within a specific contact list. Use when you need to fetch the members of a particular contact list.
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Get Contact Lists
Tool to retrieve all contact lists for the authenticated firm. Use when you need to view all available contact lists and their details.
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Get Contacts
Tool to retrieve all contacts associated with a firm. Use when you need to fetch the complete list of contacts from Mailsoftly.
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Get Custom Fields
Tool 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.
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Get Email Status
Tool 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.
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Get Tags
Tool to retrieve all tags associated with the authenticated firm. Use when you need to list available tags for organizing contacts or campaigns.
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Search Contacts
Tool 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 meaningful results.
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Send Email
Tool to send an existing email draft that is marked as ready. Use when you need to send a prepared email draft via Mailsoftly.
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Update Contact
Tool to update an existing contact's information in Mailsoftly. Use when you need to modify contact details such as name or email address.
Setup
Connect Mailsoftly in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
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.
Chat
Team-scoped for supported chat surfaces.
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