Create or Update Administrator
SIMPLERO_CREATE_OR_UPDATE_ADMINISTRATORAdd a new team member with administrative access to your Simplero account or update an existing administrator's role and permissions.
Simplero
19 actions for Simplero workflows.
Operations are the actions a workflow can take in Simplero, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Manage staff members and their access levels within your Simplero account. Use these operations to provision new administrators, update their roles and permissions, retrieve admin details, and remove users who no longer need access.
Create or Update Administrator
SIMPLERO_CREATE_OR_UPDATE_ADMINISTRATORAdd a new team member with administrative access to your Simplero account or update an existing administrator's role and permissions.
Get Admin Roles
SIMPLERO_GET_ADMIN_ROLESRetrieve all available admin roles configured for your account, including both standard roles and any custom roles you've created. This helps you understand the different permission levels you can assign to team members.
Get Administrator By ID
SIMPLERO_GET_ADMINISTRATOR_BY_IDRetrieve detailed information about a specific administrator account, including their role, permissions, and account associations. Use this when you need to verify an admin's access level or audit account management responsibilities.
Get Administrators
SIMPLERO_GET_ADMINISTRATORSRetrieve a list of all administrators for your account along with their roles and permissions. Use this to manage who has access to your Simplero account and understand their administrative capabilities.
Remove Administrator
SIMPLERO_REMOVE_ADMINISTRATORRevoke administrative access for a team member in your Simplero account. Use this when someone leaves your team or no longer needs management privileges.
Handle your audience database by creating, updating, and retrieving contact information. These operations let you manage tags for segmentation, update login credentials, search for specific contacts by email, and maintain accurate records of your subscribers and customers.
Add Tag to Contact
SIMPLERO_ADD_TAG_TO_CONTACTOrganize and segment your contacts by applying custom tags based on their characteristics, interests, or status, enabling targeted communication and better customer management.
Create or Update Contact
SIMPLERO_CREATE_OR_UPDATE_CONTACTAdd a new contact to your Simplero account or update an existing contact's information using their email address. This keeps your contact database current and ensures you have accurate customer and prospect details.
Find Contact By Email
SIMPLERO_FIND_CONTACT_BY_EMAILRetrieves detailed contact information from your Simplero database by searching for a specific email address, allowing you to quickly access customer profiles and communication history.
Get Contact By ID
SIMPLERO_GET_CONTACT_BY_IDRetrieve detailed information about a specific contact using their unique identifier, allowing you to access their profile data whenever needed.
Remove Tag from Contact
SIMPLERO_REMOVE_TAG_FROM_CONTACTRemoves a specific tag from a contact's profile using their email address, helping you keep contact segments organized and current.
Update Contact Credentials
SIMPLERO_UPDATE_CONTACT_CREDENTIALSUpdate a contact's login credentials such as email, first name, and last name in your Simplero account. This helps keep customer information current and accurate.
Retrieve invoice records from your Simplero account for billing and financial reporting purposes. Use this to access transaction history and payment documentation.
Get Invoices
SIMPLERO_GET_INVOICESRetrieve your invoices from Simplero with optional filtering by date or invoice number to manage billing records and payment tracking. Helps you quickly locate specific invoices or review recent billing activity.
Control your email lists and subscriber management within Simplero. These operations enable you to subscribe or unsubscribe contacts in bulk or individually, view all available lists, and organize your audience segments.
Bulk Subscribe to List
SIMPLERO_BULK_SUBSCRIBE_TO_LISTAdd multiple subscribers to an email list in a single operation, allowing you to quickly import and organize your audience without manual entry.
Get All Lists
SIMPLERO_GET_LISTSRetrieve all mailing lists configured in your Simplero account to view available lists for managing email subscribers and campaigns.
Subscribe to List
SIMPLERO_SUBSCRIBE_TO_LISTAdd a contact to a specific mailing list using their email address, enabling you to grow your subscriber base and organize contacts by interest or campaign.
Unsubscribe From List
SIMPLERO_UNSUBSCRIBE_FROM_LISTRemoves a customer's email address from a specific mailing list in Simplero, allowing you to manage your subscriber base and respect unsubscribe requests.
Fetch product information from your Simplero catalog for reference in automations. This operation retrieves details about offerings you can reference when building customer workflows.
Get Products
SIMPLERO_GET_PRODUCTSRetrieve all products available in your Simplero account, including their pricing and details, to manage your product catalog and understand your complete offering.
Look up customer subscription status and details by their email address. Use this to check active subscriptions, billing status, and membership information in your automations.
Find Subscription By Email
SIMPLERO_FIND_SUBSCRIPTION_BY_EMAILLook up a customer's subscription details in a specific list using their email address. This helps you quickly access subscription information without manually searching through your customer database.
Monitor the status of asynchronous operations running in Simplero. This operation allows you to check whether long-running tasks like bulk imports or exports have completed successfully.
Get Async Request Status
SIMPLERO_GET_ASYNC_REQUEST_STATUSMonitor the progress of long-running operations in your Simplero account without blocking your workflow, allowing you to check completion status whenever needed.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.