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Simplero

Reference

19 actions for Simplero workflows.

01. Operations

Act on Simplero from a workflow

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.

Administrators

5 operations

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.

Action

Create or Update Administrator

SIMPLERO_CREATE_OR_UPDATE_ADMINISTRATOR

Add a new team member with administrative access to your Simplero account or update an existing administrator's role and permissions.

8 input
Action

Get Admin Roles

SIMPLERO_GET_ADMIN_ROLES

Retrieve 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.

Action

Get Administrator By ID

SIMPLERO_GET_ADMINISTRATOR_BY_ID

Retrieve 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.

1 input
Action

Get Administrators

SIMPLERO_GET_ADMINISTRATORS

Retrieve 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.

Action

Remove Administrator

SIMPLERO_REMOVE_ADMINISTRATOR

Revoke administrative access for a team member in your Simplero account. Use this when someone leaves your team or no longer needs management privileges.

1 input

Contacts

6 operations

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.

Action★ Featured

Add Tag to Contact

SIMPLERO_ADD_TAG_TO_CONTACT

Organize and segment your contacts by applying custom tags based on their characteristics, interests, or status, enabling targeted communication and better customer management.

2 input
Action★ Featured

Create or Update Contact

SIMPLERO_CREATE_OR_UPDATE_CONTACT

Add 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.

16 input
Action

Find Contact By Email

SIMPLERO_FIND_CONTACT_BY_EMAIL

Retrieves detailed contact information from your Simplero database by searching for a specific email address, allowing you to quickly access customer profiles and communication history.

1 input
Action

Get Contact By ID

SIMPLERO_GET_CONTACT_BY_ID

Retrieve detailed information about a specific contact using their unique identifier, allowing you to access their profile data whenever needed.

1 input
Action

Remove Tag from Contact

SIMPLERO_REMOVE_TAG_FROM_CONTACT

Removes a specific tag from a contact's profile using their email address, helping you keep contact segments organized and current.

2 input
Action

Update Contact Credentials

SIMPLERO_UPDATE_CONTACT_CREDENTIALS

Update 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.

6 input

Invoices

1 operation

Retrieve invoice records from your Simplero account for billing and financial reporting purposes. Use this to access transaction history and payment documentation.

Action★ Featured

Get Invoices

SIMPLERO_GET_INVOICES

Retrieve 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.

6 input

Lists

4 operations

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.

Action★ Featured

Bulk Subscribe to List

SIMPLERO_BULK_SUBSCRIBE_TO_LIST

Add multiple subscribers to an email list in a single operation, allowing you to quickly import and organize your audience without manual entry.

2 input
Action

Get All Lists

SIMPLERO_GET_LISTS

Retrieve all mailing lists configured in your Simplero account to view available lists for managing email subscribers and campaigns.

Action

Subscribe to List

SIMPLERO_SUBSCRIBE_TO_LIST

Add 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.

14 input
Action

Unsubscribe From List

SIMPLERO_UNSUBSCRIBE_FROM_LIST

Removes a customer's email address from a specific mailing list in Simplero, allowing you to manage your subscriber base and respect unsubscribe requests.

2 input

Products

1 operation

Fetch product information from your Simplero catalog for reference in automations. This operation retrieves details about offerings you can reference when building customer workflows.

Action

Get Products

SIMPLERO_GET_PRODUCTS

Retrieve all products available in your Simplero account, including their pricing and details, to manage your product catalog and understand your complete offering.

Subscriptions

1 operation

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.

Action

Find Subscription By Email

SIMPLERO_FIND_SUBSCRIPTION_BY_EMAIL

Look 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.

2 input

System

1 operation

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.

Action

Get Async Request Status

SIMPLERO_GET_ASYNC_REQUEST_STATUS

Monitor the progress of long-running operations in your Simplero account without blocking your workflow, allowing you to check completion status whenever needed.

1 input
What now

Use Simplero in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.