send_transactional_email
Send a transactional email to a recipient using a pre-built template. Supports dynamic data variables for template personalization and optional file attachments. Can optionally add the recipient as a contact in your audience.
update_contact
Update an existing contact or create a new one (upsert). Identify the contact by email or user ID. All provided fields will be updated; omitted fields remain unchanged. Can also manage mailing list subscriptions and set custom properties.
send_event
Send a named event for a contact to trigger automated email workflows (loops) in Loops. Events can include custom properties and manage mailing list subscriptions. If the contact does not exist, a new one is created automatically.
find_contact
Look up a contact in your Loops audience by email address or user ID. Returns the full contact record including all standard and custom properties, mailing list subscriptions, and opt-in status.
list_mailing_lists
Retrieve all mailing lists configured in your Loops account. Returns each list's ID, name, description, and visibility. Useful for discovering list IDs needed when subscribing contacts to lists.
create_contact
Create a new contact in your Loops audience. Contacts are identified by email address and can include standard properties (name, subscription status, user group) as well as custom properties. Use mailing list subscriptions to add the contact to specific lists on creation.
list_contact_properties
Retrieve all contact properties defined on your Loops account. Returns both default properties (email, firstName, etc.) and custom properties with their key, label, and type. Useful for discovering available property keys when creating or updating contacts.
delete_contact
Permanently delete a contact from your Loops audience. Identify the contact by email address or user ID.
list_transactional_emails
Retrieve all published transactional email templates in your Loops account. Returns template IDs, names, and required data variables. Useful for discovering which templates are available for sending transactional emails.
Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Manage contacts, send emails, and track engagement for SaaS email marketing. Create, update, find, and delete contacts with custom properties. Send transactional emails using templates with dynamic data variables and attachments. Trigger automated email workflows (loops) by sending events. Manage mailing list subscriptions. List contact properties and transactional email templates. Receive webhooks for contact changes, email sends, deliveries, opens, clicks, bounces, and unsubscribes.
Common questions about connecting Loopsso to AI agents with Metorial.
