manage_tasks
Manage Tasks
List, create, get, or edit tasks in Simla.com. Tasks can be assigned to managers and linked to customers or orders. Use the **action** field to specify the operation.
manage_tasks
List, create, get, or edit tasks in Simla.com. Tasks can be assigned to managers and linked to customers or orders. Use the **action** field to specify the operation.
edit_customer
Update an existing individual customer's profile. You can modify contact information, demographics, tags, custom fields, and other details. Only provided fields will be updated.
get_customer
Retrieve a single customer's full profile by their internal ID or external ID. Returns all customer details including contact information, segments, custom fields, and more.
create_order
Create a new order in Simla.com. Supports specifying customer, line items with trade offers, delivery details, payments, discounts, and custom fields. Returns the new order's internal ID.
create_customer
Create a new individual customer in Simla.com. Provide contact information, demographics, and custom fields. Returns the new customer's internal ID.
manage_customer_notes
List, create, or delete notes on customer records. Notes are used for internal annotations on customers. Use the **action** field to specify what operation to perform.
edit_order
Update an existing order in Simla.com. Modify status, line items, delivery, payments, customer info, custom fields, and more. Only provided fields will be updated.
manage_order_payments
Create, edit, or delete payment records on orders. Each payment has a type, status, and amount. Use the **action** field to specify the operation.
list_customers
Search and list individual customers with flexible filtering. Supports filtering by name, email, phone, segment, creation date, custom fields, and more. Returns paginated results with full customer profiles.
list_segments
Retrieve customer segments configured in Simla.com. Segments are used to categorize and group customers based on rules. Returns segment codes, names, and customer counts.
get_reference_data
Retrieve system reference data such as order statuses, payment types, delivery types, order methods, stores, sites, units of measurement, and more. Use the **referenceType** field to specify which reference data to fetch. Useful for discovering available codes when creating or filtering orders and customers.
list_products
Search and list products from the store catalog. Supports filtering by name, article, activity status, group, and more. Returns products with their trade offers (SKUs), images, and pricing.
list_orders
Search and list orders with flexible filtering. Supports filtering by status, customer, date range, delivery type, payment status, manager, and more. Returns paginated results with order summaries.
get_order
Retrieve a single order's full details by internal ID or external ID. Returns all order information including line items, delivery details, payments, customer info, custom fields, and more.
list_users
Retrieve system users (managers, administrators) from Simla.com. Useful for finding manager IDs to assign to orders or customers.
manage_custom_fields
List, get, create, or edit custom fields for entities (customers, orders, etc.). Custom fields extend the data model with additional attributes. Also supports custom dictionaries that provide lookup values for custom fields.
Manage customers, orders, and product catalogs for eCommerce CRM. Create, edit, retrieve, and merge customer profiles (individual and corporate) with segmentation, notes, and file attachments. Create, edit, upload, and combine orders with line items, delivery info, discounts, payments, and custom fields. Retrieve product listings with SKUs, inventory, and product groups. Calculate delivery costs, manage delivery orders, and generate shipping documents. Integrate telephony with call event notifications. Track incremental change history for orders and customers to sync with external systems. Manage custom fields, dictionaries, reference data (statuses, payment types, delivery types, stores), and integration modules.
Common questions about connecting Simlacom to AI agents with Metorial.