list_invoices
List Invoices
Retrieve invoices from Simplero with optional filtering by creation date range, payment date range, or invoice number range. Results can be sorted ascending or descending.
list_invoices
Retrieve invoices from Simplero with optional filtering by creation date range, payment date range, or invoice number range. Results can be sorted ascending or descending.
manage_broadcast
Create, list, and retrieve email broadcasts in Simplero. Supports creating broadcasts with scheduling, sending test emails, and viewing broadcast activity (opens, clicks, bounces, unsubscribes).
manage_contact
Create, update, or look up contacts in Simplero. Supports creating new contacts, updating existing ones by email, finding contacts by email/ID/token, and managing GDPR consent, tags, notes, and custom fields. Use **override** to replace existing values rather than merging. Tags added here are additive; use the dedicated tag management tool to remove tags.
manage_administrator
List, create, update, find, or remove account administrators in Simplero. Supports assigning system roles (Co-Owner=1, Admin=2, Basic admin=3, Assistant=8, Support specialist=9, Affiliate manager=10) or custom roles. Can auto-generate credentials and send invitation messages.
manage_product
List products, get product details, and create free purchases for products in Simplero. Also supports searching and looking up existing purchases by email, ID, or token.
manage_list_subscription
Subscribe or unsubscribe contacts from mailing lists, look up existing subscriptions, or list all available mailing lists. Supports single and bulk subscriptions (up to 1,000 at a time). Bulk subscribe is asynchronous and returns a tracking token.
tag_contact
Add or remove tags from a contact in Simplero. Identify the contact by email, ID, or token. Supports adding and removing tags by name, or using tag IDs for more precise control.
start_automation
Start an automation for a contact in Simplero, or list all available automations. The contact will be created if they don't already exist.
get_course_completions
Retrieve course completion progress for a contact across all courses in Simplero. Returns a nested structure with courses, modules, and lessons along with their completion status.
list_tags
Retrieve all tags or a specific tag by ID from your Simplero account. Useful for discovering available tag names and IDs for use with the Tag Contact tool.
Manage contacts, mailing lists, products, purchases, invoices, and account administrators for an all-in-one online course and membership platform. Create and update contacts with custom fields, tags, GDPR consent, and affiliate attribution. Subscribe and unsubscribe contacts to mailing lists individually or in bulk. List products, look up purchases, and add people to products via webhooks. Retrieve invoices filtered by date or number range. Manage account administrators with role assignments. Receive webhooks for events including list subscriptions, purchases, tag changes, course completions, membership joins, form submissions, event registrations, pipeline updates, email clicks, and affiliate activity.
Common questions about connecting Simplero to AI agents with Metorial.