manage_relationship
Creates, updates, or deletes a many-to-many relationship between a user and a company in Userlist. Relationships can carry custom properties such as the user's role within a company. Use `action: "delete"` to remove the relationship, or omit/set to `"upsert"` to create or update it.
delete_company
Deletes a company from Userlist. The company is identified by its unique identifier. If the company does not exist, the request is silently ignored.
create_or_update_company
Creates a new company in Userlist or updates an existing one. Companies represent accounts or organizations that users belong to. If the company already exists (matched by identifier), only the specified fields will be updated. Set a property to `null` to remove it. Supports custom properties and user relationships.
create_or_update_user
Creates a new user in Userlist or updates an existing one. If the user already exists (matched by identifier or email), only the specified fields will be updated; omitted fields remain unchanged. Set a property to `null` to remove it. Supports custom properties, company relationships, and subscription preferences.
track_event
Tracks a custom behavioral event in Userlist. Events represent actions performed by users or companies within your product. Events can be associated with a user, a company, or both. Event names are normalized to `snake_case` internally.
send_message
Sends a one-off transactional message to a user via email or in-app (web) channel. You can use a predefined template or compose a custom message with subject, body, and sender configuration. When using a template, pass the template identifier along with any custom properties for Liquid personalization.
delete_user
Deletes a user from Userlist. The user is identified by their unique identifier or email address. If the user does not exist, the request is silently ignored.
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 users, companies, and their relationships for SaaS email marketing automation. Create, update, and delete user and company records with custom properties. Track behavioral events performed by users or companies. Send transactional emails and in-app messages using templates or custom content. Manage user subscription preferences for messaging topics. Receive webhook notifications for user, company, relationship, message, and form events.
Common questions about connecting Userlist to AI agents with Metorial.
