AI agents for Outreach

Find prospects

Lists prospects (people), filtered by ID, email, first or last name, account, owner or changed since a date, or by a prefix search across names, emails and other text.

Find accounts

Lists accounts (companies), filtered by exact name or domain, or by a prefix search.

List opportunities

Lists opportunities, filtered by account, stage or owner, most recently changed first.

List opportunity stages

Lists the opportunity stages (pipeline), in order, to find a stage_id.

List tasks

Lists tasks, filtered by owner, prospect, account or state (pending, incomplete or complete), soonest due first.

List sequences

Lists sequences (automated outreach cadences), optionally only enabled ones or by exact name.

List mailboxes

Lists the sending mailboxes, to choose one for a sequence.

List users

Lists the organization's users, optionally by email, to find an owner ID.

Create a prospect

Creates a prospect with an email, names, title, company, phones, LinkedIn URL, location and tags, linked to an account and an owner.

Update a prospect

Changes a prospect by ID: names, title, company, phones (replacing the list), LinkedIn URL, location, tags (replacing the list), account or owner.

Create an account

Creates an account (company) with a name and optionally a domain, website, industry, location, description, tags and owner.

Create an opportunity

Opens an opportunity with a name and expected close date, and optionally an amount, probability, next step, description, account, stage.

Update an opportunity

Changes an opportunity by ID: move it to another stage, or change its name, amount, close date, probability, next step, description or owner.

Log a call

Records a call with a prospect: direction (inbound or outbound), outcome (Answered or Not Answered), the numbers, a note, when it was dialed and answered, and optionally the opportunity it was about.

Create a task

Creates a task about a prospect, account or opportunity for a user: an action (action_item, call, email or in_person), due time and note.

Add a prospect to a sequence

Enrolls a prospect in a sequence, sending its email steps from a mailbox (from List mailboxes).