Instant Connections

Tool to add a product to a cart in Omnisend (v3 API). Use when updating cart contents or tracking abandoned carts.

Tool to create a new batch operation for multiple items. Use when you need to process many records asynchronously in one call, e.g., bulk contacts, products, orders, or events. Use after preparing the items list to avoid rate limits.

Tool to create a new shopping cart in Omnisend. Use when tracking customer cart activity for abandoned cart campaigns.

Tool to create a new category in Omnisend. Use when organizing products into categories.

Tool to create a new order in Omnisend v3 API. Use when recording a customer purchase or order transaction.

Tool to create or update a contact in Omnisend. Use after collecting subscriber details.

Tool to create a new product in the Omnisend product catalog. Use when adding products for email campaigns or syncing inventory.

Tool to create a new product category in the Omnisend catalog. Use when organizing products into categories.

Tool to delete a cart from Omnisend by its ID (v3 API). Use when you need to remove an abandoned or expired cart from the system.

Tool to remove a category from Omnisend by its ID. Use when you need to delete a category and ensure it is no longer available in your catalog.

Tool to delete an order from Omnisend by its ID. Use when you need to remove an order from the system.

Tool to remove a product from Omnisend by its ID. Use when you need to delete a product and ensure it is no longer available in your catalog.

Tool to remove a product category from Omnisend by its ID. Use when you need to delete a product category from your catalog.

Tool to retrieve a list of batch operations. Use after initiating a batch job to monitor its progress and results.

Tool to retrieve information about a specific batch by ID. Use after submitting a batch when you need a detailed status and counts.

Tool to retrieve a specific item within a batch by batchID and itemID. Use when you need to inspect the result of a single batch operation.

Tool to retrieve processed items of a specific batch by ID. Use when you need to inspect individual results of a batch operation after fetching batch details.

Tool to retrieve information about the current authenticated brand. Use when you need brand details like currency, platform, or website.

Tool to retrieve a specific cart by ID from Omnisend v3 API. Use when you need detailed cart information including products and customer contact details.

Tool to retrieve details of a specific category by ID. Use when you need to fetch information about a category.

Tool to retrieve details of a single contact by ID. Use when you already have a contactId and need the full profile.

Tool to retrieve details of a specific order by ID. Use when you need order information including products, addresses, and payment details.

Tool to retrieve details of a specific product by ID from Omnisend. Use when you need full product information including variants, pricing, and stock status.

Tool to retrieve a specific product category by ID. Use when you need details about a particular product category.

Tool to retrieve a paginated list of campaigns with optional filtering by status and type. Use when you need to view or analyze campaign performance across multiple campaigns.

Tool to retrieve a paginated list of carts with optional filtering. Use when you need to fetch carts by date range, contact, or segment.

Tool to retrieve a paginated list of product categories. Use when you need category IDs for product management or catalog organization.

Tool to retrieve a paginated list of contacts with optional filtering. Use when you need to fetch contacts in batches and handle cursor pagination.

Tool to retrieve all custom events created in Omnisend app. Use when you need to view available event types for automation workflows or event tracking.

Tool to retrieve a paginated list of product categories from the Omnisend catalog. Use when fetching category data for product organization.

Tool to retrieve a paginated list of products. Use when syncing product catalog before campaign creation.

Tool to remove a product from a cart in Omnisend. Use when you need to delete a specific product from a cart.

Tool to replace an existing cart in Omnisend using the v3 API. Use when you need to completely replace all cart data including products, pricing, and recovery URL.

Tool to replace a product in a cart using Omnisend v3 API. Use when you need to update all details of a specific product in a cart.

Tool to replace a category's title by ID. Use when you need to update an entire category resource.

Tool to completely replace an existing order in Omnisend. Use when you need to update all order details at once, replacing the entire order record.

Tool to replace an existing product in the Omnisend catalog. Use when you need to completely replace all product data with new information.

Tool to send a customer event to Omnisend. Events can trigger automations and track customer behavior. Use when you need to record customer interactions such as product views, cart actions, or custom events.

Tool to partially update a cart in Omnisend (v3 API). Use when you need to modify cart details such as currency, total amount, recovery URL, or products.

Tool to update a product in a cart (v3 API). Use when you need to modify product details such as quantity, price, or other attributes for an existing cart item.

Tool to update fields of an existing contact by ID. Use after retrieving contact ID. PATCH https://api.omnisend.com/v3/contacts/{contactId} Example: UpdateContact(contactId="..., body={firstName: 'John'})

Tool to partially update an order status in Omnisend (v3 API). Use when you need to update shipping details, payment status, or fulfillment status of an existing order.

Tool to update an existing product category title in Omnisend. Use when you need to modify a category's name.

Add one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).

Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.

Retrieves comprehensive membership details from Blackbaud Raiser's Edge NXT by member junction ID. Fetches detailed information about a specific membership including program name, category/subcategory, membership status and standing (Active, Lapsed), start/expiration dates, dues information, and associated constituent ID. Requires a valid member_junction_id (GUID) that uniquely identifies a membership junction record linking a constituent to a membership program in Raiser's Edge NXT. Returns error information in the response object for graceful error handling in agent workflows.

Retrieves payment transaction details from Blackbaud SKY Payments API. Use this to check transaction status, amounts, payment methods, and error details. Transaction IDs come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Requires: Payments API subscription key (Bb-Api-Subscription-Key) and OAuth Bearer token. This retrieves existing transactions; it does not process new payments.

Tool to interact with Blackbaud OneRoster OAuth2 base endpoints. Use to fetch OpenID configuration (/.well-known/openid-configuration), JWKS key set (publickeys), or obtain an access token via the client credentials grant. Ensure client credentials are configured before using the token operation.

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

Tool to list all brands in the account. Use after confirming account is authenticated.

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.

Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.

Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.

Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.

Helper action to upload a file to R2 temp via the Xava file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.g., BrandLogo in brand create).

Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.

Tool to attach a file from a provided URL to a task. The file will be downloaded and attached asynchronously. Use when you need to add a file attachment to a task from a URL source.

Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.

Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.

Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.

Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.

Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.

Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.

Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.

Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.

Tool to retrieve an existing task with full details including title, dartboard, status, and description. Use when you need to fetch complete information about a specific task.

Tool to list comments for a task with filtering options. Use when you need to retrieve comments on a specific task. Supports filtering by author, text content, date range, and pagination. Can be ordered by date or hierarchical thread structure.

Tool to list docs with filtering and search capabilities. Use when you need to retrieve documents from DART with filters like folder, title, text content, or full-text search. Supports pagination and custom ordering by creation date, update date, or title.

Tool to search help center articles by semantic similarity to query. Use when you need to find relevant help articles based on a short search query (1-5 words). Returns up to two most relevant articles.

Tool to list tasks with powerful filtering options. Use when you need to retrieve tasks from DART with filters like dartboard, status, assignee, tags, priority, dates, or completion state. Supports pagination and custom ordering.

Tool to move a task to a specific position within its dartboard. Use when you need to reorder tasks in a list. Specify either afterTaskId or beforeTaskId to position the task.

Tool to retrieve a skill by its exact title from the workspace. Use when you need to find details about a specific skill including its ID and instructions.

Tool to update an existing doc in Dart. Use when you need to modify a document's title, folder location, or content. Any properties not specified will remain unchanged.

Tool to update an existing task in DART with new properties. Use when you need to modify a task's title, status, assignees, or other attributes. Only properties specified in the request will be updated.