Add and find MailInApp contacts, create and move deals, enroll contacts in journeys and courses, register webinar attendees, send emails, and read experiments.
Explore 15 workflow actions for MailInApp, including account permissions and operation limits.
8 read actions7 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create a deal
Write
A deal on one of the account's contacts.
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update contacts
Write
Upserts into one contacts list, keyed by email (case-insensitive): an existing address updates in place, a new one is added.
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Enroll a contact in a journey
Write
For a journey whose trigger is "API" and that is enabled.
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Find a contact by email
Read
The address's row in each of the account's contacts lists (or only in listId), most recently updated first.
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
Get an experiment
Read
Get an experiment
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
Get an experiment's results
Read
The experiment plus its full report, the same as the dashboard's JSON export.
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
Grant or revoke membership access
Write
Membership-wide access, keyed off one of the account's courses.
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
List contacts lists
Read
Every contacts list of the account, by name.
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
List deal pipelines
Read
Every deal pipeline of the account with its stages in board order, the default pipeline first.
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
List experiments
Read
The account's send and journey experiments, newest first (up to 500).
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
List journeys
Read
List journeys
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
Register someone for a webinar
Write
Sends the confirmation (or waitlist) email.
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sample webhook events
Read
Example deliveries, exactly as a subscription receives them, for field mapping before a real event has fired.
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
Send an email
Write
Freeform (subject, html, text) or template (projectId + mergeData, sends an existing studio project).
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update or move a deal
Write
Any of title, value, currency and stageId (a stage of the deal's own pipeline).
Permissions and limits
Account permissions
A MailInApp API key (Dashboard, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in MailInApp. A saved workflow is not a completed provider action.