Add Blacklist Entries
Add email addresses to the account-wide CleverReach blacklist in one provider batch request.
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Integrate CleverReach
with your AI CRM
CleverReach is an email marketing platform for managing subscriber groups, campaigns, reports, and forms.
Explore Triggers and Actions
Add Blacklist Entry
Add one email address to the global blacklist when group_id is omitted, or to a group-specific blacklist when it is supplied. Comments are supported only for global entries.
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Add Group Receiver Tags
IRREVERSIBLE AUTOMATION WARNING: add tags to one receiver through a specific group route. This can trigger THEA automation whose resulting effects cannot be undone by removing the tags.
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Add Receiver Tags
Add tags to one receiver through the account-wide receiver route. This action does not use a group route and does not trigger group-specific THEA automation.
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Bulk Update Receivers
Update existing receivers in one provider batch for a group. Carefully use lifecycle timestamps: nonzero deactivated makes a receiver inactive and zero can reactivate it. The plus variant applies relative numeric attributes and tag removals. Source is not changed for existing receivers. CleverReach does not document whether this batch is atomic.
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Bulk Upsert Receivers
Create or update receivers in one provider batch for a group. Omitting registered, activated, and deactivated activates a new receiver; a nonzero deactivated value makes it inactive, while zero can reactivate it. The plus variant also applies relative numeric attributes and tag removals. CleverReach does not change source when upserting an existing receiver or document whether this batch is atomic.
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Change Receiver Email
Change one receiver's email address. If overwrite is true and the new email already belongs to another receiver, that existing receiver can be replaced.
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Clone Receiver
Copy a receiver to a target group under a new email address. If overwrite is true and that email already exists, its receiver data can be replaced.
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Count Receivers By Tags
Count receivers with one tag using a GET query, or with a tag constellation using a read-like POST. This action changes no receiver data.
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Create Attribute
Create a global or group-local CleverReach receiver attribute.
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Create Filter
Create a reusable CleverReach filter or segment in one receiver group.
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Create Group
Create a CleverReach receiver group and return its group ID for subsequent subscriber operations.
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Create Mailing
Create a CleverReach mailing campaign definition. This action does not send the campaign, and CleverReach may confirm creation without returning its ID.
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Create Mailing Template
Create a reusable CleverReach mailing template. CleverReach exposes no matching template-delete operation, so this creation is not reversible through this toolkit.
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Create My Content
Create a reusable CleverReach "My Content" item that references a URL. Use Delete My Content with the returned or discovered ID to remove it.
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Create Receiver
Create a subscriber in one CleverReach group. If lifecycle timestamps are omitted, CleverReach activates the receiver without sending double opt-in mail; the create response may briefly report the receiver as inactive. Optional group/global attributes, tags, and order history can be supplied at creation.
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Create Receiver Event
IRREVERSIBLE: permanently add an event to one CleverReach receiver. CleverReach provides no event deletion endpoint, so this action cannot undo or remove it.
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Create Receiver Order
MUTATES ORDER HISTORY: add an order to one CleverReach receiver globally or within a group. Use a unique order_id and verify before retrying.
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Create Receivers
Create up to 50 subscribers in one CleverReach group and return a separate success or failure result for each receiver. The batch is not atomic. When lifecycle timestamps are omitted, CleverReach activates each receiver without sending double opt-in mail, though create results may briefly show inactive. Each receiver may include attributes, tags, and order history.
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Delete Attribute
Permanently delete a CleverReach global or group-local attribute. This cannot be undone. CleverReach does not verify how the attribute was created; the caller must confirm the selected attribute is safe to delete.
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Delete Blacklist Entries
Permanently delete 1-50 exact email addresses sequentially from the global account blacklist, or only from one group's blacklist when group_id is supplied. This is bounded local orchestration over singular deletion endpoints, not a provider bulk operation and not atomic: successful deletions are not rolled back. Per-item provider failures do not stop later deletions; authentication, permission, and rate-limit failures stop the batch and mark remaining addresses not attempted.
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Delete Blacklist Entry
Permanently remove one email address from the global CleverReach blacklist, or from a group blacklist when group_id is supplied.
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Delete Filter
Permanently delete a CleverReach filter or segment. This cannot be undone. CleverReach does not verify how the filter was created; the caller must confirm the selected filter is safe to delete.
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Delete Group
Permanently delete one CleverReach receiver group by ID. This operation cannot be undone, and CleverReach may reject deletion of a locked group.
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Delete Mailing Channel
Permanently delete one CleverReach mailing channel/category. This cannot be undone. Only use an exact, owner-approved disposable channel ID; this toolkit has no channel-creation operation for recovery.
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Delete My Content
Permanently delete one CleverReach "My Content" item by exact ID. This cannot be undone; delete only an item that the current workflow created or that the owner explicitly approved.
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Delete Receiver Account-Wide
Permanently delete one exact receiver at account level. This broader operation can remove the receiver from every group and cannot be undone.
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Delete Receiver Order
IRREVERSIBLE: permanently delete one CleverReach receiver order globally or within a group using its internal id from LIST_RECEIVER_ORDERS, not the caller-defined order_id. Deleted order history cannot be restored by this action.
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Delete Receivers Account-Wide
Permanently delete a non-empty explicit list of exact receivers account-wide. This broader operation can remove them from every group and cannot be undone.
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Delete Report
Permanently and irreversibly delete one report and its historical analytics by exact report or mailing ID. This data cannot be recreated independently. All links contained in the report will stop working after deletion, including unsubscribe links. Requires explicit confirmation.
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Filter Receivers
Return one bounded page of receivers matching temporary CleverReach filter rules.
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Get Attribute
Return one CleverReach global attribute by ID.
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Get Attribute Limits
Show the attribute limits applied to the connected CleverReach account.
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Get Blacklist Entry
Check whether an exact email address is on the account-wide CleverReach blacklist and return its blacklist details when present.
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Get Filter
Get one CleverReach group filter or segment.
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Get Filter Metrics
Return statistics or a receiver count for one CleverReach group filter.
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Get Form
Return one legacy CleverReach form by ID. This provider endpoint is deprecated; use CleverReach Flow for new development and migrations.
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Get Form Embed Code
Return embeddable HTML, JavaScript, and CSS for an existing legacy CleverReach form, with optional branding controls. This provider endpoint is deprecated; use CleverReach Flow for new development and migrations.
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Get Group
Return one receiver group by its CleverReach group ID.
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Get Group Stats
Return either standard or advanced CleverReach statistics for one receiver group.
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Get Mailing
Return one CleverReach mailing campaign by its mailing ID.
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Get Mailing Channel
Return one CleverReach mailing channel or category by ID.
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Get My Content
Return one CleverReach "My Content" item by ID.
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Get Random Mailing Receiver
Return a random receiver from a CleverReach mailing audience for preview purposes. This does not send the mailing.
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Get Receiver
Return one receiver by ID or exact email address. Supply group_id for group-specific attributes; without it, group-specific information is empty.
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Get Receiver Attributes
Get attribute values for a CleverReach receiver, optionally in one group.
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Get Receiver Tags
Return all tags currently set on one receiver, optionally filtered by origin.
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Get Report
Return one mailing report by report or mailing ID, including split-test versions when present.
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Get Report Stats
Return one selected statistics view for a mailing report, such as links, countries, clients, traffic, or daily activity.
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List Attributes
Return a locally bounded set of global attributes or local attributes for one CleverReach group.
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List Blacklist Entries
Return a locally bounded set of entries on the global CleverReach blacklist, or on a specific group blacklist when group_id is supplied.
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List Bounced Receivers
Return one bounded page of receivers with a bounce date and an opaque cursor for the next page.
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List Bounces
Return one page of up to 500 account-wide CleverReach bounce records. Follow next_cursor until an empty terminal page returns no cursor.
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List Filter Receivers
Return one bounded page of receivers matching a saved CleverReach filter.
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List Filters
Return a locally bounded set of CleverReach filters or segments for one receiver group.
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List Forms
Return a locally bounded set of legacy CleverReach forms globally or for a supplied group. CleverReach marks both REST routes deprecated in favor of Flow, which is outside this toolkit.
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List Groups
Return a locally bounded set of receiver groups (lists) in the connected CleverReach account, optionally ordered by creation or change time.
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List Mailing Channels
Return a locally bounded set of CleverReach mailing channels, also called categories.
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List Mailing Links
Return the links CleverReach recorded for one mailing. List-shaped responses are locally bounded; provider summary objects and legacy strings are preserved.
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List Mailing Orders
Return a locally bounded set of orders attributed to a CleverReach report or mailing. CleverReach documents no pagination for this endpoint.
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List Mailing Templates
Return locally bounded categories and either agency-managed or user-owned CleverReach templates.
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List Mailings
Return campaigns filtered by delivery state, channel, or the state's time window. State 'all' returns one provider-bounded result; specific states return one page with a continuation cursor.
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List My Content
Return a locally bounded set of reusable CleverReach "My Content" items.
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List Receiver Events
Return a locally bounded set of events recorded for one CleverReach receiver, either account-wide or in a specific group. CleverReach documents no pagination for this endpoint.
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List Receiver Groups
Return a locally bounded set of group IDs to which a receiver is allocated, filtered by membership state.
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List Receiver Orders
Return a locally bounded set of orders recorded for one CleverReach receiver, globally or in a specific group. CleverReach documents no pagination for this endpoint.
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List Receiver Tags
Return a locally bounded set of receiver tags already used in the account, optionally filtered by origin.
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List Receivers
Return one page of receivers in a CleverReach group, optionally filtered by subscription state, email addresses, or receiver IDs.
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List Report Receivers
Return one page of receivers in a report for a delivery or engagement state such as opened, clicked, bounced, or unsubscribed.
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List Reports
Return one page of mailing reports filtered by date range, group, or channel. detail_level controls the richness of each report, not which reports match.
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List Tags
Return one page of account tags or the account's supertags. Regular tags support group, origin, ordering, page_size, and a bounded continuation cursor. The limit field locally caps only list-shaped supertags and does not reduce provider API usage; a legacy string response is preserved.
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Remove Receiver From Group
Remove one exact receiver from one specified group. This does not claim to delete the receiver account-wide or remove it from any other group.
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Remove Receiver Tags
Remove specified tags from one receiver. An origin wildcard such as 'shop.*' removes every receiver tag from that origin.
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Remove Receivers From Group
Remove a non-empty explicit list of exact receivers from one specified group. This does not claim to delete them account-wide or remove them from other groups.
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Send Mailing Preview
Immediately deliver a preview email for one mailing to the specified CleverReach account-user addresses. This sends real email and cannot be undone, but it does not launch the mailing campaign to its audience.
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Set Receiver Attribute
Update one attribute value on a CleverReach receiver at account or group scope.
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Set Receiver Status
Activate or deactivate one receiver in a CleverReach group, changing whether the subscriber is active for mailings.
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Update Attribute
Update a CleverReach global or group-local attribute.
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Update Blacklist Entry
Update the comment on one account-wide CleverReach blacklist entry, identified by its email address.
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Update Filter
Update a CleverReach filter or segment in one receiver group.
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Update Group
Update the name, notes, lock setting, or backup setting of an existing CleverReach receiver group. Provide at least one of name, receiver_info, locked, or backup. Only explicitly supplied non-null fields are sent.
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Update Mailing
Update the content, audience, sender, tracking settings, or tags of an existing CleverReach mailing campaign without sending it. Provide at least one of name, subject, sender_name, sender_email, content, receivers, settings, or tags. Only explicitly supplied non-null fields are sent.
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Update My Content
Update supplied fields of one CleverReach "My Content" item. Omitted fields are not sent; provide at least one non-null field to update.
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Update Receiver
Update lifecycle timestamps, profile attributes, tags, or orders for one receiver in a CleverReach group without changing the email. Provide at least one receiver field to update. Source is creation-only: CleverReach preserves the original source for an existing receiver.
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Update Receiver Order
IRREVERSIBLE MUTATION: replace the documented details of one CleverReach order item by its internal id from LIST_RECEIVER_ORDERS, not by the caller-defined order_id. CleverReach provides no revision history or automatic rollback.
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Validate Blacklist Emails
Filter up to 1000 email addresses against the global or group CleverReach blacklist without changing blacklist state. By default the result contains addresses that are not blacklisted; set invert=true to return blacklisted addresses instead.
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Validate Receiver Emails
Submit up to 1000 email addresses and return CleverReach's valid-address result. The check excludes blacklisted addresses; group_id also requires active membership, and invert returns invalid addresses instead. This read-like POST changes no data.
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How the CleverReach integration works
The CleverReach integration connects your Dench AI CRM directly to CleverReach, so agents can read and act on your CleverReach data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
87 actions are available for agents to invoke on your behalf. Every call runs through CleverReach's own authorization, scoped to the account you connect.
Set up CleverReach in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find CleverReach and click Connect — you'll authorize access through CleverReach's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use CleverReach in chat, or call it from an automation.
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Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the CleverReach integration work with Dench?
The Dench CleverReach integration connects your AI CRM to CleverReach, so AI agents can work with your CleverReach data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with CleverReach via Dench?
The CleverReach integration currently exposes 87 actions, including Add Blacklist Entries, Add Blacklist Entry, Add Group Receiver Tags, Add Receiver Tags, Bulk Update Receivers, and Bulk Upsert Receivers. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect CleverReach to Dench?
No. You connect CleverReach from your Dench workspace using CleverReach's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the CleverReach integration secure?
Connections are authorized through CleverReach's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the CleverReach connection from your workspace settings at any time.