Add Contact to Contact List
Tool to add an existing contact to a specific contact list. Use when you need to add a contact to a contact list in Mailsoftly.
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Integrate Mailsoftly
with your AI CRM
Mailsoftly is an intuitive email marketing platform designed to simplify and enhance how businesses communicate with their audiences. Built with user-friendly features and advanced automation tools, Mailsoftly helps organizations to create, schedule, and manage email campaigns easily.
Explore Triggers and Actions
Add Custom Field to Contact
Tool to add a custom field value to an existing contact. Use when you need to store additional custom data on a contact record.
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Assign Tags to Contact
Tool to assign multiple tags to an existing contact at once. Skips tags if they are already assigned to the contact. Use when you need to categorize or label a contact with one or more tags in Mailsoftly.
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Authenticate Firm
Tool to validate the API key and retrieve firm details. Use when confirming credentials before making other Mailsoftly API calls.
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Create Contact
Tool to create a new contact for the authenticated firm with email, first name, and last name. Use when adding new contacts to the firm's contact list.
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Create Contact List
Tool to create a new contact list for the authenticated firm. Use when organizing contacts into separate lists for targeted campaigns.
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Create Email Drafts
Tool to create one or more email drafts in Mailsoftly. Use when drafting emails for campaigns or communications. If contact_list_id is not provided, the system automatically creates a contact list from the provided recipients.
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Create or Update Contact
Tool to create a new contact or update an existing contact in Mailsoftly. Use when you need to add a new contact to the system or update an existing contact's information. If contact_id is provided, the existing contact will be updated; otherwise, a new contact will be created.
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Get Contact
Tool to retrieve a specific contact by ID from Mailsoftly. Use when you need to fetch details about a specific contact. You can choose between basic or detailed view using the type parameter.
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Get Contact Fields
Tool to fetch all contact fields available for a firm, excluding hidden columns. Use when you need to retrieve the list of available contact field names and their data types.
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Get Contact List
Tool to retrieve details of a specific contact list by ID. Use when you need to fetch information about a contact list including its name and contact count.
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Get Contact List Contacts
Tool to retrieve all contacts within a specific contact list. Use when you need to fetch the members of a particular contact list.
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Get Contact Lists
Tool to retrieve all contact lists for the authenticated firm. Use when you need to view all available contact lists and their details.
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Get Contacts
Tool to retrieve all contacts associated with a firm. Use when you need to fetch the complete list of contacts from Mailsoftly.
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Get Custom Fields
Tool to retrieve all custom fields defined for the authenticated firm. Use when you need to understand what custom field options are available for contacts in Mailsoftly.
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Get Email Status
Tool to fetch the status of a specific email draft by its ID. Use when checking if a draft is ready to send or to get its current status.
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Get Tags
Tool to retrieve all tags associated with the authenticated firm. Use when you need to list available tags for organizing contacts or campaigns.
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Search Contacts
Tool to search for contacts matching specified criteria in Mailsoftly. Use when you need to find contacts by email, first name, or last name. At least one search parameter should be provided for meaningful results.
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Send Email
Tool to send an existing email draft that is marked as ready. Use when you need to send a prepared email draft via Mailsoftly.
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Update Contact
Tool to update an existing contact's information in Mailsoftly. Use when you need to modify contact details such as name or email address.
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How the Mailsoftly integration works
The Mailsoftly integration connects your Dench AI CRM directly to Mailsoftly, so agents can read and act on your Mailsoftly data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
20 actions are available for agents to invoke on your behalf. Every call runs through Mailsoftly's own authorization, scoped to the account you connect.
Set up Mailsoftly in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Mailsoftly and click Connect — you'll authorize access through Mailsoftly's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Mailsoftly in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Mailsoftly integration work with Dench?
The Dench Mailsoftly integration connects your AI CRM to Mailsoftly, so AI agents can work with your Mailsoftly 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 Mailsoftly via Dench?
The Mailsoftly integration currently exposes 20 actions, including Add Contact to Contact List, Add Custom Field to Contact, Assign Tags to Contact, Authenticate Firm, Create Contact, and Create Contact List. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Mailsoftly to Dench?
No. You connect Mailsoftly from your Dench workspace using Mailsoftly's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Mailsoftly integration secure?
Connections are authorized through Mailsoftly's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Mailsoftly connection from your workspace settings at any time.