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Integrate Mixmax with your AI CRM

The #1 Sales Engagement Platform for Gmail. Mixmax provides email tracking, scheduling, sequences, and productivity tools for sales teams.

Explore Triggers and Actions

Add Contact to Group

Tool to add a contact to a contact group. Use when you need to add a single contact or bulk add multiple contacts (up to 100) to a specific group. Either email or contactId must be provided for each contact.

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Add Email to Unsubscribe List

Tool to add an email address to the Mixmax unsubscribe list. Use when you need to prevent sending emails to a specific address.

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Add Snippet to Tag

Tool to add a snippet to a snippet tag in Mixmax. Use when you need to organize snippets by adding them to specific tags or folders.

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Add Team Members

Tool to add one or more members to a Mixmax team by email. Use when you need to invite new members to a team. Returns the complete list of all team members after the addition.

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Cancel Sequence Recipients

Tool to cancel specific recipients across all sequences. Use when you need to remove recipients from all active sequences. If emails parameter is provided, only those recipients are canceled; otherwise all active recipients are canceled.

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Create Code Snippet

Tool to create a new Formatted Code enhancement in Mixmax. Use when you need to save a code snippet that can be recalled using /code command in the UI.

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Create Contact

Tool to create a new contact in Mixmax. Use when you need to add a new contact with an email address and optional metadata. If a contact with the same email already exists, it will be merged.

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Create Contact Group

Tool to create a new contact group in Mixmax. Use when you need to organize contacts into a new group for better contact management. Note: This endpoint is deprecated but still functional.

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Create Contact Note

Tool to create a note for a contact. Use when you need to add a new note to a contact by their ID.

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Create insights report

Tool to create a new insights report in Mixmax. Use when you need to generate analytics reports for messages, meetings, groups, users, sequences, templates, delegators, or customers.

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Create Integration Enhancement

Tool to create a new enhancement integration in Mixmax. Use when you need to add a custom enhancement that will appear in the Enhance menu for your account only.

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Create Integrations Command

Tool to create a new slash command that will be visible to only your account. Use when you need to add a custom slash command integration to Mixmax.

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Create Integrations Sidebars

Tool to create a new sidebar integration in Mixmax. Use when you need to register a custom sidebar that will appear in the Mixmax interface. Note: The sidebar will be visible only to your account unless shared with support@mixmax.com.

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Create Link Resolver

Tool to create a new link resolver integration in Mixmax. Use when you need to set up automatic URL resolution for specific URL patterns. Note that 'shared' link resolvers cannot be created using this endpoint - the enhancement will be visible only to your account.

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Create Livefeed Search

Tool to create a new saved search in the Mixmax livefeed. Use when you need to save a frequently-used livefeed query for quick access later.

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Create Message

Tool to create a draft Mixmax message (email). Use when you need to compose a new email draft in Mixmax.

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Create Rule

Create a Mixmax rule with an event trigger and optional name and filter, for event-based automation such as message sent, opened, or clicked.

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Create Rule Action

Tool to create a new action for a Mixmax rule. Use when you need to add an action (such as a webhook) to an existing rule.

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Create Sequence Folder

Tool to create a new sequence folder in Mixmax. Use when you need to organize sequences by creating a new folder to group related sequences together.

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Create Snippet Tag

Tool to create a new snippet tag (folder) in Mixmax. Use when you need to organize snippets by creating a new tag or folder.

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Create Team

Tool to create a new team in Mixmax. Use when you need to create a team with a specific name. The authenticated user is automatically added as an admin member of the newly created team.

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Delete Contact

Tool to delete a contact by ID. Use when you need to remove a contact from Mixmax.

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Delete Contact Group

Tool to delete a contact group by ID. Use when you need to remove a contact group after confirming its ID. Note: This endpoint is deprecated and returns 204 with no content on success.

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Delete Contact Note

Tool to delete a note from a contact by its ID. Only the creator of the note can delete it. Use when removing a note after confirming both the contact ID and note ID.

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Delete Integration Enhancement

Tool to delete an integration enhancement by its ID. Use when you need to remove an enhancement from the Mixmax platform.

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Delete Integrations Sidebars

Tool to delete a sidebar integration by its ID. Use when removing an integration sidebar from Mixmax.

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Delete Link Resolver

Tool to permanently delete a link resolver by its ID. Use when removing unwanted or obsolete link resolvers. Returns empty response on success (204 No Content).

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Delete Rule

Delete a Mixmax rule by ID. A 404 response is reported as success, so success does not establish that the rule existed or was deleted by this request.

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Delete Rule Action

Tool to delete an action from a Mixmax rule. Use when you need to remove a specific action from an existing rule.

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Delete Sequence Folder

Tool to permanently delete a sequence folder by its ID. Use when removing unwanted or obsolete sequence folders. Note: This endpoint returns 204 with no content on success.

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Delete slash command

Tool to delete a slash command by its unique ID from Mixmax integrations. Use when you need to permanently remove a slash command.

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Delete Snippet

Tool to delete a snippet by moving it to trash. The snippet remains accessible via API with deletedOnly=true query parameter for 28 days before automatic purging. Recovery is possible by moving deleted snippets back into a folder using POST /snippettags/:id/snippets.

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Delete Snippet Tag

Tool to delete a snippet tag by its unique ID. Use when you need to remove a snippet tag from Mixmax.

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Delete Team

Tool to delete a team by its ID. Disbands the team permanently. Use only when confirmed by an admin, as this action is irreversible.

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Delete Unsubscribe

Tool to remove an email address from the Mixmax unsubscribe list. Use when you need to re-enable email sending to a previously unsubscribed address.

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Get all rules

Tool to retrieve all Mixmax rules for the authenticated user. Rules are used to intercept events and route them to webhooks or other destinations. Use when you need to list all configured rules.

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Get Code Snippet

Tool to fetch a single Formatted Code enhancement by its unique ID. Use when you need to retrieve detailed information about a specific code snippet.

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Get contact by ID

Tool to retrieve a single contact by ID from Mixmax. Use when you need to fetch detailed information about a specific contact.

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Get Contact Group

Tool to retrieve a single contact group by ID. Use when you need to fetch details of a specific contact group. Note: This endpoint is deprecated but still functional.

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Get Contact Notes

Retrieve notes associated with a Mixmax contact by contact ID, optionally requesting expanded details. DEPRECATED: This endpoint may be removed in a future API version.

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Get Contactgroup Contacts

Tool to retrieve membership for a contact group in Mixmax. Returns a list of contacts belonging to the specified group with their email addresses, user IDs, and optionally analytics data. Use when you need to see which contacts are part of a specific group or analyze engagement metrics for group members.

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Get Current User

Tool to retrieve information about the currently authenticated user. Use when you need to fetch the current user's ID and profile details.

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Get Current User Preferences

Tool to retrieve preferences for the currently authenticated user. Use when you need to fetch user-specific settings and configuration options.

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Get File Requests

Retrieve a page of file requests sent through Mixmax, including associated uploads when returned.

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Get insights report by ID

Retrieve an insights report by ID from the first page of Mixmax reports, including its title, query, and metadata. A report absent from that page is reported as not found.

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Get Integrations Commands

Retrieve a page of slash command integrations accessible in Mixmax, with pagination information when returned.

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Get Integrations Enhancements

Tool to retrieve a list of enhancements that you have access to in Mixmax. Use when you need to view available integrations enhancements.

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Get Integrations Sidebars

Retrieve sidebar integrations accessible in Mixmax. The tool returns the integrations from a single response.

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Get Link Resolver Integrations

Retrieve a page of Mixmax link resolver integrations that transform URLs in emails. The response includes pagination information.

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Get live feed activity data

Tool to retrieve live feed activity data from Mixmax. Use when you need to get email engagement metrics, track message activity, or analyze send performance.

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Get Livefeed Events

Tool to retrieve events for a specific message in the live feed. Use when you need to fetch interaction events (opens, clicks, replies) for a message sent through Mixmax or for all interactions with a specific contact.

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Get Meeting Invites

Tool to retrieve a paginated list of meeting invites from Mixmax. Use when you need to access meeting scheduling information including timeslots, locations, and guest details.

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Get Message by ID

Tool to retrieve a single message by its unique ID. Use when you need to fetch detailed information about a specific message.

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Get Messages

Retrieve a page of Mixmax messages, including drafts, scheduled messages, and sent messages.

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Get Polls

Tool to retrieve polls created in Mixmax along with voting information. Use when you need to view polls you've sent and see who has voted on them.

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Get Q&A Surveys

Retrieve a page of Mixmax Question & Answer surveys, including questions, responses, and respondent details. The tool does not expose pagination cursors or accept a cursor to retrieve subsequent pages.

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Get Reports Data Table

Query Mixmax report analytics for messages, meetings, or sequences. Results can include metrics such as opens, clicks, replies, and percentages.

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Get Rule by ID

Tool to fetch a single rule by its unique ID from Mixmax. Use when you need to retrieve detailed information about a specific rule.

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Get Salesforce account information

Retrieve Salesforce account information for the authenticated Mixmax user. A 403 returns a message indicating either no Salesforce connection or insufficient permission, so it does not distinguish between them.

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Get Sequence Folder by ID

Tool to retrieve a single sequence folder by its ID from Mixmax. Use when you need to fetch details about a specific sequence folder.

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Get Snippet by ID

Tool to fetch a single snippet by its unique ID from Mixmax. Use when you need to retrieve detailed information about a specific snippet including its content, metadata, and sharing settings.

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Get Snippet Tag

Tool to retrieve a single snippet tag (folder) by its unique ID. Use when you need to fetch details about a specific snippet tag.

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Get Snippet Tags

Tool to retrieve a list of snippet tags (folders) from Mixmax. Use when you need to view or organize snippet tags in your Mixmax account.

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Get Team Members

Tool to retrieve all members of a Mixmax team. Use when you need to list team memberships, including member details, roles, and invitation status.

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Get Teams

Retrieve a page of Mixmax teams that the authenticated user is a member of.

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Get Unsubscribes

Tool to retrieve a list of unsubscribed email addresses from Mixmax. Use when you need to view contacts who have unsubscribed from sequences.

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Get Yes/No Questions

Tool to retrieve Yes/No questions created in Mixmax. Use when you need to view Yes/No questions you've sent and see who has responded to them.

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List Code Snippets

List a page of Formatted Code enhancements available in your Mixmax account.

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List Contact Groups

Tool to retrieve a list of contact groups from Mixmax. Use when you need to view, search, or sort contact groups. Supports filtering by name and sorting options.

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List Contacts

List or search a page of Mixmax contacts with optional analytics using this deprecated tool. Contacts shared via contact groups are not returned unless a search is provided.

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List Rule Actions

Tool to list all actions for a given Mixmax rule. Actions represent the "Then" part of the rules UI - what happens when a rule is triggered. Use when you need to view all actions configured for a specific rule.

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List Sequence Folders

Retrieve a page of Mixmax sequence folders for viewing or organizing sequences. Supports pagination using cursors.

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List Sequences

Retrieve a list of Mixmax sequences that you have access to, with an optional result limit. An expansion can be requested, but expanded stages or user details may not fit the response schema.

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List Snippets

Tool to list templates or snippets that you have access to (including those shared with you). Use when you need to retrieve available snippets in your Mixmax account.

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Query Contacts

Tool to search for matching contacts across multiple sources including Mixmax, Google Directory, and Salesforce (contacts, leads, accounts, and opportunities). Use when you need to find contacts by name, email, or other search criteria.

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Remove Contact from Group

Tool to remove a contact from a contact group. Use when you need to disassociate a contact from a specific group after confirming both the group ID and contact ID.

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Remove Team Member

Tool to remove a member from a Mixmax team. Use when you need to revoke a user's team membership. Can only be called by the admin or a user trying to leave a team.

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Search Sequences

Tool to search sequence recipients by email and sequenceId from Mixmax. Use when you need to find sequences and recipients based on specific criteria. Returns both sequences and recipients matching the search parameters.

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Send Message Draft

Tool to send a message draft by its unique ID. Use when you need to send an existing draft message that was created via POST /v1/messages. Messages are sent within 3 seconds after calling this action.

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Send Snippet as Email

Tool to send a snippet as an email to specified recipients. Use when you need to send a saved snippet/template to one or more email addresses.

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Send Test Message

Tool to send a test Mixmax message to the authenticated user, resolving any variables. Use when you need to test message templates or verify that the Mixmax API integration is working correctly.

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Update Appointment Link Calendar Name

Tool to update your custom "Mixmax Calendar" vanity URL name. Use when you need to change the calendar name that appears in your personalized calendar link (e.g., https://cal.mixmax.com/<your-name>). This setting is available in the Calendar settings from the Mixmax dashboard.

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Update Contact

Tool to update a specific contact by ID. Use when you need to modify contact details such as name, email, or custom metadata fields.

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Update Contact Group

Tool to update a contact group by ID. Use when you need to modify a contact group's name, sharing settings, or team associations. Note: This endpoint is deprecated but still functional.

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Update Contact Note

Tool to update a note on a contact by its ID. Only the creator of the note can edit it. The contact note will show "(edited)" in the UI after update.

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Update Current User Preferences

Tool to update preferences for the currently authenticated user. Use when you need to modify user-specific settings like tracking preferences, UI features, hotkeys, or calendar settings.

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Update insights report

Update an existing Mixmax insights report by ID, optionally changing its title, type, or query.

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Update Message by ID

Tool to update a message by its unique ID. Use when you need to modify message content, recipients, or tracking settings for an existing message.

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Update Rule Action

Tool to update an action within a Mixmax rule. Use when you need to modify action properties like webhook URL or action type.

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Update Rule by ID

Tool to update a rule by its unique ID in Mixmax. Use when you need to modify an existing rule's name, trigger, or filter. At least one field should be provided to update.

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Update Sequence Folder by ID

Update the name of a Mixmax sequence folder by its unique ID.

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Update Snippet by ID

Tool to update a snippet by its unique ID in Mixmax. Use when you need to modify an existing snippet's name, title, content, or inline status. At least one field should be provided to update.

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Update Snippet Tag

Tool to update a snippet tag (folder) by its unique ID. Use when you need to modify a snippet tag's name, sharing settings, or inline status.

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Update Team

Update a Mixmax team's name by its ID. Only admins can perform this operation.

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How the Mixmax integration works

The Mixmax integration connects your Dench AI CRM directly to Mixmax, so agents can read and act on your Mixmax data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

94 actions are available for agents to invoke on your behalf. Every call runs through Mixmax's own authorization, scoped to the account you connect.

Set up Mixmax in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Mixmax and click Connect — you'll authorize access through Mixmax's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Mixmax in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Mixmax integration work with Dench?

The Dench Mixmax integration connects your AI CRM to Mixmax, so AI agents can work with your Mixmax 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 Mixmax via Dench?

The Mixmax integration currently exposes 94 actions, including Add Contact to Group, Add Email to Unsubscribe List, Add Snippet to Tag, Add Team Members, Cancel Sequence Recipients, and Create Code Snippet. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Mixmax to Dench?

No. You connect Mixmax from your Dench workspace using Mixmax's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Mixmax integration secure?

Connections are authorized through Mixmax's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Mixmax connection from your workspace settings at any time.

Mixmax | Dench AI CRM