Connect Claude & ChatGPT to Sure Send

202 tools for Sure Send

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• add_person_tagsChanges dataAdd one or more `tags` to a person (`person_id`).
• archive_loanDeletesArchive a loan (loan id). Destructive action; may require approval.
• attach_company_to_contractChanges dataAttach a company (contract id). API summary: Attach a company with a role.
• attach_contact_to_contractChanges dataAttach a contact (contract id). API summary: Attach a person with a role.
• create_an_email_templateVisible to othersEmail a message. Has effects visible outside this system. API summary: Create an email template.
• create_applyChanges dataCreate a new apply. Required: tags. API summary: Apply tags to a company.
• create_appointmentChanges dataCreate an appointment with a person (`person_id`): `title`, `starts_at`, optional end, location, type and description.
• create_automation_enrollmentChanges dataCreate a new enrollment for a automation. API summary: Enroll a person into an automation.
• create_bulk_copyVisible to othersCreate a new bulk copy. Required: item ids. Has effects visible outside this system. API summary: Bulk copy library items.
• create_categoryChanges dataCreate a new category. Required: name. Search categories first to avoid duplicates. API summary: Create a library collection.
• create_category_itemChanges dataCreate a new category. Required: library item id. Search categories first to avoid duplicates. API summary: Add a library item to a collection.
• create_columnChanges dataCreate a new column. Required: columns. Search columns first to avoid duplicates. API summary: Rename or reorder prospecting columns.
• create_companyChanges dataCreate a company with `name` and optional emails, phones, addresses, website, industry, stage, tags and assigned user.
• create_contractChanges dataCreate a new contract. Required: name or contract type id. Search contracts first to avoid duplicates. API summary: Create a contract.
• create_contract_typeChanges dataCreate a new contract type. Required: name. API summary: Create a contract type.
• create_contract_type_custom_fieldChanges dataCreate a new custom field for a contract type. Required: name, label or field type. API summary: Create a custom field for a contract type.
• create_custom_fieldChanges dataCreate a new custom field. Required: name, label, field type or applies to. API summary: Create a custom field.
• create_documentChanges dataCreate a new document. Required: person id, file name or uri. API summary: Create a person attachment.
• create_eventChanges dataCreate a new event. Required: type. API summary: Create an event.
• create_libraryChanges dataCreate a new library. Required: name, item type or template data. Search libraries first to avoid duplicates. API summary: Create a library item.
• create_library_favoriteChanges dataCreate a new favorite for a library. API summary: Favorite a library item.
• create_library_request_publishVisible to othersCreate a new request publish for a library. Has effects visible outside this system. API summary: Request public review for a team library item.
• create_library_reviewChanges dataCreate a new review for a library. Required: rating. API summary: Create or update a review.
• create_loanChanges dataCreate a loan for a borrower (`contact_id` is the person ID) with `purpose` (purchase or refinance), amount, stage key, loan type and assigned loan officer.
• create_loan_eventChanges dataCreate a new event for a loan. Required: event type. API summary: Record a loan event.
• create_noteChanges dataAdd a note with `body` (and optional subject) to a person (`person_id`) or contract; `is_pinned` pins it.
• create_personChanges dataCreate a person with first/last name, emails, phones, addresses, stage, source, tags, company name and assigned user. Search first to avoid duplicates.
• create_pipelineChanges dataCreate a new pipeline. Required: name. Search pipelines first to avoid duplicates. API summary: Create a pipeline.
• create_referral_partnerChanges dataCreate a new referral partner. Required: name. Search referral partners first to avoid duplicates. API summary: Create a referral partner.
• create_smart_listChanges dataCreate a new smart list. Required: name. API summary: Create a smart list.
• create_stageChanges dataCreate a new stage. Required: name. API summary: Create a stage.
• create_tagChanges dataCreate a new tag. Required: tag. Search tags first to avoid duplicates. API summary: Create a tag.
• create_taskChanges dataCreate a task for a person (`person_id`) with `name`, type (call, email, meeting...), due date/time, description and assigned user.
• create_text_templateChanges dataCreate a new text template. Required: name or message. Search text templates first to avoid duplicates. API summary: Create a text/SMS template.
• create_webhookDeletesCreate a new webhook. Required: name, url or events. Destructive action; may require approval. API summary: Create a webhook.
• create_webhook_testDeletesCreate a new test for a webhook. Destructive action; may require approval. API summary: Send a test webhook.
• delete_appointmentDeletesPermanently delete a appointment by appointment id. Destructive action; may require approval. API summary: Delete an appointment.
• delete_callDeletesPermanently delete a call by call id. Destructive action; may require approval.
• delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete a library collection.
• delete_category_itemDeletesPermanently delete a category by library collection id. Destructive action; may require approval. API summary: Remove a library item from a collection.
• delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval.
• delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete a person.
• delete_contractDeletesPermanently delete a contract by contract id. Destructive action; may require approval.
• delete_contract_pipeline_statusDeletesPermanently delete a pipeline status by pipeline type. Destructive action; may require approval. API summary: Clear the secondary pipeline stage.
• delete_contract_typeDeletesPermanently delete a contract type by contract type id. Destructive action; may require approval.
• delete_contract_type_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Delete a custom field for a contract type.
• delete_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval.
• delete_deletesDeletesPermanently delete a delete by company id. Destructive action; may require approval. API summary: Remove tags from a company.
• delete_email_templateDeletesPermanently delete a email template by email template id. Destructive action; may require approval. API summary: Delete an email template.
• delete_eventDeletesPermanently delete a event by event id. Destructive action; may require approval. API summary: Delete an event.
• delete_library_favoritesMoves moneyPermanently delete a favorite by library id. Financial or irreversible action; may require approval. API summary: Unfavorite a library item.
• delete_library_reviewsMoves moneyPermanently delete a review by library id. Financial or irreversible action; may require approval. API summary: Delete your review.
• delete_library_withdrawsMoves moneyPermanently delete a withdraw by library id. Financial or irreversible action; may require approval. API summary: Withdraw a pending submission.
• delete_loan_permanentsMoves moneyPermanently delete a permanent by loan id. Financial or irreversible action; may require approval. API summary: Permanently delete a loan.
• delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a note.
• delete_pipelineDeletesPermanently delete a pipeline by pipeline id. Destructive action; may require approval.
• delete_smart_listDeletesPermanently delete a smart list by smart list id. Destructive action; may require approval.
• delete_stageDeletesPermanently delete a stage by stage id. Destructive action; may require approval.
• delete_taskDeletesPermanently delete a task by `task_id`.
• delete_text_templateDeletesPermanently delete a text template by text template id. Destructive action; may require approval. API summary: Delete a text/SMS template.
• delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
• get_a_noteGet one message by message id. API summary: Get a note.
• get_a_text_messageGet one message by message id. API summary: Get a text message.
• get_an_email_providerGet one message by message id. API summary: Get an email provider.
• get_appointmentGet one appointment by appointment id. API summary: Get an appointment.
• get_appointment_outcomeGet one appointment outcome by appointment outcome id. API summary: Get a specific appointment outcome.
• get_automationGet one automation by automation id. API summary: Get an automation.
• get_callGet one call by call id. API summary: Get a call.
• get_categoryGet one category by category id. API summary: Get a library collection.
• get_companyGet one company by `company_id`.
• get_contactGet one contact by contact id. API summary: Get a contract contact role.
• get_contractGet one contract by contract id. API summary: Get a contract.
• get_contract_milestoneGet one milestone for a contract by milestone id. API summary: Get a contract milestone.
• get_contract_pipeline_statusGet one pipeline status for a contract by pipeline type. API summary: Get a single pipeline status by type.
• get_contract_typeGet one contract type by contract type id. API summary: Get a contract type.
• get_contract_type_custom_fieldGet one custom field for a contract type by custom field id. API summary: Get a custom field for a contract type.
• get_custom_fieldGet one custom field by custom field id. API summary: Get a custom field.
• get_email_templateGet one email template by email template id. API summary: Get an email template.
• get_eventGet one event by event id. API summary: Get an event.
• get_groupGet one group by group id. API summary: Get a group.
• get_libraryGet one library by library id. API summary: Get a library item.
• get_library_teamsGet one library. API summary: Validate team IDs.
• get_loanGet one loan by `loan_id`, with amount, stage, type, rate lock and assigned loan officer.
• get_messageGet one message by message id. API summary: Get an email message.
• get_personGet one person by `contact_id`, with emails, phones, addresses, stage, tags and assigned user.
• get_pipelineGet one pipeline by pipeline id. API summary: Get a pipeline.
• get_pondGet one pond by pond id. API summary: Get a pond.
• get_role_typeGet one role type by role type id. API summary: Get a role type.
• get_sendblue_lineGet one sendblue line by sendblue line id. API summary: Get a Sendblue line.
• get_smart_listGet one smart list by smart list id. API summary: Get a smart list.
• get_sms_providerGet one sms provider by sms provider id. API summary: Get an SMS provider.
• get_stageGet one stage by stage id. API summary: Get a stage.
• get_subteamGet one subteam by subteam id. API summary: Get a subteam.
• get_taskGet one task by task id. API summary: Get a task.
• get_teamGet one team by team id. API summary: Get a team.
• get_text_templateGet one text template by text template id. API summary: Get a text/SMS template.
• get_userGet one user by user id. API summary: Get a user.
• get_webhookGet one webhook by webhook id. API summary: Get a webhook.
• list_all_pipelinesList pipelines. Optional filters: entity type. API summary: List all pipelines.
• list_appointment_outcomesList appointment outcomes. API summary: List all appointment outcomes.
• list_appointmentsList appointments, filtered by person, user or `start` / `end` dates.
• list_automation_enrollmentsList enrollments for a automation. Optional filters: status. Results are paginated. API summary: List enrollments for an automation.
• list_automationsList automations. Optional filters: status. Results are paginated.
• list_available_webhook_eventsList events. API summary: List available webhook events.
• list_call_transcriptsList transcripts for a call. API summary: Get call transcript.
• list_callsList calls. Optional filters: person id. Results are paginated. API summary: List all calls.
• list_categoriesList categories. API summary: List library categories.
• list_contactsList contacts. API summary: List all contract contact roles.
• list_contract_milestonesList milestones for a contract. API summary: List contract milestones.
• list_contract_pipeline_statusesList pipeline statuses for a contract.
• list_contract_type_custom_fieldsList custom fields for a contract type.
• list_contract_typesList contract types. API summary: List all contract types.
• list_custom_fieldsList custom fields. Optional filters: applies to. Results are paginated. API summary: List all custom fields.
• list_email_messagesVisible to othersList email messages, optionally for one person (`person_id`).
• list_eventsList events. Optional filters: person id, event type, canonical event type or source. Results are paginated. API summary: List all events.
• list_groupsList groups. API summary: List all groups.
• list_identitiesList identities. API summary: Get current account identity.
• list_leadersList leaders. Optional filters: period, sort or direction. API summary: Leader Report — Win the Day performance across the team.
• list_library_relatedList related for a library. API summary: List related library items.
• list_library_reviewsList reviews for a library. Results are paginated. API summary: List reviews for a library item.
• list_library_tasksList tasks for a library. Results are paginated. API summary: Library item activity timeline.
• list_loan_eventsList events for a loan. API summary: Get a loan's event history.
• list_loan_officersList loan officers. Optional filters: branch ids or period. API summary: Loan officer production report.
• list_loan_servicersList servicers for a loan. API summary: Get a loan's servicing record.
• list_loan_stagesList loan stages and their keys, optionally for one `purpose` (purchase or refinance).
• list_loan_typesList loan types. API summary: List the team's loan types.
• list_my_submissionsList my submissions.
• list_notesList notes, optionally for one person (`person_id`).
• list_person_loansList the loans for a borrower (`contact_id` is the person ID).
• list_pipelinesList pipelines. Optional filters: metric, snapshot scope, branch ids, period, from or to. Results are paginated. API summary: Loan pipeline report.
• list_pondsList ponds. API summary: List all ponds.
• list_popular_tagsList popular tags. API summary: List the most popular tags.
• list_referral_partner_msasList msas for a referral partner. Optional filters: period. API summary: Get a partner's co-marketing agreement.
• list_role_typesList role types.
• list_sendblue_linesList sendblue lines.
• list_smart_list_contactsList contacts for a smart list. Results are paginated. API summary: Get people in a smart list.
• list_smart_listsList smart lists. API summary: List all smart lists.
• list_sms_providersList sms providers.
• list_stagesList stages. Optional filters: entity type.
• list_subteamsList subteams. API summary: List all subteams.
• list_tasksList tasks, optionally for one person (`person_id`).
• list_teamsList teams.
• list_text_messagesList text messages, optionally for one person (`person_id`).
• list_webhooksList webhooks. Optional filters: system identifier. API summary: List all webhooks.
• log_callChanges dataLog a phone call with a person (`person_id`, `phone`): direction, duration, outcome, note and time.
• move_loan_stageVisible to othersMove a loan (`loan_id`) to another `stage` (a stage key from list_loan_stages).
• remove_tags_from_a_personDeletesPermanently delete a delete by person id. Destructive action; may require approval. API summary: Remove tags from a person.
• reopen_a_completed_milestoneVisible to othersReopen a milestone (milestone id). Has effects visible outside this system. API summary: Reopen a completed milestone.
• search_categoriesSearch categories by search. Use this to find existing categories before creating a new category. Results are paginated. API summary: List library collections.
• search_columnsSearch columns by type or q. Use this to find existing columns before creating a new column. API summary: Get the prospecting board.
• search_companiesSearch companies by name, email, phone or industry.
• search_contractsSearch contracts by name, contract type id, stage id or assigned user id. Use this to find existing contracts before creating a new contract. Results are paginated. API summary: List all contracts.
• search_librariesSearch libraries by item type, category, search, tag, featured or source. Use this to find existing libraries before creating a new library. Results are paginated. API summary: List library items.
• search_libraries_by_sourceSearch libraries by source type or source id. Use this to find existing libraries before creating a new library. API summary: Find a library item by source.
• search_messagesSearch messages by metric, from, to, period, search or kind. Use this to find existing messages before creating a new message. Results are paginated. API summary: Referral partner report.
• search_peopleSearch people (contacts) by name, email, phone, tags, stage, source, assigned user or last activity dates. Use this to find a person ID before other calls.
• search_pipelinesSearch pipelines by purpose, search, loan officer ids, my stats or metric. Use this to find existing pipelines before creating a new pipeline. API summary: Get the loan pipeline.
• search_productionsSearch productions by period, branch ids, stage, officer page, officer per page or officer search. Use this to find existing productions before creating a new production. API summary: Production report — Enterprise, Branch, or My Production.
• search_referral_partnersSearch referral partners by q. Use this to find existing referral partners before creating a new referral partner. Results are paginated. API summary: List referral partners.
• search_tagsSearch tags by search. Use this to find existing tags before creating a new tag. Results are paginated. API summary: List tags.
• search_text_templatesSearch text templates by category, shared or search. Use this to find existing text templates before creating a new text template. Results are paginated. API summary: List text/SMS templates.
• search_usersSearch team users by name or email, to find a user ID for assigning people, tasks or loans.
• send_email_messageVisible to othersLog an email on a person (`person_id`) with `subject` and `body`, or set `send` to true to actually send it. Sending delivers a real email to the person.
• send_message_providersVisible to othersEmail a message. Has effects visible outside this system. API summary: List email providers.
• send_message_templatesVisible to othersEmail a message. Has effects visible outside this system. Results are paginated. API summary: List email templates.
• send_text_messageVisible to othersLog a text message on a person (`person_id`) with `body`, or set `send` to true to actually send it by SMS. Sending delivers a real text to the person.
• submit_category_for_approvalVisible to othersSubmit a category (library collection id). Has effects visible outside this system. API summary: Submit a collection for public review.
• submit_libraryVisible to othersCopy a library (library id). Has effects visible outside this system. API summary: Copy a library item to your team.
• submit_library_submitVisible to othersSubmit a library. Has effects visible outside this system. API summary: Submit a library item for public review.
• submit_milestoneVisible to othersComplete a milestone (milestone id). Has effects visible outside this system. API summary: Mark milestone as complete.
• update_appointmentChanges dataUpdate an appointment by `appointment_id`: title, times, location or description.
• update_automation_enrollmentChanges dataUpdate an existing enrollment identified by enrollment id. Only the fields you pass are changed. API summary: Update an enrollment status.
• update_bulksVisible to othersUpdate an existing bulk. Only the fields you pass are changed. Has effects visible outside this system. API summary: Set purpose or program across many loans.
• update_callChanges dataUpdate an existing call identified by call id. API summary: Update a call.
• update_cardChanges dataUpdate an existing card identified by card id. Only the fields you pass are changed. API summary: Move a prospect between columns.
• update_card_next_stepsVisible to othersUpdate an existing next step identified by card id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Set a prospect's next step.
• update_categoryChanges dataUpdate an existing category identified by category id. Only the fields you pass are changed. API summary: Update a library collection.
• update_category_productsVisible to othersUpdate an existing product identified by library collection id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Reorder collection items.
• update_companyChanges dataUpdate a company by `company_id`. Only the fields you pass change.
• update_contractChanges dataUpdate an existing contract identified by contract id. API summary: Update a contract.
• update_contract_pipeline_statusChanges dataUpdate an existing pipeline status identified by pipeline type. API summary: Set the pipeline stage (idempotent).
• update_contract_typeChanges dataUpdate an existing contract type identified by contract type id. API summary: Update a contract type.
• update_contract_type_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. API summary: Update a custom field for a contract type.
• update_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. API summary: Update a custom field.
• update_email_templateVisible to othersUpdate an existing email template identified by email template id. Has effects visible outside this system. API summary: Update an email template.
• update_eventChanges dataUpdate an existing event identified by event id. API summary: Update an event.
• update_libraryChanges dataUpdate an existing library identified by library id. Only the fields you pass are changed. API summary: Update a library item.
• update_library_sharingChanges dataUpdate an existing library identified by library id. Only the fields you pass are changed. API summary: Update sharing settings (admin/owner only).
• update_library_submissionChanges dataUpdate an existing library identified by library id. Only the fields you pass are changed. API summary: Update a pending submission.
• update_loanChanges dataUpdate a loan by `loan_id`: amount, interest rate, loan type, property address, appraisal/underwriting status or expiry dates.
• update_loan_servicersVisible to othersUpdate an existing servicer identified by loan id. Has effects visible outside this system. API summary: Set a loan's servicing record.
• update_messageChanges dataUpdate an existing message identified by message id. API summary: Update a note.
• update_personChanges dataUpdate a person by `contact_id`: name, emails, phones, addresses, stage, tags or assignment. Only the fields you pass change.
• update_pipelineChanges dataUpdate an existing pipeline identified by pipeline id. API summary: Update a pipeline.
• update_referral_partner_msasVisible to othersUpdate an existing msa identified by referral partner id. Has effects visible outside this system. API summary: Set or end a partner's co-marketing agreement.
• update_smart_listChanges dataUpdate an existing smart list identified by smart list id. API summary: Update a smart list.
• update_stageChanges dataUpdate an existing stage identified by stage id. API summary: Update a stage.
• update_taskChanges dataUpdate a task by `task_id`: name, due date, assignee, or mark it done with `is_completed`.
• update_teamChanges dataUpdate an existing team identified by team id. API summary: Update a team.
• update_text_templateChanges dataUpdate an existing text template identified by text template id. API summary: Update a text/SMS template.
• update_userChanges dataUpdate an existing user identified by user id. API summary: Update a user.
• update_webhookDeletesUpdate an existing webhook identified by webhook id. Destructive action; may require approval. API summary: Update a webhook.

Questions