archive_email_template
ChatGPTArchive an email template without permanently deleting historical email data.
archive_form
ChatGPTArchive a form by setting it inactive.
archive_funnel
ChatGPTArchive a funnel by setting it inactive.
bulk_update_leads
ChatGPTUpdate selected leads using Chasync's existing bulk logic.
get_account_context
ChatGPTGet non-secret account settings, plan capabilities and settings useful when creating funnels, forms, emails and leads.
get_account_statistics
ChatGPTGet monthly Chasync performance statistics including leads, emails sent, opens, clicks, sales, revenue, unsubscribes, sources, funnels, geography and targets. Defaults to the current month.
get_email_template
ChatGPTGet one reusable email template.
get_form
ChatGPTGet one lead capture form including fields and funnel assignment.
get_funnel
ChatGPTGet a complete funnel with steps, email variants, waits and routing rules.
get_lead
ChatGPTGet one lead by Chasync _id or exact email address.
get_profile
ChatGPTGet the Chasync user profile represented by the current authenticated connection.
import_leads
ChatGPTImport multiple leads into Chasync. Use only when get_account_context.capabilities.bulk_lead_import is true. If false, do not emulate a bulk import by repeatedly calling save_lead.
list_email_templates
ChatGPTList reusable email templates for funnels.
list_forms
ChatGPTList lead capture forms in the connected Chasync account.
list_funnels
ChatGPTList sales funnels in the connected Chasync account.
list_leads
ChatGPTList leads using common filters and return exact account and filtered lead totals.
save_email_template
ChatGPTCreate or update a reusable Chasync email template. Chasync automatically adds the connected user's configured signature, so do not include a sender signature in email_body.
save_form
ChatGPTCreate or update a Chasync lead capture form and optionally assign submissions to a funnel and step.
save_funnel
ChatGPTCreate or update a Chasync funnel with steps, emails, waits and routing rules. Existing steps are preserved unless remove_step_ids explicitly names them.
save_lead
ChatGPTCreate or update a Chasync lead. If _id is omitted and email already exists, the existing lead is updated.