Connect OneDrive and Solidarity Tech

Both apps 213OneDrive 96Solidarity Tech 117

• Trigger
  File Updated

  Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

• Trigger
  Item Moved or Renamed

  Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.

• Trigger
  New Version Created

  Trigger that fires when a new version of a specified OneDrive file is created.

• Trigger
  Onedrivebasetrigger

  Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

• Trigger
  OneDrive File Created Trigger

  Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

• Trigger
  OneDrive Folder Created Trigger

  Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

• Trigger
  OneDrive Item Deleted Trigger

  Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

• Trigger
  OneDrive Item Updated Trigger

  Triggers when an existing file or folder is modified in OneDrive. Uses Gmail-style state management and only detects actual modifications, not new creations.

• Trigger
  Sharing Permission Added or Removed

  Sharing Permission Added or Removed

• Action
  Add Workbook Worksheet

  Adds a new worksheet to an existing Excel workbook in OneDrive or SharePoint. The worksheet is created with the specified name and appended to the end of the workbook's worksheet collection. Use this action when you need to create a new sheet in an Excel file to organize data, add reports, or separate information into logical sections.

• Action
  Checkin Item

  Tool to check in a checked out driveItem resource, making the version of the document available to others. Use when you need to check in a file that was previously checked out in OneDrive or SharePoint.

• Action
  Checkout Item

  Tool to check out a driveItem to prevent others from editing it and make your changes invisible until checked in. Use when you need to lock a file for exclusive editing in SharePoint or OneDrive.

• Action
  Clear Workbook Range

  Clears values, formats, or both from a worksheet range in an Excel workbook stored in OneDrive or SharePoint without deleting cells or shifting neighboring data. Use this action when you need to reset a range while preserving the worksheet's cell structure.

• Action
  Close Workbook Session

  Close an Excel workbook session without deleting the workbook.

• Action
  Copy Item

  Tool to copy a driveitem (file or folder) to a new location asynchronously. use when you need to duplicate an item, optionally renaming it or specifying a different parent folder. the operation is asynchronous; the response provides a url to monitor the copy progress.

• Action
  Create Item Permission

  Tool to create a new permission on a OneDrive drive item. Use when you need to grant application or SharePoint group permissions to a file or folder. This endpoint supports creating application permissions and SharePoint site group permissions only.

• Action
  Create Link

  Tool to create a sharing link for a driveitem (file or folder) by its unique id. use when you need to generate a shareable link for an item in onedrive or sharepoint.

• Action
  Create Sharepoint List Item

  Create an item in a SharePoint list using Microsoft Graph through the OneDrive connection. Use when you need to add a new row/item to a SharePoint list after resolving the site ID and list ID.

• Action
  Create Workbook Session

  Create a persistent or temporary session for an Excel workbook.

• Action
  Delete Item

  Tool to delete a driveitem (file or folder) by its unique id from the authenticated user's onedrive. use when you need to remove an item from onedrive. this action moves the item to the recycle bin, not permanently deleting it.

• Action
  Delete Item Permanently

  Tool to permanently delete a driveItem by its ID without moving it to the recycle bin. Use when you need to irreversibly remove a file or folder from OneDrive or SharePoint. This action cannot be undone.

• Action
  Delete Item Permission

  Tool to delete a permission from a drive item. Use when you need to revoke sharing access to a file or folder. Only non-inherited sharing permissions can be deleted.

• Action
  Delete Share Permission

  Tool to delete the permission navigation property for a shared drive item. Use when you need to remove a sharing link permission. This effectively revokes access via the specific share link.

• Action
  Delete Sharepoint Item Permission

  Revoke a Microsoft Graph beta permission from a SharePoint list or list item.

• Action
  Delete Workbook Range

  Deletes a range of cells from a worksheet in an Excel workbook stored in OneDrive. Use this action when you need to remove a specific cell range and shift the remaining cells to fill the gap. This action is irreversible — the deleted range cannot be recovered once removed. The operation requires Files.ReadWrite scope and the workbook must not be locked by another user or process.

• Action
  Delete Workbook Worksheet

  Deletes a worksheet from a workbook in OneDrive by its ID or name. Use this action when you need to remove a specific worksheet from an Excel workbook stored in OneDrive or SharePoint. This action is irreversible — the worksheet cannot be recovered once deleted. Note that deleting the last visible worksheet in a workbook may result in an error.

• Action
  Download File

  Downloads a file from a user's onedrive using its item id, which must refer to a file and not a folder.

• Action
  Download File By Path

  Downloads the contents of a file from OneDrive by its path. The API returns a 302 redirect to a pre-authenticated download URL. Use when you know the file path but not the item ID.

• Action
  Download Item As Format

  Tool to download the contents of a driveItem converted to a specific format (e.g., PDF or HTML). Use when you need to convert Office documents to PDF or Loop/Fluid files to HTML before downloading. Supports accessing items by item_id or by path, and can target specific drives via drive_id.

• Action
  Download Item Version

  Tool to download the contents of a specific previous version of a drive item (file). Returns the actual file content. Note: You cannot download the current version using this endpoint - it only works for previous versions.

• Action
  Download Thumbnail By Path

  Download thumbnail image bytes for a path-addressed item in the current user's OneDrive.

• Action
  Follow Item

  Tool to follow a driveItem (file or folder) in OneDrive or SharePoint. Use when you need to add an item to the user's followed items list for tracking updates.

• Action
  Format Workbook Range

  Apply dimensions, alignment, wrapping, font, fill, and borders to a workbook range. Components are updated sequentially, not atomically, so earlier formatting remains if a later update fails.

• Action
  Get Drive

  Retrieves the properties and relationships of a drive resource by its unique id. use this action when you need to get details about a specific onedrive, user's onedrive, group's document library, or a site's document library.

• Action
  Get Drive Item By Sharing Url

  Tool to resolve a OneDrive/SharePoint sharing URL (or shareId) to a DriveItem with driveId and itemId. Use when you have a sharing link from Teams, chat, or 1drv.ms and need the item's metadata or IDs for downstream actions like permissions or download.

• Action
  Get Drive Item List Item

  Retrieve the SharePoint list item associated with a driveItem.

• Action
  Get Followed Item

  Tool to retrieve a specific followed driveItem from a drive. Use when you need to get details about a file or folder that the user has marked to follow.

• Action
  Get Item

  Retrieves the metadata of a driveitem by its unique id. use this tool to get information about a specific file or folder in onedrive when you have its id. if a `drive id` is not provided, it defaults to the user's main drive.

• Action
  Get Item By Path

  Retrieve OneDrive or SharePoint driveItem metadata by drive-relative path.

• Action
  Get Item Permissions

  Retrieves the permissions of a driveitem by its unique id or path within a specific drive. use when you need to check who has access to a file or folder and what level of access they have.

• Action
  Get Item Thumbnails

  Tool to retrieve the thumbnails associated with a driveitem. use when you need to display visual previews of files.

• Action
  Get Item Versions

  Tool to retrieve the version history of a driveitem by its unique id. use when you need to access or list previous versions of a file.

• Action
  Get Quota

  Tool to retrieve the quota information for the authenticated user's onedrive. use this action to check the storage space details like total, used, and remaining space on the user's onedrive.

• Action
  Get Recent Items

  Retrieves a list of items that have been recently used by the authenticated user. this tool is useful when you need to access or display files and folders that the user has interacted with recently across their onedrive and accessible shared drives.

• Action
  Get Share

  Tool to access a shared DriveItem or collection of shared items using a shareId or encoded sharing URL. Returns the sharedDriveItem resource with metadata about the shared item and its owner. Use when you have a shareId or sharing token and need information about what was shared.

• Action
  Get Shared Items

  Tool to retrieve a list of items that have been shared with the authenticated user. use this action to get details of files and folders shared with the current user.

• Action
  Get Sharepoint List Items

  Tool to get the items (list items) within a specific sharepoint list on a site. use when you need to retrieve data from a sharepoint list.

• Action
  Get Site

  Retrieves metadata for a specific SharePoint site by its ID. Use this action when you need to get details like display name, web URL, and creation/modification dates for a known SharePoint site.

• Action
  Get Site Details

  Retrieves metadata for a specific sharepoint site by its id. use this action when you need to get details like display name, web url, and creation/modification dates for a known sharepoint site.

• Action
  Get Site Page Content

  Gets the content of a modern sharepoint site page. use when you need to retrieve the details and content of a specific page within a sharepoint site.

• Action
  Get Special Folder

  Tool to retrieve a special folder in OneDrive by name. Use when you need to access well-known folders (documents, photos, approot, etc.) without looking up by path or ID.

• Action
  Get Workbook Range Fill

  Read the fill color applied to an Excel worksheet range.

• Action
  Get Workbook Used Range

  Retrieves the used range of a worksheet in an Excel workbook stored in OneDrive or SharePoint without requiring the caller to know an explicit A1 range address. Use this action to read the active data region of a worksheet, optionally ignoring formatting-only cells.

• Action
  Get Workbook Worksheet

  Retrieves a specific worksheet from an Excel workbook stored in OneDrive or SharePoint using Microsoft Graph API. Use this action when you need to get details about a particular worksheet, including its ID, name, position, and visibility. The worksheet can be identified by either its unique ID or its display name.

• Action
  Grant Share Permission

  Tool to grant users access to a link represented by a permission using an encoded sharing URL. Use when you need to give specific users access to a shared OneDrive or SharePoint resource.

• Action
  Grant Sharepoint Item Permission

  Grant an application permission on a SharePoint list or list item using Microsoft Graph beta.

• Action
  Inspect Workbook Table

  Read a workbook table's occupied range and one page of its columns.

• Action
  Invite User To Drive Item

  Tool to invite users or grant permissions to a specific item in a onedrive drive. use when you need to share a file or folder with other users and define their access level (e.g., read or write).

• Action
  List All Drive Items

  Lists a complete OneDrive or SharePoint drive safely, one Microsoft Graph delta page per invocation. Start without `page_token`, then pass each `next_page_token` back until `sync_complete` is true. The terminal `delta_token` can be saved and passed back later to fetch changes since the completed snapshot. Delta enumeration is stable under concurrent writes and avoids the request burst caused by recursively fetching every folder in one execution.

• Action
  List Drive Item Activities

  Tool to list recent activities for a specific item in a onedrive drive. use when you need to track changes or actions performed on a file or folder.

• Action
  List Drives

  Tool to retrieve a list of drive resources available to the authenticated user, or for a specific user, group, or site. use when you need to find out what drives are accessible.

• Action
  List Folder Children

  List the direct children (files/folders) of a OneDrive/SharePoint folder by DriveItem ID or path. Returns reliable pagination tokens for large folders. Use when you need to enumerate folder contents deterministically, find companion artifacts (e.g., .vtt/.docx files), or browse within a known folder.

• Action
  List Item Activities

  Tool to list recent activities for a specific item in a OneDrive drive. Use when you need to track changes or actions performed on a file or folder.

• Action
  List Root Drive Changes

  Tool to list changes in the root of the user's primary drive using a delta token. use when you need to track file and folder modifications, additions, or deletions in the main onedrive directory.

• Action
  List Share Permissions

  Tool to retrieve permission details for a shared OneDrive or SharePoint item using a share ID. Use when you have an encoded sharing URL and need to check the permission level, password protection, and access details.

• Action
  List Sharepoint Item Permissions

  List Microsoft Graph beta permissions from a SharePoint list or list item.

• Action
  List Sharepoint List Items Delta

  Tool to track changes to items in a sharepoint list using a delta query. use when you need to get newly created, updated, or deleted list items without performing a full read of the entire item collection.

• Action
  List Site Columns

  Tool to list all column definitions for a sharepoint site. use this when you need to retrieve the schema or structure of columns within a specific sharepoint site.

• Action
  List Site Drive Items Delta

  Tool to track changes to driveitems in the default document library of a sharepoint site. use when you need to get a list of items that have been added, modified, or deleted since a previous state or to get an initial enumeration of all items.

• Action
  List Site Items Delta

  Tool to track changes to DriveItems in the default document library of a SharePoint site. Use when you need to get a list of items that have been added, modified, or deleted since a previous state or to get an initial enumeration of all items.

• Action
  List Site Lists

  Tool to list all lists under a specific sharepoint site. use when you need to enumerate lists within a known site.

• Action
  List Site Subsites

  Tool to list all subsites of a sharepoint site. use when you need to retrieve a collection of subsites for a given parent site.

• Action
  List Subscriptions

  Tool to list the current subscriptions for the authenticated user or app. use this to retrieve details of existing webhook subscriptions.

• Action
  List Workbook Worksheets

  Retrieves a list of all worksheets in an Excel workbook stored in OneDrive or SharePoint. Returns worksheet metadata including IDs, names, positions, and visibility states. Use this action when you need to enumerate available worksheets in a workbook, find a specific worksheet by name, or understand the workbook structure before performing operations on worksheet data.

• Action
  Move Item

  Tool to move a file or folder to a new parent folder in onedrive. use when you need to reorganize your files or folders by changing their location. you can optionally rename the item during the move.

• Action
  Onedrive Create Folder

  Creates a new folder in the user's onedrive, automatically renaming on conflict, optionally within a specified parent folder (by id or full path from root) which, if not the root, must exist and be accessible.

• Action
  Onedrive Create Text File

  Creates a new text file with specified content in a onedrive folder, using either the folder's unique id or its absolute path (paths are automatically resolved to ids); note that onedrive may rename or create a new version if the filename already exists.

• Action
  Onedrive Find File

  Non-recursively finds an item (file or folder) in a specified onedrive folder; if `folder` is provided as a path, it must actually exist.

• Action
  Onedrive Find Folder

  Finds folders by name within an accessible parent folder in onedrive, or lists all its direct child folders if no name is specified.

• Action
  Onedrive List Items

  Retrieves all files and folders as `driveitem` resources from the root of a specified user's onedrive, automatically handling pagination.

• Action
  Onedrive Upload File

  Uploads a file to a specified onedrive folder, automatically renaming on conflict and supporting large files via chunking.

• Action
  Preview Drive Item

  Generates or retrieves a short-lived embeddable url for a preview of a specific item. use when you need to display a temporary preview of a file.

• Action
  Read Workbook Range

  Reads a range of cells from an Excel workbook worksheet stored in OneDrive or SharePoint using Microsoft Graph API. Returns cell values, formulas, formatting, and metadata for the specified range. Use this action when you need to extract data from specific cells in an Excel file, whether reading a single cell, a rectangular range, an entire column, or an entire row. The range address must be specified in A1 notation (e.g., 'A1:B5').

• Action
  Restore Item Version

  Restores a previous version of a DriveItem (file) by creating a new version with the content of the specified version. Use this action when you need to revert a file to an earlier version. The restoration is permanent and creates a new current version — the file cannot be automatically reverted after this operation, though you can restore again to a different version if needed. This action is irreversible in the sense that it immediately changes the current file content.

• Action
  Search Drive Items

  Search OneDrive and accessible SharePoint files with Microsoft Graph Search. This does not produce a complete shared-with-me list; use deprecated ONE_DRIVE_GET_SHARED_ITEMS only when full shared-with-me enumeration is required before Microsoft removes that API in November 2026. Requires OneDrive permissions plus Sites.Read.All because SharePoint-backed files can appear in results.

• Action
  Search Items

  Searches for driveitems in onedrive that match the specified query. use this to find files or folders based on keywords.

• Action
  Search Sharepoint Sites

  Search SharePoint sites visible to an organizational Microsoft account.

• Action
  Track Folder Changes

  Track changes beneath one folder, one Microsoft Graph delta page at a time.

• Action
  Unfollow Item

  Tool to unfollow a driveItem by removing it from the user's followed items collection. Use when you need to stop following a file or folder that was previously marked to follow.

• Action
  Update Drive Item Metadata

  Tool to update the metadata of a specific item (file or folder) in onedrive. use this to rename items, change descriptions, or move items to a new parent folder.

• Action
  Update File Content

  Tool to update an existing file's content in OneDrive. When called without a `file` parameter, creates an upload session and returns its uploadUrl (legacy behavior — caller drives the PUT uploads). When called with a `file`, the action streams the file's bytes in chunks via the upload session and returns the final updated DriveItem. The item's ID is preserved (existing share links remain valid) unless conflict_behavior=rename causes the server to create a new item.

• Action
  Update Sharepoint Item Permission

  Update an application permission on a SharePoint list or list item using Microsoft Graph beta.

• Action
  Update Sharepoint List Item Fields

  Update field values on a SharePoint list item using Microsoft Graph through the OneDrive connection. Use when you need to modify one or more columns on an existing SharePoint list item.

• Action
  Update Workbook Range

  Updates a range in a workbook worksheet using Microsoft Graph API. Use this action when you need to write data, formulas, or number formats to specific cells in an Excel workbook stored in OneDrive or SharePoint. The address parameter supports various formats including single cells, cell ranges, entire columns, or entire rows.

• Action
  Update Workbook Worksheet

  Updates properties of a worksheet in an Excel workbook stored in OneDrive. Use this action when you need to rename a worksheet, change its position (tab order), or modify its visibility state. At least one of name, position, or visibility must be provided in the request. The worksheet is identified by its ID or display name within the specified workbook.

• Action
  Write Workbook Cell

  Updates the value, formula, or format of a specific cell in an Excel workbook stored in OneDrive. Use this action when you need to write data to a single cell at a specific row and column position. The row and column parameters are 0-indexed (row 0 is the first row, column 0 is column A).

• Trigger
  New Donation Charge

  Triggers when a new donation charge is created in Solidarity Tech.

• Trigger
  New Event

  Triggers when a new event is created in Solidarity Tech.

• Trigger
  New Event RSVP

  Triggers when a new event RSVP is created in Solidarity Tech.

• Trigger
  New User

  Triggers when a new person is created in Solidarity Tech.

• Trigger
  New User Action

  Triggers when someone submits a form or takes an action in Solidarity Tech.

• Action
  Activate Automation

  Turns the automation on. From that moment its triggers enroll real people and its steps send real messages. Refused with 422 and the full list of problems when the automation is not valid (for example no trigger, no steps, or a step missing required data).

• Action
  Add Event Session Host

  Adds a user as a host of the event session. Atomic and idempotent: adding a user who is already a host returns 200 without duplicating. The user must belong to your organization. Hosts are readable on the session as host_user_ids and usable in message templates via the {{ event-session.hosts }}, {{

• Action
  Add Task Targets

  Adds people to a phone bank, text bank, or work list (any task whose contact_strategy is one_to_one) from a filter, a saved user list, or explicit user ids. Send exactly one source. Only eligible people are added (active, phone number, contact permission for the task action) and people already on th

• Action
  Archive Custom Property Record

  Archives the record. Records are never deleted, because people who selected the record keep its value. An archived record is hidden from the list and from pickers. Returns 422 when the property is not an object property.

• Action
  Create Agent Assignment

  Creates an active agent assignment with the specified details. Any other active assignment of the person ends, so the person has one active agent.

• Action
  Create Automation

  Creates an automation from the canonical definition.

• Action
  Create Custom Property Option

  Creates an option for a custom user property

• Action
  Create Custom User Property

  Creates a new custom user property

• Action
  Create Event

  Creates an event with its first event session. The event session inherits the title from the event unless session_title is provided. Session titles are capped at 65 characters by default; pass allow_long_title=true to raise the cap to 200 characters (useful when syncing events from external platform

• Action
  Create Event Attendance

  Creates an event attendance with the specified details.

• Action
  Create Event Page

  Creates the public event page for an event that has no page yet. This is the same page that the dashboard "Create page" button makes: it uses the event title, the sidebar template, and the default form of the website. `content` is the HTML for the page body. Scripts, event handlers, and other unsafe

• Action
  Create Event Rsvp

  Creates an event rsvp with the specified details.

• Action
  Create Event Session

  Creates an event session with the specified details. Session titles are capped at 65 characters by default; pass allow_long_title=true to raise the cap to 200 characters (useful when syncing events from external platforms with longer names).

• Action
  Create Field Survey URL

  Generates a field survey URL

• Action
  Create Page

  Creates a generic form page from an ordered list of fields. Each field becomes the component the form builder makes for its type, so the page edits normally in the dashboard afterwards.

• Action
  Create Scheduled Task

  Creates a scheduled task with the specified details.

• Action
  Create Task Agent

  Creates a task agent with the specified details.

• Action
  Create Task Assignment

  Creates a task assignment, assigning a user to participate in a phonebank or textbank campaign.

• Action
  Create Team Member

  Creates a new team member

• Action
  Create Text Template

  Creates a text template with the specified details.

• Action
  Create/Update Person

  Creates or updates a user

• Action
  Create User Action

  Creates a user action for a user.

• Action
  Create User List

  Creates a User List with the specified details. The parameters field must conform to the QueryBuilder format. Every rule id must be one the filter engine recognises; unknown ids return 422 instead of being silently ignored. A "list" rule may only reference saved

• Action
  Create User Note

  Creates a user note

• Action
  Create User Relationship

  Creates a user relationship

• Action
  Deactivate Automation

  Turns the automation off. No new people are enrolled, and people already enrolled stop at their current step, the same as the dashboard toggle. No step runs while the automation is off. When a user turns it back on in the dashboard, they choose if the stopped people continue or leave the automation.

• Action
  Delete Agent Assignment

  Ends the agent assignment with the specified ID. It sets is_active to false and keeps the record.

• Action
  Delete Custom Property Option

  Removes an option from a custom user property

• Action
  Delete Event

  Deletes an event and every one of its sessions, past and upcoming, the same as Delete event in the dashboard. This cannot be undone.

• Action
  Delete Event Attendance

  Deletes an event attendance with the specified ID.

• Action
  Delete Event Rsvp

  Deletes an event rsvp with the specified ID.

• Action
  Delete Event Session

  Deletes an event session with the specified ID.

• Action
  Delete Scheduled Task

  Deletes a scheduled task with the specified ID.

• Action
  Delete Task Agent

  Deletes a task agent with the specified ID.

• Action
  Delete Task Assignment

  Deletes a task assignment with the specified ID.

• Action
  Delete Text Template

  Deletes a text template with the specified ID.

• Action
  Delete User

  Deletes a user

• Action
  Delete User List

  Deletes a user list with the specified ID.

• Action
  Delete User Note

  Deletes a user note with the specified ID.

• Action
  Delete User Relationship

  Deletes a user relationship

• Action
  Enroll User in Automation

  Enrolls a person in an active automation. The person starts at the first step of the automation. The automation must be reachable from the chapter of the person.

• Action
  Get Agent Assignment

  Shows a single agent assignment

• Action
  Get Automation

  Returns the full definition plus state: is_active, active_enrollment_count, is_valid, and activation_errors (empty when the automation can be activated).

• Action
  Get Email Blast

  `is_valid` is true when the blast has an audience filter, a sender, a subject, and content. It does not check how many people the filter matches.

• Action
  Get Event

  Returns a single event. The response includes `primary_event_id` (always resolves to the original event ID, even for co-hosted mirrors) and `is_co_hosted_mirror` (true if this event is a mirror copy from a co-host relationship). Event sessions include `primary_session_id` for the same purpose. If th

• Action
  Get Event Rsvp

  Shows a single event rsvp

• Action
  Get Event Session

  Returns one event session. tags holds the tags set on the session itself; all_tags adds the tags of its parent event.

• Action
  Get Organization

  Shows a single organization

• Action
  Get Page

  Shows a single page

• Action
  Get Phonebank

  Shows a single phonebank

• Action
  Get Scheduled Call

  Shows a single scheduled call

• Action
  Get Scheduled Task

  Shows a single scheduled task

• Action
  Get Task Agent

  Shows a single task agent

• Action
  Get Task Assignment

  Shows a single task assignment

• Action
  Get Textbank

  Shows a single textbank

• Action
  Get Text Blast

  `is_valid` is true when the blast has an audience filter and valid content. It does not check how many people the filter matches.

• Action
  Get Text Template

  Shows a single text template

• Action
  Get User

  Shows a single user

• Action
  Get Work List

  Shows a single work list

• Action
  List Activities

  Returns activities, newest first. RSVP status history rows have actionable_type `MobilizeEventRsvp`, actionable_id set to the RSVP id, and a name that starts with `rsvp_status:`. A status change is named `rsvp_status:<from>:<to>:<channel>`. A session deletion is named `rsvp_status:<status>:session_d

• Action
  List Agent Assignments

  Lists agent assignments

• Action
  List Calls

  Retrieves all calls

• Action
  List Chapter Phone Numbers

  Lists chapter phone numbers

• Action
  List Chapters

  Retrieves all chapters

• Action
  List Custom User Properties

  Retrieves all custom user properties

• Action
  List Donation Charges

  Lists donation charges

• Action
  List Email Blasts

  `is_valid` is true when the blast has an audience filter, a sender, a subject, and content. It does not check how many people the filter matches.

• Action
  List Email Senders

  Returns a list of email senders available for the API key's scope.

• Action
  List Event Attendances

  Lists event attendances

• Action
  List Event Rsvps

  Lists event rsvps

• Action
  List Events

  Lists events accessible within the given scope. Each event in the response includes `primary_event_id` and `is_co_hosted_mirror`. For co-hosted events that appear across multiple organizations, `primary_event_id` always resolves to the original event ID, allowing you to identify that two events from

• Action
  List Event Sessions

  Lists event sessions accessible within the given scope. All filters below are optional and additive. With no filters, the list holds every session, ended sessions included, newest first. Each session row includes tags, the tags set on the session itself, and all_tags, those tags plus the tags of its

• Action
  List Organizations

  Lists organizations

• Action
  List Pages

  Lists pages

• Action
  List Phonebanks

  Lists phonebanks

• Action
  List Relationship Types

  Lists available relationship types

• Action
  List Scheduled Calls

  Lists scheduled calls

• Action
  List Scheduled Tasks

  Lists scheduled tasks

• Action
  List Task Agents

  Lists task agents

• Action
  List Task Assignments

  Lists task assignments

• Action
  List Team Members

  Lists team members

• Action
  List Textbanks

  Lists textbanks

• Action
  List Text Blasts

  `is_valid` is true when the blast has an audience filter and valid content. It does not check how many people the filter matches.

• Action
  List Texts

  Retrieves a list of texts

• Action
  List Text Templates

  Lists text templates

• Action
  List User Actions

  Lists user actions (form submissions). Can be filtered by user_id, page_id, or both.

• Action
  List User Lists

  Lists user lists

• Action
  List Users

  Retrieves a list of users

• Action
  List Work List Outcomes

  Lists recorded work list outcomes, oldest first. Outcomes are written only through the mobile app. Requires the Work Lists feature on the organization billing plan; otherwise the request returns 403.

• Action
  List Work Lists

  Lists work lists accessible within the API key scope. Requires the Work Lists feature on the organization billing plan; otherwise the request returns 403.

• Action
  Merge Users

  Merge duplicate users

• Action
  Remove Event Session Host

  Removes a user from the event session hosts. Atomic and idempotent: removing a user who is not a host returns 200.

• Action
  Replace Automation Steps

  Replaces the whole step tree with the given steps. Refused with 409 while anyone is actively enrolled, because removing steps strands people mid flow. Deactivating the automation does not end enrollments; enrolled people stay on their current step. Edit single st

• Action
  Restore Custom Property Record

  Makes an archived record active again. Returns 422 when an active record already uses the title, or when the property is not an object property.

• Action
  Search Users

  Returns the users matching an ad hoc filter, in the same shape as.

• Action
  Send Email

  Sends a single transactional email to a user. Supports Liquid templating for personalization (e.g., {{ user.first-name }}).

• Action
  Send Text

  Sends a text message

• Action
  Update Agent Assignment

  Updates an agent assignment with the specified details.

• Action
  Update Automation

  Changes name, supported_languages, communication_settings, goals, or trigger_conditions.

• Action
  Update Automation Step

  Updates one step of an automation in place.

• Action
  Update Custom Property Record

  Changes only the fields you send. Data keys you do not send keep their values. The record value does not change. Returns 422 when the property is not an object property.

• Action
  Update Event

  Changes the settings of an event. Send only the fields to change; a field that is left out keeps its value.

• Action
  Update Event Rsvp

  Updates an event rsvp with the specified details.

• Action
  Update Event Session

  Updates an event session with the specified details. Session titles are capped at 65 characters by default; pass allow_long_title=true to raise the cap to 200 characters (useful when syncing events from external platforms with longer names).

• Action
  Update Page

  Generic form pages and event pages. Changes only the keys you send; a key you leave out keeps its value.

• Action
  Update Scheduled Task

  Updates a scheduled task with the specified details.

• Action
  Update Task Assignment

  Updates a task assignment with the specified details.

• Action
  Update Team Member

  Changes the role and scope of the primary assignment. It also sets logged_in_as_id and logged_in_as_type to the new scope.

• Action
  Update Text Template

  Updates a text template with the specified details.

• Action
  Update User

  Updates a user

• Action
  Update Work List

  Updates a work list. Only the submitted keys change. The work_list_action cannot change after creation.

• Action
  Validate Automation

  Runs every check.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.