marketing automation

Add CleverReach to your AI agent

CleverReach is an email marketing platform for managing subscriber groups, campaigns, reports, and forms.

Things your agent can do in CleverReach
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Things your AI can do in CleverReach

Your FormWise AI can handle any of these in CleverReach — on its own, without you needing to click a button.

  • Add Blacklist Entries

    Add email addresses to the account-wide CleverReach blacklist in one provider batch request.

  • Add Blacklist Entry

    Add one email address to the global blacklist when group_id is omitted, or to a group-specific blacklist when it is supplied. Comments are supported only for global entries.

  • Add Group Receiver Tags

    IRREVERSIBLE AUTOMATION WARNING: add tags to one receiver through a specific group route. This can trigger THEA automation whose resulting effects cannot be undone by removing the tags.

  • Add Receiver Tags

    Add tags to one receiver through the account-wide receiver route. This action does not use a group route and does not trigger group-specific THEA automation.

  • Bulk Update Receivers

    Update existing receivers in one provider batch for a group. Carefully use lifecycle timestamps: nonzero deactivated makes a receiver inactive and zero can reactivate it. The plus variant applies relative numeric attributes and tag removals. Source is not changed for existing receivers. CleverReach does not document whether this batch is atomic.

  • Bulk Upsert Receivers

    Create or update receivers in one provider batch for a group. Omitting registered, activated, and deactivated activates a new receiver; a nonzero deactivated value makes it inactive, while zero can reactivate it. The plus variant also applies relative numeric attributes and tag removals. CleverReach does not change source when upserting an existing receiver or document whether this batch is atomic.

  • Change Receiver Email

    Change one receiver's email address. If overwrite is true and the new email already belongs to another receiver, that existing receiver can be replaced.

  • Clone Receiver

    Copy a receiver to a target group under a new email address. If overwrite is true and that email already exists, its receiver data can be replaced.

  • Count Receivers By Tags

    Count receivers with one tag using a GET query, or with a tag constellation using a read-like POST. This action changes no receiver data.

  • Create Attribute

    Create a global or group-local CleverReach receiver attribute.

  • Create Filter

    Create a reusable CleverReach filter or segment in one receiver group.

  • Create Group

    Create a CleverReach receiver group and return its group ID for subsequent subscriber operations.

Show 74 more things it can do
  • Create Mailing

    Create a CleverReach mailing campaign definition. This action does not send the campaign, and CleverReach may confirm creation without returning its ID.

  • Create Mailing Template

    Create a reusable CleverReach mailing template. CleverReach exposes no matching template-delete operation, so this creation is not reversible through this toolkit.

  • Create My Content

    Create a reusable CleverReach "My Content" item that references a URL. Use Delete My Content with the returned or discovered ID to remove it.

  • Create Receiver

    Create a subscriber in one CleverReach group. If lifecycle timestamps are omitted, CleverReach activates the receiver without sending double opt-in mail; the create response may briefly report the receiver as inactive. Optional group/global attributes, tags, and order history can be supplied at creation.

  • Create Receiver Event

    IRREVERSIBLE: permanently add an event to one CleverReach receiver. CleverReach provides no event deletion endpoint, so this action cannot undo or remove it.

  • Create Receiver Order

    MUTATES ORDER HISTORY: add an order to one CleverReach receiver globally or within a group. Use a unique order_id and verify before retrying.

  • Create Receivers

    Create up to 50 subscribers in one CleverReach group and return a separate success or failure result for each receiver. The batch is not atomic. When lifecycle timestamps are omitted, CleverReach activates each receiver without sending double opt-in mail, though create results may briefly show inactive. Each receiver may include attributes, tags, and order history.

  • Delete Attribute

    Permanently delete a CleverReach global or group-local attribute. This cannot be undone. CleverReach does not verify how the attribute was created; the caller must confirm the selected attribute is safe to delete.

  • Delete Blacklist Entries

    Permanently delete 1-50 exact email addresses sequentially from the global account blacklist, or only from one group's blacklist when group_id is supplied. This is bounded local orchestration over singular deletion endpoints, not a provider bulk operation and not atomic: successful deletions are not rolled back. Per-item provider failures do not stop later deletions; authentication, permission, and rate-limit failures stop the batch and mark remaining addresses not attempted.

  • Delete Blacklist Entry

    Permanently remove one email address from the global CleverReach blacklist, or from a group blacklist when group_id is supplied.

  • Delete Filter

    Permanently delete a CleverReach filter or segment. This cannot be undone. CleverReach does not verify how the filter was created; the caller must confirm the selected filter is safe to delete.

  • Delete Group

    Permanently delete one CleverReach receiver group by ID. This operation cannot be undone, and CleverReach may reject deletion of a locked group.

  • Delete Mailing Channel

    Permanently delete one CleverReach mailing channel/category. This cannot be undone. Only use an exact, owner-approved disposable channel ID; this toolkit has no channel-creation operation for recovery.

  • Delete My Content

    Permanently delete one CleverReach "My Content" item by exact ID. This cannot be undone; delete only an item that the current workflow created or that the owner explicitly approved.

  • Delete Receiver Account-Wide

    Permanently delete one exact receiver at account level. This broader operation can remove the receiver from every group and cannot be undone.

  • Delete Receiver Order

    IRREVERSIBLE: permanently delete one CleverReach receiver order globally or within a group using its internal id from LIST_RECEIVER_ORDERS, not the caller-defined order_id. Deleted order history cannot be restored by this action.

  • Delete Receivers Account-Wide

    Permanently delete a non-empty explicit list of exact receivers account-wide. This broader operation can remove them from every group and cannot be undone.

  • Delete Report

    Permanently and irreversibly delete one report and its historical analytics by exact report or mailing ID. This data cannot be recreated independently. All links contained in the report will stop working after deletion, including unsubscribe links. Requires explicit confirmation.

  • Filter Receivers

    Return one bounded page of receivers matching temporary CleverReach filter rules.

  • Get Attribute

    Return one CleverReach global attribute by ID.

  • Get Attribute Limits

    Show the attribute limits applied to the connected CleverReach account.

  • Get Blacklist Entry

    Check whether an exact email address is on the account-wide CleverReach blacklist and return its blacklist details when present.

  • Get Filter

    Get one CleverReach group filter or segment.

  • Get Filter Metrics

    Return statistics or a receiver count for one CleverReach group filter.

  • Get Form Embed Code

    Return embeddable HTML, JavaScript, and CSS for an existing legacy CleverReach form, with optional branding controls. This provider endpoint is deprecated; use CleverReach Flow for new development and migrations.

  • Get Group

    Return one receiver group by its CleverReach group ID.

  • Get Group Stats

    Return either standard or advanced CleverReach statistics for one receiver group.

  • Get Mailing

    Return one CleverReach mailing campaign by its mailing ID.

  • Get Mailing Channel

    Return one CleverReach mailing channel or category by ID.

  • Get My Content

    Return one CleverReach "My Content" item by ID.

  • Get Random Mailing Receiver

    Return a random receiver from a CleverReach mailing audience for preview purposes. This does not send the mailing.

  • Get Receiver

    Return one receiver by ID or exact email address. Supply group_id for group-specific attributes; without it, group-specific information is empty.

  • Get Receiver Attributes

    Get attribute values for a CleverReach receiver, optionally in one group.

  • Get Receiver Tags

    Return all tags currently set on one receiver, optionally filtered by origin.

  • Get Report

    Return one mailing report by report or mailing ID, including split-test versions when present.

  • Get Report Stats

    Return one selected statistics view for a mailing report, such as links, countries, clients, traffic, or daily activity.

  • List Attributes

    Return a locally bounded set of global attributes or local attributes for one CleverReach group.

  • List Blacklist Entries

    Return a locally bounded set of entries on the global CleverReach blacklist, or on a specific group blacklist when group_id is supplied.

  • List Bounced Receivers

    Return one bounded page of receivers with a bounce date and an opaque cursor for the next page.

  • List Bounces

    Return one page of up to 500 account-wide CleverReach bounce records. Follow next_cursor until an empty terminal page returns no cursor.

  • List Filter Receivers

    Return one bounded page of receivers matching a saved CleverReach filter.

  • List Filters

    Return a locally bounded set of CleverReach filters or segments for one receiver group.

  • List Forms

    Return a locally bounded set of legacy CleverReach forms globally or for a supplied group. CleverReach marks both REST routes deprecated in favor of Flow, which is outside this toolkit.

  • List Groups

    Return a locally bounded set of receiver groups (lists) in the connected CleverReach account, optionally ordered by creation or change time.

  • List Mailing Channels

    Return a locally bounded set of CleverReach mailing channels, also called categories.

  • List Mailing Links

    Return the links CleverReach recorded for one mailing. List-shaped responses are locally bounded; provider summary objects and legacy strings are preserved.

  • List Mailing Orders

    Return a locally bounded set of orders attributed to a CleverReach report or mailing. CleverReach documents no pagination for this endpoint.

  • List Mailing Templates

    Return locally bounded categories and either agency-managed or user-owned CleverReach templates.

  • List Mailings

    Return campaigns filtered by delivery state, channel, or the state's time window. State 'all' returns one provider-bounded result; specific states return one page with a continuation cursor.

  • List My Content

    Return a locally bounded set of reusable CleverReach "My Content" items.

  • List Receiver Events

    Return a locally bounded set of events recorded for one CleverReach receiver, either account-wide or in a specific group. CleverReach documents no pagination for this endpoint.

  • List Receiver Groups

    Return a locally bounded set of group IDs to which a receiver is allocated, filtered by membership state.

  • List Receiver Orders

    Return a locally bounded set of orders recorded for one CleverReach receiver, globally or in a specific group. CleverReach documents no pagination for this endpoint.

  • List Receiver Tags

    Return a locally bounded set of receiver tags already used in the account, optionally filtered by origin.

  • List Receivers

    Return one page of receivers in a CleverReach group, optionally filtered by subscription state, email addresses, or receiver IDs.

  • List Report Receivers

    Return one page of receivers in a report for a delivery or engagement state such as opened, clicked, bounced, or unsubscribed.

  • List Reports

    Return one page of mailing reports filtered by date range, group, or channel. detail_level controls the richness of each report, not which reports match.

  • List Tags

    Return one page of account tags or the account's supertags. Regular tags support group, origin, ordering, page_size, and a bounded continuation cursor. The limit field locally caps only list-shaped supertags and does not reduce provider API usage; a legacy string response is preserved.

  • Remove Receiver From Group

    Remove one exact receiver from one specified group. This does not claim to delete the receiver account-wide or remove it from any other group.

  • Remove Receiver Tags

    Remove specified tags from one receiver. An origin wildcard such as 'shop.*' removes every receiver tag from that origin.

  • Remove Receivers From Group

    Remove a non-empty explicit list of exact receivers from one specified group. This does not claim to delete them account-wide or remove them from other groups.

  • Send Mailing Preview

    Immediately deliver a preview email for one mailing to the specified CleverReach account-user addresses. This sends real email and cannot be undone, but it does not launch the mailing campaign to its audience.

  • Set Receiver Attribute

    Update one attribute value on a CleverReach receiver at account or group scope.

  • Set Receiver Status

    Activate or deactivate one receiver in a CleverReach group, changing whether the subscriber is active for mailings.

  • Update Attribute

    Update a CleverReach global or group-local attribute.

  • Update Blacklist Entry

    Update the comment on one account-wide CleverReach blacklist entry, identified by its email address.

  • Update Filter

    Update a CleverReach filter or segment in one receiver group.

  • Update Group

    Update the name, notes, lock setting, or backup setting of an existing CleverReach receiver group. Provide at least one of name, receiver_info, locked, or backup. Only explicitly supplied non-null fields are sent.

  • Update Mailing

    Update the content, audience, sender, tracking settings, or tags of an existing CleverReach mailing campaign without sending it. Provide at least one of name, subject, sender_name, sender_email, content, receivers, settings, or tags. Only explicitly supplied non-null fields are sent.

  • Update My Content

    Update supplied fields of one CleverReach "My Content" item. Omitted fields are not sent; provide at least one non-null field to update.

  • Update Receiver

    Update lifecycle timestamps, profile attributes, tags, or orders for one receiver in a CleverReach group without changing the email. Provide at least one receiver field to update. Source is creation-only: CleverReach preserves the original source for an existing receiver.

  • Update Receiver Order

    IRREVERSIBLE MUTATION: replace the documented details of one CleverReach order item by its internal id from LIST_RECEIVER_ORDERS, not by the caller-defined order_id. CleverReach provides no revision history or automatic rollback.

  • Validate Blacklist Emails

    Filter up to 1000 email addresses against the global or group CleverReach blacklist without changing blacklist state. By default the result contains addresses that are not blacklisted; set invert=true to return blacklisted addresses instead.

  • Validate Receiver Emails

    Submit up to 1000 email addresses and return CleverReach's valid-address result. The check excludes blacklisted addresses; group_id also requires active membership, and invert returns invalid addresses instead. This read-like POST changes no data.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once CleverReach is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in CleverReach, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches CleverReach for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive CleverReach work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect CleverReach to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find CleverReach in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for CleverReach.

  3. 3

    Hit "Connect"

    Click "Connect CleverReach" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in CleverReach

    Build a quick AI Agent (it's like writing instructions, not code), and pick the CleverReach actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of CleverReach for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your CleverReach workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other CleverReach users had before signing up

Do I need to know how to code?

Not even a little. If you can use CleverReach today, you can set this up. You'll connect CleverReach, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your CleverReach login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect CleverReach or delete everything any time.

What happens when CleverReach updates their app?

We handle it. When CleverReach adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting CleverReach takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like CleverReach — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About CleverReach on FormWise

CleverReach is an email marketing platform for managing subscriber groups, campaigns, reports, and forms.

Connect CleverReach once and your FormWise AI gets 86 things it can do inside it. That means your AI can handle the CleverReach work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to CleverReach? Take a look at www.cleverreach.com.

Stop doing the CleverReach work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.