Add Mailsoftly to your AI agent
Mailsoftly is an intuitive email marketing platform designed to simplify and enhance how businesses communicate with their audiences. Built with user-friendly features and advanced automation tools, Mailsoftly helps organizations to create, schedule, and manage email campaigns easily.
- Things your agent can do in Mailsoftly
- 20
Things your AI can do in Mailsoftly
Your FormWise AI can handle any of these in Mailsoftly — on its own, without you needing to click a button.
Add Contact to Contact List
PopularTool to add an existing contact to a specific contact list. Use when you need to add a contact to a contact list in Mailsoftly.
Authenticate Firm
PopularTool to validate the API key and retrieve firm details. Use when confirming credentials before making other Mailsoftly API calls.
Create Contact
PopularTool to create a new contact for the authenticated firm with email, first name, and last name. Use when adding new contacts to the firm's contact list.
Create Contact List
PopularTool to create a new contact list for the authenticated firm. Use when organizing contacts into separate lists for targeted campaigns.
Create Email Drafts
PopularTool to create one or more email drafts in Mailsoftly. Use when drafting emails for campaigns or communications. If contact_list_id is not provided, the system automatically creates a contact list from the provided recipients.
Create or Update Contact
PopularTool to create a new contact or update an existing contact in Mailsoftly. Use when you need to add a new contact to the system or update an existing contact's information. If contact_id is provided, the existing contact will be updated; otherwise, a new contact will be created.
Get Contact
PopularTool to retrieve a specific contact by ID from Mailsoftly. Use when you need to fetch details about a specific contact. You can choose between basic or detailed view using the type parameter.
Get Contact Fields
PopularTool to fetch all contact fields available for a firm, excluding hidden columns. Use when you need to retrieve the list of available contact field names and their data types.
Get Contact List
PopularTool to retrieve details of a specific contact list by ID. Use when you need to fetch information about a contact list including its name and contact count.
Get Contact List Contacts
PopularTool to retrieve all contacts within a specific contact list. Use when you need to fetch the members of a particular contact list.
Get Contact Lists
PopularTool to retrieve all contact lists for the authenticated firm. Use when you need to view all available contact lists and their details.
Get Contacts
PopularTool to retrieve all contacts associated with a firm. Use when you need to fetch the complete list of contacts from Mailsoftly.
Show 8 more things it can do
Get Custom Fields
PopularTool to retrieve all custom fields defined for the authenticated firm. Use when you need to understand what custom field options are available for contacts in Mailsoftly.
Get Email Status
PopularTool to fetch the status of a specific email draft by its ID. Use when checking if a draft is ready to send or to get its current status.
Get Tags
PopularTool to retrieve all tags associated with the authenticated firm. Use when you need to list available tags for organizing contacts or campaigns.
Search Contacts
PopularTool to search for contacts matching specified criteria in Mailsoftly. Use when you need to find contacts by email, first name, or last name. At least one search parameter should be provided for meaningful results.
Send Email
PopularTool to send an existing email draft that is marked as ready. Use when you need to send a prepared email draft via Mailsoftly.
Update Contact
PopularTool to update an existing contact's information in Mailsoftly. Use when you need to modify contact details such as name or email address.
Add Custom Field to Contact
Tool to add a custom field value to an existing contact. Use when you need to store additional custom data on a contact record.
Assign Tags to Contact
Tool to assign multiple tags to an existing contact at once. Skips tags if they are already assigned to the contact. Use when you need to categorize or label a contact with one or more tags in Mailsoftly.
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 Mailsoftly is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Mailsoftly, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Mailsoftly for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Mailsoftly work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Mailsoftly to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Mailsoftly in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Mailsoftly.
- 3
Hit "Connect"
Click "Connect Mailsoftly" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Mailsoftly
Build a quick AI Agent (it's like writing instructions, not code), and pick the Mailsoftly actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Mailsoftly for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Mailsoftly 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 Mailsoftly users had before signing up
Do I need to know how to code?
Not even a little. If you can use Mailsoftly today, you can set this up. You'll connect Mailsoftly, 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 Mailsoftly 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 Mailsoftly or delete everything any time.
What happens when Mailsoftly updates their app?
We handle it. When Mailsoftly 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 Mailsoftly 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 Mailsoftly — 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 Mailsoftly on FormWise
Mailsoftly is an intuitive email marketing platform designed to simplify and enhance how businesses communicate with their audiences. Built with user-friendly features and advanced automation tools, Mailsoftly helps organizations to create, schedule, and manage email campaigns easily.
Connect Mailsoftly once and your FormWise AI gets 20 things it can do inside it. That means your AI can handle the Mailsoftly 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 Mailsoftly? Take a look at mailsoftly.com.
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Stop doing the Mailsoftly 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.