Add Mixmax to your AI agent
The #1 Sales Engagement Platform for Gmail. Mixmax provides email tracking, scheduling, sequences, and productivity tools for sales teams.
- Things your agent can do in Mixmax
- 88
Things your AI can do in Mixmax
Your FormWise AI can handle any of these in Mixmax — on its own, without you needing to click a button.
Add Contact to Group
PopularTool to add a contact to a contact group. Use when you need to add a single contact or bulk add multiple contacts (up to 100) to a specific group. Either email or contactId must be provided for each contact.
Add Email to Unsubscribe List
PopularTool to add an email address to the Mixmax unsubscribe list. Use when you need to prevent sending emails to a specific address.
Add Team Members
PopularTool to add one or more members to a Mixmax team by email. Use when you need to invite new members to a team. Returns the complete list of all team members after the addition.
Create Contact
PopularTool to create a new contact in Mixmax. Use when you need to add a new contact with an email address and optional metadata. If a contact with the same email already exists, it will be merged.
Create Contact Note
PopularTool to create a note for a contact. Use when you need to add a new note to a contact by their ID.
Create Livefeed Search
PopularTool to create a new saved search in the Mixmax livefeed. Use when you need to save a frequently-used livefeed query for quick access later.
Create Message
PopularTool to create a draft Mixmax message (email). Use when you need to compose a new email draft in Mixmax.
Create Rule
PopularTool to create a new Mixmax rule/webhook. Use when you need to set up event-based automation that triggers on specific events like message sent, opened, or clicked.
Create Sequence Folder
PopularTool to create a new sequence folder in Mixmax. Use when you need to organize sequences by creating a new folder to group related sequences together.
Create Snippet Tag
PopularTool to create a new snippet tag (folder) in Mixmax. Use when you need to organize snippets by creating a new tag or folder.
Create Team
PopularTool to create a new team in Mixmax. Use when you need to create a team with a specific name. The authenticated user is automatically added as an admin member of the newly created team.
Delete Contact Note
PopularTool to delete a note from a contact by its ID. Only the creator of the note can delete it. Use when removing a note after confirming both the contact ID and note ID.
Show 76 more things it can do
Delete Rule
PopularTool to delete a Mixmax rule by its ID. Rules are used to intercept events and route them to webhooks. Use when you need to remove a rule after confirming its ID.
Delete Sequence Folder
PopularTool to permanently delete a sequence folder by its ID. Use when removing unwanted or obsolete sequence folders. Note: This endpoint returns 204 with no content on success.
Delete Snippet Tag
PopularTool to delete a snippet tag by its unique ID. Use when you need to remove a snippet tag from Mixmax.
Delete Unsubscribe
PopularTool to remove an email address from the Mixmax unsubscribe list. Use when you need to re-enable email sending to a previously unsubscribed address.
Get contact by ID
PopularTool to retrieve a single contact by ID from Mixmax. Use when you need to fetch detailed information about a specific contact.
Get Contactgroup Contacts
PopularTool to retrieve membership for a contact group in Mixmax. Returns a list of contacts belonging to the specified group with their email addresses, user IDs, and optionally analytics data. Use when you need to see which contacts are part of a specific group or analyze engagement metrics for group members.
Get live feed activity data
PopularTool to retrieve live feed activity data from Mixmax. Use when you need to get email engagement metrics, track message activity, or analyze send performance.
Get Meeting Invites
PopularTool to retrieve a paginated list of meeting invites from Mixmax. Use when you need to access meeting scheduling information including timeslots, locations, and guest details.
Get all rules
PopularTool to retrieve all Mixmax rules for the authenticated user. Rules are used to intercept events and route them to webhooks or other destinations. Use when you need to list all configured rules.
Get Teams
PopularTool to retrieve all teams that the authenticated user is a member of. Use when you need to list or view teams in Mixmax.
Get Unsubscribes
PopularTool to retrieve a list of unsubscribed email addresses from Mixmax. Use when you need to view contacts who have unsubscribed from sequences.
Get Current User
PopularTool to retrieve information about the currently authenticated user. Use when you need to fetch the current user's ID and profile details.
List Contact Groups
PopularTool to retrieve a list of contact groups from Mixmax. Use when you need to view, search, or sort contact groups. Supports filtering by name and sorting options.
List Sequence Folders
PopularTool to retrieve a list of all sequence folders from Mixmax. Use when you need to view or enumerate available sequence folders for organizing sequences.
List Sequences
PopularTool to retrieve a list of sequences from Mixmax. Use when you need to view sequences (email campaigns) that you have access to. Supports limiting results and expanding nested fields like stages and userId.
List Snippets
PopularTool to list templates or snippets that you have access to (including those shared with you). Use when you need to retrieve available snippets in your Mixmax account.
Update Rule by ID
PopularTool to update a rule by its unique ID in Mixmax. Use when you need to modify an existing rule's name, trigger, or filter. At least one field should be provided to update.
Update Snippet by ID
PopularTool to update a snippet by its unique ID in Mixmax. Use when you need to modify an existing snippet's name, title, content, or inline status. At least one field should be provided to update.
Query Contacts
PopularTool to search for matching contacts across multiple sources including Mixmax, Google Directory, and Salesforce (contacts, leads, accounts, and opportunities). Use when you need to find contacts by name, email, or other search criteria.
Search Sequences
PopularTool to search sequence recipients by email and sequenceId from Mixmax. Use when you need to find sequences and recipients based on specific criteria. Returns both sequences and recipients matching the search parameters.
Send Message Draft
PopularTool to send a message draft by its unique ID. Use when you need to send an existing draft message that was created via POST /v1/messages. Messages are sent within 3 seconds after calling this action.
Send Snippet as Email
PopularTool to send a snippet as an email to specified recipients. Use when you need to send a saved snippet/template to one or more email addresses.
Update Contact
PopularTool to update a specific contact by ID. Use when you need to modify contact details such as name, email, or custom metadata fields.
Update Contact Note
PopularTool to update a note on a contact by its ID. Only the creator of the note can edit it. The contact note will show "(edited)" in the UI after update.
Update Sequence Folder by ID
PopularTool to update a sequence folder by its unique ID in Mixmax. Use when you need to modify an existing sequence folder's name or other properties.
Update Snippet Tag
PopularTool to update a snippet tag (folder) by its unique ID. Use when you need to modify a snippet tag's name, sharing settings, or inline status.
Add Snippet to Tag
Tool to add a snippet to a snippet tag in Mixmax. Use when you need to organize snippets by adding them to specific tags or folders.
Cancel Sequence Recipients
Tool to cancel specific recipients across all sequences. Use when you need to remove recipients from all active sequences. If emails parameter is provided, only those recipients are canceled; otherwise all active recipients are canceled.
Create Code Snippet
Tool to create a new Formatted Code enhancement in Mixmax. Use when you need to save a code snippet that can be recalled using /code command in the UI.
Create insights report
Tool to create a new insights report in Mixmax. Use when you need to generate analytics reports for messages, meetings, groups, users, sequences, templates, delegators, or customers.
Create Integration Enhancement
Tool to create a new enhancement integration in Mixmax. Use when you need to add a custom enhancement that will appear in the Enhance menu for your account only.
Create Integrations Command
Tool to create a new slash command that will be visible to only your account. Use when you need to add a custom slash command integration to Mixmax.
Create Integrations Sidebars
Tool to create a new sidebar integration in Mixmax. Use when you need to register a custom sidebar that will appear in the Mixmax interface. Note: The sidebar will be visible only to your account unless shared with support@mixmax.com.
Create Link Resolver
Tool to create a new link resolver integration in Mixmax. Use when you need to set up automatic URL resolution for specific URL patterns. Note that 'shared' link resolvers cannot be created using this endpoint - the enhancement will be visible only to your account.
Create Rule Action
Tool to create a new action for a Mixmax rule. Use when you need to add an action (such as a webhook) to an existing rule.
Delete Contact
Tool to delete a contact by ID. Use when you need to remove a contact from Mixmax.
Delete Integration Enhancement
Tool to delete an integration enhancement by its ID. Use when you need to remove an enhancement from the Mixmax platform.
Delete slash command
Tool to delete a slash command by its unique ID from Mixmax integrations. Use when you need to permanently remove a slash command.
Delete Integrations Sidebars
Tool to delete a sidebar integration by its ID. Use when removing an integration sidebar from Mixmax.
Delete Link Resolver
Tool to permanently delete a link resolver by its ID. Use when removing unwanted or obsolete link resolvers. Returns empty response on success (204 No Content).
Delete Rule Action
Tool to delete an action from a Mixmax rule. Use when you need to remove a specific action from an existing rule.
Delete Snippet
Tool to delete a snippet by moving it to trash. The snippet remains accessible via API with deletedOnly=true query parameter for 28 days before automatic purging. Recovery is possible by moving deleted snippets back into a folder using POST /snippettags/:id/snippets.
Delete Team
Tool to delete a team by its ID. Disbands the team permanently. Use only when confirmed by an admin, as this action is irreversible.
Get Code Snippet
Tool to fetch a single Formatted Code enhancement by its unique ID. Use when you need to retrieve detailed information about a specific code snippet.
Get File Requests
Tool to retrieve all file requests that you've sent out through Mixmax. Use when you need to see which file requests have been sent and track received uploads.
Get insights report by ID
Tool to retrieve a single insights report by ID from Mixmax. Use when you need to fetch detailed information about a specific report including its title, query, and metadata.
Get Integrations Commands
Tool to retrieve a list of Slash Commands that you have access to in Mixmax. Use when you need to view or list all available slash command integrations.
Get Integrations Enhancements
Tool to retrieve a list of enhancements that you have access to in Mixmax. Use when you need to view available integrations enhancements.
Get Link Resolver Integrations
Tool to retrieve all link resolver integrations configured in Mixmax. Use when you need to list or view the link resolver integrations that transform URLs in emails.
Get Integrations Sidebars
Tool to retrieve a list of sidebar integrations that you have access to in Mixmax. Use when you need to view or list all available sidebar integrations.
Get Livefeed Events
Tool to retrieve events for a specific message in the live feed. Use when you need to fetch interaction events (opens, clicks, replies) for a message sent through Mixmax or for all interactions with a specific contact.
Get Message by ID
Tool to retrieve a single message by its unique ID. Use when you need to fetch detailed information about a specific message.
Get Messages
Tool to retrieve messages (emails) from Mixmax. Returns messages that are in draft, have been scheduled to send, or have been sent. Use when you need to list or search through emails managed by Mixmax.
Get Polls
Tool to retrieve polls created in Mixmax along with voting information. Use when you need to view polls you've sent and see who has voted on them.
Get Q&A Surveys
Tool to retrieve Question & Answer surveys data from Mixmax. Use when you need to fetch Q&A survey information including questions, responses, and respondent details. Results are returned with newest surveys first.
Get Reports Data Table
Tool to query analytics data for messages and meetings from Mixmax reports. Returns metrics like opens, clicks, replies, deliverability rates, and percentages. Use when you need to retrieve analytics or performance data for email campaigns or meeting activity.
Get Rule by ID
Tool to fetch a single rule by its unique ID from Mixmax. Use when you need to retrieve detailed information about a specific rule.
Get Salesforce account information
Tool to retrieve Salesforce account information for the authenticated user. Use when you need to check if a user is connected to Salesforce or fetch their Salesforce account details.
Get Sequence Folder by ID
Tool to retrieve a single sequence folder by its ID from Mixmax. Use when you need to fetch details about a specific sequence folder.
Get Snippet Tag
Tool to retrieve a single snippet tag (folder) by its unique ID. Use when you need to fetch details about a specific snippet tag.
Get Snippet Tags
Tool to retrieve a list of snippet tags (folders) from Mixmax. Use when you need to view or organize snippet tags in your Mixmax account.
Get Snippet by ID
Tool to fetch a single snippet by its unique ID from Mixmax. Use when you need to retrieve detailed information about a specific snippet including its content, metadata, and sharing settings.
Get Team Members
Tool to retrieve all members of a Mixmax team. Use when you need to list team memberships, including member details, roles, and invitation status.
Get Current User Preferences
Tool to retrieve preferences for the currently authenticated user. Use when you need to fetch user-specific settings and configuration options.
Get Yes/No Questions
Tool to retrieve Yes/No questions created in Mixmax. Use when you need to view Yes/No questions you've sent and see who has responded to them.
List Code Snippets
Tool to list all Formatted Code enhancements you've created. Use when you need to retrieve code snippets available in your Mixmax account.
List Rule Actions
Tool to list all actions for a given Mixmax rule. Actions represent the "Then" part of the rules UI - what happens when a rule is triggered. Use when you need to view all actions configured for a specific rule.
Update Rule Action
Tool to update an action within a Mixmax rule. Use when you need to modify action properties like webhook URL or action type.
Remove Contact from Group
Tool to remove a contact from a contact group. Use when you need to disassociate a contact from a specific group after confirming both the group ID and contact ID.
Remove Team Member
Tool to remove a member from a Mixmax team. Use when you need to revoke a user's team membership. Can only be called by the admin or a user trying to leave a team.
Send Test Message
Tool to send a test Mixmax message to the authenticated user, resolving any variables. Use when you need to test message templates or verify that the Mixmax API integration is working correctly.
Update Appointment Link Calendar Name
Tool to update your custom "Mixmax Calendar" vanity URL name. Use when you need to change the calendar name that appears in your personalized calendar link (e.g., https://cal.mixmax.com/<your-name>). This setting is available in the Calendar settings from the Mixmax dashboard.
Update insights report
Tool to update an existing insights report in Mixmax. Use when you need to modify a report's title, type, or query. All fields are optional - only provide the fields you want to update.
Update Message by ID
Tool to update a message by its unique ID. Use when you need to modify message content, recipients, or tracking settings for an existing message.
Update Team
Tool to update a team's information by ID. Use when you need to modify a team's name or other properties. Only admins can perform this operation.
Update Current User Preferences
Tool to update preferences for the currently authenticated user. Use when you need to modify user-specific settings like tracking preferences, UI features, hotkeys, or calendar settings.
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 Mixmax is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Mixmax, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Mixmax for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Mixmax work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Mixmax to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Mixmax in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Mixmax.
- 3
Hit "Connect"
Click "Connect Mixmax" 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 Mixmax
Build a quick AI Agent (it's like writing instructions, not code), and pick the Mixmax actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Mixmax for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Mixmax 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 Mixmax users had before signing up
Do I need to know how to code?
Not even a little. If you can use Mixmax today, you can set this up. You'll connect Mixmax, 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 Mixmax 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 Mixmax or delete everything any time.
What happens when Mixmax updates their app?
We handle it. When Mixmax 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 Mixmax 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 Mixmax — 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 Mixmax on FormWise
The #1 Sales Engagement Platform for Gmail. Mixmax provides email tracking, scheduling, sequences, and productivity tools for sales teams.
Connect Mixmax once and your FormWise AI gets 88 things it can do inside it. That means your AI can handle the Mixmax 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 Mixmax? Take a look at www.mixmax.com.
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Resend MCP
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Stop doing the Mixmax 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.
