Add Simplero to your AI agent
All-in-one marketing software for course creators, coaches and online marketers.
- Things your agent can do in Simplero
- 19
Things your AI can do in Simplero
Your FormWise AI can handle any of these in Simplero — on its own, without you needing to click a button.
Add Tag to Contact
PopularTool to add a tag to a contact identified by email address. Use when you need to tag a contact for segmentation or tracking purposes.
Create or Update Administrator
PopularTool to create a new administratorship or update an existing one with the same email. Use when you need to add a new administrator to Simplero or update their role and permissions.
Create or Update Contact
PopularTool to create a new contact or update an existing contact with the same email. Use when you need to add a new contact to Simplero or update their information.
Find Contact By Email
PopularTool to find and retrieve a contact by email address. Use when you need to look up contact details using an email address.
Find Subscription By Email
PopularTool to find subscriptions for a specific list by email address. Use when you need to search for subscriptions associated with an email in a particular list.
Get Admin Roles
PopularTool to retrieve all available admin roles for the account including custom roles. Use when you need to list all admin roles such as Co-Owner, Admin, Basic admin, Assistant, Support specialist, Affiliate manager, or custom roles saved on Skyrocket plan.
Get Administrators
PopularTool to retrieve all administratorships for the account. Use when you need to get information about account administrators, their roles, and permissions.
Get Contact By ID
PopularTool to retrieve a JSON representation of a contact by internal ID. Use when you need to fetch detailed information about a specific contact. Returns 404 if no contact exists with the provided ID.
Get All Lists
PopularTool to retrieve all mailing lists configured in the account. Use when you need to view all available lists for managing subscriptions and email campaigns.
Get Products
PopularTool to list all products in the account. Use when you need to retrieve information about all available products including their pricing.
Remove Administrator
PopularTool to delete an administratorship by ID. Use when you need to remove an administrator relationship from the system.
Remove Tag from Contact
PopularTool to remove a tag from a contact identified by email address. Use when you need to remove a specific tag from a contact's profile.
Show 7 more things it can do
Subscribe to List
PopularTool to add a new subscriber to a specific mailing list. Use when you need to subscribe a contact with their email address to a list.
Unsubscribe From List
PopularTool to unsubscribe a customer from a specific mailing list. Use when you need to remove a contact from a list by their email address.
Update Contact Credentials
PopularTool to update a contact's login credentials including email, first name, and last name. Use only with the consent of the contact. At least one identification parameter (email, id, or token) is required.
Bulk Subscribe to List
Tool to add multiple subscribers to a list in a single asynchronous request (max 1,000 per request). Use when you need to bulk import subscribers into a list. Returns a token to track the operation status.
Get Administrator By ID
Tool to retrieve a single administratorship by internal ID. Use when you need detailed information about a specific administrator including user, account, role, and permission details.
Get Async Request Status
Tool to check the status of an asynchronous API request. Use when you need to monitor the progress of a previously initiated async operation using its token.
Get Invoices
Tool to get invoice information with optional filtering by date and invoice number. Use when you need to retrieve invoices from Simplero. Returns 20 invoices per page ordered by invoice number.
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 Simplero is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Simplero, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Simplero for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Simplero work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Simplero to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Simplero in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Simplero.
- 3
Hit "Connect"
Click "Connect Simplero" 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 Simplero
Build a quick AI Agent (it's like writing instructions, not code), and pick the Simplero actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Simplero for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Simplero 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 Simplero users had before signing up
Do I need to know how to code?
Not even a little. If you can use Simplero today, you can set this up. You'll connect Simplero, 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 Simplero 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 Simplero or delete everything any time.
What happens when Simplero updates their app?
We handle it. When Simplero 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 Simplero 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 Simplero — 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 Simplero on FormWise
All-in-one marketing software for course creators, coaches and online marketers.
Connect Simplero once and your FormWise AI gets 19 things it can do inside it. That means your AI can handle the Simplero 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 Simplero? Take a look at simplero.com.
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Stop doing the Simplero 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.