Add SureContact to your AI agent
SureContact is a marketing automation and CRM platform for managing contacts, companies, deals, campaigns, lists, forms, purchases, reports, and related workflows.
- Things your agent can do in SureContact
- 26
Things your AI can do in SureContact
Your FormWise AI can handle any of these in SureContact — on its own, without you needing to click a button.
Create Campaign Draft
Create a campaign in draft status without sending or scheduling email. Optionally configure content, sender details, tracking, and recipient filters for later review in SureContact.
Create Landing Page Draft
Create a landing page in draft status without publishing it or making a public URL live. Optionally initialize the draft from page-builder design JSON or an existing page template.
Create Segment
Create a tag or contact list. A dynamic list continuously evaluates its filters; a static list is manually managed.
Create Task
Create an actionable workspace task linked to one or more contacts and optionally assign it. Workspace notification settings may notify the assignee.
Enroll Contact In Sequence
Enroll one contact in an active sequence by UUID or email. This irreversible operation is asynchronous and can trigger sequence actions, including real external email, shortly after the request is accepted.
Get Campaign Performance
Get campaign details, live sending progress, or one page of per-contact delivery and engagement results without changing campaign state.
Get Contact
Retrieve one contact by UUID or email address without changing it.
Get Report
Read one SureContact analytics report for a selected date range: overview, contact growth, email sending, email engagement, link clicks, unsubscribes, bounces, ecommerce revenue, products, or campaign summary.
List Campaigns
Search and page through email campaigns by lifecycle status without changing them.
List Contact Timeline
Page through either notes or activities for one contact, newest first, without changing the timeline.
List Contacts
Search and page through contacts in the connected workspace without changing them.
List Form Submissions
Search and page through submissions captured by one form without changing them.
Show 14 more things it can do
List Marketing Assets
List one page of forms, email templates, or landing pages available for campaigns and lead capture.
List Purchases
Page through tracked purchases with optional contact, status, and source filters.
List Segments
List tags or lists used to segment contacts, with search and archive filtering where supported.
List Tasks
Page through workspace tasks without changing completion or assignment state.
List Workflows
List automations or email sequences available in the workspace without starting them.
Log Contact Interaction
Create a note or activity on a contact's timeline. This permanently adds workspace-visible history attributed to the API-key owner.
Record Purchase
Record an external purchase in SureContact without charging a payment method. Identifying the buyer by email may create a new contact.
Send Email
Queue one email for immediate asynchronous delivery to one external recipient. Executing this action sends a real external email and may create engagement tracking events; it does not create a draft or preview and cannot be undone.
Set Contact Status
Change a contact's deliverability or subscription status. Setting unsubscribed, bounced, invalid, or complained can stop future messaging.
Set Task Completion
Mark a task done or reopen it as not done. This immediately changes the task's completion state.
Start Contact Automation
Start an active automation for one contact. This irreversible operation is asynchronous and can trigger actions, including real external email, shortly after the request is accepted; it does not wait for those actions to finish.
Unenroll Contact From Sequence
Synchronously cancel a contact's active executions in a sequence and mark its subscriber state as cancelled. The response reports cancelled_executions; zero means the idempotent request found no active execution. Actions already sent or completed cannot be undone.
Update Contact Memberships
Attach or detach one or more tags or lists from a contact. This immediately changes segmentation and can affect campaign or automation targeting.
Upsert Contact
Create a contact when the email is new or update the existing contact with supplied fields. Supplied tag and list UUIDs are appended and never replace existing memberships.
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 SureContact is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in SureContact, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches SureContact for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive SureContact work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect SureContact to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find SureContact in your connected apps
Inside FormWise, go to Settings → Connected Services and look for SureContact.
- 3
Hit "Connect"
Click "Connect SureContact" 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 SureContact
Build a quick AI Agent (it's like writing instructions, not code), and pick the SureContact actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of SureContact for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your SureContact 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 SureContact users had before signing up
Do I need to know how to code?
Not even a little. If you can use SureContact today, you can set this up. You'll connect SureContact, 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 SureContact 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 SureContact or delete everything any time.
What happens when SureContact updates their app?
We handle it. When SureContact 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 SureContact 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 SureContact — 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 SureContact on FormWise
SureContact is a marketing automation and CRM platform for managing contacts, companies, deals, campaigns, lists, forms, purchases, reports, and related workflows.
Connect SureContact once and your FormWise AI gets 26 things it can do inside it. That means your AI can handle the SureContact 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 SureContact? Take a look at surecontact.com.
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Stop doing the SureContact 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.