All integrations
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Catalogue metadata onlymarketing automationv20260826_00

ENGAGE

Engage

Engage turns your customers into fans with personalised messaging; using emails, push and in-app notifications, and SMS.

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

22

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
BASIC

BASIC

engage_basic

Provider setup

Developer setup

No fields declared in this snapshot.

User connection

  • API Keyusername · stringRequired
  • API Secretpassword · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 1–22 of 22 actions

Add Customer to Accounts

ENGAGE_ADD_CUSTOMER_TO_ACCOUNTS

Tool to add a customer to one or more account entities. Use when you need to associate a user with accounts and optionally assign roles.

Untrusted display-only summary

Add User to Lists

ENGAGE_ADD_USER_TO_LISTS

Tool to add a Customer or Account to one or more Lists in Engage.so. Use when you need to subscribe a user to specific lists for targeted messaging.

Untrusted display-only summary

Archive List

ENGAGE_ARCHIVE_LIST

Tool to archive a List in Engage. Use when you want to prevent new subscribers from being added to a list. Existing subscribers will not be affected.

Untrusted display-only summary

Archive User

ENGAGE_ARCHIVE_USER

Tool to archive a user in Engage. Use when you need to deactivate a user account while preserving all historical data. The user will stop being active and all engagement and events for the user will be stopped, but all messages, logs, and related data will be preserved.

Untrusted display-only summary

Convert User Type

ENGAGE_CONVERT_USER_TYPE

Tool to convert a user between Customer and Account entity types. Use when you need to change a customer to an account or vice versa.

Untrusted display-only summary

Create List

ENGAGE_CREATE_LIST

Tool to create a new List in Engage for organizing subscribers. Use when you need to set up a new list for managing contacts or subscribers.

Untrusted display-only summary

Create User

ENGAGE_CREATE_USER

Tool to create a new user (Customer or Account) in Engage. Use when you need to add a user with optional metadata, device tokens, or list subscriptions.

Untrusted display-only summary

Delete Subscriber From List

ENGAGE_DELETE_SUBSCRIBER_FROM_LIST

Tool to remove a subscriber from a List entirely (different from unsubscribing). Use when you need to completely delete a subscriber's association with a specific list.

Untrusted display-only summary

Delete User

ENGAGE_DELETE_USER

Tool to completely delete all user data for a Customer or Account. This is a permanent, destructive action that removes all associated user data from Engage.

Untrusted display-only summary

Get Account Members

ENGAGE_GET_ACCOUNT_MEMBERS

Tool to retrieve all members (Customers) of an Account in Engage. Use when you need to list users who are part of a specific account.

Untrusted display-only summary

Get List

ENGAGE_GET_LIST

Tool to retrieve a single List by its ID. Use when you need to fetch details about a specific List.

Untrusted display-only summary

Get User By ID

ENGAGE_GET_USER

Tool to retrieve a single user by their user ID. Use when you need to fetch complete user information including metadata, attributes, devices, lists, segments, and message statistics.

Untrusted display-only summary

List Lists

ENGAGE_LIST_LISTS

Tool to retrieve a paginated list of all Lists in Engage. Use when you need to view available Lists or iterate through all Lists in the account.

Untrusted display-only summary

List Users

ENGAGE_LIST_USERS

Tool to retrieve a paginated list of all users in Engage. Use when you need to list users with optional filtering by email and cursor-based pagination support.

Untrusted display-only summary

Merge Users

ENGAGE_MERGE_USERS

Tool to merge two user profiles in Engage. The source user is merged into the destination user, and the source user profile is removed. Use when you need to consolidate duplicate user accounts or combine user data from multiple profiles into a single account.

Untrusted display-only summary

Remove Customer from Account

ENGAGE_REMOVE_CUSTOMER_FROM_ACCOUNT

Tool to remove a Customer from an Account in Engage. Use when you need to disassociate a customer from a specific account.

Untrusted display-only summary

Batch Request

ENGAGE_SEND_BATCH_REQUEST

Tool to batch multiple create user, update user, and add user events operations into a single API call. Use when you need to perform multiple operations efficiently at the cost of one API request. The batch is queued for processing without immediate validation, so ensure all parameters are correct. Request size must r…

Untrusted display-only summary

Subscribe User to List

ENGAGE_SUBSCRIBE_USER_TO_LIST

Tool to create a user and subscribe them to an Engage.so List. Use when you need to add users to a specific list for email marketing or user segmentation. If the user already exists, they will be added to the List without creating a duplicate.

Untrusted display-only summary

Track User Event

ENGAGE_TRACK_USER_EVENT

Tool to add user events to Engage. Use this to track user actions and events in your application. You can later segment users based on these actions or events.

Untrusted display-only summary

Update Account Role

ENGAGE_UPDATE_ACCOUNT_ROLE

Tool to update the role of a Customer in an Account or set a new one if none exists. Use when you need to assign or change a customer's role within a specific account.

Untrusted display-only summary

Update Subscriber Status

ENGAGE_UPDATE_SUBSCRIBER_STATUS

Tool to update a subscriber's status on a List. Use when you need to subscribe, re-subscribe, or unsubscribe a user from a specific List.

Untrusted display-only summary

Update User

ENGAGE_UPDATE_USER

Tool to update user data and attributes on Engage. Use this to update user data changes like changes in plan, name, location, etc. If the user doesn't exist, this method creates the user.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.