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Engage

marketing automation 22 tools available

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

About this integration

Connect Engage to Definable to build sequences, sync segments, roll up daily campaign performance. Personas call Engage's 22 tools directly from chat or scheduled flows. Connect it to a marketing persona to plan campaigns, score leads, and send personalised follow-ups.

Connect Engage to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks
Tools 22 exposed
Plans All, incl. Free
Data Never trained on

Engage · in workflows

What teams actually run.

Three patterns teams run with Engage on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

01

Lead-magnet sequence

Form submission triggers an event
Agent picks a sequence based on lead score
Schedules and sends the first touchpoint
02

Daily campaign roll-up

Pull yesterday's campaign metrics
Generate a one-paragraph summary
DM the team in Slack at 9am
03

Segment refresh

Query the CRM for new active users
Build/refresh the segment
Push the updated audience to your sender

22 tools available

The Engage toolbox.

Every Engage capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Get List

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

Get User By ID

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.

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.

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.

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.

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.

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 remain under 100KB.

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.

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.

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.

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.

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.

See it run

One prompt, start to finish.

A real prompt, the Engage tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

Run a real Engage task end-to-end — plan it, execute across the API, and hand back a verified result.

engage.add_customer_to_accounts Tool to add a customer to one or more account entities. Use when you need to associate a u
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
engage.archive_list Tool to archive a List in Engage. Use when you want to prevent new subscribers from being · verified
done

Done. Engage responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Engage

Questions, answered.

What teams ask before connecting Engage.

01 What can I automate with Engage on Definable?

Anything Engage exposes through its API. Common marketing automation workflows on Definable include build sequences, sync segments, roll up daily campaign performance. Personas can call any of the 22 Engage tools directly, then chain the result into another integration without you writing code.

02 How does Engage authentication work?

Engage uses BASIC on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

03 Is the Engage integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 22 Engage tools. You only need a separate Engage subscription if Engage itself charges per seat or per API call.

04 Is using Engage through Definable secure?

Every call from a persona to Engage is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

05 How do I get started with Engage on Definable?

Sign up for Definable, open the integrations page, find Engage, and connect via OAuth or API key. You can immediately attach Engage to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

06 What Engage actions does Definable expose?

Definable exposes all 22 Engage actions as callable tools — including `Add Customer to Accounts`, `Add User to Lists`, `Archive List`, plus 19 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

Put Engage to work tonight.

Connect in two clicks, describe an outcome, and your first workflow is live in minutes. Free plan included — no card required.

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