Captino

Gets the values accepted by contact fields (pipeline statuses, quality statuses) and the fields contacts can be ordered by.

get_contact_options

Gets the number of contacts per pipeline status (contacts, leads, opportunities, customers, lost), the number per quality status (pending, good, not relevant, spam) and the total deal value.

get_contact_pipeline_stats

Gets a form's published configuration and, if present, its unpublished draft. A form configuration has: 'questions' (the ordered list of fields, each with an id, question text, type - Name, Email, Mobile, ShortText, LongText, SingleChoice, MultipleChoice or Scale - options for choice types, required flag and placeholder), 'intro' (optional welcome screen), 'completion' (the message or redirect shown after submit), 'labels' (button captions and consent text) and 'style' (colors, font, corners and brand asset).

get_form

Gets a form's total submissions in a period, per-question response counts, and the submission breakdown per funnel step that uses it.

get_form_performance

Gets the per-question response counts and total submissions of a form funnel step in a period.

get_form_step_performance

Gets the full settings of a funnel: domains, redirect flags, tracking, GDPR configuration and its steps.

get_funnel

Gets the visits and conversion rate of each step of a funnel, optionally limited to a period. Shows where visitors drop off.

get_funnel_conversion_stats

Gets the daily visits and opt-ins of a funnel in a period, plus averages per day and week.

get_funnel_performance

Gets the daily visits per step of a funnel in a period.

get_funnel_step_performance

Returns what the page builder accepts: the component types (with their properties, allowed values and defaults), the page structure rules, authoring guidance and a small example project. Call this once before writing or editing page project data.

get_page_builder_reference

Gets the GrapesJS project data of a funnel step page: the unpublished draft when one exists, otherwise the published version. Use it to edit an existing page; send the modified project back with save_page_project.

get_page_project

Gets the subscription of the tenant: its state (None, Active, Trialing or Inactive), plan, current period, trial, addons and effective limits.

get_subscription

Gets how many funnels, custom domains and contacts the tenant uses compared to the limits of its plan, plus the next larger plan.

get_subscription_usage

Lists the opt-ins (form sign-ups) a contact submitted, newest first, with the funnel they came from.

list_contact_opt_ins

Lists the contacts of the account, newest first by default. Can be filtered by pipeline status and searched by name, email or phone. Contacts beyond the subscription limit are hidden; the response says how many.

list_contacts

Lists the responses submitted to a form across every funnel step that uses it, most recent first.

list_form_responses

Lists the standalone forms of the account with their response count and the funnels they are linked to. Supports searching by name and paging.

list_forms

Lists all funnels with their all-time visits, unique visits and opt-ins, ranked by the chosen metric (best first).

list_funnel_performance

Lists the steps (pages) of a funnel in order, without their HTML content.

list_funnel_steps

Lists the funnels of the account with their steps and all-time traffic counters (unique visitors, pageviews, opt-ins, form responses). Supports searching by name and paging.

list_funnels

Lists the contacts with pipeline status 'Lead' (contacts that submitted a form or were promoted from a plain contact). Shortcut for list_contacts with status 'Lead'.

list_leads

Publishes a form's draft configuration as the live version, and republishes every funnel step that uses it so visitors see the update.

publish_form

Publishes (makes public) or unpublishes a funnel step. Only public steps are reachable by visitors.

set_funnel_step_visibility

Compiles the current draft of a funnel step page and publishes it as the live page, making the step public. Fails when the step has no draft.

publish_page

Validates and compiles GrapesJS project data for a funnel step and saves it as the step's draft; with publish=true the page also goes live immediately. Invalid projects are rejected with the problems to fix. Create the step first with create_funnel_step if needed, and read get_page_builder_reference for the accepted component types.

save_page_project

Schedules a meeting with a contact. The contact's meeting date is updated automatically.

create_contact_meeting

Sets what a form step shows or where it sends respondents after submit, for this step only; the form's own completion stays as it is for other funnels using the form. Replaces any previous override of the step. Omitted fields keep the form's own value, so omitting all of them removes the override. The step's page is re-rendered right away when its form is published.

set_form_step_completion

Makes an existing form step show a different standalone form. Only form steps show a form; to add a form to a funnel, use create_funnel_step with formId. When the form is already published the step is re-rendered right away; a form that was never published shows once publish_form is called.

set_funnel_step_form

Updates a contact. Only the provided arguments are changed; omitted arguments keep their current value. Use this to move a contact through the pipeline (e.g. status 'Lead' -> 'Opportunity'), set its deal value or add a note.

update_contact

Saves a form's configuration to its draft. The published version is left unchanged until publish_form is called. A form configuration has: 'questions' (the ordered list of fields, each with an id, question text, type - Name, Email, Mobile, ShortText, LongText, SingleChoice, MultipleChoice or Scale - options for choice types, required flag and placeholder), 'intro' (optional welcome screen), 'completion' (the message or redirect shown after submit), 'labels' (button captions and consent text) and 'style' (colors, font, corners and brand asset).

update_form

Updates the settings of a funnel. Only the provided arguments are changed; omitted arguments keep their current value.

update_funnel

Validates and compiles GrapesJS project data for a funnel step without saving anything. Returns the problems to fix (with the JSON path of each offending node) or, when valid, warnings and optionally the compiled HTML.

validate_page_project