Chasync

Archive an email template without permanently deleting historical email data.

archive_email_template

Archive a form by setting it inactive.

archive_form

Archive a funnel by setting it inactive.

archive_funnel

Update selected leads using Chasync's existing bulk logic.

bulk_update_leads

Create or update a reusable Chasync email template. Chasync automatically adds the connected user's configured signature, so do not include a sender signature in email_body.

save_email_template

Create or update a Chasync lead capture form and optionally assign submissions to a funnel and step.

save_form

Create or update a Chasync funnel with steps, emails, waits and routing rules. Define a connected graph with step refs and rules: Chasync automatically positions new funnels in a clear branching layout, not a horizontal list. Omit position unless the user requests manual placement. Existing funnels keep their positions unless auto_layout is explicitly true. Existing steps are preserved unless remove_step_ids explicitly names them.

save_funnel

Create or update a Chasync lead. If _id is omitted and email already exists, the existing lead is updated.

save_lead

Get non-secret account settings, including the account revenue reporting currency, plan capabilities and settings useful when creating funnels, forms, emails and leads.

get_account_context

Get monthly Chasync performance statistics including leads, emails sent, opens, clicks, sales, revenue in the account reporting currency, unsubscribes, sources, funnels, geography and targets. Defaults to the current month.

get_account_statistics