ceven

Simplero

Syncs your course students and coaching clients into your CRM, automates list segmentation based on purchase behavior, and manages member access in real time.

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Why use Ceven?

  1. AI native Simplero integration

    • Describe the outcome and Ceven picks the right Simplero calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Simplero data, across all 19 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Simplero access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Simplero, when, and on whose behalf.
    • The agent pauses and asks when Simplero is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Simplero.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Simplero action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Simplero, and when to use it.

Add Tag to Contact
Use this when you need to tag a contact for segmentation or tracking purposes using their email address.
Remove Tag from Contact
Use this when you need to remove a specific tag from a contact profile via their email.
Create or Update Contact
Use this to add a new contact to Simplero or update information for an existing email address.
Find Contact By Email
Pull contact details using an email address to verify existence or retrieve profile data.
Get Contact By ID
Fetch detailed information about a specific contact using their internal ID.
Subscribe to List
Add a new subscriber to a specific mailing list using their email address.
Unsubscribe From List
Remove a contact from a specific mailing list by their email address.
Bulk Subscribe to List
Use this to import up to 1000 subscribers into a list in one asynchronous request.
Find Subscription By Email
Search for subscriptions associated with a specific email within a particular list.
Get All Lists
Pull all mailing lists configured in the account to identify target segments.
Get Invoices
Retrieve invoice information with optional filters for date and invoice number.
Get Products
List all products in the account including their current pricing details.
Update Contact Credentials
Update a contact login including email and name. Only use with explicit contact consent.
Get Administrators
Retrieve all account administrators along with their roles and permissions.
Create or Update Administrator
Tool to create a new administratorship or update an existing one with the same email. Use when you need to add a new administrator to Simplero or update their role and permissions.
Get Administrator By ID
Tool to retrieve a single administratorship by internal ID. Use when you need detailed information about a specific administrator including user, account, role, and permission details.
Get Admin Roles
Tool to retrieve all available admin roles for the account including custom roles. Use when you need to list all admin roles such as Co Owner, Admin, Basic admin, Assistant, Support specialist, Affiliate manager, or custom roles saved on Sk
Get Async Request Status
Tool to check the status of an asynchronous API request. Use when you need to monitor the progress of a previously initiated async operation using its token.
Remove Administrator
Tool to delete an administratorship by ID. Use when you need to remove an administrator relationship from the system.

19 actions · scroll to see them all

Frequently asked questions

Ceven utilizes the asynchronous bulk subscribe tool provided by Simplero. When you trigger a bulk import, the agent sends the request for up to 1000 subscribers at once. Because this is an asynchronous process, Simplero does not process the list immediately. Instead, it returns a unique token. Ceven then monitors this token in the background using the async request status tool. Once the status changes to complete, the agent confirms the import success. This prevents the workflow from timing out during large data migrations and ensures that your mailing lists are updated reliably without hitting immediate request limits.
Yes. Ceven has access to administrator management tools. The agent can create new administrator accounts, update existing roles, or remove an administrator by their internal ID. This is particularly useful for agencies managing multiple clients where you need to rotate staff access based on project phases. You can prompt the agent to list all current admins and their roles to audit who has access to your account. All administrator changes are logged within the workflow history so you have a clear trail of who was granted or revoked access and when it happened.
Ceven uses the create or update contact tool which acts as an upsert operation. If the email address provided already exists in your Simplero database, the system simply updates the existing record with the new information provided in the request. It does not create a duplicate entry. This ensures your contact list remains clean and deduplicated regardless of how many different lead magnets or checkout pages a single user interacts with. This behavior is native to the Simplero API and is the primary method Ceven uses to keep customer data in sync.
Yes. Simplero imposes specific rate limits on their API to ensure platform stability. If a workflow attempts to update thousands of contacts in a tight loop, the API may return a rate limit error. To handle this, Ceven implements an intelligent retry logic with exponential backoff. If the agent hits a limit, it will pause for a few seconds before attempting the request again. For very large operations, we recommend using the bulk subscribe tool instead of individual create contact calls to minimize the number of requests and avoid hitting these thresholds during peak traffic.
Ceven can pull invoice data using the get invoices tool, which allows for filtering by date and invoice number. The agent can then compare these invoices against your bank deposits or a separate accounting tool like QuickBooks. By pulling the invoice records and matching them to payment events, Ceven can flag discrepancies where a product was delivered but payment is still pending. While it cannot move money, it can draft a notification to the customer or alert your finance team when an invoice remains unpaid past a specific grace period.
Tagging is handled via the add tag and remove tag tools. These are designed to be the primary triggers for segmentation. For example, you can build a workflow where a user who clicks a specific link in an email is automatically tagged as a hot lead. Once tagged, Ceven can then use the get all lists tool to find the most appropriate nurturing sequence and subscribe the user to it. This allows for a dynamic user journey where the tags act as the state machine for the customer experience throughout the entire sales funnel.
Yes, but this is a sensitive operation. The agent uses the update contact credentials tool for this purpose. Because changing a login email can lock a user out of their courses, this tool requires at least one identification parameter like an ID or token. We strongly recommend building a verification step into your workflow, such as a confirmation email, before allowing the agent to execute this action. This ensures that you have explicit consent and verification before modifying the primary identity key that the user uses to access their Simplero member area.

Alternatives to Simplero

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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Plug Ceven on top of the tools you already run. Connect Simplero and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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