Loops

The Loops tool lets Cotera agents and workflows add contacts to your Loops audience. Use it to create contacts from inbound leads, form submissions, enrichment workflows, or customer lifecycle automations.

Authentication

Loops uses API key authentication. To connect Loops to Cotera:

1. In Loops, open your API settings and create or copy an API key.
2. In Cotera, add the API key when prompted for the Loops connection.

Cotera sends requests to Loops with your API key as a bearer token.

Available operations

Create Contact

Creates a contact in Loops using the /contacts/create API endpoint.

Tool key: loops/contacts/create

Parameters:

• email (string, required): The contact's email address.
• firstName (string, optional): The contact's first name.
• lastName (string, optional): The contact's last name.
• source (string, optional): Where the contact came from, such as website, signup_form, or cotera.
• subscribed (boolean, optional): Whether the contact is subscribed to receive emails.
• userGroup (string, optional): A group or segment label for organizing the contact.
• userId (string, optional): Your unique user ID for the contact.
• mailingLists (array, optional): Mailing list subscription settings. Each item includes:
  • id (string): The Loops mailing list ID.
  • subscribed (boolean): Whether the contact should be subscribed to that mailing list.
• customProperties (object, optional): Additional contact properties. Values can be strings, numbers, or booleans.

Returns:

• success (boolean): Whether Loops accepted the request.
• id (string, optional): The Loops contact ID when returned by the API.
• message (string, optional): Additional response information when returned by the API.

Example:

{
  "email": "jane@example.com",
  "firstName": "Jane",
  "lastName": "Doe",
  "source": "demo_request",
  "subscribed": true,
  "userGroup": "prospects",
  "userId": "user_123",
  "mailingLists": [
    {
      "id": "newsletter",
      "subscribed": true
    }
  ],
  "customProperties": {
    "company": "Acme Inc.",
    "plan": "enterprise",
    "leadScore": 92,
    "requestedDemo": true
  }
}