Swipe One
CRMConnect AI agents to Swipe One, an AI CRM and email marketing platform for agencies and small businesses. Agents create contacts and set properties, apply tags and segments, assign tasks, and track events against each record.
What This Integration Enables
Swipe One is an AI CRM and email marketing platform aimed at agencies and small businesses, and this connector is built around the thing those teams actually spend their time on, which is keeping one contact record accurate enough that everything downstream can trust it. Contacts, custom properties, notes, tasks, tags, segments, and custom events are all addressable, and the single most consequential action in the set is Create or Update Contact, because it is an upsert. Provide an email that matches an existing contact and that contact is updated rather than a new one created. At least one of email, firstName, or fullName must be provided. That behaviour is exactly right for an import flow and exactly dangerous for a careless one, which is the tension this page is organised around.
Two structural facts shape how a flow is built. This connector has no delete actions at all, and no standalone update for a contact. There is no Delete Contact, no Delete Note, no Delete Task, no Delete Tag, no Delete Segment. So a record written in error cannot be removed through the connector, and a field overwritten in error cannot be corrected by a narrower call, only by another full upsert carrying the right value. A flow designed here should be biased toward reading first. Search Contacts takes a filter object with a logical type of and or or and a predicates array, and segment criteria uses the same structure, so the query that decides who is affected is expressive enough to be precise. Paging is worth internalising because it is not uniform: List Contacts, List Tag Contacts, and List Segment Contacts use cursor pagination, returning searchAfter and searchBefore tokens for the next and previous page, while notes, tasks, and events use classic page and limit. Authentication is a single x-api-key header, with the API key and the target Workspace ID set once in configuration, and the Workspace ID is configuration rather than a picklist because Swipe One publishes no endpoint to list workspaces. Create Event is asynchronous: the endpoint accepts the event and queues it for processing, so a freshly written event may not appear immediately in List Contact Events, and there is no way to pull it back once accepted. Task status is one of not_started, in_progress, or completed, exposed as the labels Not Started, In Progress, and Completed. This connector ships no triggers, because Swipe One does not publish a webhook subscription API in its developer documentation, so change detection is a scheduled poll of List Contacts, List Tasks, or List Notes carrying the cursor forward between runs.
Without FlowRunner
With FlowRunner
Use Case Scenarios
An inbound lead upserted without duplicating the person
A form submission from Typeform or a booked call from Calendly starts the run. The agent calls Search Contacts with a filter predicate on the email address, because the upsert will match on email and it is better to know what exists before writing rather than after. Where the person is new, Create or Update Contact writes them with the fields the form supplied. Where the person is already known, the agent narrows the payload to the fields the form genuinely owns rather than sending the whole submission, since every field in an upsert payload is a field being written. Create Contact Property adds any custom property the workspace does not yet define, Update Contact Tags applies the acquisition tag, and Create Note records the raw submission text so the reasoning behind the tag survives the campaign that produced it.
Product events that make behavioural segments real
Activity that decides who is worth contacting usually lives outside the CRM: a trial started, a feature adopted, an invoice paid. On a schedule, or as each event arrives from a warehouse read against Snowflake, the agent calls Create Event to write the activity against the matching contact. Because the endpoint queues the event rather than storing it synchronously, the flow does not assert success by immediately calling List Contact Events, it treats acceptance as acceptance and reconciles later. With events landing, Create Segment and Update Segment define the audience using the same predicate structure that Search Contacts uses, and List Segment Contacts reads the resulting membership with cursor paging so the marketing owner can see exactly who a campaign would reach before it is scheduled.
Follow-up tasks that appear where the rep already works
A deal changes state in another system, a support ticket escalates in Zendesk, or a payment fails in Stripe. The agent resolves the contact through Search Contacts, then calls Create Task with the follow-up and the responsible owner, and List Contact Tasks first so it does not create a fourth copy of a task that already exists three times. Where the situation has already been handled elsewhere, Update Task moves the existing task to Completed rather than adding another. A summary of the day's created tasks posts to Slack for the account owner. This is deliberately additive work: because the connector cannot delete a task, a flow that creates freely and never checks first turns a rep's task list into noise within a week.
Human-in-Loop Highlight
The operation to gate is Create or Update Contact, and the reason is that it has no reverse gear in this connector. It is an upsert keyed on email, so when a batch import carries a contact that already exists, the call does not fail and does not warn. It writes. Every field present in the payload replaces what was there, including the corrected job title an account manager fixed after a call, the phone number someone verified by hand, and the lifecycle property a previous flow set deliberately. And because this connector exposes no Delete Contact and no narrow Update Contact, the correction path is not an undo. It is another full upsert carrying values you now have to reconstruct from a source that has already been overwritten. A list of two thousand rows from an events platform, run without checking, can flatten months of manual maintenance in a single pass and produce no error at all. So the agent compares before it writes. It runs Search Contacts across the batch's email addresses, calls Get Contact on each match, and posts to the marketing owner: "1,840 rows ready to import. 1,203 are new contacts and I will create those. 637 already exist, and for 214 of them the incoming file disagrees with what is on the record: 148 differ on job title, 51 on company name, 15 on lifecycle stage. Create or Update Contact overwrites those fields, this connector has no delete and no partial update to reverse it, and the current values are not recoverable from here. Import all, import only the 1,203 new, or import the new plus the 423 that match exactly?" The owner answers once, the agent applies that rule, and the upsert runs only against the records a person released. This is the human-in-the-loop moment on a CRM whose upsert is genuinely the right primitive for imports, because an agent can show precisely which maintained fields are about to be replaced and only a person can decide whether the file or the record is more likely to be right.
Agent Capabilities
30 actionsContacts
4- Create or Update Contact Upserts a contact keyed on email. When the email matches an existing contact, that contact is updated rather than a new one created. At least one of email, firstName, or fullName is required. Every field in the payload is a field being written.
- List Contacts Returns contacts using cursor pagination, with `searchAfter` and `searchBefore` tokens for the next and previous page. This is the scheduled read that substitutes for the events this connector does not receive.
- Search Contacts Filters contacts server side with a `filter` object carrying a logical `type` of `and` or `or` and a `predicates` array. This is the lookup that should run before any bulk upsert.
- Get Contact Retrieves a single contact by ID, independent of the configured workspace. Used to read the current values an upsert would replace.
Contact properties
3- Create Contact Property Defines a custom property on contacts so enrichment from another system has somewhere accurate to land.
- List Contact Properties Returns the custom properties defined in the workspace, used to build a payload against real field names rather than guessed ones.
- Get Contact Property Retrieves a single contact property definition by ID.
Notes
5- Create Note Writes a note against a contact, preserving the substance of a call, meeting, or support interaction.
- List Contact Notes Returns the notes recorded against one contact, with `page` and `limit` paging.
- List Notes Returns notes across the workspace, used for reporting on recorded activity.
- Get Note Retrieves a single note by ID.
- Update Note Revises an existing note. There is no delete for notes in this connector, so a correction is an edit.
Tasks
5- Create Task Creates a follow-up task with an owner and due date, typically when another system reports a change of state.
- List Tasks Returns tasks across the workspace with `page` and `limit` paging.
- List Contact Tasks Returns the tasks attached to one contact. Worth calling before creating another, since this connector cannot delete a duplicate.
- Get Task Retrieves a single task by ID.
- Update Task Updates a task, including moving its status to Not Started, In Progress, or Completed.
Tags
6- Create Tag Creates a tag for segmentation.
- List Tags Returns the tags defined in the workspace.
- Get Tag Retrieves a single tag by ID. Tag responses wrap their payload in a `{"status":"success","data":{...}}` envelope.
- List Tag Contacts Returns the contacts carrying a tag, using cursor pagination. This is how a flow reads an audience before acting on it.
- Update Tag Updates a tag's definition.
- Update Contact Tags Sets the tags on a contact, which is how segmentation state is written back from activity elsewhere in the stack.
Segments
5- Create Segment Creates a segment whose `criteria` use the same logical structure as a Search Contacts filter.
- List Segments Returns the segments defined in the workspace.
- Get Segment Retrieves a single segment with its criteria.
- List Segment Contacts Returns the contacts currently matching a segment, with cursor pagination. The read that answers who a campaign would actually reach.
- Update Segment Revises a segment's criteria, which changes the audience of everything bound to that segment.
Events
2- Create Event Writes a custom product or lifecycle event against a contact. The endpoint queues the event for processing rather than storing it synchronously, so it may not appear immediately in a listing and cannot be recalled once accepted.
- List Contact Events Returns the events recorded against a contact, with `page` and `limit` paging.
Frequently Asked Questions
What can FlowRunner do with Swipe One?
FlowRunner agents can run Create or Update Contact, List Contacts, and Search Contacts in Swipe One, plus 27 more actions.
Does connecting Swipe One to FlowRunner require OAuth?
No. Swipe One connects to FlowRunner with an API key, no OAuth flow required.
Can Swipe One trigger a FlowRunner workflow automatically?
Swipe One doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.
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