Instantly

SKILL.md

---
name: instantly-campaigns
description: Run scalable cold email campaigns via Instantly.ai. Manage email accounts, build lead lists, create and activate multi-step outreach sequences, track analytics, and automate follow-ups with condition-based branching.
---

# Instantly

![Instantly](https://raw.githubusercontent.com/ClawLink-HQ/clawlink/main/public/images/brand-logos/instantly.png)

Scale cold email outreach with Instantly.ai. Manage email accounts, build targeted lead lists, create multi-step sequences with condition-based branching, and monitor campaign performance with detailed analytics.

This skill uses [ClawLink](https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=instantly-campaigns) for hosted connection flows and credentials so you do not need to configure Instantly API access yourself.

### Setup in 3 Steps

| Step 1: Install | Step 2: Pair Account | Step 3: Connect Instantly |
|:---:|:---:|:---:|
| ![Install](https://raw.githubusercontent.com/ClawLink-HQ/clawlink/main/public/images/pairing/initialstep_1.gif) | ![Pair](https://raw.githubusercontent.com/ClawLink-HQ/clawlink/main/public/images/approve_process.gif) | *App-specific connection GIF coming soon* |

## How It Works

```
┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────▶│   ClawLink   │────▶│  Instantly API   │
│   (User Chat)   │     │   (OAuth)    │     │   (v2.1)        │
└─────────────────┘     └──────────────┘     └──────────────────┘
         │                       │                       │
         │  1. Install Plugin  │                       │
         │  2. Pair Device   │                       │
         │  3. Connect Instantly│                     │
         │                   │  4. Secure Token      │
         │                   │  5. Proxy Requests    │
         │                   │                       │
         ▼                   ▼                       ▼
   ┌──────────┐      ┌──────────┐           ┌──────────┐
   │  SKILL   │      │ Dashboard│           │ Instantly│
   │  File    │      │ Auth     │           │ Campaigns│
   └──────────┘      └──────────┘           └──────────┘
```

## Install

Install the verified ClawLink plugin from ClawHub. After the user confirms, complete the full setup so ClawLink tools are visible in the next OpenClaw chat.

```bash
openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart
```

Then tell the user: "OpenClaw has been restarted. Send `/new` as a standalone message to start a fresh chat, then ask for Instantly again."

## Quick Start

```bash
# List all email accounts
clawlink_call_tool --tool "instantly_list_accounts" --params '{}'

# List campaigns
clawlink_call_tool --tool "instantly_list_campaigns" --params '{}'

# Get campaign analytics
clawlink_call_tool --tool "instantly_campaigns_analytics_overview_get" --params '{"campaign_ids": ["CAMPAIGN_ID"]}'
```

## Authentication

All Instantly tool calls are authenticated automatically by ClawLink using the user's connected Instantly account.

**No API key is required in chat.** ClawLink stores the OAuth token securely and injects it into every Instantly API request on the user's behalf.

### Getting Connected

1. Install the ClawLink plugin (see Install above).
2. Pair the plugin with `clawlink_begin_pairing` if it is not configured yet.
3. Open https://claw-link.dev/dashboard?add=instantly and connect Instantly (requires an active Instantly account).
4. Call `clawlink_list_integrations` to verify the connection is active.

## Connection Management

### List Connections

```bash
clawlink_list_integrations
```

**Response:** Returns all connected integrations. Look for `instantly` in the list.

### Verify Connection

```bash
clawlink_list_tools --integration instantly
```

**Response:** Returns the live tool catalog for Instantly.

### Reconnect

If Instantly tools are missing or the connection shows an error:

1. Direct the user to https://claw-link.dev/dashboard?add=instantly
2. After they confirm, call `clawlink_list_integrations` to verify
3. Then call `clawlink_list_tools --integration instantly`

## Security & Permissions

- Access is scoped to the connected Instantly workspace only.
- **All write operations require explicit user confirmation.** Before executing any campaign, lead, or sequence action, confirm the target resource and intended effect with the user.
- Destructive actions (delete campaign, delete lead, delete webhook) are marked as high-impact and must be confirmed.
- Email sending is rate-limited by Instantly per account limits and your workspace plan.
- Lead enrichment and data jobs may incur additional costs based on your Instantly plan.

## Tool Reference

### Email Accounts & Warmup

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_list_accounts` | List all email accounts in the workspace with warmup status | Read |
| `instantly_get_account_campaign_mappings` | Get campaigns mapped to a specific email account | Read |
| `instantly_get_accounts_warmup_analytics` | Retrieve warmup statistics and health scores per account | Read |
| `instantly_get_accounts_analytics_daily` | Get daily email sent counts per account | Read |
| `instantly_enable_account_warmup` | Enable warm-up for one or more email accounts | Write |
| `instantly_disable_account_warmup` | Disable warm-up for specific or all accounts | Write |
| `instantly_accounts_ctd_status_get` | Check Custom Tracking Domain SSL and CNAME status | Read |
| `instantly_test_accounts_vitals` | Test IMAP/SMTP connectivity and account health | Read |

### Campaigns

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_list_campaigns` | List all campaigns with optional filters and pagination | Read |
| `instantly_get_campaign` | Get full campaign configuration by ID | Read |
| `instantly_get_campaign_sending_status` | Get diagnostics on why a campaign may not be sending | Read |
| `instantly_get_campaign_analytics` | Get performance metrics for one or multiple campaigns | Read |
| `instantly_get_daily_campaign_analytics` | Get per-day performance metrics for a campaign | Read |
| `instantly_get_campaign_steps_analytics` | Get analytics broken down by sequence steps and variants | Read |
| `instantly_campaigns_analytics_overview_get` | Get overview metrics (leads, emails, replies, opens, clicks) | Read |
| `instantly_create_campaign` | Create a new campaign with configured settings | Write |
| `instantly_update_campaign` | Update campaign settings after verifying ID | Write |
| `instantly_duplicate_campaign` | Duplicate an existing campaign with same configuration | Write |
| `instantly_activate_campaign` | Activate or resume a paused campaign | Write |
| `instantly_pause_campaign` | Pause an active campaign sending operations | Write |
| `instantly_delete_campaign` | Permanently delete a campaign by ID | Write |
| `instantly_share_campaign` | Share a campaign template for 7 days | Write |
| `instantly_export_campaign` | Export campaign data to JSON format | Read |
| `instantly_campaigns_from_export_post` | Import a campaign from previously exported configuration | Write |
| `instantly_count_launched_campaigns` | Get total count of launched campaigns in workspace | Read |
| `instantly_search_campaigns_by_lead_email` | Find campaigns containing a specific lead | Read |

### Sequences & Subsequences

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_get_subsequence` | Get full details of a follow-up sequence | Read |
| `instantly_get_campaign_sequences` | Get all sequences for a campaign with steps and conditions | Read |
| `instantly_create_subsequence` | Create an automated follow-up sequence for a campaign | Write |
| `instantly_duplicate_subsequence` | Duplicate an existing subsequence to another campaign | Write |
| `instantly_update_subsequence` | Update an existing subsequence's steps | Write |
| `instantly_delete_subsequence` | Permanently delete a subsequence by UUID | Write |
| `instantly_pause_subsequence` | Pause an active campaign subsequence | Write |
| `instantly_resume_subsequence` | Resume a previously paused subsequence | Write |
| `instantly_remove_lead_from_subsequence` | Stop a lead from receiving subsequence emails | Write |

### Leads & Lead Lists

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_list_leads` | List leads with optional search, status filters, and pagination | Read |
| `instantly_list_lead_lists` | List all lead lists with optional filtering | Read |
| `instantly_get_lead` | Get full lead details by UUID | Read |
| `instantly_get_lead_list` | Get lead list metadata by UUID | Read |
| `instantly_create_lead` | Add an individual lead to a campaign | Write |
| `instantly_create_lead_list` | Create a new lead list for organizing contacts | Write |
| `instantly_add_leads_bulk` | Bulk import leads to a campaign or list with duplicate handling | Write |
| `instantly_move_leads` | Transfer specific leads between campaigns | Write |
| `instantly_bulk_assign_leads` | Bulk assign leads to organization team members | Write |
| `instantly_merge_leads` | Merge multiple leads into a single lead | Write |
| `instantly_delete_lead` | Permanently delete a lead by ID | Write |
| `instantly_delete_lead_list` | Permanently delete a lead list by ID | Write |

### Lead Enrichment & Discovery

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_count_leads_from_supersearch` | Preview how many leads match supersearch criteria | Read |
| `instantly_create_supersearch_enrichment` | Create enrichment job for a list or campaign | Write |
| `instantly_get_supersearch_enrichment` | Get enrichment configuration and status | Read |
| `instantly_patch_supersearch_enrichment_settings` | Update auto-update and skip settings for enrichment | Write |
| `instantly_supersearch_enrichment_run_post` | Trigger enrichment for a list or campaign | Write |
| `instantly_create_ai_enrichment` | Create AI-driven enrichment job for a list or campaign | Write |

### Block List & Suppression

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_list_block_list_entries` | List blocked emails or domains with optional filtering | Read |
| `instantly_get_block_list_entry` | Get details of a specific block list entry by ID | Read |
| `instantly_create_block_list_entry` | Add a blocked email or domain to the blocklist | Write |
| `instantly_update_block_list_entry` | Modify the value of a block list entry | Write |
| `instantly_delete_block_list_entry` | Remove a block list entry by ID | Write |

### Tags & Labels

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_list_custom_tags` | List all custom tags with optional pagination | Read |
| `instantly_get_custom_tag` | Get details of a specific custom tag by ID | Read |
| `instantly_get_custom_tag_mappings` | Get tag mappings connecting tags to resources | Read |
| `instantly_create_custom_tag` | Create a new custom tag for organizing resources | Write |
| `instantly_update_tag` | Update a tag's name by ID | Write |
| `instantly_delete_custom_tag` | Permanently delete a custom tag by ID | Write |
| `instantly_toggle_resource` | Assign or unassign custom tags to resources | Write |

### Analytics & Reporting

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_get_audit_logs` | Retrieve audit log records for account activity | Read |
| `instantly_get_current_workspace` | Get workspace info, plan details, and organization settings | Read |
| `instantly_get_workspace_billing_plan_details` | Get billing plan info for various services | Read |

### Email Management

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_list_emails` | List emails with optional filters and pagination | Read |
| `instantly_count_unread_emails` | Get count of unread emails in inbox | Read |
| `instantly_mark_thread_as_read` | Mark emails in a specific thread as read | Write |

### Webhooks

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_list_webhooks` | List configured webhooks with optional filters | Read |
| `instantly_get_webhook` | Get webhook configuration by ID | Read |
| `instantly_create_webhook` | Create a new webhook endpoint for event notifications | Write |
| `instantly_patch_webhook` | Update webhook properties (name, event type, target URL) | Write |
| `instantly_delete_webhook` | Permanently delete a webhook by UUID | Write |
| `instantly_list_webhook_events` | List received webhook events with pagination | Read |
| `instantly_get_webhook_event` | Get details of a specific webhook event by ID | Read |
| `instantly_get_webhook_event_types` | Get all available webhook event types | Read |
| `instantly_get_webhook_events_summary` | Get aggregated webhook delivery metrics for a date range | Read |
| `instantly_get_webhook_events_summary_by_date` | Get webhook event summaries grouped by date | Read |
| `instantly_test_webhook` | Send a test payload to verify webhook is working | Read |

### API Keys & Administration

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_api_keys_get` | List all API keys with names, scopes, and timestamps | Read |
| `instantly_create_api_key` | Create a new API key with specified permissions | Write |
| `instantly_delete_api_key` | Delete a specific API key by ID | Write |

### DFY Email Accounts

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_list_dfy_email_account_orders` | List DFY email account orders with pagination | Read |
| `instantly_get_dfy_email_account_order_accounts` | Get accounts from DFY orders with optional passwords | Read |
| `instantly_check_dfy_email_account_order_domains` | Check domain availability for DFY orders | Read |
| `instantly_get_similar_dfy_email_account_order_domains` | Get available domain alternatives based on a given domain | Read |
| `instantly_dfy_email_account_orders_domains_pre_warmed_up` | Get pre-warmed domains ready for DFY orders | Read |

### Inbox Placement Testing

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_list_inbox_placement_tests` | List inbox placement tests with filtering and pagination | Read |
| `instantly_get_inbox_placement_test` | Get details for a specific inbox placement test | Read |
| `instantly_get_email_service_provider_options` | Get valid recipient_labels options for ESPs | Read |
| `instantly_create_inbox_placement_test` | Create an inbox placement test with email and recipients | Write |
| `instantly_get_inbox_placement_analytics_stats_by_date` | Get daily inbox/spam/category distribution analytics | Read |
| `instantly_inbox_placement_analytics_deliverability_insights` | Get detailed inbox vs spam percentage breakdowns | Read |
| `instantly_inbox_placement_analytics_stats_by_test_id` | Get aggregated inbox placement stats across multiple tests | Read |
| `instantly_list_inbox_placement_blacklist_spam_assassin` | Get spam and blacklist analytics from inbox placement tests | Read |

### Custom Domain & Whitelabel

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_set_whitelabel_domain` | Configure custom whitelabel agency domain for workspace | Write |
| `instantly_delete_whitelabel_domain` | Remove whitelabel domain configuration from workspace | Write |

### Lead Labels

| Tool | Description | Mode |
|------|-------------|------|
| `instantly_lead_labels_post` | Create a custom lead label for categorizing leads | Write |
| `instantly_get_lead_label` | Get details of a specific lead label by ID | Read |
| `instantly_patch_lead_label` | Update an existing lead label's name or properties | Write |
| `instantly_delete_lead_label` | Permanently delete a lead label by ID | Write |

## Code Examples

### List campaigns and get analytics

```bash
clawlink_call_tool --tool "instantly_list_campaigns" \
  --params '{}'
```

### Get campaign analytics overview

```bash
clawlink_call_tool --tool "instantly_campaigns_analytics_overview_get" \
  --params '{"campaign_ids": ["CAMPAIGN_ID_1", "CAMPAIGN_ID_2"]}'
```

### Add leads in bulk to a campaign

```bash
clawlink_call_tool --tool "instantly_add_leads_bulk" \
  --params '{"campaign_id": "CAMPAIGN_ID", "lead_emails": ["lead1@example.com", "lead2@example.com"]}'
```

### Create a new campaign

```bash
clawlink_call_tool --tool "instantly_create_campaign" \
  --params '{"name": "Q4 Outreach", "sender_email": "sender@example.com", "track_links": true}'
```

### Pause a campaign

```bash
clawlink_call_tool --tool "instantly_pause_campaign" \
  --params '{"campaign_id": "CAMPAIGN_ID"}'
```

## Discovery Workflow

1. Call `clawlink_list_integrations` to confirm Instantly is connected.
2. Call `clawlink_list_tools --integration instantly` to see the live catalog.
3. Treat the returned list as the source of truth. Do not guess or assume what tools exist.
4. If the user describes a capability but the exact tool is unclear, call `clawlink_search_tools` with a short query and integration `instantly`.
5. If no Instantly tools appear, direct the user to https://claw-link.dev/dashboard?add=instantly.

## Execution Workflow

```
┌─────────────────────────────────────────────────────────────┐
│  READ OPERATIONS (Safe)                                     │
│  list → get → search → describe → call                     │
│                                                             │
│  Example: List campaigns → Get analytics → Show results    │
└─────────────────────────────────────────────────────────────┘
                              │
                              ▼
┌─────────────────────────────────────────────────────────────┐
│  WRITE OPERATIONS (Require Confirmation)                     │
│  list → get → describe → preview → confirm → call           │
│                                                             │
│  Example: Preview campaign create → User approves → Execute│
└─────────────────────────────────────────────────────────────┘
```

1. For unfamiliar tools, ambiguous requests, or any write action, call `clawlink_describe_tool` first.
2. Use the returned guidance, schema, `whenToUse`, `askBefore`, `safeDefaults`, `examples`, and `followups` to shape the call.
3. Prefer read, list, search, and get operations before writes when that reduces ambiguity.
4. For writes or anything marked as requiring confirmation, call `clawlink_preview_tool` first.
5. Execute with `clawlink_call_tool`. Pass confirmation only after the preview matches the user's intent.
6. If the tool call fails, report the real error. Do not invent results or restate the failure as a missing capability unless the live catalog supports that conclusion.

## Notes

- Campaign creation requires at least one email account, one lead, email sequences, and schedule configured before activation.
- Lead deduplication options are available when adding bulk leads (skip duplicates, upsert, etc.).
- Subsequence trigger conditions include CRM status changes, lead activity, and reply keywords.
- Custom tracking domains require SSL configuration and CNAME record setup before use.
- API keys can be scoped with granular permissions (e.g., `campaigns:read`, `leads:create`).
- Inbox placement tests measure deliverability across email providers with inbox vs spam vs category breakdowns.
- Webhook events summary and date-based summaries provide aggregated delivery metrics.

## Error Handling

| Status / Error | Meaning |
|----------------|---------|
| Tool not found | The tool name does not exist in the current catalog. Verify with `clawlink_list_tools --integration instantly`. |
| Missing connection | Instantly is not connected. Direct the user to https://claw-link.dev/dashboard?add=instantly. |
| Permission error | The connected account lacks permission for this operation. Check account roles in Instantly. |
| Campaign not found | The campaign ID does not exist. Verify with `instantly_list_campaigns`. |
| Rate limit exceeded | API rate limit hit. Wait before retrying or reduce request frequency. |
| Write rejected | User did not confirm a write action. Always confirm before executing writes. |

### Troubleshooting: Tools Not Visible

1. Check that the ClawLink plugin is installed:
   ```bash
   openclaw plugins list
   ```
2. If the plugin is installed but tools are missing, tell the user to send `/new` as a standalone message to reload the catalog.
3. If a fresh chat does not help, run:
   ```bash
   openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
   openclaw gateway restart
   ```
4. After restart, tell the user to send `/new` again and retry.

### Troubleshooting: Campaign Not Sending

1. Verify the campaign has at least one email account, one lead, and sequences configured.
2. Check campaign sending status diagnostics:
   ```bash
   clawlink_call_tool --tool "instantly_get_campaign_sending_status" --params '{"campaign_id": "YOUR_CAMPAIGN_ID"}'
   ```
3. Ensure email accounts are not paused and warmup is enabled.
4. Check if daily sending limits have been reached for the account.

## Resources

- [Instantly API Documentation](https://developer.instantly.ai/)
- [Instantly Warmup Guide](https://www.instantly.io/warmup)
- ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=instantly-campaigns
- ClawLink Docs: https://docs.claw-link.dev/openclaw
- ClawLink Verification: https://claw-link.dev/verify

## Related Skills

- [Lemlist Outreach](https://clawhub.ai/hith3sh/lemlist-outreach) — For Lemlist email sequencing and CRM
- [Mailchimp Marketing](https://clawhub.ai/hith3sh/mailchimp-marketing) — For Mailchimp email campaigns and automation
- [Kit Email Marketing](https://clawhub.ai/hith3sh/kit-email-marketing) — For Kit email broadcasts and sequences

---

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