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Operate As

Integration

EngageBay

All-in-one marketing, sales and support CRM. Your client pastes their EngageBay key once, and your agent or your code works with their access.

CRM and sales

About EngageBay

Through Operate As, your agent, n8n workflow or code works in EngageBay with your client's own access. Your client pastes their API key from EngageBay once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of EngageBay's API through the request tool, with the client's access attached.

Common uses in CRM and sales

  • Add new leads from forms, emails and calls
  • Move deals along and log activity after each conversation
  • Keep contact records clean and complete

EngageBay

EngageBay · CRM and sales

API key

All-in-one marketing, sales and support CRM

The client pastes their API key from EngageBay's settings. We store it encrypted.

Tested against EngageBay's live API.

Building with EngageBay? The docs have setup steps and code for every tool.

Open the EngageBay docs

Tools

Your agent calls any endpoint of EngageBay's API with the request tool, with the client's access attached.

Base URL for request

https://app.engagebay.com/dev/api/panel

  • request

    HTTPS ANY /v1/clients/{clientId}/engagebay/{path}

    Any endpoint of EngageBay's own API, with the client's access attached.

    servicestringrequired
    This service: engagebay
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://app.engagebay.com/dev/api/panel
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the EngageBay key you paste, with only the access you gave that key

Related

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Browse every service

Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.

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