# Inflection Help Center

- [Inflection Help Center](https://docs.inflection.io/index.md): Everything you need to set up, connect, and grow with Inflection — the B2B marketing automation platform built on your product and sales data.
- [Account Provisioning](https://docs.inflection.io/getting-started/account-provisioning.md): Provision your Inflection account, sign in for the first time, and invite new users to join.
- [Domain Authentication](https://docs.inflection.io/getting-started/domain-authentication.md): Enable sending emails from your Inflection account.
- [Single Sign-on](https://docs.inflection.io/getting-started/single-sign-on.md): Google and Okta users can set up SSO for Inflection.
- [Inflection Password Policy](https://docs.inflection.io/getting-started/password-policy.md): Non-SSO users will need to follow this policy for their Inflection password.
- [MMCs (Monthly Marketed Contacts)](https://docs.inflection.io/getting-started/mmcs.md): Understand Inflection pricing.
- [Onboarding Center of Excellence](https://docs.inflection.io/getting-started/onboarding/overview.md): Everything needed to hit the ground running and get the most out of Inflection.
- [Onboarding Checklist](https://docs.inflection.io/getting-started/onboarding/onboarding-checklist.md): The technical, communication, and staffing requirements to unlock the full potential of Inflection.
- [Salesforce Questionnaire](https://docs.inflection.io/getting-started/onboarding/salesforce-questionnaire.md): Onboarding questionnaire to prepare your Salesforce connection to Inflection.
- [Data Warehouse Questionnaire](https://docs.inflection.io/getting-started/onboarding/data-warehouse-questionnaire.md): Onboarding questionnaire to prepare your data warehouse connection to Inflection.
- [Segment Questionnaire](https://docs.inflection.io/getting-started/onboarding/segment-questionnaire.md): Onboarding questionnaire to prepare your Segment connection to Inflection.
- [Journey Brief & Data Requirements](https://docs.inflection.io/getting-started/onboarding/journey-brief-data-requirements.md): Onboarding template for defining your first journeys and the data they require.
- [Email Settings](https://docs.inflection.io/settings/email-settings.md): Configure global email settings, including communications limits and unsubscribe settings.
- [User Management](https://docs.inflection.io/settings/user-management.md): Manage the users of your Inflection workspace based on your organizational needs.
- [MMC Dashboard](https://docs.inflection.io/settings/mmc-dashboard.md): Visibility into monthly usage overall and journey-by-journey.
- [Global UTM Parameters](https://docs.inflection.io/settings/global-utm-parameters.md): Enable global UTM parameters to add tracking to links automatically.
- [Data Subject Erasure Requests](https://docs.inflection.io/settings/data-subject-erasure-requests.md): Data Subject Erasure Requests (DSRs) allow individuals to request the deletion of their personal data, as required by privacy laws like GDPR and CCPA.
- [Common Connections & Use Cases](https://docs.inflection.io/connections/common-connections-use-cases.md): How data from Sales, Product, and Marketing come together to power personalization at scale.
- [Salesforce](https://docs.inflection.io/connections/salesforce.md): Connect your Sales database to Inflection via our bidirectional, native integration.
- [Segment](https://docs.inflection.io/connections/segment.md): Connect product data from your CDP to Inflection for targeting and personalization. Send marketing activities from Inflection to Segment for analytics.
- [Amplitude](https://docs.inflection.io/connections/amplitude.md): Use Amplitude product activity to build audiences, trigger journeys, and personalize messaging in Inflection.
- [Import from Data Warehouse](https://docs.inflection.io/connections/import-from-data-warehouse.md): Connect your data warehouse as a source of Inflection data. Send marketing activities from Inflection to DWH for analytics.
- [Export to Data Warehouse](https://docs.inflection.io/connections/export-to-data-warehouse.md): Export raw data to your data warehouse to support marketing analytics.
- [BigQuery Setup and Configuration](https://docs.inflection.io/connections/warehouses/bigquery.md): Set up BigQuery as an Inflection data source and export destination.
- [Databricks Setup and Configuration](https://docs.inflection.io/connections/warehouses/databricks.md): Set up Databricks as an Inflection data source and export destination.
- [Redshift Setup and Configuration](https://docs.inflection.io/connections/warehouses/redshift.md): Set up Amazon Redshift as an Inflection data source and export destination.
- [Snowflake Setup and Configuration (using storage integration)](https://docs.inflection.io/connections/warehouses/snowflake.md): Set up Snowflake as an Inflection data source and export destination.
- [Web Tracking](https://docs.inflection.io/connections/web-tracking.md): Configure Inflection web tracking to target contacts based on web browsing activities.
- [Inflection Forms](https://docs.inflection.io/connections/inflection-forms.md): Collect prospect or customer responses with native Inflection forms.
- [Custom Forms](https://docs.inflection.io/connections/custom-forms.md): Collect prospect or customer responses using Inflection's forms API.
- [Inbound Webhooks](https://docs.inflection.io/connections/inbound-webhooks.md): Connect to other third-party tools using inbound webhooks.
- [Zapier](https://docs.inflection.io/connections/webhooks/zapier.md): Send data from Zapier to Inflection using inbound webhooks.
- [Linkedin](https://docs.inflection.io/connections/webhooks/linkedin.md): Send data from LinkedIn to Inflection using inbound webhooks.
- [Zoom](https://docs.inflection.io/connections/webhooks/zoom.md): Send data from Zoom to Inflection using inbound webhooks.
- [Goldcast](https://docs.inflection.io/connections/webhooks/goldcast.md): Send data from Goldcast to Inflection using inbound webhooks.
- [Clearbit](https://docs.inflection.io/connections/webhooks/clearbit.md): Send data from Clearbit to Inflection using inbound webhooks.
- [Clay](https://docs.inflection.io/connections/webhooks/clay.md): Send data from Clay to Inflection using inbound webhooks.
- [Marketo](https://docs.inflection.io/connections/webhooks/marketo.md): Send data from Marketo to Inflection using inbound webhooks.
- [Hubspot](https://docs.inflection.io/connections/webhooks/hubspot.md): Send data from HubSpot to Inflection using inbound webhooks.
- [Outbound Webhooks](https://docs.inflection.io/connections/outbound-webhooks.md): Send data to external systems in real time.
- [Unified Mapping](https://docs.inflection.io/connections/unified-mapping.md): Control where every field of your customer data comes from, how conflicts between sources resolve, and which fields write back to Salesforce.
- [Importing Contacts](https://docs.inflection.io/database/importing-contacts.md): Populate your database with existing contact lists while maintaining full control over field mapping and list organization.
- [Building Audiences](https://docs.inflection.io/database/building-audiences.md): Learn about the many options to build audiences in Inflection, and best practices for structuring queries.
- [Segments](https://docs.inflection.io/database/segments.md): Organize and manage audiences using agentic intelligence; with complete review/edit controls via the UI.
- [Data Dictionary](https://docs.inflection.io/database/data-dictionary.md): As you build a dynamic list, the data dictionary panel shows population stats, value distributions, and a searchable list of real values for the field you're filtering.
- [Data Normalization](https://docs.inflection.io/database/data-normalization.md): Data normalization helps you maintain clean, consistent contact data across your organization.
- [Account Scoring](https://docs.inflection.io/database/account-scoring.md): Build models that grade every account from 0 to 100 based on the signals that define a strong fit for your business.
- [The New Journey Canvas](https://docs.inflection.io/journeys/journey-canvas.md): The journey canvas is where you build and arrange your customer journeys.
- [Journey Flow Steps Reference](https://docs.inflection.io/journeys/journey-flow-steps.md): Build personalized, responsive customer experiences or operational workflows.
- [Journey Settings](https://docs.inflection.io/journeys/journey-settings.md): Configure journey settings and understand journey statuses.
- [Trigger Journeys](https://docs.inflection.io/journeys/trigger-journeys.md): Enroll contacts automatically the moment a real-time event occurs.
- [Nested Journeys](https://docs.inflection.io/journeys/nested-journeys.md): How and when to use nested journeys.
- [Pausing/Editing Active Journeys](https://docs.inflection.io/journeys/pausing-editing-active-journeys.md): Steps and considerations when editing active journeys.
- [Emails](https://docs.inflection.io/journeys/emails.md): Steps and considerations when building an email in Inflection.
- [Transactional Emails](https://docs.inflection.io/journeys/transactional-emails.md): Steps and considerations when sending a transactional email.
- [Tokens](https://docs.inflection.io/journeys/tokens.md): Personalize journeys and emails with tokens that reference and calculate based on attributes and activities.
- [Conversions](https://docs.inflection.io/journeys/conversions.md): Configure conversions to track how your journeys influenced business outcomes.
- [Reports](https://docs.inflection.io/journeys/reports.md): Report on email performance in Inflection or in your own analytics environment.
- [Inflection Agents](https://docs.inflection.io/agents/inflection-agents.md): These are the agents that work across multiple surfaces (in-app, Claude, Slack, Asana, etc.).
- [In-App Chat](https://docs.inflection.io/agents/in-app-chat.md): Use Inflection's in-app agent to ideate journeys, build segments, and more.
- [Personalized Email Asset](https://docs.inflection.io/agents/personalized-email.md): One email asset, a unique version per contact — a default email plus per-contact versions pushed in over the API or MCP.
- [Inflection MCP](https://docs.inflection.io/agents/inflection-mcp.md): Understand the tools available via Inflection's MCP server.
- [Inflection Connected Apps using oAuth 2.1](https://docs.inflection.io/agents/connected-apps-oauth.md): Connect to Inflection's MCP server.
- [Inflection MCP — Trust & Security](https://docs.inflection.io/agents/mcp-trust-security.md): This page documents how we run the MCP service, what data we handle, and how to reach us about security or support.
- [Integrate with Claude](https://docs.inflection.io/agents/integrate-with-claude.md): Ideate and create segments and content with Claude.
- [Integrate with ChatGPT](https://docs.inflection.io/agents/integrate-with-chatgpt.md): Ideate and create segments and content with ChatGPT.
- [Integrate with Slack (COA)](https://docs.inflection.io/agents/integrate-with-slack.md): Use Inflection's Slack agent to ideate journeys, build segments, and more.
- [Integrate with Asana](https://docs.inflection.io/agents/asana.md): Tag an Asana task and the Inflection agent reads the brief, builds an Inflection email, and posts the result back to the task.
- [Marketo Connector by Inflection](https://docs.inflection.io/agents/marketo-connector.md): The Inflection-managed Marketo connector
- [Send Personalized Emails from Clay](https://docs.inflection.io/agents/send-personalized-emails-from-clay.md): Push a unique, per-contact email from a Clay table into an Inflection Personalized Email Asset with Clay's HTTP API column.
- [Introduction](https://docs.inflection.io/api-reference/introduction.md)
- [Quickstart](https://docs.inflection.io/api-reference/quickstart.md): From zero to your first response in two calls.
- [Get Your Personal Access Token](https://docs.inflection.io/api-reference/get-your-pat.md): Create the Personal Access Token (PAT) that authenticates your API calls.
- [Authentication](https://docs.inflection.io/api-reference/authentication.md): Two ways to authenticate: a Personal Access Token or an OAuth 2.1 connected app.
- [The response envelope](https://docs.inflection.io/api-reference/response-envelope.md): One predictable shape for every response.
- [Asynchronous writes](https://docs.inflection.io/api-reference/async-writes.md): Contact writes return a transaction you poll.
- [Pagination](https://docs.inflection.io/api-reference/pagination.md): 1-based pages on every list endpoint.
- [Errors & status codes](https://docs.inflection.io/api-reference/errors.md): What to expect when something's missing or wrong.
- [Rate Limits](https://docs.inflection.io/api-reference/rate-limits.md): No usage caps, just a rate limit of 10 requests per second per workspace.
- [Create a contact](https://docs.inflection.io/api-reference/contacts/create-a-contact.md): Enqueues creation of a contact. Returns a `PENDING` transaction acknowledgement (200). The contact is created asynchronously. Any `id` in the body is ignored.
- [Batch create/upsert contacts](https://docs.inflection.io/api-reference/contacts/batch-createupsert-contacts.md): Enqueues an upsert for up to 1000 contacts. Returns a single `PENDING` transaction covering all items; poll the transaction for per-contact results.
- [Get a contact by email](https://docs.inflection.io/api-reference/contacts/get-a-contact-by-email.md)
- [Get a contact write transaction](https://docs.inflection.io/api-reference/contacts/get-a-contact-write-transaction.md): Returns the status of an async contact write. `status` is `PENDING` while processing, `DONE` with per-contact `data.results` when complete, or `NOT_EXIST` for an unknown id (still HTTP 200).
- [Get a contact by id](https://docs.inflection.io/api-reference/contacts/get-a-contact-by-id.md)
- [Update a contact](https://docs.inflection.io/api-reference/contacts/update-a-contact.md): Enqueues an update for the contact. Returns a `PENDING` transaction acknowledgement (200), applied asynchronously.
- [Get a contact's product activity](https://docs.inflection.io/api-reference/contact-activity/get-a-contacts-product-activity.md): Paged list of product (in-app) events for the contact. Returns an empty list for an unknown contact.
- [Get a contact's marketing activity](https://docs.inflection.io/api-reference/contact-activity/get-a-contacts-marketing-activity.md): Paged list of marketing events (campaigns, forms, website visits, etc.). Item shape varies by `activityType`; `context` and `additionalData` are free-form. Returns an empty list for an unknown contact.
- [Get a contact's activity log](https://docs.inflection.io/api-reference/contact-activity/get-a-contacts-activity-log.md): Paged, combined activity log. `eventTypes` filters to internal types (`Contact Event`, `User Event`); other values are ignored. `activityProperties` is free-form. Returns an empty list for an unknown contact.
- [Get a contact's Salesforce record](https://docs.inflection.io/api-reference/contact-activity/get-a-contacts-salesforce-record.md): Returns the contact's mapped Salesforce record as a free-form object, or `null` data if the contact exists but has no Salesforce record. The field set may change.
- [List journeys](https://docs.inflection.io/api-reference/journeys/list-journeys.md): Paged list of journeys. `status`, `type` and `tag` are repeatable and OR within themselves. `tag` matches the tag **name**, not its id, and a tag or folder resolving to nothing yields an empty page rather than an error. Repeating a single-valued parameter (`search`, `folderId`, `pageNumber`, `pageSi…
- [Get a journey](https://docs.inflection.io/api-reference/journeys/get-a-journey.md): The same passthrough as the listing, but keeping `schedule` and always omitting `dynamicList`. Takes no query parameters.
- [Journey stats rollup](https://docs.inflection.io/api-reference/stats/journey-stats-rollup.md): Counters for many journeys in one call, so reporting on 50 journeys is one request rather than 50.
- [Get a journey's stats](https://docs.inflection.io/api-reference/stats/get-a-journeys-stats.md): The thirteen counters for one journey. `since`/`until` bound the **send** time; omitting both covers all time.
- [Email stats rollup](https://docs.inflection.io/api-reference/stats/email-stats-rollup.md): Counters for many emails in one call. An email reused across journeys is reported once here, on its own totals. Per-journey stats cannot answer "how is this email performing" when the caller does not know which journeys send it.
- [Get an email's stats](https://docs.inflection.io/api-reference/stats/get-an-emails-stats.md): The same thirteen counters as journey stats, aggregated across **every** journey that sends this email.
- [List static and dynamic lists](https://docs.inflection.io/api-reference/lists/list-static-and-dynamic-lists.md): Both kinds behind one endpoint: static rows first, then dynamic, each stamped with `type`. The row shape differs by kind. Discriminate on `type`. Here `type` is **single-valued** rather than repeatable; omit it to get both. `pagination.totalElements` is the sum of the two sources' own counts. This e…
- [Create a static list](https://docs.inflection.io/api-reference/lists/create-a-static-list.md)
- [Get a static list](https://docs.inflection.io/api-reference/lists/get-a-static-list.md)
- [Update a static list](https://docs.inflection.io/api-reference/lists/update-a-static-list.md): At least one of `name` or `folder` must be provided.
- [Delete a static list](https://docs.inflection.io/api-reference/lists/delete-a-static-list.md): Soft delete. Returns **200** with a result body (not 204).
- [Get members of a static list](https://docs.inflection.io/api-reference/lists/get-members-of-a-static-list.md)
- [Add members to a static list](https://docs.inflection.io/api-reference/lists/add-members-to-a-static-list.md): Adds contacts (by id) to the list. Unknown contact ids are skipped and reported in `errors` with a still-successful **200** (partial success).
- [Remove a member from a static list](https://docs.inflection.io/api-reference/lists/remove-a-member-from-a-static-list.md)
- [List emails](https://docs.inflection.io/api-reference/emails/list-emails.md): Paged list of email assets. `type` is repeatable. The heavy fields (`content`, `contentJson`, `previews`) are not returned. Read one email for those. `isEmpty` is derived. An unresolvable `folderId` yields an empty page rather than an error.
- [Create an email](https://docs.inflection.io/api-reference/emails/create-an-email.md)
- [Get an email](https://docs.inflection.io/api-reference/emails/get-an-email.md)
- [Set a personalized email version](https://docs.inflection.io/api-reference/email-versions/set-a-personalized-email-version.md): Stores the personalized version of a [Personalized Email Asset](/agents/personalized-email) for one contact. One version per contact per asset; re-posting for the same contact replaces their version. At send time the contact receives their version if it's ready; contacts without one get the asset's…
- [Create a product user](https://docs.inflection.io/api-reference/product-users/create-a-product-user.md): Asynchronous. The response is a transaction to poll, not the created user, because product-user writes are resolved by the ingestion pipeline that owns per-field source precedence.
- [Get a product-user write transaction](https://docs.inflection.io/api-reference/product-users/get-a-product-user-write-transaction.md): Poll until `status` is `DONE`. Per-item results appear once every item has been processed and is readable; while `PENDING` only the status and `createdAt` are returned.
- [Get a product user by email](https://docs.inflection.io/api-reference/product-users/get-a-product-user-by-email.md): `email` is the product user's own address. It is indexed but **not** unique, so an address shared by two **different** product users is rejected with **400** rather than picking one -- look those up by id. A single user belonging to several organizations is not ambiguous and resolves normally. Retur…
- [Get a product user](https://docs.inflection.io/api-reference/product-users/get-a-product-user.md): One membership for this product user, carrying the login's fields and that organization's fields together. A product user in several organizations has one row per organization; this returns one of them under a stable order, preferring a row that names an organization, and reports which one in `orgId…
- [Update a product user](https://docs.inflection.io/api-reference/product-users/update-a-product-user.md): Asynchronous, like create. The response is a transaction to poll. Properties are merged by the ingestion pipeline; the email cannot be changed here.
- [List a contact's product users](https://docs.inflection.io/api-reference/product-users/list-a-contacts-product-users.md): One entry per membership, so a product user in three organizations appears three times with a different `orgId`. Each entry carries the login's fields **and** that organization's fields.
- [List an organization's product users](https://docs.inflection.io/api-reference/product-users/list-an-organizations-product-users.md): One entry per membership, carrying the login's fields and this organization's fields.
- [List a contact's organizations](https://docs.inflection.io/api-reference/organizations/list-a-contacts-organizations.md): The distinct organizations the contact belongs to. A contact holding several product users in one organization yields that organization once.
- [Add product users to an organization](https://docs.inflection.io/api-reference/organizations/add-product-users-to-an-organization.md): Asynchronous. The response is a transaction to poll, with one item per user. Membership is many-to-many, so adding a user does not remove any of its existing organizations.
- [Create an organization](https://docs.inflection.io/api-reference/organizations/create-an-organization.md): Synchronous, unlike contact and product-user writes: organizations have no asynchronous pipeline, so the created organization is returned directly rather than a transaction to poll.
- [Get an organization](https://docs.inflection.io/api-reference/organizations/get-an-organization.md)
- [Update an organization](https://docs.inflection.io/api-reference/organizations/update-an-organization.md): Synchronous, like create. Supply `name`, `properties`, or both; a body with neither is rejected. Properties are merged into the stored bag rather than replacing it, so omitting a key leaves it untouched. There is no way to remove a key through this endpoint.
- [August 2026](https://docs.inflection.io/whats-new/august-2026.md): Delete Contacts journey flow step, more flow steps in Trigger Journeys, hours as a time unit in audience filters, preview for advanced HTML emails, marketing activity in tokens, Deleted label on removed email assets, and Amplitude group properties.
- [July 2026](https://docs.inflection.io/whats-new/july-2026.md): Inflection Public API (V1), Personalized Email Asset, Send Internal Alert for Trigger Journeys, journey lifecycle events in Data Warehouse and Segment writeback, shorter tracking URLs, and a redesigned Help Center.
- [June 2026](https://docs.inflection.io/whats-new/june-2026.md): New Journey Canvas, Account Scoring, Amplitude integration (read), SFDC Opportunity matching strategies, inbound webhook deletion, and Trigger Journey audience filters.
- [June 10, 2026](https://docs.inflection.io/whats-new/june-10-2026.md): Edit templates by name, restyle emails in plain language, richer in-app chat, email grading, and 20+ new MCP tools.
- [June 3, 2026](https://docs.inflection.io/whats-new/june-3-2026.md): Grounded audience building, faster email drafting, dashboard-accurate analytics, and token math for PQL scores.
- [May 2026](https://docs.inflection.io/whats-new/may-2026.md): Trigger Journeys, SFDC Opportunity sync, Data Dictionary, unified mapping enhancements, richer form and webhook filters, and link tracking optimizations.
- [May 29, 2026](https://docs.inflection.io/whats-new/may-29-2026.md): Analytics in chat and MCP, file attachments in the in-app chat, and more reliable token building.
- [May 12, 2026](https://docs.inflection.io/whats-new/may-12-2026.md): Build and edit by conversation, a streamlined MCP, artifacts in the in-app chat, and agents in Slack and Asana.
- [April 2026](https://docs.inflection.io/whats-new/april-2026.md): Data Normalization, Conversions for user field changes, Wait for SFDC Sync flowstep, native form enhancements, UI updates, and Help Center 1.2.
- [March 2026](https://docs.inflection.io/whats-new/march-2026.md): Inflection Native Forms, outbound webhook response mapping, customizable exports, and Salesforce performance improvements.
- [February 2026](https://docs.inflection.io/whats-new/february-2026.md): Viewer role, dynamic list usability enhancements, email template ID in Segment export, and Help Center content in the Inflection Agent.
- [January 2026](https://docs.inflection.io/whats-new/january-2026.md): Conversions, Activity Log, MCP OAuth 2.1 beta, folder enhancements, Product Data Explorer redesign, and MMC indicators.

## OpenAPI Specs

- [openapi](/api-reference/openapi.yaml)

## Optional

- [Community](https://www.reddit.com/r/Inflection_io/)


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