Manage intake recipients
manage_recipientsAdd, remove, or reinstate email recipients for intake invites and reminders, controlling who receives messages alongside the primary client.
Instructions
Add, remove, or reinstate a person who receives an intake's invite and reminders, alongside or instead of the primary client.
action="add" invites another address the same way also_notify does at define_intake time — its own message, its own bounce state; pass name to address it by name. action="remove" stops future reminders to that address. action="reinstate" is for a bounce that was wrong — the person did get the e-mail — and clears the bounce flag so reminders resume; if that address was the only one still being chased, the schedule is re-planned from now.
Fails if the address is not on the intake, or — for reinstate — if it never bounced in the first place.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Their name, used to address their copy. Only used with action="add". | |
| Yes | The recipient's e-mail address. | ||
| action | Yes | What to do with the address. | |
| intake_id | Yes | Intake ID returned by define_intake. |