Team
Shared credential for production and unattended runs.
Connect Refiner with Hookshot™ and your stack
Refiner is a customer feedback and survey tool designed to help businesses collect and analyze user insights.
Tools and triggers
What Agents can do in Refiner
Available tools and events after Refiner is connected.
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Delete Contact
Tool to delete a specific contact by its identifier. Provide either the user ID or email address to identify and delete the contact.
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Get Account Info
Retrieves Refiner account information including subscription plan, usage limits, and environment statistics. This action provides: - Current subscription plan and usage limits (MTU, MTE, MPV, MSR) - Usage counters for…
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Get Contact
Retrieve detailed information about a specific contact using their ID, email, or UUID. Returns all stored attributes, segments, and account information.
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Get Contacts
Tool to retrieve a list of contacts from your Refiner account. Use when you need to filter or paginate through contacts.
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Get Forms
Tool to retrieve a list of forms (surveys) from your Refiner account with optional filtering and pagination. Use when you need to list surveys by state, page, or include extra info/config.
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Get Reporting
Tool to retrieve aggregated reporting data for surveys including metrics and analytics. Use when you need survey analytics over a time range filtered by type, question identifiers, tags, forms, or segments.
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Get Segments
Tool to retrieve a list of user segments from your Refiner account. Use when you need to view or paginate segments.
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Get Survey Responses
Tool to retrieve all survey responses from your Refiner account with optional filtering and pagination. Use after confirming survey creation to pull response data.
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Track Event
Tool to record a user event by name for a user identified via user ID or email. Use after confirming the identifier and event name.
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Update Contact
Tool to create or update a contact's attributes or account. Identifies a contact by `id` or `email` and updates their traits or account grouping. If the contact doesn't exist, it will be created automatically.
Setup
Connect Refiner in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
Build with us
See Hookshot™ in your stack.
Request early access or book a live walkthrough with the team.
