instantly-data-handling

# Instantly Data Handling

## Overview
Manage leads, lead lists, block lists, and regulatory compliance in Instantly API v2. Covers lead CRUD operations, list management, bulk import patterns, unsubscribe handling, GDPR right-to-deletion, CAN-SPAM compliance, and block list automation. Cold email has specific legal requirements — this skill ensures your integrations are compliant.

## Prerequisites
- Completed `instantly-install-auth` setup
- API key with `leads:all` scope
- Understanding of CAN-SPAM / GDPR requirements for cold outreach

## Instructions

### Step 1: Lead List Management
```typescript
import { InstantlyClient } from "./src/instantly/client";
const client = new InstantlyClient();

// Create a lead list (container for leads outside campaigns)
async function createLeadList(name: string) {
  const list = await client.request<{ id: string; name: string }>("/lead-lists", {
    method: "POST",
    body: JSON.stringify({
      name,
      has_enrichment_task: false,
    }),
  });
  console.log(`Created list: ${list.name} (${list.id})`);
  return list;
}

// List all lead lists
async function getLeadLists() {
  return client.request<Array<{
    id: string; name: string; timestamp_created: string;
  }>>("/lead-lists?limit=50");
}

// Delete a lead list
async function deleteLeadList(listId: string) {
  await client.request(`/lead-lists/${listId}`, { method: "DELETE" });
}
```

### Step 2: Lead Import with Validation
```typescript
interface LeadImport {
  email: string;
  first_name?: string;
  last_name?: string;
  company_name?: string;
  website?: string;
  phone?: string;
  custom_variables?: Record<string, string>;
}

async function importLeads(
  campaignId: string,
  leads: LeadImport[],
  options = { skipDuplicates: true, verifyEmails: true }
) {
  const results = { added: 0, skipped: 0, failed: 0, errors: [] as string[] };

  for (const lead of leads) {
    try {
      // Validate email format
      if (!lead.email || !/^[^\s@]+@[^\s@]+\.[^\s@]+$/.test(lead.email)) {
        results.failed++;
        results.errors.push(`Invalid email: ${lead.email}`);
        continue;
      }

      // Check against block list patterns
      const domain = lead.email.split("@")[1];
      if (BLOCKED_PATTERNS.some((p) => domain.includes(p))) {
        results.skipped++;
        continue;
      }

      await client.request("/leads", {
        method: "POST",
        body: JSON.stringify({
          campaign: campaignId,
          email: lead.email,
          first_name: lead.first_name,
          last_name: lead.last_name,
          company_name: lead.company_name,
          website: lead.website,
          phone: lead.phone,
          custom_variables: lead.custom_variables,
          skip_if_in_workspace: options.skipDuplicates,
          skip_if_in_campaign: true,
          verify_leads_on_import: options.verifyEmails,
        }),
      });
      results.added++;
    } catch (e: any) {
      results.failed++;
      results.errors.push(`${lead.email}: ${e.message}`);
    }
  }

  console.log(`Import: ${results.added} added, ${results.skipped} skipped, ${results.failed} failed`);
  return results;
}

// Role-based emails and internal domains to always skip
const BLOCKED_PATTERNS = [
  "noreply", "no-reply", "donotreply",
  "info@", "admin@", "support@", "help@", "abuse@",
  "postmaster@", "webmaster@", "hostmaster@",
];
```

### Step 3: Lead Operations (Move, Update, Delete)
```typescript
// Move leads between campaigns or lists
async function moveLeads(opts: {
  fromCampaign?: string;
  fromList?: string;
  toCampaign?: string;
  toList?: string;
  limit?: number;
}) {
  return client.request("/leads/move", {
    method: "POST",
    body: JSON.stringify({
      in_campaign: opts.fromCampaign,
      in_list: opts.fromList,
      to_campaign_id: opts.toCampaign,
      to_list_id: opts.toList,
      limit: opts.limit || 1000,
      check_duplicates: true,
    }),
  });
}

// Update lead interest status
async function updateLeadInterest(
  email: string,
  campaignId: string,
  status: "interested" | "not_interested" | "meeting_booked" | "closed"
) {
  const interestMap: Record<string, number> = {
    interested: 1,
    not_interested: -1,
    meeting_booked: 2,
    closed: 3,
  };

  await client.request("/leads/update-interest-status", {
    method: "POST",
    body: JSON.stringify({
      lead_email: email,
      campaign_id: campaignId,
      interest_value: interestMap[status],
    }),
  });
}

// Update lead data
async function updateLead(leadId: string, data: Partial<LeadImport>) {
  await client.request(`/leads/${leadId}`, {
    method: "PATCH",
    body: JSON.stringify(data),
  });
}

// Delete leads from a campaign (bulk)
async function deleteLeadsFromCampaign(campaignId: string, status?: number) {
  await client.request("/leads", {
    method: "DELETE",
    body: JSON.stringify({
      campaign_id: campaignId,
      status, // e.g., -1 for bounced only
    }),
  });
}
```

### Step 4: Block List Management
```typescript
// Add entries to workspace block list
async function addToBlockList(entries: string[]) {
  // Single entry
  for (const entry of entries) {
    await client.request("/block-lists-entries", {
      method: "POST",
      body: JSON.stringify({ bl_value: entry }), // email or domain
    });
  }

  // Or bulk add
  await client.request("/block-lists-entries/bulk-create", {
    method: "POST",
    body: JSON.stringify({ entries }),
  });
}

// Seed block list with standard entries
async function seedBlockList() {
  const standardBlocks = [
    // Your own domains
    "yourdomain.com",
    "yourcompany.com",
    // Competitor domains
    "competitor1.com",
    "competitor2.com",
    // ISP domains (not your target audience)
    "gmail.com",      // uncomment if B2B only
    "yahoo.com",
    "hotmail.com",
    "outlook.com",
    // Trap/spamtrap domains
    "spamtrap.com",
  ];

  await addToBlockList(standardBlocks);
  console.log(`Seeded block list with ${standardBlocks.length} entries`);
}

// List and audit block list
async function auditBlockList() {
  const entries = await client.request<Array<{
    id: string; bl_value: string;
  }>>("/block-lists-entries?limit=100");
  console.log(`Block list: ${entries.length} entries`);
  for (const e of entries) {
    console.log(`  ${e.bl_value}`);
  }
}
```

### Step 5: GDPR / CAN-SPAM Compliance
```typescript
// GDPR: Right to deletion — remove lead from everywhere
async function handleDeletionRequest(email: string) {
  console.log(`Processing GDPR deletion request for: ${email}`);

  // 1. Find all campaigns containing this lead
  const campaigns = await client.request<Array<{ id: string }>>(
    `/campaigns/search-by-contact?search=${encodeURIComponent(email)}`
  );

  // 2. Delete lead from each campaign
  for (const campaign of campaigns) {
    const leads = await client.leads.list({ campaign: campaign.id });
    const matchingLead = leads.find((l) => l.email === email);
    if (matchingLead) {
      await client.leads.delete(matchingLead.id);
      console.log(`  Deleted from campaign ${campaign.id}`);
    }
  }

  // 3. Add to workspace block list (prevent re-import)
  await addToBlockList([email]);
  console.log(`  Added to block list`);

  // 4. Log for compliance records
  console.log(`  Deletion complete. Log this for GDPR records.`);
}

// CAN-SPAM: Ensure unsubscribe is honored
async function handleUnsubscribe(email: string) {
  // 1. Add to block list (global across all campaigns)
  await addToBlockList([email]);

  // 2. Also add the domain if it's a business-wide request
  // const domain = email.split("@")[1];
  // await addToBlockList([domain]);

  console.log(`Unsubscribe processed: ${email} added to global block list`);
}

// Email verification before import
async function verifyEmail(email: string) {
  // Start verification
  await client.request("/email-verification", {
    method: "POST",
    body: JSON.stringify({
      email,
      webhook_url: "https://api.yourapp.com/webhooks/verification",
    }),
  });

  // Check status (may need to poll)
  const result = await client.request<{
    email: string; status: string; reason: string;
  }>(`/email-verification/${encodeURIComponent(email)}`);

  return result;
}
```

## Key API Endpoints
| Method | Path | Purpose |
|--------|------|---------|
| `POST` | `/leads` | Create lead |
| `POST` | `/leads/list` | List/filter leads |
| `PATCH` | `/leads/{id}` | Update lead |
| `DELETE` | `/leads/{id}` | Delete single lead |
| `DELETE` | `/leads` | Bulk delete leads |
| `POST` | `/leads/move` | Move leads between campaigns/lists |
| `POST` | `/leads/update-interest-status` | Update interest status |
| `POST` | `/lead-lists` | Create lead list |
| `GET` | `/lead-lists` | List lead lists |
| `POST` | `/block-lists-entries` | Add block list entry |
| `POST` | `/block-lists-entries/bulk-create` | Bulk add entries |
| `POST` | `/email-verification` | Verify email |
| `GET` | `/campaigns/search-by-contact` | Find campaigns by lead |

## Error Handling
| Error | Cause | Solution |
|-------|-------|----------|
| `422` on lead create | Duplicate in workspace | Use `skip_if_in_workspace: true` |
| Lead not found in campaign | Already deleted or moved | Search across campaigns first |
| Block list full | Too many entries | Remove outdated entries periodically |
| Email verification timeout | External service delay | Poll status endpoint |

## Resources
- [Instantly Lead API](https://developer.instantly.ai/api/v2/lead/listleads)
- [Instantly Block List API](https://developer.instantly.ai/api/v2/schemas)
- [CAN-SPAM Requirements](https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business)

## Next Steps
For workspace access control, see `instantly-enterprise-rbac`.