Create Contact with Agile CRM API on New Contact Note (Instant) from ActiveCampaign API

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New Contact Note (Instant) from the ActiveCampaign API

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Create Contact with the Agile CRM API

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Getting Started#

This integration creates a workflow with a ActiveCampaign trigger and Agile CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Contact Note (Instant) trigger
1. Connect your ActiveCampaign account
2. Optional- Select one or more Sources
3. Optional- Select one or more Contacts
Configure the Create Contact action
1. Connect your Agile CRM account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Company Name
5. Optional- Configure Email
6. Optional- Configure Phone
7. Optional- Configure Custom Fields
8. Optional- Configure Tags
9. Optional- Configure Score
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Contact Note (Instant) on ActiveCampaign

Description:Emit new event each time a new note is added to a contact.

Version:0.0.5

Key:activecampaign-new-contact-note

View on GitHub

ActiveCampaign Overview#

ActiveCampaign's API provides a powerful interface to automate your email marketing, sales automation, and customer relationship management. By leveraging ActiveCampaign with Pipedream, you can create custom, automated workflows that react to events in real-time, sync data between various platforms, and trigger targeted communication with your users. With the ability to perform actions such as adding contacts, updating deals, and sending out campaigns, the API offers a wide range of possibilities for enhancing your marketing strategies.

Trigger Code#

import activecampaign from "../../activecampaign.app.mjs";
import common from "../common/webhook.mjs";

export default {
  ...common,
  name: "New Contact Note (Instant)",
  key: "activecampaign-new-contact-note",
  description: "Emit new event each time a new note is added to a contact.",
  version: "0.0.5",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    contacts: {
      propDefinition: [
        activecampaign,
        "contacts",
      ],
    },
  },
  methods: {
    getEvents() {
      return [
        "subscriber_note",
      ];
    },
    isRelevant(body) {
      return (
        this.contacts?.length === 0 ||
        this.contacts?.includes(body["contact[id]"])
      );
    },
    getMeta(body) {
      const { date_time: dateTimeIso } = body;
      const ts = Date.parse(dateTimeIso);
      return {
        id: `${body["contact[id]"]}${new Date(body.date_time).getTime()}`,
        summary: body.note,
        ts,
      };
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
ActiveCampaign	`activecampaign`	`app`	This component uses the ActiveCampaign app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Sources	`sources`	`string[]`	Select a value from the drop down menu:`publicadminapisystem`
Contacts	`contacts`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

ActiveCampaign uses API keys for authentication. When you connect your ActiveCampaign account, Pipedream securely stores the keys so you can easily authenticate to ActiveCampaign APIs in both code and no-code steps.

Your API Key and API URL can be found in your account on the Settings page under the "Developer" tab. See the ActiveCampaign API docs for more info.

About ActiveCampaign#

ActiveCampaign is the email marketing, marketing automation, and CRM suite you need to create incredible customer experiences.

Action#

Create Contact on Agile CRM

Description:Create a new contact in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#13-creating-a-contact)

Version:0.0.3

Key:agile_crm-create-contact

View on GitHub

Agile CRM Overview#

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Action Code#

import agileCrm from "../../agile_crm.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "agile_crm-create-contact",
  name: "Create Contact",
  description: "Create a new contact in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#13-creating-a-contact)",
  version: "0.0.3",
  type: "action",
  props: {
    agileCrm,
    firstName: {
      propDefinition: [
        agileCrm,
        "firstName",
      ],
      optional: false,
    },
    lastName: {
      propDefinition: [
        agileCrm,
        "lastName",
      ],
    },
    company: {
      propDefinition: [
        agileCrm,
        "companyName",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        agileCrm,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        agileCrm,
        "phone",
      ],
    },
    customFields: {
      propDefinition: [
        agileCrm,
        "customFields",
      ],
    },
    tags: {
      propDefinition: [
        agileCrm,
        "tags",
      ],
      optional: true,
    },
    score: {
      propDefinition: [
        agileCrm,
        "score",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstName,
      lastName,
      company,
      email,
      phone,
      customFields,
      score,
    } = this;

    let tags;
    if (this.tags?.length) {
      tags = Array.isArray(this.tags)
        ? this.tags
        : JSON.parse(this.tags);
    }

    const data = {
      tags,
      lead_score: score,
      properties: [
        {
          type: "SYSTEM",
          name: "first_name",
          value: firstName,
        },
        {
          type: "SYSTEM",
          name: "last_name",
          value: lastName || "",
        },
        {
          type: "SYSTEM",
          name: "company",
          value: company || "",
        },
        {
          type: "SYSTEM",
          name: "email",
          value: email || "",
        },
        {
          name: "phone",
          value: phone || "",
        },
        ...utils.getCustomFieldsProperties(customFields),
      ],
    };

    const response = await this.agileCrm.createContact({
      data,
      $,
    });

    $.export("$summary", `Successfully created contact with ID ${response.id}`);

    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Agile CRM	`agileCrm`	`app`	This component uses the Agile CRM app.
First Name	`firstName`	`string`	The contact's first name
Last Name	`lastName`	`string`	The contact's last name
Company Name	`company`	`string`	Name of the company
Email	`email`	`string`	The contact's email address
Phone	`phone`	`string`	The contact's phone number
Custom Fields	`customFields`	`string[]`	Please provide a JSON structure like this per row: `{"name": "Field Name", "value": "Field Value"}`
Tags	`tags`	`string[]`	The tags to add to the specified contact
Score	`score`	`integer`	Amount to add to contact score. If you want to decrease the existing score, then use negative values for the score parameter.

Action Authentication#

Agile CRM uses API keys for authentication. When you connect your Agile CRM account, Pipedream securely stores the keys so you can easily authenticate to Agile CRM APIs in both code and no-code steps.

You may access the API Key from Admin Settings -> API & Analytics -> API Key.
Your username is the email address you use to log into Agile CRM.
If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

Create Contact with Agile CRM API on New Contact Note (Instant) from ActiveCampaign API

Pipedream makes it easy to connect APIs for Agile CRM, ActiveCampaign and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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