← Agile CRM + ActiveCampaign integrations

Remove Contact Tag with ActiveCampaign API on New Contact from Agile CRM API

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Trigger workflow on
New Contact from the Agile CRM API
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Remove Contact Tag with the ActiveCampaign API
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Getting Started

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

  1. Select this integration
  2. Configure the New Contact trigger
    1. Connect your Agile CRM account
    2. Configure timer
    3. Optional- Configure Max API Requests per Execution
  3. Configure the Remove Contact Tag action
    1. Connect your ActiveCampaign account
    2. Select a Contact ID
    3. Select a Contact Tag ID
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new contact is created
Version:0.0.4
Key:agile_crm-new-contact

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.

Trigger Code

import common from "../common/base.mjs";

export default {
  ...common,
  key: "agile_crm-new-contact",
  name: "New Contact",
  description: "Emit new event when a new contact is created",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.agileCrm.listContacts.bind(this);
    },
    generateMeta(contact) {
      const firstName = (contact.properties.find((prop) => prop.name === "first_name"))?.value || contact.id;
      const lastName = (contact.properties.find((prop) => prop.name === "last_name"))?.value || "";
      return {
        id: contact.id,
        summary: `${firstName} ${lastName}`,
        ts: contact.created_time,
      };
    },
  },
};

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.
LabelPropTypeDescription
Agile CRMagileCrmappThis component uses the Agile CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Max API Requests per ExecutionmaxRequestsinteger

The maximum number of API requests to make per execution (e.g., multiple requests are required to retrieve paginated results).

Trigger 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.

About Agile CRM

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

Action

Description:Removes a tag from a contact. See the docs [here](https://developers.activecampaign.com/reference/remove-a-contacts-tag)
Version:0.5.0
Key:activecampaign-remove-tag-from-contact

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.

Action Code

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

export default {
  key: "activecampaign-remove-tag-from-contact",
  name: "Remove Contact Tag",
  description: "Removes a tag from a contact. See the docs [here](https://developers.activecampaign.com/reference/remove-a-contacts-tag)",
  version: "0.5.0",
  type: "action",
  props: {
    activecampaign,
    contactId: {
      type: "string",
      label: "Contact ID",
      description: "Contact id",
      optional: false,
      propDefinition: [
        activecampaign,
        "contacts",
      ],
    },
    contactTagId: {
      type: "string",
      label: "Contact Tag ID",
      description: "Contact tag id to remove",
      propDefinition: [
        activecampaign,
        "contactTags",
        ({ contactId }) => ({
          contactId,
        }),
      ],
    },
  },
  async run({ $ }) {
    const { contactTagId } = this;

    await this.activecampaign.removeContactTag({
      contactTagId,
    });

    const msg = "Successfully removed a tag from contact";
    $.export("$summary", msg);

    return msg;
  },
};

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.

LabelPropTypeDescription
ActiveCampaignactivecampaignappThis component uses the ActiveCampaign app.
Contact IDcontactIdstringSelect a value from the drop down menu.
Contact Tag IDcontactTagIdstringSelect a value from the drop down menu.

Action 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.

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