ActiveCampaign integration

Read from ActiveCampaign (4)

Runs automatically in any conversation.

• Find contact

  Find a specific contact in activecampaign using either their email address, id, or phone number. this action provides a more efficient way to find a specific contact instead of listing all contacts.

• Find contact task

  This tool allows you to find tasks associated with a specific contact in activecampaign. it searches for tasks using the contact task title and optionally filters by contact id. it returns an object with details such as task id, title, description, status, due date, owner type (which is subscriber for contact tasks), related id, created date, and updated date.

• Find user action

  This tool allows you to find a user in activecampaign by their email address, returning detailed information including first name, last name, email, phone, organization details, and related resource links.

• List all contacts

  List all contacts in activecampaign. this action allows you to: 1. list all contacts with pagination 2. search contacts by name, organization, phone, or email 3. filter contacts by email pattern 4. sort contacts by various fields 5. filter contacts by creation and update dates 6. filter contacts by list, tag, or segment

Act in ActiveCampaign (17)

Runs only after you enable write access.

• Add contact note

  Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.

• Add contact to automation

  This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.

• Add secondary contact to deal

  This tool adds a secondary contact to an existing deal in activecampaign. if the deal has no primary contact set, this contact will be set as primary if no role is specified. the tool requires the user to have permission to manage deals and expects parameters like contact id (required), deal id (required), and role id (optional).

• Create account

  This tool creates a new account in activecampaign. it represents a business or organization and allows programmatic account creation. the tool requires the account name and optionally accepts parameters such as account url, owner, and custom fields.

• Create contact

  Creates a new contact in activecampaign with the specified details. this action allows you to create a new contact with basic information like email, name, phone, organization details, and tags. the email address is the only required field, while all other fields are optional.

• Create contact task

  Create a task associated with a contact in activecampaign. this action allows you to create a new task that will be associated with a specific contact in your activecampaign account. the task can include details such as due date, title, description, and can be assigned to a specific user.

• Create deal pipeline

  Creates a new deal pipeline in activecampaign. a deal pipeline is a visual representation of your sales process that helps organize and track deals through different stages. when you create a new pipeline, it automatically comes with three default stages: 'to contact,' 'in contact,' and 'follow up.'

• Create deal task type

  This tool creates a new deal task type in activecampaign. deal task types are used to categorize and organize tasks associated with deals, and they are an important feature for maintaining a structured task management system within the deals pipeline. this action complements the existing active campaign create deal task action by enabling the creation of custom task types that can be used when creating deal tasks.

• Delete account

  This tool deletes an existing account in activecampaign. it complements the existing active campaign create account and active campaign update account actions, providing full crud capabilities for account management. the action is irreversible and will permanently remove the account from the system.

• Delete deal pipeline

  This tool deletes an existing deal pipeline in activecampaign. when deleting a pipeline that has existing deals and stages associated with it, the delete request will remove all stages and deals associated with it. this tool complements the existing active campaign create deal pipeline action and provides the ability to manage the full lifecycle of deal pipelines in activecampaign.

• Delete deal stage

  This tool deletes an existing deal stage in activecampaign. it offers the ability to either move associated deals to a new pipeline and stage (when type is 'move') or completely delete the deals (when type is 'delete'). it complements the active campaign create deal stage action, ensuring full crud functionality for deal stages.

• Manage contact tag

  Manage tags for a contact in activecampaign. this action allows adding or removing tags from a contact. the action can be performed using either the contact's id or email address.

and 5 more.