ActiveTrail
The ActiveTrail modules allow you to watch, create, update, get, list, and/or remove the groups, members, contacts, and campaigns in your ActiveTrail account.
Prerequisites
- An ActiveTrail account
In order to use ActiveTrail with Integromat, it is necessary to have a ActiveTrail account. If you do not have one, you can create a ActiveTrail account at https://app.activetrail.com/Public/Login.aspx?.
Connecting ActiveTrail to Integromat
To connect your ActiveTrail account to Integromat you need to obtain the API Key.
1. Log into your ActiveTrail account.
2. Click More > Integrations > API > Apps.
3. Click New and enter the details for the app. Click Save and copy the Access Token.
4. Go to Integromat and open the ActiveTrail module's Create a connection dialog.
5. In the API Key field, enter the Access Token copied in the step 3.
6. Click Continue.
The connection has been established.
Triggers
Watch Campaigns
Triggers an operation when a new campaign is added to the account.
Connection | Establish a connection to your ActiveTrail account. |
Limit | The maximum number of transactions Integromat should return during one scenario execution cycle. |
Search Text | Enter the keywords based on which triggers will be sent when a new campaign is added to the account. |
From Date | Enter the date from which you want to watch the campaigns. |
To Date | Enter the date until which you want to watch the campaigns. |
Watch for contact unsubscribed
Triggers when a contact unsubscribes.
Webhook Name | Enter the name for webhook. |
Connection | Establish a connection to your ActiveTrail account. |
Webhook Name | Enter the webhook name that appears to the end user. |
Watch for Automation Step
Triggers when a contact moves a step inside an automation.
Webhook Name | Enter the name for webhook. |
Connection | Establish a connection to your ActiveTrail account. |
Webhook Name | Enter the webhook name that appears to the end user. |
Watch for Contact Added to a Group
Triggers when a contact is added to a group.
Webhook Name | Enter the name for webhook. |
Connection | Establish a connection to your ActiveTrail account. |
Webhook Name | Enter the webhook name that appears to the end user. |
Actions
Add a Member to a Group
Updates a member or creates a new member in a group and sends a campaign if provided.
Connection | Establish a connection to your ActiveTrail account. |
Group ID | Select the Group ID to which you want to add the member. |
Email address | Enter the email address of the member. |
Mobile Number | Enter the mobile number of the member. |
Set contact to 'Do not contact' status? |
Select Yes if you want the status of the member as Do not contact:
|
Create/Update Contact
Creates a new contact or updates an existing contact.
Connection | Establish a connection to your ActiveTrail account. |
Enter the email address of the contact. | |
SMS | Enter the number to which the messages will be sent to the contact. |
First Name | Enter the first name of the contact. |
Last Name | Enter the last name of the contact. |
Anniversary | Enter the wedding anniversary date of the customer. |
Birthday | Enter the birth date of the customer. |
City | Enter the city name of the customer. |
Fax | Enter the fax details of the customer. |
Phone 1 | Enter the primary contact number of the customer. |
Phone 2 | Enter the secondary contact number of the customer. |
Street | Enter the street name of the customer contact address. |
Zip Code | Enter the zip code of the customer contact address. |
ext1 to ext 25 | Enter the extension number of the customer. You can enter up to 25 extension numbers. |
date1 to date5 | Enter the important dates for the customer. You can enter up to five dates. |
num1 to num5 | Enter the contact numbers of the customer. You can enter up to five numbers. |
Set as 'Do Not Mail?' |
Select Yes if no email has to be sent to the customer:
|
Is deleted |
Select Yes if the customer has been deleted:
|
Delete a Contact
Removes a contact.
Connection | Establish a connection to your ActiveTrail account. |
ID | Enter the Contact ID you want to delete. |
Get a Contact
Gets a contact.
Connection | Establish a connection to your ActiveTrail account. |
ID | Enter the Contact ID whose details you want to retrieve. |
Remove a Member from a Group
Removes a member from a group.
Connection | Establish a connection to your ActiveTrail account. |
Group ID | Select the Group ID whose member you want to remove from the group. |
Member ID | Enter the Member ID you want to remove from the group. |
Send SMS
Sends a text message (SMS) to a contact.
Connection | Establish a connection to your ActiveTrail account. |
Message name (will be shown in your account) | Enter a name for the message. |
Sender name (will be shown in the SMS message title) | Enter the name that displays as title of the message. |
Message contents | Enter the message text. |
Mobile number | Enter the mobile number to which the message will be sent. |
Add unsubscribe link? | Select if you want add a link for unsubscribing in the message. |
Searches
List Contacts
Gets a list of contacts.
Connection | Establish a connection to your ActiveTrail account. |
Limit | The maximum number of contacts Integromat should return during one scenario execution cycle. |
Search Text | Enter any information about the contacts you want to list. |
List Groups
Select a specific group in your account.
Connection | Establish a connection to your ActiveTrail account. |
Limit | The maximum number of groups Integromat should return during one scenario execution cycle. |
Search Text | Enter any information about the group which you want to list. |