Platformly

Getting Started with Platformly

The Platformly modules allow you to monitor, add, update, and retrieve contacts or add and remove tags in your Platformly account.

Prerequisites

A Platformly account

In order to use Platformly with Integromat, it is necessary to have a Platformly account. If you do not have one, you can create a Platformly account at www.platform.ly.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Platformly to Integromat

To connect your Platformly account to Integromat you need to add a new API Key to your Platformly account and insert the created API Key to the Integromat Platformly module connection dialog.

1. Log in to your Platformly account and open the API Docs & Keys settings.

2. Click on the New API Key button.

3. Enter the name for the API Key, copy the provided API Key and click on the Submit button.

4. Go to Integromat and open the Create a connection dialog in the desired module.
Enter the API Key into the respective field.

After you click the Continue button you can proceed to set up the Platformly module.

Triggers

Watch Contacts

Triggers when a new contact is added or updated.

Connection	Establish a connection to your Platformly account.
Limit	Set the maximum number of contacts Integromat will return during one execution cycle.
Project ID	Select the project that you want to monitor for new or updated contacts.

Actions

Add a Contact

Creates a new contact in your account.

Connection	Establish a connection to your Platformly account.
Project ID	Select the project you want to add the new contact to.
Tag	Select the tag you want to assign to the new contact.
Custom Fields	Add custom fields to the contact, represented by the selected key and entered value.
Segment	Assign the contact to the segment.
Email	Enter the contact's email.
Full name	If First name and Last name are not provided this field can be used to provide the full name of the contact.
First name	Enter the first name of the contact.
Last name	Enter the last name of the contact.
Company	Enter the contact's company.
Address	Enter the address details of the contact.
City	Enter the city for the contact.
ZIP	Enter the ZIP code.
Country	Enter the contact's country
Fax	Enter the contact's fax number.
SMS Number	Enter the contact's SMS number.
Phone	Enter the contact's phone number.
Birthday	Enter the contact's birthday date. The list of supported date formats.
Website	Enter the contact's website.
Date	This is the First Seen date. The list of supported date formats.

Update a Contact

Updates a specified contact.

Connection	Establish a connection to your Platformly account.
Project ID	Select the project that contains the contact you want to update.
Email	Enter the email of the contact you want to update.

Find the descriptions of the fields in the Add a Contact section above.

Add a Tag

Adds a tag to a contact.

Connection	Establish a connection to your Platformly account.
Project ID	Select the project that contains the contact you want to assign a tag to.
Tag	Select the tag you want to add to the contact.
Email/Contact ID	Enter or map the email or contact ID of the contact you want to add the tag to.

Remove a Tag

Removes a tag from a contact.

Connection	Establish a connection to your Platformly account.
Project ID	Select the project that contains the contact you want to remove a tag from.
Tag	Select the tag you want to remove from the contact.
Email/Contact ID	Enter or map the email or contact ID of the contact you want to remove the tag from.

Remove All Tags

Removes all tags from a contact.

Connection	Establish a connection to your Platformly account.
Email/Contact ID	Enter or map the email or contact ID of the contact you want to remove all tags from.

Add a Note

Add a note to a contact.

Connection	Establish a connection to your Platformly account.
Note	Add the text content of the note.
Email/Contact ID	Enter or map the email or contact ID of the contact you want to add the note to.

Make an API Call

Allows you to perform a custom API call.

Connection	Establish a connection to your Platformly account.
URL	Enter a path relative to `https://api.platform.ly/`. E.g. `/` For the list of available endpoints, refer to the Platform.ly API documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. Platform.ly use the POST method for all endpoints. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Action	Select the action you want to perform. The action name can be found in the API documentation.
Values	Enter the required parameters for the action of your API call. E.g. Project ID (as `project_id`) and the corresponding value.

Example of Use - List Contacts

The following API call returns all contacts from the project:

2019-07-24_11_07_54-Integration_Platformly___Integromat.png

Matches of the search can be found in the module Output under Bundle > Body.
In our example, 23 contacts were returned:

2019-07-24_11_15_11-Integration_Platformly___Integromat.png

Searches

Get a Contact

Retrieve details of a specified contact.

Connection	Establish a connection to your Platformly account.
Email/Contact ID	Enter or map the email or contact ID of the contact you want to retrieve details about.

List Contacts

Retrieves the last 100 contacts within a specified project.

Connection	Establish a connection to your Platformly account.
Project ID	Select the project that contains the contacts you want to list.
Date	Enter a date to filter contacts by the last update date. The list of supported date formats.
Sort Order	Select whether you want to sort results in descending or ascending order.
Limit	Set the maximum number of contacts Integromat will return during one execution cycle.