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Celonis Product Documentation

ActiveCampaign (Action Flows)

The ActiveCampaign modules allow you to create, update, list, and/or delete automation, accounts, campaigns, calendar feeds, contacts, deals, events, messages, notes, organizations, tags, tasks in your ActiveCampaign account.

Prerequisites

Note

The module dialog fields that are displayed in bold (in the Execution Management System Action Flow, not in this documentation article) are mandatory!

Connecting ActiveCampaign to Execution Management System

To connect your ActiveCampaign account to Execution Management System, you need to obtain your organization ID and region.

1. Log into your ActiveCampaign account.

2. Click Settings > Developer.

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3. Copy the API Key to your clipboard.

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4. Go to Execution Management System and open the ActiveCampaign module's Create a connection dialog.

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5. In the Connection name field, enter a name for the connection.

6. In the API Key field, enter the API key copied in step 3.

7. In the Account ID field, enter your Account's ID. For example, if your account's URL address is https://xyz.activehosted.com then your Account ID is xyz. Click Continue.

Contacts
Create a Contact

Creates contact.

Connection

Establish a connection to your ActiveCampaign account.

Email Address

Enter the contact's email address.

First Name

Enter the contact's first name.

Last Name

Enter the contact's last name.

Phone

Enter the contact's Phone number.

Create/Update a Contact

Creates a new contact or updates an existing contact.

Connection

Establish a connection to your ActiveCampaign account.

Email Address

Enter the contact's email address.

First Name

Enter the contact's first name.

Last Name

Enter the contact's last name.

Phone

Enter the contact's Phone number.

Delete a Contact

Deletes an existing contact.

Connection

Establish a connection to your ActiveCampaign account.

Contact

Select the contact you want to delete.

Get a Contact

Retrieves a contact.

Connection

Establish a connection to your ActiveCampaign account.

Contact

Select the contact whose details you want to retrieve.

Create/Update a Contact's Custom Field Value

Creates or updates a custom field value for the given contact.

Connection

Establish a connection to your ActiveCampaign account.

Field Value

Enter the custom field's value you want to create or update.

Field ID

Select (map) the field's ID. Select from the first 250 fields, or map this parameter using your data.

Contact ID

Select (map) the contact's ID. Select from the latest 250 contacts, or map this parameter using your data.

Contact's Field ID

Enter the ID of the contact's field to edit.

Update Contact's List Status

Updates list status for a contact.

Connection

Establish a connection to your ActiveCampaign account.

List ID

Select the List-ID whose contact's status you want to update.

Contact ID

Select the Contact ID whose status you want to update.

Status

Select the contact's status:

  • Active

  • Bounced

  • Unsubscribed

Add a Tag to a Contact

Adds a tag to a contact.

Connection

Establish a connection to your ActiveCampaign account.

Contact ID

Select (map) the Contact ID to which you want to add the tags.

Tag ID

Select (map) the Tag ID you want to add.

Remove a Tag from a Contact

Removes a tag from a contact.

Connection

Establish a connection to your ActiveCampaign account.

Contact's Tag ID

Select (map) the Contact's Tag ID you want to remove.

List Contacts

Retrieves a list of contacts.

Connection

Establish a connection to your ActiveCampaign account.

Order By

Select the order in which you want to list the contacts:

  • Creation Date

  • Email

  • Name

ASC/DESC

Select the order in which you want to list the contacts:

  • Ascending order

  • Descending order

Email

Enter the email address of the contact you want to list.

Email-like Pattern

Enter the email pattern to list contacts that contain the specified value in the email address.

Search Pattern

Enter the value to search the pattern to list contacts that match the specified value in the contact names, organization, phone, or email.

Organization ID

Select the Organization ID whose contacts you want to list.

Limit

Set the maximum number of contacts Execution Management System should return during one Action Flow execution cycle.

Status

Select the status of the contact:

  • Any

  • Active

  • Unconfirmed

  • Unsubscribed

  • Bounced

Get Info About Logged-in User

Gets information about logged-in-user.

Connection

Establish a connection to your ActiveCampaign account.

Watch Contacts

Triggers when a new contact is created.

Connection

Establish a connection to your ActiveCampaign account.

Limit

Set the maximum number of contacts Execution Management System should return during one Action Flow execution cycle.

Email

Enter the email address of the contact you want to list.

Email-like Pattern

Enter the email pattern to list contacts that contain the specified value in the email address.

Search Pattern

Enter the value to search the pattern to list contacts that match the specified value in the contact names, organization, phone, or email.

Organization ID

Select the Organization ID whose contacts you want to list.

List ID

Select the List ID to filter the contacts only with the specified list.

Status

Select the status of the contact:

  • Any

  • Active

  • Unconfirmed

  • Unsubscribed

  • Bounced

Tag ID

Select the Tag ID to filter the contacts only with the specified tags.

Since Datetime

Enter the date to watch the contacts created or update on or after the specified date.

Until Datetime

Enter the date to watch the contacts created on or before the specified date.

Contacts (Legacy)
Create/Update a Contact (legacy)

Creates a new contact or updates an existing contact. To update an existing contact, you need to provide the email or the ID of the existing contact.

Connection

Establish a connection to your ActiveCampaign account.

Email

Enter the contact's email address.

First Name

Enter the contact's first name.

Last Name

Enter the contact's last name.

Phone

Enter the contact's phone number.

Organization Name

Enter the contact's company name.

Tags

Add the contact's tags.

Custom Fields

Add the custom field and its value.

List ID

Select the List ID for the contact.

List Status

Select the status of the list:

  • Active

  • Bounced

  • Unsubscribed

Contact ID

Enter the ID of the contact you want to edit. It is recommended to edit a contact using an email address. Refer to the email field above.

Create a Contact (legacy)

Creates a new contact.

Connection

Establish a connection to your ActiveCampaign account.

List ID

Select the List ID to which you want to add the new contact.

List Status

Select the list's status:

  • Active

  • Bounced

  • Unsubscribed

Email

Enter the contact's email address.

First Name

Enter the contact's first name.

Last Name

Enter the contact's last name.

Phone

Enter the contact's phone number.

Organization Name

Enter the contact's company name.

Tags

Add the contact's tags.

Custom Fields

Add the custom field and its value.

Get a Contact (legacy)

Returns a contact.

Connection

Establish a connection to your ActiveCampaign account.

ID

Select the Contact ID whose details you want to retrieve.

Update a Contact (legacy)

Updates an existing contact.

Connection

Establish a connection to your ActiveCampaign account.

ID

Enter the Contact ID whose details you want to update.

Email

Enter the contact's email address.

First Name

Enter the contact's first name.

Last Name

Enter the contact's last name.

Phone

Enter the contact's phone number.

Organization Name

Enter the contact's company name.

Tags

Add the contact's tags.

Custom Fields

Add the custom field and its value.

List ID

Select the List ID for the contact.

List Status

Select the status of the list:

  • Active

  • Bounced

  • Unsubscribed

Manage a Contact in the Automation (legacy)

Adds a contact to automation, or removes a contact from automation.

Connection

Establish a connection to your ActiveCampaign account.

Action

Select whether you want to add or remove the automation.

Automation ID

Select the Automation ID you want to add or remove.

Contact Email

Enter the contact's email address to which you want to manage the automation.

Manage Tags in the Contact (legacy)

Adds a new tag to a contact, or removes a tag from a contact.

Connection

Establish a connection to your ActiveCampaign account.

Tag

Enter the tag name.

Action

Select whether you want to add or remove the tag.

Contact Email

Enter the contact's email address to which you want to manage the tags.

List Contacts Subscribed to at least One List

Retrieves a list of contacts. Contacts that are not subscribed to at least one list will not be viewable via this endpoint.

Connection

Establish a connection to your ActiveCampaign account.

Email

Enter the contact's email address.

First Name

Enter the contact's first name.

Last Name

Enter the contact's last name.

Phone

Enter the contact's phone number.

Organization Name

Enter the contact's company name.

Tags

Add the contact's tags.

Custom Fields

Add the custom field and its value.

List ID

Select the List ID for the contact.

List Status

Select the status of the list:

  • Active

  • Bounced

  • Unsubscribed

Watch Automations Associated with a Contact

Triggers when a given contact is associated with automation.

Connection

Establish a connection to your ActiveCampaign account.

Limit

Set the maximum number of contacts Execution Management System should return during one Action Flow execution cycle.

Contact ID

Select the Contact ID whose automation you want to watch.

Deals
Create a Deal

Creates a new deal.

Connection

Establish a connection to your ActiveCampaign account.

Title

Enter a name for the deal.

Contact ID

Select the contact ID

Value

Enter the deal amount.

Currency

Select the currency applicable to the deal.

Pipeline

Select the pipeline for the deal. This field is mandatory if there is no Owner ID specified.

Owner ID

Select the Owner ID of the deal. This field is mandatory if there is no pipeline specified.

Description

Enter the details of the deal.

Percent

Enter the deal percentage of completion.

Status

Select the deal status:

  • Open

  • Won

  • Lost

Custom Fields

Enter the custom field and its value.

Update a Deal

Updates an existing deal.

Connection

Establish a connection to your ActiveCampaign account.

Deal

Select the Deal ID whose details you want to update.

Title

Enter a name for the deal.

Contact ID

Select the contact ID

Value

Enter the deal amount.

Currency

Select the currency applicable to the deal.

Pipeline

Select the pipeline for the deal. This field is mandatory if there is no Owner ID specified.

Owner ID

Select the Owner ID of the deal. This field is mandatory if there is no pipeline specified.

Description

Enter the details of the deal.

Percent

Enter the deal percentage of completion.

Status

Select the deal status:

  • Open

  • Won

  • Lost

Custom Fields to Redefine/Create

Enter the custom field and its value.

Custom Field Values to Update

Enter the custom field values you want to update.

Get a Deal

Returns a deal.

Connection

Establish a connection to your ActiveCampaign account.

Map Custom Fields

Select the checkbox if you want to include custom field details in the result.

Deal

Select the Deal ID whose details you want to update.

Delete a Deal

Deletes an existing deal.

Connection

Establish a connection to your ActiveCampaign account.

Deal

Select the Deal ID you want to delete.

Move Deals to Another Deal Stage

Moves all deals from one stage to another stage.

Connection

Establish a connection to your ActiveCampaign account.

Stage ID

Select the Stage ID whose deals you want to move to another stage.

Target Stage ID

Select the Stage ID to which you want to move the deals.

List Deals

Retrieves a list of deals.

Connection

Establish a connection to your ActiveCampaign account.

Title

Enter the name of the deal to list the deals with the specified name.

Pipeline

Select the deal's pipeline to list the deals only with the specified pipeline.

Stage

Select the deal's stage to filter the deal with the specified stage.

Owner

Select the deal's owner to list only those deals with the specified owner.

Status

Select the deal's status to list only the deals with the specified status.

Due Date

Enter the date to list the deals that are due on the specified date.

Organization

Select the organization to list the deals of the specified organization.

Limit

Set the maximum deals Execution Management System should return during one Action Flow execution cycle.

Tag

Select the tags to list the deals associated with the tags.

Task Type

Select the task type to list the deal with the specified task:

  • Call

  • Email

  • Lunch

  • Meeting

Created Before

Enter the date to list the deals created on or before the specified date.

Created After

Enter the date to list the deals created on or after the specified date.

Updated Before

Enter the date to list the deals updated on or before the specified date.

Updated After

Enter the date to list the deals updated on or after the specified date.

Watch Deals

Triggers when a deal is created.

Connection

Establish a connection to your ActiveCampaign account.

Limit

Set the maximum deals Execution Management System should return during one Action Flow execution cycle.

Title

Enter the name of the deal to watch the deals with the specified name.

Pipeline

Select the deal's pipeline to watch the deals only with the specified pipeline.

Stage

Select the deal's stage to watch the deals with the specified stage.

Owner

Select the deal's owner to watch only those deals with the specified owner.

Status

Select the deal's status to watch only the deals with the specified status.

Due Date

Enter the date to watch the deals that are due on the specified date.

Organization

Select the organization to list the deals of the specified organization.

Tag

Select the tags to list the deals associated with the tags.

Task Type

Select the task type to list the deal with the specified task:

  • Call

  • Email

  • Lunch

  • Meeting

Created Before

Enter the date to list the deals created on or before the specified date.

Created After

Enter the date to list the deals created on or after the specified date.

Updated Before

Enter the date to list the deals updated on or before the specified date.

Updated After

Enter the date to list the deals updated on or after the specified date.

Campaigns
Create a Campaign (legacy)

Creates a campaign.

Connection

Establish a connection to your ActiveCampaign account.

List ID

Select the List ID to which you want to assign the new campaign.

Public

Select the checkbox if this campaign is public and visible to all.

Status

Enter the status of the campaign:

  • 0 - draft

  • 1 - scheduled

Send Date

Enter the date when the campaign should be sent out. This information is not used for campaign types, responder, reminder, special.

Name

Enter the internal campaign name. For example, the Friday Newsletter.

Type

Select the campaign type:

  • Single

  • Recurring

  • Reminder

  • Special

  • Split

  • Text

Segment ID

Enter the list segment ID of the campaign. Enter 0 if there is no segment.

Tracks Link Analytics

Select whether the campaign uses tracking links for analytics.

Track Reads

Select whether to track the campaign reads.

Track Replies

Select whether to track campaign replies.

Campaign name in Google Analytics

Enter the name of this campaign to use in Google Analytics.

Tweet

Select whether to use lists' Twitter settings.

Facebook

Select whether to use lists' Facebook settings.

Get a Campaign

Retrieves a campaign.

Connection

Establish a connection to your ActiveCampaign account.

ID

Select the Campaign ID whose details you want to retrieve.

Delete a Campaign

Deletes an existing campaign.

Connection

Establish a connection to your ActiveCampaign account.

ID

Select the Campaign ID you want to delete.

List Campaigns

Retrieves a list of campaigns.

Connection

Establish a connection to your ActiveCampaign account.

Limit

Set the maximum campaigns Execution Management System should return during one Action Flow execution cycle.

List Campaigns (legacy)

Retrieves a list of campaigns.

Connection

Establish a connection to your ActiveCampaign account.

Limit

Set the maximum campaigns Execution Management System should return during one Action Flow execution cycle.

Name

Enter the name to list the campaigns with the specified name.

Type

Select the campaign type to list the campaigns only with the specified type.

Date to filter campaigns created since a certain date

Enter the date to filter the campaigns created on or after the specified date.

Date to filter campaigns that started sending since a certain date

Enter the date to filter the campaigns that were sent on or after the specified date.

Date to filter campaigns that last sent since a certain date

Enter the date to filter the campaigns that were last sent on or after the specified date.

Tasks
Create/Update a Task

Creates a new task or updates an existing task.

Connection

Establish a connection to your ActiveCampaign account.

Owner Type

Select an owner for the task.

Task Type

Select the task type:

  • Call

  • Email

  • Lunch

  • Meeting

Due Date

Enter the date by when the task must be complete.

End Date

Enter the date on which the task ends.

Title

Enter a name for the task.

Status

Select the task status. For example, In Progress, Completed.

Note

Enter the details of the task.

ID

Enter the ID of the task to update.

Delete a Task

Deletes an existing task.

Connection

Establish a connection to your ActiveCampaign account.

ID

Enter the Task ID you want to delete.

Watch Tasks

Triggers when a new task is assigned to a deal.

Connection

Establish a connection to your ActiveCampaign account.

Limit

Set the maximum tasks Execution Management System should return during one Action Flow execution cycle.

Title

Enter the name to watch only the tasks with the specified name.

Deal ID

Select the Deal ID to watch the tasks associated with the specified deal.

Status

Enter the status to watch only the task with the specified status.

Note

Enter the details of the tasks to watch only the task that matches the specified note.

Due Date

Enter the date to watch the tasks with the specified due date.

Task Type

Select the task type to watch the tasks with the specified task type.

Note
Create a Note

Adds a note to an activity, a deal, a deal task, or to a subscriber.

Connection

Establish a connection to your ActiveCampaign account.

Associated Object Type

Select the object type for which you want to add the note:

  • Activity

  • Deal

  • Deal Task

  • Subscriber

Associated Object ID

Enter the object ID.

Note

Enter the note text.

Add a Contact Note (legacy)

Adds a contact role.

Connection

Establish a connection to your ActiveCampaign account.

ID

Enter the Contact ID to which you want to add the note.

Note

Enter the note text.

List ID

Select the List ID to which you want to associate the contact to.

Create a Deal Note

Creates a new note for a deal.

Connection

Establish a connection to your ActiveCampaign account.

Deal

Select the deal to which you want to add the note.

Note

Enter the note text.

Events
Create a New Event

Creates a new tracking event (name only).

Connection

Establish a connection to your ActiveCampaign account.

Name

Enter a name for the event in the /^[A-Za-z0-9 ]+$/ pattern. Only alphanumeric characters are allowed.

Enable/Disable Event Tracking

Enables or disables event tracking.

Connection

Establish a connection to your ActiveCampaign account.

Enabled

Select the checkbox to enable the event tracking.

Watch Events

Triggers when a new event is fired.

You do not have to add the webhooks in the ActiveCampaign as it is automatically done for you once you add and save an instant trigger module to your Action Flow.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your ActiveCampaign account.

Custom Webhook Name in ActiveCampaign

Enter a name for the event in the /^[A-Za-z0-9 ]+$/ pattern. Only alphanumeric characters are allowed.

Events

Select the events you want to watch. For example, Deal added.

Sources

Select the sources from which you want to receive the alerts.

Custom Fields as a Collection

Select the checkbox if individual custom fields are missing in the mapping panel (in some cases ActiveCampaign sends theCustom Fieldsas a Collection instead of *Array*).

Automations
List Automations

Retrieves a list of automation in the system.

Connection

Establish a connection to your ActiveCampaign account.

Limit

Set the maximum automation Execution Management System should return during one Action Flow execution cycle.

List Organizations

Retrieves a list of organizations.

Connection

Establish a connection to your ActiveCampaign account.

Name

Enter the organization name whose details you want to list.

Limit

Set the maximum organizations Execution Management System should return during one Action Flow execution cycle.

Add a Contact to an Automation

Adds a contact to automation.

Connection

Establish a connection to your ActiveCampaign account.

Contact ID

Select the Contact ID you want to add to automation.

Automation ID

Select the Automation ID to which you want to add the contact.

Get an automation a Contact Is In

Retrieves an automation a contact is in.

Connection

Establish a connection to your ActiveCampaign account.

ID

Enter the Contact ID whose details you want to retrieve.

Remove a Contact from an Automation

Removes contact from automation.

Connection

Establish a connection to your ActiveCampaign account.

ID

Select the Contact ID you want to remove from automation.

List All Automations a Contact Is In

Retrieves a list of automation a contact is in.

Connection

Establish a connection to your ActiveCampaign account.

Limit

Set the maximum automation Execution Management System should return during one Action Flow execution cycle.

Messages
Create a Message

Creates a message.

Connection

Establish a connection to your ActiveCampaign account.

Reply Email

Enter the email address to which the recipient can reply to.

Email From

Enter the email address from which you want to send the message.

From Name

Enter a name that appears in the email.

Subject

Enter the subject line of the message.

Message Body

Enter the message text.

Preheader Text

Enter the preheader text that appears in the email preview.

Calendar Feeds
Create/Update a Calendar Feed

Creates or updates a calendar feed.

Connection

Establish a connection to your ActiveCampaign account.

Title

Enter a name for the calendar feed.

Type

Select the calendar feed type:

  • All

  • Deals

  • Contacts

Notification Log

Select whether this feed has notifications.

ID

Enter the calendar Feed ID to update.

Delete a Calendar Feed

Deletes a calendar feed.

Connection

Establish a connection to your ActiveCampaign account.

ID

Enter the Calendar Feed ID to delete.

Watch Calendar Feeds

Triggers when a new calendar feed is created/updated.

Connection

Establish a connection to your ActiveCampaign account.

Watch Modified Feeds

Select the checkbox to watch modified Calendar Feeds.

Limit

Set the maximum number of calendar feeds Execution Management System should return during one Action Flow execution cycle.

Accounts
Create an Account

Creates a new account.

Connection

Establish a connection to your ActiveCampaign account.

Name

Enter the account's name.

Account URL

Enter the account's URL address.

Get an Account

Retrieves an existing account.

Connection

Establish a connection to your ActiveCampaign account.

ID

Enter the Account ID whose details you want to retrieve.

Delete an Account

Deletes an existing account.

Connection

Establish a connection to your ActiveCampaign account.

ID

Enter the Account ID you want to delete.

List Accounts

Retrieves a list of existing accounts.

Connection

Establish a connection to your ActiveCampaign account.

Watch Modified Feeds

Select the checkbox to watch modified Calendar Feeds.

Limit

Set the maximum number of accounts Execution Management System should return during one Action Flow execution cycle.

Other
List Organizations

Retrieves a list of organizations.

Connection

Establish a connection to your ActiveCampaign account.

Name

Enter the organization name whose details you want to list.

Limit

Set the maximum number of organizations Execution Management System should return during one Action Flow execution cycle.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your ActiveCampaign account.

URL

Enter a path relative to https://<accountName>.api-us1.com/api/3/. For example: /accounts

Note

For the list of available endpoints, refer to the ActiveCampaign API Documentation.

Method

Select the HTTP method you want to use:

  • GET to retrieve information for an entry.

  • POST to create a new entry.

  • 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.

Body

Enter the body content for your API call.

Example of Use - List Accounts

The following API call returns all the accounts from your ActiveCampaign account:

URL:

/accounts

Method:

GET

activecampaign3.png

Matches of the search can be found in the module's output.

In our example, 2 accounts were returned:

61d5a72dceac8.png
Make a Legacy API Call

Performs an arbitrary authorized legacy API call.

Connection

Establish a connection to your ActiveCampaign account.

Method

Select the HTTP method you want to use:

  • GET to retrieve information for an entry.

  • POST to create a new entry.

  • 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.

Body

Enter the body content for your API call.

Example of Use - List Campaigns

The following API call returns all the campaigns from your ActiveCampaign account:

Method:

GET

Query String:

Key: api_action
Value: campaign_list
Key: ids
Value: 0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10
61d5a72f683b6.png

Matches of the search can be found in the module's Output under Bundle > Body.

In our example, 4 campaigns were returned:

61d5a7310b6c7.png
Change log between ActiveCampaign [v3] and ActiveCampaign [v2]

  • Automated webhooks - Now, you do not have to manually add the webhooks in ActiveCampaign. Once you create a trigger in Execution Management System, it automatically adds the trigger in ActiveCampaign.