ActiveDEMAND

The ActiveDEMAND modules allow you to watch, create, update, list, retrieve, and delete the contacts, and histories in your ActiveDEMAND account.

Getting Started with ActiveDEMAND

Prerequisites

  • An ActiveDEMAND account

In order to use ActiveDEMAND with Make, it is necessary to have an ActiveDEMAND account. If you do not have one, you can create an ActiveDEMAND account at activedemand.com.

Note

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

Connecting ActiveDEMAND to Make

To connect your ActiveDEMAND account to Make you need to obtain the API Key from your ActiveDEMAND account and insert it in the Create a connection dialog in the Make module.

  1. Log in to your ActiveDEMAND account.

  2. From the Dashboard, click Your Profile Icon > Account Settings.

    61f2669fe1e85.gif
  3. Copy the API Key to your clipboard.

    61f266a27ca86.png
  4. Go to Make and open the Create a connection dialog.

    61f266a389fdb.gif
  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, and click Continue.

The connection has been established.

Contacts

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

Triggers when a new contact is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your ActiveDEMAND account.

Triggers when a contact is updated.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your ActiveDEMAND account.

Returns a list of contacts.

Connection

Establish a connection to your ActiveDEMAND account.

Search

Enter the text or phrase to search the contacts based on the specified query.

List ID

Select the List ID whose contacts you want to search.

Tag

Enter the tags to searches the contacts based on specified tags.

Order

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

  • Ascending

  • Descending

Order by

Select the option to list the contacts:

  • Created

  • Updated

  • Company

  • Lead Score

Created Not Later Than

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

Updated Not Later Than

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

Include Timeline

Select whether to include the contact's timeline in the results.

History Type

Select the history type to list contacts with the specified history. For example, sent messages.

Limit

Set the maximum number of contacts Make should return during one scenario execution cycle.

Returns information about a specified contact.

Connection

Establish a connection to your ActiveDEMAND account.

Contact ID

Select the Contact ID whose details you want to retrieve.

Creates a new contact.

Connection

Establish a connection to your ActiveDEMAND account.

Email Address

Enter the contact's email address.

Contact Click To Call Link

Enter the contact's link to use it for calling the contact with a click.

Contact Lead Score

Enter the contact's lead score.

First Name

Enter the contact's first name.

Last Name

Enter the contact's last name.

Full Name

Enter the contact's full name.

Title

Enter the contact's job position title.

DOB

Enter the contact's date of birth. See the list of supported date and time formats.

Contact Source

Select the source from where you got the contact's details. For example, webinar registration.

Contact Source Description

Enter the details of the contact's source.

Industries

Enter the industries that the contact or contact's organization associated with. For example, Education.

Tags

Add the tags for the contact.

Opted In

Select whether the contacted opted-in for marketing emails.

Cookie Accepted

Select whether the contact has accepted cookies with the ActiveDEMAND website.

Unsubscribed

Select whether the contact has unsubscribed from the system to receive marketing emails or calls.

Contact Manager Email

Enter the contact's contact manager's email address.

DNI Replace For Contact

Select whether there is a DNI replacement for the contact.

Gender

Enter the contact's gender details. For example, Female.

Seniority

Enter the contact's seniority details.

Bio

Enter the contact's bio details.

Avatar

Enter the URL address to the contact's avatar.

Suite No

Enter the contact's suite number.

Street Address

Enter the street address.

City

Enter the city name.

Province/State

Enter the state name.

Postal/Zip Code

Enter the area postal code.

Country

Enter the contact's country details.

Latitude

Enter the contact's location's latitude details.

Longitude

Enter the contact's location's longitude details.

Phone Number

Enter the contact's phone number.

Contact Edit Link

Enter the URL address to the contact's edit.

Website

Enter the contact's website details.

Twitter Handle

Enter the contact's Twitter details.

LinkedIn Handle

Enter the contact's LinkedIn details.

Facebook Handle

Enter the contact's Facebook details.

Crunchbase Handle

Enter the contact's Crunchbase details.

Github Handle

Enter the contact's GitHub details.

Google+ Handle

Enter the contact's Google+ details.

AboutMe Handle

Enter the details of the contact's AboutMe.

Employer Organization

Enter the name of the organization with which the contact is associated with.

Organization Blocked

Enter whether the organization is blocked.

Organization Suite No

Enter the contact's organization's suite number.

Organization Street Address

Enter the contact's organization's street address.

Organization City

Enter the contact's organization's city name.

Organization Province/State

Enter the contact's organization's state name.

Organization Postal/Zip Code

Enter the contact's organization's area postal code.

Organization Country

Enter the contact's organization country name.

Organization Latitude

Enter the contact's organization's location latitude address.

Organization Longitude

Enter the contact's organization's location longitude details.

Organization Phone Number

Enter the contact's organization's phone number.

Organization Email Address

Enter the contact's organization email address.

Organization Website

Enter the contact's organization website URL address.

Organization Logo (URL)

Enter the URL address for the contact's organization company logo.

Organization Contact Manager Email

Enter the contact's organization's contact manager's email address.

Organization Employee Count

Enter the number of employees in the contact's organization. For example, 500.

Organization Employee Range

Enter the number of employees range in the contact's organization. For example, 500 - 1000.

Organization Annual Revenue

Enter the contact's organization's annual revenue income details.

Organization Description

Enter the details of the contact's organization.

Organization Industries

Enter the industries in which contact's organization does business. For example, Education.

Organization Tags

Enter the tags for the contact's organization.

Organization Technologies

Enter the contact's organization's technology details they deal with.

Organization Twitter Handle

Enter the contact's organization's Twitter details.

Organization LinkedIn Handle

Enter the contact's organization's LinkedIn details.

Organization Facebook Handle

Enter the contact's organization's Facebook details.

Organization Crunchbase Handle

Enter the contact's organization's Crunchbase details.

Organization Github Handle

Enter the contact's organization's GitHub details.

Organization Google+ Handle

Enter the contact's organization's Google+ details.

Updates contact.

Connection

Establish a connection to your ActiveDEMAND account.

Contact ID

Select the Contact ID whose details you want to update.

Contact Edit Link

Enter the contact's edit link's URL address.

Update the details as provided in the Create a contact module.

Forgets a contact.

Connection

Establish a connection to your ActiveDEMAND account.

Contact ID

Select the Contact ID you want to mark as forget.

Histories

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

Triggers when a new history is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your ActiveDEMAND account.

Returns a list of histories.

Connection

Establish a connection to your ActiveDEMAND account.

Campaign ID

Select the Campaign ID whose histories you want to list.

Contact ID

Select the Contact ID whose histories you want to list.

History Type

Select the history type to list the histories with the specified history. For example, sent messages.

Start Date

Enter the start date of the histories you want to list.

End Date

Enter the end date of the histories you want to list.

Contact Group

Select the contact group whose histories you want to list.

Search

Enter the text or phrase to search the histories based on the specified query.

Order

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

  • Ascending

  • Descending

Email GUID

Enter the email GUID whose histories you want to list.

Limit

Set the maximum number of histories Make should return during one scenario execution cycle.

Creates a new history

Connection

Establish a connection to your ActiveDEMAND account.

History Type

Select the history type you want to create:

  • Won Deal

  • Sales Note

  • Custom Event

Email Address

Enter the contact's email address for the deal, or sales notes, or customer event history you want to create.

Description

Enter the deal or event, or sales note details.

Comments

Enter the sales note text.

Value

Enter the deal amount.

Phone Number

Enter the contact's phone number.

Name

Enter the custom event name.

Custom Event Items

Add the custom event items name and details.

Website

Enter the contact's or contact's company website URL address.

Contact Date of Birth

Enter the contact's date of birth. See the list of supported date and time formats.

City

Enter the contact's or contact's company's city name.

State/Province

Enter the contact's or contact's company's state name.

Address

Enter the contact's or contact's company's address.

Zip/Postal Code

Enter the contact's or contact's company's area postal or ZIP code.

Company Name

Enter the contact's company's name.

Title

Enter the deal name.

Country

Enter the contact's or contact's company's country name.

Full Name

Enter the contact's full name.

Contact Manager Email

Enter the contact's contact manager's email address.

Contact ID

Select the Contact ID assigned to this deal, sales note, or event.

Country Select

Select the country in which deal, sales, or event occurred.

Last Name

Enter the contact's last name.

First Name

Enter the contact's first name.

Created At

Enter the date when the deal, sale, or event occurred. See the list of supported date and time formats.

Forms

Creates a new form submission.

Connection

Establish a connection to your ActiveDEMAND account.

Form ID

Select the Form ID you want to create and enter the details in the specific form fields.

Other

Performs an arbitrary authorized API Call

Connection

Establish a connection to your ActiveDEMAND account.

URL

Enter a path relative to https://api.activedemand.com/. For example, /v1/campaigns.json

Note

For the list of available endpoints, refer to the ActiveDEMAND 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.

The following API call returns all the forms from your ActiveDEMAND account:

URL:

/v1/forms.json

Method:

GET

61f266a59962e.png

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

In our example, 3 forms were returned:

61f266a698d94.png