Automizy

The Automizy modules allow you to create, update, list, and delete the contacts and lists in your Automizy account.

Getting Started with Automizy

Prerequisites

  • An Automizy account

In order to use Automizy with Make, it is necessary to have an Automizy account. You can create an Automizy account at automizy.com/register.

Note

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

Connecting Automizy to Make

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

  1. Login to your Automizy account.

  2. Click Settings > API Token > Create Token.

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  3. Copy the API Token to your clipboard.

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  4. Go to Make and open the Automizy 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 Token copied in step 3 and click Continue.

The connection has been established.

List

Retrieves lists of all lists.

Connection

Establish a connection to your Automizy account.

Limit

Enter the maximum number of lists Make should return during one scenario execution cycle.

Fields

Enter the field names in the lists which you want to list.

Order

Enter the order in which you want to list the lists. For example, Asc or desc.

Retrieves an existing list by ID.

Connection

Establish a connection to your Automizy account.

List

Select the list whose details you want to retrieve.

Creates a new list.

Connection

Establish a connection to your Automizy account.

Name

Enter a name for the list.

Updates an existing list by ID.

Connection

Establish a connection to your Automizy account.

List

Select the list you want to update.

Name

Enter a new name for the list.

Deletes an existing list by ID.

Connection

Establish a connection to your Automizy account.

List

Select the list you want to delete.

Contact

Triggers when a new contact is created.

Connection

Establish a connection to your Automizy account.

List

Select the list whose new contacts you want to watch.

Limit

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

Retrieves all contacts from the selected list.

Connection

Establish a connection to your Automizy account.

List

Select the list whose new contacts you want to list.

Limit

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

Retrieves an existing contact by email.

Connection

Establish a connection to your Automizy account.

Email Address

Enter the email address of the contact whose details you want to retrieve.

Creates a new contact for the selected list.

Connection

Establish a connection to your Automizy account.

List

Select the list in which you want to create the contact.

Email Address

Enter the email address of the contact.

Status

Select the status of the contact:

  • Active

  • Bounced

  • Banned

  • Unsubscribed

Tags

Add the tags to filter the contacts when searching.

Company

Enter the company name to which the contact belongs to.

First Name

Enter the first name of the contact.

Last Name

Enter the last name of the contact.

Phone

Enter the phone number of the contact.

Position

Enter the contact's position in the company.

Website

Enter the website address of the contact or the company.

Updates an existing contact.

Connection

Establish a connection to your Automizy account.

Contact ID

Enter (map) the Contact ID whose details you want to update.

Email Address

Enter a new email address for the contact.

List

Select the list in which you want to create the contact.

Status

Select the status of the contact:

  • Active

  • Bounced

  • Banned

  • Unsubscribed

Tags

Set the tags to filter the contacts when searching.

Add Tags

Add the new tags to filter the contact when searching.

Remove Tags

Add the tags which you want to remove from the contact details.

Deletes an existing contact by email.

Connection

Establish a connection to your Automizy account.

Email Address

Enter the new email address of the contact.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Automizy account.

URL

Enter a path relative to https://gateway.automizy.com/. For example: v2/smart-lists

Note

For the list of available endpoints, refer to the Automizy 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 lists from your Automizy account:

URL:

v2/smart-lists

Method:

GET

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

In our example, 2 lists were returned:

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