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.
Login to your Automizy account.
Click Settings > API Token > Create Token.
Copy the API Token to your clipboard.
Go to Make and open the Automizy module's Create a connection dialog.
In the Connection name field, enter a name for the connection.
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 | |
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 | |
List | Select the list whose details you want to retrieve. |
Creates a new list.
Connection | |
Name | Enter a name for the list. |
Updates an existing list by ID.
Connection | |
List | Select the list you want to update. |
Name | Enter a new name for the list. |
Deletes an existing list by ID.
Connection | |
List | Select the list you want to delete. |
Contact
Triggers when a new contact is created.
Connection | |
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 | |
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 | |
Email Address | Enter the email address of the contact whose details you want to retrieve. |
Creates a new contact for the selected list.
Connection | |
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:
|
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 | |
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:
|
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 | |
Email Address | Enter the new email address of the contact. |
Other
Performs an arbitrary authorized API call.
Connection | |
URL | Enter a path relative to NoteFor 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
Matches of the search can be found in the module's Output under Bundle > Body > smartLists.
In our example, 2 lists were returned:
