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Nappai Documentation

ActiveCampaign Accounts

ActiveCampaign Accounts connects your flow to your ActiveCampaign account to work with accounts, which is what ActiveCampaign calls the companies or organizations you deal with. You can create an account, look up one or the full list, change its name or website, delete it, and link or unlink contacts.

It is useful when you work with business customers and want every contact person linked to their company in ActiveCampaign.

When to use it

  • A quote request arrives from a new company and you want to create its account in ActiveCampaign.
  • A new contact works at a company you already have and you want to link them to it.
  • Every week you want to review the registered accounts to match them with your billing system.
  • Someone leaves a customer company and you want to remove the link between the two.

Configuration

You need an ActiveCampaign credential with the API URL and the API key of your account. You find them in ActiveCampaign under Settings > Developer. See Credentials.

FieldWhat it does
Credential (required)The ActiveCampaign credential used to access your account.
Operation (required)What the component does. See Operations. Default: Get Accounts.
Get ByOnly in Get Accounts. By ID fetches one account and All fetches the list of accounts. Default: All.
Account IDThe account’s ID in ActiveCampaign. Required in Update Account, Delete Account, Add Contact to Account, Remove Contact from Account and in Get Accounts with By ID.
Account NameThe company’s name. Required in Create Account and Update Account.
Account URLThe company’s website. In Create Account and Update Account.
LimitOnly in Get Accounts with All. The maximum number of accounts to fetch. Default: 10.
Contact IDThe contact’s ID. Required in Add Contact to Account and Remove Contact from Account.

Operations

OperationWhat it does
Create AccountCreates a new account with its name and, if you fill it in, its website.
Update AccountChanges the name and website of an existing account.
Get AccountsFetches one account or the list of accounts.
Delete AccountDeletes an account.
Add Contact to AccountLinks a contact to an account.
Remove Contact from AccountRemoves the link between a contact and an account. If they were not linked, the component returns an error.

Output

The Data output returns the account you worked with, with its ID, name and website. With Get Accounts set to All you get one item per account. In Delete Account and Remove Contact from Account it returns a confirmation with the IDs used, and in Add Contact to Account the link that was created.

You can connect the result to another ActiveCampaign component or to an agent. The component can also be connected to an Agent as a tool, so the agent decides when to create or look up accounts. See Tool Mode.

Example

A marketing agency receives requests from companies through its website.

  1. The form reaches the flow with the company name, its website and the contact person’s details.
  2. Create the contact with ActiveCampaign Contacts.
  3. Add ActiveCampaign Accounts with Create Account and fill Account Name and Account URL.
  4. Add another ActiveCampaign Accounts with Add Contact to Account, using the Account ID of the new account and the contact’s Contact ID.

Good practices

  • In Update Account, fill in only what you want to change: a field left empty keeps its current value.
  • Keep the Account ID when you create an account: you need it to change it, delete it or link contacts to it.