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Nappai Documentation

ActiveCampaign Deals

This component helps you manage sales opportunities (deals) and their associated notes in ActiveCampaign without writing any code. It acts as a guided bridge between Nappai and your ActiveCampaign account, allowing you to create, view, update, or organize deals automatically. Whether you are tracking new leads, updating deal values, or adding follow-up notes, this tool handles the backend communication so you can focus on your sales process.

How it Works

When you run this component, it securely connects to ActiveCampaign using your API credentials. Based on the information you provide in the input fields, it sends the appropriate instructions to ActiveCampaign’s servers. The system then processes your request, updates your CRM data, and returns the current status and details of the deal. You do not need to worry about API calls or server responses; the component manages everything behind the scenes and simply delivers the results back to your workflow.

Connection & Credentials

This component requires configuring a credential in the Nappai panel before interacting with the external service:

  1. Go to the Credentials section in your Nappai panel.
  2. Create a new credential of the type ActiveCampaign and fill in the required fields (API URL and API Key).
    • API URL: Your unique account endpoint (e.g., https://youraccount.api-us1.com)
    • API Key: Your secret key, found under Settings > Developer in your ActiveCampaign account.
  3. In your workflow, select the saved credential in the Credential input field of this node.

Inputs

Input Fields

The following fields are available to configure this component:

  • Operation: Select the operation to perform
  • Get By: Retrieve a single deal by ID or all deals
  • Deal ID: ID of the deal
  • Limit: Maximum number of deals to return
  • Title: Title of the deal
  • Value: Value of the deal (e.g., 7000 = $7000.00)
  • Currency: Currency of the deal value
  • Description: Description of the deal
  • Association Mode: Custom: enter IDs manually. Dynamic: select from a live list loaded from your account.
  • Contact ID: ID of the contact associated with this deal
  • Contact: Select a contact from your ActiveCampaign account
  • Pipeline ID: ID of the pipeline
  • Pipeline: Select a pipeline from your ActiveCampaign account
  • Stage ID: ID of the deal stage
  • Stage: Select a stage. Choose a Pipeline first to filter stages.
  • Owner ID: ID of the deal owner. If left empty, the user associated with the API key will be used automatically.
  • Note Content: Content of the note to add to the deal

Outputs

This component returns a single output called Data. After the component processes your request, Data contains the complete result of the operation, including the updated or created deal information, current status, and any relevant metadata. If something goes wrong, it will also include clear error messages so you can troubleshoot easily.

Output Data Example (JSON)json

{ “id”: 12345678, “title”: “Enterprise Software License Renewal”, “value”: 15000, “currency”: “USD”, “status”: “open”, “pipeline”: { “id”: 98765, “name”: “Sales Pipeline” }, “stage”: { “id”: 45678, “name”: “Negotiation” }, “contact”: { “id”: 89012, “name”: “Acme Corp”, “email”: “contact@acme.com” }, “owner”: { “id”: 34567, “name”: “Jane Doe” }, “created_at”: “2024-01-15T10:30:00Z”, “updated_at”: “2024-01-20T14:45:00Z” }

Connectivity

This component is designed to fit seamlessly into data-driven automation workflows. It typically connects to:

  • Data Collection Nodes (e.g., Webhooks, Form Submissions, or Email Listeners) to capture new lead information and automatically create deals in ActiveCampaign.
  • CRM/CRM Management Nodes to update deal values, stages, or ownership as sales progress.
  • Task & Notification Triggers to send follow-up reminders or assign tasks to deal owners based on deal status changes. By linking this component to other nodes, you can create a closed-loop system where lead information flows directly into your CRM, updates automatically, and triggers next-step actions.

Usage Example

Scenario: Automatically creating a new sales opportunity when a lead fills out a form.

  1. Add the ActiveCampaign Deals component to your workflow.
  2. Select the ActiveCampaign credential you set up earlier.
  3. In the Operation field, choose how you want to interact (e.g., create or view a deal).
  4. Provide the required details:
    • Enter the Title (e.g., “Q3 Marketing Project”).
    • Set the Value and Currency (e.g., 5000 / USD).
    • In the Contact field, select or connect to the lead’s contact record.
    • If applicable, choose a Pipeline and Stage to place the deal in the correct sales queue.
  5. Run the workflow. The component will verify the inputs, communicate with ActiveCampaign, and return the new deal’s details in the Data output. You can then pass this data to other steps, like sending a welcome email or creating a follow-up task.

Tips and Best Practices

  • Always set the Pipeline before selecting a Stage, as stages are filtered based on the chosen pipeline.
  • Use the Association Mode set to “Dynamic” whenever possible to automatically pull the most up-to-date contact or pipeline IDs from your ActiveCampaign account.
  • Keep Value and Currency consistent with your company’s standard tracking format to ensure accurate reporting.
  • If a deal isn’t appearing after an update, verify that the Deal ID matches an existing record in ActiveCampaign.
  • Use Owner ID only when assigning deals to team members other than your API key user.

Security Considerations

  • Keep your ActiveCampaign API Key confidential. Only share it with trusted workflows and team members.
  • The component only sends and receives data over encrypted connections (HTTPS). Ensure your Nappai API URL is correct to prevent connection errors.
  • Regularly rotate or regenerate your API Key in ActiveCampaign’s Developer settings if you suspect unauthorized access.