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Nappai Documentation

ActiveCampaign Pipelines

ActiveCampaign Pipelines

This component allows you to manage deal pipelines within your ActiveCampaign account. Use it to create new sales pipelines, retrieve existing ones, or delete pipelines you no longer need. It helps you organize your sales stages and track business opportunities efficiently within your automation workflows.

How it Works

This component connects Nappai securely to the ActiveCampaign API. When you configure it, it communicates with your ActiveCampaign account to perform specific actions on your pipelines. Based on the inputs you provide, the component can create a new pipeline structure, fetch details about a specific pipeline, or remove a pipeline. It returns the results so you can use this information in further steps of your automation.

Connection & Credentials

This component requires a valid ActiveCampaign credential to interact with your account.

  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). You can find your credentials in ActiveCampaign by going to Settings > Developer.
  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. Some fields may only be visible depending on the operation you select.

  • Operation: Select the action you want to perform. This is a required field.
  • Get By: Choose how you want to retrieve pipelines (by ID or get all pipelines).
  • Pipeline ID: The unique identifier of the pipeline. Use this to find or manage a specific pipeline.
  • Pipeline Title: The name of the pipeline. This is required when creating a pipeline.
  • Currency: The default currency for deals in this pipeline.
  • Limit: The maximum number of pipelines to return.

Outputs

The component produces output data that you can use in subsequent steps of your workflow.

  • Data: Returns structured information about the pipeline, including its ID, name, status, and configuration details. You can connect this output to other components to use the pipeline information in further actions.

Output Data Example (JSON)

json { “id”: 12345, “name”: “New Sales Pipeline”, “status”: “active”, “stages”: [ { “id”: 1, “name”: “Qualified”, “order”: 1 } ], “currency”: “USD” }

Connectivity

This component is typically used to manage pipeline structures in ActiveCampaign. In a workflow, it is often connected to:

  • Previous Components: Components that trigger the workflow or provide data to create pipelines (e.g., setting the pipeline title dynamically).
  • Subsequent Components: Components that use the pipeline data, such as creating deals within a specific pipeline or updating pipeline stages. The Data output can be mapped to inputs requiring a Pipeline ID or Pipeline Name in other nodes.

Usage Example

Scenario: Creating a New Sales Pipeline

  1. Set the Operation input to select the action to create a pipeline.
  2. Enter a name for your pipeline in the Pipeline Title field (e.g., “Q3 Sales Process”).
  3. Optionally set the Currency to define the default currency for deals.
  4. Connect the output to other components to start tracking deals in this new pipeline.

Important Notes

🟡 Limitation Development Status This component is currently in development. Features, inputs, or behavior may change as the component evolves. Please verify functionality in a test environment before using in production workflows.

Tips and Best Practices

  • Ensure your ActiveCampaign credentials are up to date and have the necessary permissions.
  • Use Pipeline ID when you need to update or delete a specific pipeline to avoid affecting the wrong one.
  • When creating pipelines, provide a clear and descriptive Pipeline Title to make it easy to identify later.
  • Check the Data output in subsequent steps to confirm the pipeline was created or retrieved successfully.

Security Considerations

  • Always use secure API keys and keep your credentials private.
  • Avoid sharing API keys directly in workflow notes or public configurations.
  • Regularly review and rotate your ActiveCampaign API credentials if suspicious activity is detected.