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Nappai Documentation

ActiveCampaign Stages

The ActiveCampaign Stages component helps you manage the different stages of your sales funnel within ActiveCampaign. You can create new stages, view existing ones, or remove stages that are no longer needed. This ensures your sales pipeline is organized, accurate, and ready for automation.

How it Works

This component connects securely to your ActiveCampaign account using the ActiveCampaign API. When you configure the component and select an action, it sends instructions to ActiveCampaign to perform that task. It then returns the results, such as confirmation that a stage was created or details of existing stages, which you can use in subsequent steps of 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.
  3. In your workflow, select the saved credential in the Credential input field of this node.

To get your credentials: Log in to your ActiveCampaign account and navigate to Settings > Developer to find your API URL and API Key.

Inputs

The following fields are available to configure this component:

  • Operation: Select the action you want to perform, such as creating a stage, retrieving stage details, or deleting a stage. This is a required field.
  • Get By: Choose how you want to retrieve stages, for example, by a specific ID or all stages.
  • Stage ID: The unique identifier for a stage. Required when retrieving or deleting a specific stage.
  • Stage Title: The name of the stage. Required when creating a new stage.
  • Pipeline ID: The ID of the pipeline this stage belongs to. Useful for filtering stages when getting all stages.
  • Order: The position of the stage within the pipeline. For example, 1 represents the first stage.
  • Limit: The maximum number of stages to return.

Outputs

This component produces the following outputs:

  • success: A boolean value indicating if the operation was completed successfully.
  • data: The details of the stage returned by ActiveCampaign, such as ID, name, and order.
  • errors: Error messages if the operation fails.
  • status_code: The HTTP status code from the API response.

Output Data Example (JSON)json

{ “success”: true, “data”: { “id”: 456, “name”: “Contract Signed”, “order”: 4, “color”: “#00FF00”, “deleted”: false }, “errors”: [], “status_code”: 200 }

Connectivity

This component is typically used to manage your sales pipeline structure. You can connect the data output to other components that need to process specific stage information, such as updating deals, triggering workflows based on stage changes, or sending notifications. It is commonly placed after setting up your ActiveCampaign connection and before tasks that rely on specific pipeline stages.

Usage Example

Adding a New Stage:

  1. Set Operation to “Create”.
  2. Enter Stage Title as “Demo Scheduled”.
  3. Set Order to 3 to place it in the third position.
  4. Run the component. It will create the stage in your ActiveCampaign account.

Retrieving Pipeline Stages:

  1. Set Operation to “Get”.
  2. Enter Pipeline ID to target a specific pipeline.
  3. Run the component. The data output will contain a list of stages in that pipeline.

Tips and Best Practices

  • Always verify your API URL and API Key in the Nappai credentials to ensure a successful connection.
  • Use the Order field to control the sequence of your pipeline stages for better visualization and consistency.
  • When retrieving stages, use Pipeline ID to filter results and get only the stages relevant to your workflow.
  • Check the success output in your workflow to handle errors gracefully and ensure your automation continues smoothly.
  • Use Limit to control the volume of data returned, which can help improve performance when dealing with large pipelines.

Security Considerations

  • Ensure your ActiveCampaign API Key is kept secure. Do not share credentials or expose them in public workflows.
  • Use the Credential input to securely authenticate with ActiveCampaign without hardcoding sensitive data.
  • Regularly review and rotate your API keys if your security policy requires it.