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Nappai Documentation

ActiveCampaign Stages

ActiveCampaign Stages manages the stages of the sales pipelines in your ActiveCampaign account, the steps a deal moves through, such as Initial contact, Proposal sent or Won. You can create a stage inside a pipeline, look up one or several, and delete it.

It is most often used to get a stage’s ID and pass it to ActiveCampaign Deals when you create or move a deal.

When to use it

  • You need the ID of the Won stage to move deals there when an order is paid.
  • You have created a new pipeline and want to give it its stages from a flow.
  • You want to list the stages of a pipeline to show them in a report.

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 Stages.
Get ByOnly in Get Stages. By ID fetches one stage and All fetches several. Default: All.
Stage IDThe stage’s ID. Required in Delete Stage and in Get Stages with By ID.
Stage TitleOnly in Create Stage, and required. The stage’s name.
Pipeline IDThe pipeline’s ID. In Create Stage it is required: it is the pipeline the stage is created in. In Get Stages with All it is optional: if you fill it in, only that pipeline’s stages are fetched.
LimitOnly in Get Stages with All. The maximum number of stages to fetch. Default: 10.

Operations

OperationWhat it does
Create StageCreates a new stage inside a pipeline.
Get StagesFetches one stage or several, from all pipelines or from one.
Delete StageDeletes a stage.

Advanced options

FieldWhat it does
OrderOnly in Create Stage. The position of the stage within the pipeline; 1 is the first. Default: 1.

Output

The Data output returns the stage you worked with, with its ID, name and the pipeline it belongs to. With Get Stages set to All you get one item per stage. In Delete Stage it returns a confirmation with the ID.

The component can also be connected to an Agent as a tool, so the agent decides when to look up or create stages. See Tool Mode.

Example

A training company has just created the Corporate training pipeline with ActiveCampaign Pipelines.

  1. Add ActiveCampaign Stages with Create Stage, the new pipeline’s Pipeline ID, Initial contact in Stage Title and Order set to 1.
  2. Repeat with Proposal sent (Order 2) and Won (Order 3).
  3. Later, use Get Stages with that Pipeline ID to get the stage IDs and move deals with ActiveCampaign Deals.