Active with remarks |
---|
This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…).. |
With the SegMetrics modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve., you can add, update and delete the contact, tag, order, and subscription in your SegMetrics account.
To get started with the SegMetrics, create an account at segmetrics.io
Note | |
---|---|
The modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. dialog fields that are displayed in bold (in the Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. ,scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive. not in this documentation article) are mandatory! |
To connect the SegMetrics app with the Boost.space Integrator:
-
Log in to your SegMetrics account.
-
Click Settings > Account Settings. Copy the Account ID to a safe place.
-
Click Integrations.
-
Select the kind of integration you want to make either custom payments or custom Ads.
-
Enter a name for the integration and click Create Your Custom Integration.
-
Copy the Account ID, Integration ID, and API Key details to a safe place.
-
Log in to your Boost.space Integrator and add a module from the SegMetrics into a Boost.space Integrator scenario.
-
Click Add next to the Connection field.
-
In the Connection name field, enter a name for the connection.
-
In the API Key, Account ID, and Integration ID fields, enter the details copied in steps 2 and 6 respectively, and click Save.
You have successfully connected the SegMetrics app with Boost.space Integrator and can now build scenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..
You can add, update, and delete the contacts, and contact tags using the following modules.
Adds a contact to the specified SegMetrics integration or updates an existing one.
Connection |
|||||
Contact Email Address |
Enter (map) the contact’s email address to add or update. |
||||
Date Created |
Enter (map) a date on which the contact was created. See the list of supported date and time formats. |
||||
First Name |
Enter (map) the contact’s first name of the contact. |
||||
Last Name |
Enter (map) the contact’s last name of the contact. |
||||
StatusIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently. |
Select or map the contact’s status of the contact:
|
||||
Tags |
Enter (map) the tag name or Tag ID associated with the contact. |
||||
Custom FieldsA feature in Boost.space that allows administrators to define and manage additional data fields within each module, tailoring the system to specific organizational needs. |
Enter the custom fields. You can enter multiple custom fields.
|
Deletes a contact.
Adds a tag to the contact.
Connection |
|
Update by Email or Contact ID |
Select or map a method to add a tag to contact:
|
Email Address |
Enter (map) the contact’s email address to which you want to add a tag. |
Contact ID |
Enter (map) the Contact ID to which you want to add a tag. |
Tags |
Enter (map) the tag name or Tag ID associated with the contact. You can multiple tags. |
You can add, update, and delete the order using the following modules.
Adds an order to the specified SegMetrics integration or updates an existing one.
Connection |
|
Email Address |
Enter (map) the contact’s email address to add or update an order. |
Invoice ID |
Enter (map) the Invoice ID of the order to update. |
Paid |
Enter (map) the amount paid in cents towards the order. |
Amount |
Enter (map) invoice total amount in cents towards the order. |
Created Date |
Enter (map) the date of the invoice. See the list of supported date and time formats. |
ItemsItems are rows in records (order/request/invoice/purchase...) |
Add the invoice itemItems are rows in records (order/request/invoice/purchase...) details. You can multiple invoice items. |
Refunded |
Enter (map) whether the invoice is refunded. |
You can add, update, and delete the subscriptions.
Adds a subscription to the existing contact. If the subscription id already exists, it will be updated.
Connection |
|
Email Address |
Enter (map) the contact’s email address whose subscription details you want to add or update. |
Contact ID |
Enter (map) the Contact ID whose subscription details you want to add or update. |
Subscription ID |
Enter (map) the Subscription ID to add or update. |
Amount |
Enter (map) the subscription total amount in cents. |
Product ID |
Enter (map) the Product ID to which the subscription applies. |
Start Date |
Enter (map) the subscription’s start date and time. See the list of supported date and time formats. |
Last Bill Date |
Enter (map) the subscription’s last billed date and time. See the list of supported date and time formats. |
Billing CycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default). |
Select the frequency of the subscription to be billed:
|
Frequency |
Enter (map) the number of intervals (specified in the billing cycle) between subscription billings. For Example, if the billing cycle is monthly and the frequency is 3 then bills every 3 month |
Quantity |
Enter (map) the quantity of the plan to which the customer is subscribed. The default value is 1. |
Trial End Date |
Enter (map) the subscription end date if it’s a trial. See the list of supported date and time formats. |
End Date |
Enter (map) a date at which the subscription will automatically get canceled. See the list of supported date and time formats. |
Canceled Date |
Enter (map) a cancellation date if the subscription has been canceled. See the list of supported date and time formats. |
You can call APIs and recordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module. ad performance using the following modules.
Adds the performance for a specific day.
Connection |
|
AD |
Enter (map) the details of the ad to which you want to add the performance. You can add multiple ads. |
AD Campaign |
Enter (map) the details of the ad campaign. You can add multiple ad campaigns. |
AD Set |
Enter (map) the details of the ad sets. You can add multiple ad sets. |
AD Spend |
Enter (map) the amount spent on the ad for a day in Cents. |
Date |
Enter (map) the date to which the clicks, spend, and impressions apply to. See the list of supported date and time formats. |
Impressions |
Enter (map) the number of impressions on the ad for a day. |
Clicks |
Enter (map) the number of clicks on the ad for a day. |
Performs an arbitrary authorized API call.
Connection |
||||
URL |
Enter a path relative to
|
|||
Method |
GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
|||
Headers |
Enter the desired request headers. You don’t have to add authorization headers; we already did that for you. |
|||
Query String |
Enter the request query string. |
|||
Body |
Enter the body content for your API call. |