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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…)..

EngageBay

The EngageBay 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. allow you to watch, create, update, list, and delete companies, contacts, deals, tasks, and tracks in your EngageBay account.

Getting Started with EngageBay

Prerequisites

An EngageBay account

In order to use EngageBay with 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., it is necessary to have an EngageBay account. If you do not have one, you can create an EngageBay account at engagebay.com/signup.

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.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., not in this documentation article) are mandatory!

Connecting EngageBay to Boost.space Integrator

To connect your EngageBay account to Boost.space Integrator you need to obtain the API Key from your EngageBay account and insert it in the Create a connection dialog in the Boost.space Integrator module.

1. Log in to your EngageBay account.

2. Click your Profile Icon > Account Settings > API & Tracking Code.

3. Copy the REST API Key to your clipboard.

4. Go toBoost.space Integrator and open the EngageBay module’s Create a connection dialog.

5. In the Connection name field, enter a name for the connection.

6. In the API Key field, enter the API Key copied in step 3 and click Continue.

The connection has been established.

Companies

Watch New Companies

TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when a new company is created.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number of companies Boost.space Integrator should return during one scenario execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default)..

Watch Companies Updates

Triggers when some company is updated.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number of companies Boost.space Integrator should return during one scenario execution cycle.

Create a Company

Creates a company.

Connection	Establish a connection to your EngageBay account.
Name	Enter the name of the company.
URL	Enter the company website’s URL address.
Email	Enter the contact email address of the company.

Update a Company

Updates a company.

Connection	Establish a connection to your EngageBay account.
ID	Select the Company ID whose details you want to update.
Name	Enter the name of the company.
URL	Enter the company website’s URL address.
Email	Enter the contact email address of the company.
Phone	Enter the contact phone number of the company.
Address	Enter the company address.
Country	Enter the country name where the company is located.

List Companies

Lists all companies.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number of companies Boost.space Integrator should return during one scenario execution cycle.

Get a Company

Gets a company.

Connection	Establish a connection to your EngageBay account.
Company ID	Select the Company ID whose details you want to retrieve.

Delete a Company

Deletes a company.

Connection	Establish a connection to your EngageBay account.
Company ID	Select the Company ID you want to delete.

Deals

Watch New Deals

Triggers when a new deal is added.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number of new deals Boost.space Integrator should return during one scenario execution cycle.

Watch Deals Updates

TriggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when some deal is updated.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number of deals Boost.space Integrator should return during one scenario execution cycle.

List Deals

Lists deals by track or fro default track.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number of deals Boost.space Integrator should return during one scenario execution cycle.

Get a Deal

Gets a single deal.

Connection	Establish a connection to your EngageBay account.
Deal ID	Select the Deal ID whose details you want to retrieve.

Create a Deal

Creates a deal.

Connection	Establish a connection to your EngageBay account.
Name	Enter the name of the deal.
Amount	Enter the deal amount
Track Name	Select the 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. of the deal. For example, Won.
Milestone LabelIn Boost.space, a label is a tag that can be added to items within a module. It's a flexible tool used to categorize and organize data, making it easier to customize workflows and processes. Name	Enter the milestone name of the deal.

Delete a Deal

Deletes a deal.

Connection	Establish a connection to your EngageBay account.
Deal ID	Select the Deal ID you want to delete.

Contacts

Watch New Contacts

Triggers when a new contact is added.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number of new contacts Boost.space Integrator should return during one scenario execution cycle.

Watch Contacts Updates

Triggers when some contact is updated.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number of contacts Boost.space Integrator should return during one scenario execution cycle.

Create a Contact

Creates a contact.

Connection	Establish a connection to your EngageBay account.
Score	Enter the maximum number of contacts Boost.space Integrator should return during one scenario execution cycle.
Email	Enter the email address of the contact.
Phone	Enter the phone number of the contact.
Name	Enter the name of the contact.
Tags	Add the keywords to filter the contact when searching.

Update a Contact

Updates contact info.

Connection	Establish a connection to your EngageBay account.
Contact ID	Select the Contact ID whose details you want to update.
Email	Enter the email address of the contact.
Phone	Enter the phone number of the contact.
Name	Enter the name of the contact.
Last Name	Enter the last name of the contact.

Delete Tags from a Contact

Removes one or more tags from contact.

Connection	Establish a connection to your EngageBay account.
Contact Email	Enter the email address of the contact whose tags you want to delete.
Tags to be Deleted	Add the tags you want to delete.

Add a Contact to a Sequence

Adds a contact to a sequence.

Connection	Establish a connection to your EngageBay account.
Subscriber Email	Select the email address of the contact whom you want to add to a sequence.
Sequence ID	Add the tags you want to delete.

Add Tags to Contact

Adds one or more tags to contact.

Connection	Establish a connection to your EngageBay account.
Contact Email	Enter the email address of the contact to which you want to add the tags.
Tags to be Added	Add the tags for the contact.

Add a Contact to a Form

Adds a contact to a form.

Connection	Establish a connection to your EngageBay account.
Subscriber Email	Enter the email address of the contact whom you want to add to the form.
Form ID	Enter the Form ID to which you want to add the contact.

List Contacts

Gets a list of all contacts.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number of contacts Boost.space Integrator should return during one scenario execution cycle.

Get a Contact

Gets contact by ID.

Connection	Establish a connection to your EngageBay account.
Contact ID	Select the Contact ID whose details you want to retrieve.

Delete a Contact

Deletes single contact from the account.

Connection	Establish a connection to your EngageBay account.
Contact ID	Select the Contact ID you want to delete.

Tasks

Watch New Tasks

Triggers when a new task is added.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number of tasks Boost.space Integrator should return during one scenario execution cycle.
Task Status	Select the status of the task: Not Started In Progress Waiting Completed Deferred
Task Type	Select the task type: To Do Email Call All

Watch Tasks Updates

Triggers when some task is updated.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number of tasks Boost.space Integrator should return during one scenario execution cycle.
Task Status	Select the status of the task: Not Started In Progress Waiting Completed Deferred
Task Type	Select the task type of the task: To Do Email Call All

List Tasks

Lists all tasks.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number of tasks Boost.space Integrator should return during one scenario execution cycle.
Task Status	Select the status of the task: Not Started In Progress Waiting Completed Deferred
Task Type	Select the task type: To Do Email Call All

Get a Task

Gets a task.

Connection	Establish a connection to your EngageBay account.
Task ID	Select the Task ID whose details you want to retrieve.

Create a Task

Creates a task.

Connection	Establish a connection to your EngageBay account.
Name	Enter the name of the task.
Description	Enter the details of the task.
Entity Group Name	Enter the group name to which this task belongs to.
Is Due	Select whether the task is due: Yes No Not defined
Name Sort	Enter the name to sort the tasks
Type	Select the task status: To Do Email Call
Updated Time	Enter the time when the task was last updated.
Closed Date	Enter the task when the task is closed.
Task Milestone	Enter the details of the task milestones.
Queue ID	Enter the Queue ID of the task in the list of the tasks.
Contact IDs	Add the Contact IDs to whom the task is assigned.
Company IDs	Add the Company IDs associated with the task.
Deal IDs	Add the Deal IDs associated with the task.
Subscribers	Add the subscribers associated with the task.
Companies	Add the companies associated with the task.
Deals	Add the deals associated with the task.

Update a Task

Updates a task.

Connection	Establish a connection to your EngageBay account.
Task ID	Select the Task ID you want to update.
Name	Enter the name of the task.
Description	Enter the details of the task.
Entity Group Name	Enter the group name to which this task belongs to.
Is Due	Select whether the task is due: Yes No Not defined
Name Sort	Enter the name to sort the tasks
Type	Select the task status: To Do Email Call
Updated Time	Enter the time when the task was last updated.
Closed Date	Enter the task when the task is closed.
Task Milestone	Enter the details of the task milestones.
Queue ID	Enter the Queue ID of the task in the list of the tasks.
Contact IDs	Add the Contact IDs to whom the task is assigned.
Company IDs	Add the Company IDs associated with the task.
Deal IDs	Add the Deal IDs associated with the task.
Subscribers	Add the subscribers associated with the task.
Companies	Add the companies associated with the task.
Deals	Add the deals associated with the task.

Delete a Task

Deletes a task.

Connection	Establish a connection to your EngageBay account.
Task ID	Select the Task ID you want to delete.

Owners

List Owners

Gets a list of all the ownersIn Boost.space, an Owner is a role within a space that grants comprehensive control over that space. Owners can manage members, managers, and other owners, view and manage records, edit space settings—including status lists and labels—and have the authority to delete the entire space..

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number owners Boost.space Integrator should return during one scenario execution cycle.

Tracks

List Tracks

Gets a list of all tracks.

Connection	Establish a connection to your EngageBay account.
Limit	Enter the maximum number tracks Boost.space Integrator should return during one scenario execution cycle.

Create a Track

Creates a new track.

Connection

Establish a connection to your EngageBay account.

Name

Enter the name of the track.

Milestones

Add the milestones:

Label Name	Enter the label name.
Label Actual Name	Enter the actual label name.
Is Won	Select whether the milestone is reached: Yes No Not defined
Is Lost	Select whether the milestone is not reached: Yes No Not defined
Color	Enter the color for the milestone. For example, red.
Probability	Select the probability for reaching the milestone. For example, 85%.

Get a Track

Gets a track by ID.

Connection	Establish a connection to your EngageBay account.
Track ID	Select the Track ID whose details you want to retrieve.

Delete a Track

Deletes a track.

Connection	Establish a connection to your EngageBay account.
Track ID	Select the Track ID you want to delete.

Update a Track

Updates a track.

Connection

Establish a connection to your EngageBay account.

Track ID

Select the Track ID you want to update.

Created Time

Enter the time when the track is created.

Milestones

Add the milestones:

Label Name	Enter the label name.
Label Actual Name	Enter the actual label name.
Is Won	Select whether the milestone is reached: Yes No Not defined
Is Lost	Select whether the milestone is not reached: Yes No Not defined
Color	Enter the color for the milestone. For example, red.
Probability	Select the probability for reaching the milestone. For example, 85%.

Name

Enter a name for the track.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your EngageBay account.

URL

Enter a path relative to https://app.engagebay.com/dev/api. For example: /panel/users

	Note
	For the list of available endpoints, refer to the EngageBay API Documentation.

Method

Select the HTTP method you want to use:

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.

Example of Use – List Deals

The following API call returns all the deals from your EngageBay account:

URL: /panel/deals

Method: GET

Matches of the search can be found in the module’s Output under BundleA bundle is a chunk of data and the basic unit for use with modules. A bundle consists of items, similar to how a bag may contain separate, individual items. > Body. In our example, 2 deals were returned: