Table of Contents

ActiveTrail

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…)..

ActiveTrail

	Important
Any references to third-party products or services do not constitute 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! Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice. Boost.space does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

Important

Any references to third-party products or services do not constitute 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! Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Boost.space does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

The ActiveTrail 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, get, list, and/or remove the groups, membersIn Boost.space, a Member is a role within a space that permits an individual to view and manage records using existing statuses and labels. Members cannot manage other members or modify space settings., contacts, and campaigns in your ActiveTrail account.

Prerequisites

An ActiveTrail account

In order to use ActiveTrail with Boost.space IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., it is necessary to have a ActiveTrail account. If you do not have one, you can create a ActiveTrail account at https://app.activetrail.com/Public/Login.aspx?.

	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!

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 ActiveTrail to Boost.space Integrator

To connect your ActiveTrail account to Boost.space Integrator you need to obtain the API Key.

Log into your ActiveTrail account.
Click More > Integrations > API > Apps.
Click New and enter the details for the app. Click Save and copy the Access TokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications..
Go to Boost.space Integrator and open the ActiveTrail module’s Create a connection dialog.
In the API Key field, enter the Access Token copied in the step 3.
Click Continue.

The connection has been established.

Triggers for this module

Watch Campaigns

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. an operationOperations are tasks in integration scenarios, similar to "operations" in Make.com. Each action, like reading or updating a record, counts as one operation. They’re essential for data syncing between apps and reset monthly. Going over the limit pauses syncing until you add more or upgrade your plan. when a new campaign is added to the account.

Connection	Establish a connection to your ActiveTrail account.
Limit	The maximum number of transactions 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)..
Search Text	Enter the keywords based on which triggers will be sent when a new campaign is added to the account.
From Date	Enter the date from which you want to watch the campaigns.
To Date	Enter the date until which you want to watch the campaigns.

Watch for contact unsubscribed

Triggers when a contact unsubscribes.

WebhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. Name	Enter the name for webhook.
Connection	Establish a connection to your ActiveTrail account.
Webhook Name	Enter the webhook name that appears to the end userCan use the system on a limited basis based on the rights assigned by the admin..

Watch for Automation Step

Triggers when a contact moves a step inside an automation.

Webhook Name	Enter the name for webhook.
Connection	Establish a connection to your ActiveTrail account.
Webhook Name	Enter the webhook name that appears to the end user.

Watch for Contact Added to a Group

Triggers when a contact is added to a group.

Webhook Name	Enter the name for webhook.
Connection	Establish a connection to your ActiveTrail account.
Webhook Name	Enter the webhook name that appears to the end user.

Actions

Add a Member to a Group

Updates a memberIn Boost.space, a Member is a role within a space that permits an individual to view and manage records using existing statuses and labels. Members cannot manage other members or modify space settings. or creates a new member in a group and sends a campaign if provided.

Connection	Establish a connection to your ActiveTrail account.
Group ID	Select the Group ID to which you want to add the member.
Email address	Enter the email address of the member.
Mobile Number	Enter the mobile number of the member.
Set contact to ‘Do not 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 Yes if you want the status of the member as Do not contact: Yes No Not defined

Create/Update Contact

Creates a new contact or updates an existing contact.

Connection	Establish a connection to your ActiveTrail account.
Email	Enter the email address of the contact.
SMS	Enter the number to which the messages will be sent to the contact.
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Anniversary	Enter the wedding anniversary date of the customer.
Birthday	Enter the birth date of the customer.
City	Enter the city name of the customer.
Fax	Enter the fax details of the customer.
Phone 1	Enter the primary contact number of the customer.
Phone 2	Enter the secondary contact number of the customer.
Street	Enter the street name of the customer contact address.
Zip Code	Enter the zip code of the customer contact address.
ext1 to ext 25	Enter the extension number of the customer. You can enter up to 25 extension numbers.
date1 to date5	Enter the important dates for the customer. You can enter up to five dates.
num1 to num5	Enter the contact numbers of the customer. You can enter up to five numbers.
Set as ‘Do Not Mail?’	Select Yes if no email has to be sent to the customer: Yes No Not defined
Is deleted	Select Yes if the customer has been deleted: Yes No Not defined

Delete a Contact

Removes a contact.

Connection	Establish a connection to your ActiveTrail account.
ID	Enter the Contact ID you want to delete.

Get a Contact

Gets a contact.

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

Remove a Member from a Group

Removes a member from a group.

Connection	Establish a connection to your ActiveTrail account.
Group ID	Select the Group ID whose member you want to remove from the group.
Member ID	Enter the Member ID you want to remove from the group.

Send SMS

Sends a text message (SMS) to a contact.

Connection	Establish a connection to your ActiveTrail account.
Message name (will be shown in your account)	Enter a name for the message.
Sender name (will be shown in the SMS message title)	Enter the name that displays as title of the message.
Message contents	Enter the message text.
Mobile number	Enter the mobile number to which the message will be sent.
Add unsubscribe link?	Select if you want add a link for unsubscribing in the message.

Searches

List Contacts

Gets a list of contacts.

Connection	Establish a connection to your ActiveTrail account.
Limit	The maximum number of contacts Boost.space Integrator should return during one scenario execution cycle.
Search Text	Enter any information about the contacts you want to list.

List Groups

Select a specific group in your account.

Connection	Establish a connection to your ActiveTrail account.
Limit	The maximum number of groups Boost.space Integrator should return during one scenario execution cycle.
Search Text	Enter any information about the group which you want to list.