Active |
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This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
The Encharge 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 monitor, create, update, send, retrieve, list, and delete the people, tags, and websites in your Encharge account.
Prerequisites
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An Encharge account – create an account at encharge.io/.
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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. Boost.space Integrator, not in this documentation article) are mandatory! |
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Go to Boost.space Integrator and open the Encharge module’s Create a connection dialog.
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In the Connection name field, enter a name for the connection and click Continue.
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Confirm the access by clicking Allow.
The connection has been established.
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You do not have to add the webhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. in the Encharge as it is automatically done for you once you add and save an instant 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. module to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.. |
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 person is created in Encharge.
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 (map) a name for the webhook. |
Connection |
Triggers when a person is updated in Encharge.
Webhook Name |
Enter (map) a name for the webhook. |
Connection |
Triggers when a person has unsubscribed from receiving emails in Encharge.
Webhook Name |
Enter (map) a name for the webhook. |
Connection |
Creates a new person.
Connection |
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Enter (map) the person’s email address. |
First Name |
Enter (map) the person’s first name. |
Last Name |
Enter (map) the person’s last name. |
Full Name |
Enter (map) the person’s full name. |
Last Activity |
Enter (map) the date and time of the person’s last activity. See the list of supported date and time formats. |
Company |
Enter (map) the person’s company name. |
Website |
Enter (map) the person’s or person’s company website. |
Salutation |
Enter (map) the person’s salutation. For example, |
Title |
Enter (map) the person’s job title. |
Lead Score |
Enter (map) the lead score to convert into a customer. For example, |
UserCan use the system on a limited basis based on the rights assigned by the admin. ID |
Enter (map) the User ID that is assigned to the lead. |
Unsubscribed |
Select whether the lead has unsubscribed to email. |
Phone |
Enter (map) the person’s phone number. |
Address |
Enter (map) the person’s address. |
Country |
Enter (map) the person’s country name. |
City |
Enter (map) the person’s city name. |
Region |
Enter (map) the person’s region name. |
Postcode |
Enter (map) the person’s are postcode. |
Group ID |
Enter (map) the Group ID to which the person is added. |
Unsubscribe Reason |
Enter (map) the explanation for opting out of the emails. |
MRR |
Enter (map) the Monthly Recurring Revenue (MRR) of the person. |
Trail Start |
Enter (map) the date on which the person’s trial period has started. See the list of supported date and time formats. |
Trail End |
Enter (map) the date on which the person’s trial period has ended. See the list of supported date and time formats. |
Email Validation Result |
Select or map the person’s email validation result:
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Returns information about the selected person.
Connection |
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Encharge ID |
Select or map the Encharge ID, email, or User ID whose details you want to retreive. |
Updates a person.
Connection |
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User ID |
Select or map the User ID |
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Enter (map) the person’s email address. |
First Name |
Enter (map) the person’s first name. |
Last Name |
Enter (map) the person’s last name. |
Full Name |
Enter (map) the person’s full name. |
Last Activity |
Enter (map) the date and time of the person’s last activity. See the list of supported date and time formats. |
Company |
Enter (map) the person’s company name. |
Website |
Enter (map) the person’s or person’s company website. |
Salutation |
Enter (map) the person’s salutation. For example, |
Title |
Enter (map) the person’s job title. |
Lead Score |
Enter (map) the lead score to convert into a customer. For example, |
User ID |
Enter (map) the User ID that is assigned to the lead. |
Unsubscribed |
Select whether the lead has unsubscribed to email. |
Phone |
Enter (map) the person’s phone number. |
Address |
Enter (map) the person’s address. |
Country |
Enter (map) the person’s country name. |
City |
Enter (map) the person’s city name. |
Region |
Enter (map) the person’s region name. |
Postcode |
Enter (map) the person’s are postcode. |
Group ID |
Enter (map) the Group ID to which the person is added. |
Unsubscribe Reason |
Enter (map) the explanation for opting out of the emails. |
MRR |
Enter (map) the Monthly Recurring Revenue (MRR) of the person. |
Trail Start |
Enter (map) the date on which the person’s trial period has started. See the list of supported date and time formats. |
Trail End |
Enter (map) the date on which the person’s trial period has ended. See the list of supported date and time formats. |
Email Validation Result |
Select or map the person’s email validation result:
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Deletes the selected person.
Connection |
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Encharge ID |
Select or map the Encharge ID, email, or User ID you want to delete. |
Force |
Select whether you want to delete the person’s data. This field is useful for the GDPR-compliant removal of user data. |
Unsubscribes a person to prevent from receiving any more emails.
Connection |
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Encharge ID |
Select or map the Encharge ID, email, or User ID you want to unsubscribe |
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You do not have to add the webhooks in the Encharge as it is automatically done for you once you add and save an instant trigger module to your scenario. |
Triggers when a person is tagged with the entered tag.
Webhook Name |
Enter (map) a name for the webhook. |
Connection |
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Tag Name |
Enter (map) the tag name to watch the usersCan use the system on a limited basis based on the rights assigned by the admin. with the specified tag name. |
Triggers when a person is untagged with the entered tag.
Webhook Name |
Enter (map) a name for the webhook. |
Connection |
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Tag Name |
Enter (map) the tag name to watch the users from whom the tag was removed. |
Adds tags to an existing user.
Connection |
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Tags |
Add the tags that you want to add to the user. |
Encharge ID |
Select or map the Encharge ID, email or User ID of the user to whom you want to add the tags. |
Removes tags from an existing user.
Connection |
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Tags |
Add the tags that you want to remove from the user profile. |
Encharge ID |
Select or map the Encharge ID, email, or User ID of the user whose tags you want to remove. |
Performs an arbitrary authorized API call.
Connection |
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URL |
Enter a path relative to
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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. |
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Headers |
Enter the desired request headers. You don’t have to add authorization headers; we already did that for you. |
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Query String |
Enter the request query string. |
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Body |
Enter the body content for your API call. |
The following API call returns the people with the specified ID or email address from your Encharge account:
URL:
/people?people[0][email]=<email_address>
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 > data.
In our example, 1 contact was returned for the specified email address: