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…).. |
The UpViral 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. enable you to monitor, add or retrieve contacts and add points in your UpViral account.
Prerequisites
-
An UpViral account
In order to use UpViral 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 UpViral account. If you do not have one, you can create an UpViral account at upviral.com/pricing.
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! |
To connect your UpViral account to Boost.space Integrator you need to obtain the API Key.
-
Log in to your UpViral account.
-
Click on your profile icon in the top-right corner and select the My Profile option.
-
Go to the API Key tab and copy the provided API Key.
-
Go to Boost.space Integrator and open the UpViral module’s Create a connection dialog.
-
Enter the API Key you have copied in step 3 to the respective field and click the Continue button to establish the connection.
The connection has been established. You can proceed with setting up the module.
Retrieves contact details when a new contact (lead) is added to the specified campaign.
Connection |
|
Campaign ID |
Select the campaign you want to watch for new contacts. |
Limit |
Set the maximum number of contacts Boost.space Integrator will return during one 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).. |
Adds a new contact to the specified campaign.
Connection |
|
Campaign ID |
Select or map the campaign you want to add a contact to. |
Email Address |
Enter the email address of the contact. |
Name |
Enter the user’s name. |
Referral Code |
Enter the unique referral code (Last part of unique Referral URL). For example – https://upvir.al/ref/XXXX, Referral Code will be XXXX. This will be the referral code of the person who referred to this new contact. The original participant will get the credit for this new 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. |
The campaign’s custom fields, which you add in your lead page editor or advanced settings. For more details please refer to this article. |
Retrieves contact details.
Connection |
|
Campaign ID |
Select or map the campaign you want to retrieve a contact from. |
Get Contact By |
Select whether you want to specify the contact by ID or by an email address. |
Contact ID/ Email Address |
Select or map contact or enter the email address you want to retrieve contact details for. |
Adds points to the userCan use the system on a limited basis based on the rights assigned by the admin..
Connection |
|
Campaign ID |
Select or map the campaign that contains the contact you want to add points to. |
Contact ID |
Select or map the contact you want to add points to. |
Points |
Enter the number of points to be added. |
Returns contacts. The result can be filtered by the number of points.
Connection |
|
Campaign ID |
Select or map the campaign that you want to list contacts from. |
Filter Contact by Points |
Enable this checkbox to filter contacts by points. |
Operator |
Select one of the operators (>, =, <). |
Points |
Enter the number of points to filter results by. |
Limit |
Set the maximum number of contacts Boost.space Integrator will return during one execution cycle. |
Allows you to perform a custom API call.
Connection |
||||
URL |
Enter a path relative to
|
|||
HTTP Method |
Select the HTTP method you want to use: UpViral uses the POST method for the API calls. |
|||
UpViral Method |
Enter the UpViral method. It can be found in the API documentation under the uvmethod parameter: |
|||
Parameters |
Enter the required parameters. |
The following API call returns contacts in your UpViral account:
URL:
/v1
HTTP Method:
POST
UpViral Method:
get_leads
Parameters:
Key: campaign_id
Value: {{campaignID}}
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 > leads.
In our example, 2 contacts were returned: