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ActiveDEMAND

ActiveDEMAND
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ActiveDEMAND

The ActiveDEMAND . Designed to work with data inside the application.']module[/tooltip]s allow you to watch, create, update, list, retrieve, and delete the contacts, and histories in your ActiveDEMAND account.

Getting Started with ActiveDEMAND

Prerequisites

An ActiveDEMAND account

In order to use ActiveDEMAND with Boost.space Integrator, it is necessary to have an ActiveDEMAND account. If you do not have one, you can create an ActiveDEMAND account at activedemand.com.

	Note
	The module dialog fields that are displayed in bold (in the Boost.space Integrator , not in this documentation article) are mandatory!

Connecting ActiveDEMAND to Boost.space Integrator

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

Log in to your ActiveDEMAND account.
From the Dashboard, click Your Profile Icon > Account Settings.
Copy the API Key to your clipboard.
Go to Boost.space Integrator and open the Create a connection dialog.
In the Connection name field, enter a name for the connection.
In the API Key field, enter the API key copied in step 3, and click Continue.

The connection has been established.

Contacts

You do not have to add the s in the ActiveDEMAND as it is automatically done for you once you add and save an instant trigger module to your scenario.

Watch New Contacts

Triggers when a new contact is created.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your ActiveDEMAND account.

Watch Updated Contacts

Triggers when a contact is updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your ActiveDEMAND account.

Search Contacts

Returns a list of contacts.

Connection	Establish a connection to your ActiveDEMAND account.
Search	Enter the text or phrase to search the contacts based on the specified query.
List ID	Select the List ID whose contacts you want to search.
Tag	Enter the tags to searches the contacts based on specified tags.
Order	Select the order in which you want to list the contacts: Ascending Descending
Order by	Select the option to list the contacts: Created Updated Company Lead Score
Created Not Later Than	Enter the date to list the contacts created on or before the specified date.
Updated Not Later Than	Enter the date to list the contacts updated on or before the specified date.
Include Timeline	Select whether to include the contact’s timeline in the results.
History Type	Select the history type to list contacts with the specified history. For example, `sent messages`.
Limit	Set the maximum number of contacts Boost.space Integrator should return during one scenario execution cycle.

Get a Contact

Returns information about a specified contact.

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

Create a Contact

Creates a new contact.

Connection	Establish a connection to your ActiveDEMAND account.
Email Address	Enter the contact’s email address.
Contact Click To Call Link	Enter the contact’s link to use it for calling the contact with a click.
Contact Lead Score	Enter the contact’s lead score.
First Name	Enter the contact’s first name.
Last Name	Enter the contact’s last name.
Full Name	Enter the contact’s full name.
Title	Enter the contact’s job position title.
DOB	Enter the contact’s date of birth. See the list of supported date and time formats.
Contact Source	Select the source from where you got the contact’s details. For example, `webinar registration`.
Contact Source Description	Enter the details of the contact’s source.
Industries	Enter the industries that the contact or contact’s organization associated with. For example, `Education`.
Tags	Add the tags for the contact.
Opted In	Select whether the contacted opted-in for marketing emails.
Cookie Accepted	Select whether the contact has accepted cookies with the ActiveDEMAND website.
Unsubscribed	Select whether the contact has unsubscribed from the system to receive marketing emails or calls.
Contact Manager Email	Enter the contact’s contact manager’s email address.
DNI Replace For Contact	Select whether there is a DNI replacement for the contact.
Gender	Enter the contact’s gender details. For example, `Female`.
Seniority	Enter the contact’s seniority details.
Bio	Enter the contact’s bio details.
Avatar	Enter the URL address to the contact’s avatar.
Suite No	Enter the contact’s suite number.
Street Address	Enter the street address.
City	Enter the city name.
Province/State	Enter the state name.
Postal/Zip Code	Enter the area postal code.
Country	Enter the contact’s country details.
Latitude	Enter the contact’s location’s latitude details.
Longitude	Enter the contact’s location’s longitude details.
Phone Number	Enter the contact’s phone number.
Contact Edit Link	Enter the URL address to the contact’s edit.
Website	Enter the contact’s website details.
Twitter Handle	Enter the contact’s Twitter details.
LinkedIn Handle	Enter the contact’s LinkedIn details.
Facebook Handle	Enter the contact’s Facebook details.
Crunchbase Handle	Enter the contact’s Crunchbase details.
Github Handle	Enter the contact’s GitHub details.
Google+ Handle	Enter the contact’s Google+ details.
AboutMe Handle	Enter the details of the contact’s AboutMe.
Employer Organization	Enter the name of the organization with which the contact is associated with.
Organization Blocked	Enter whether the organization is blocked.
Organization Suite No	Enter the contact’s organization’s suite number.
Organization Street Address	Enter the contact’s organization’s street address.
Organization City	Enter the contact’s organization’s city name.
Organization Province/State	Enter the contact’s organization’s state name.
Organization Postal/Zip Code	Enter the contact’s organization’s area postal code.
Organization Country	Enter the contact’s organization country name.
Organization Latitude	Enter the contact’s organization’s location latitude address.
Organization Longitude	Enter the contact’s organization’s location longitude details.
Organization Phone Number	Enter the contact’s organization’s phone number.
Organization Email Address	Enter the contact’s organization email address.
Organization Website	Enter the contact’s organization website URL address.
Organization Logo (URL)	Enter the URL address for the contact’s organization company logo.
Organization Contact Manager Email	Enter the contact’s organization’s contact manager’s email address.
Organization Employee Count	Enter the number of employees in the contact’s organization. For example, `500`.
Organization Employee Range	Enter the number of employees range in the contact’s organization. For example, `500 - 1000`.
Organization Annual Revenue	Enter the contact’s organization’s annual revenue income details.
Organization Description	Enter the details of the contact’s organization.
Organization Industries	Enter the industries in which contact’s organization does business. For example, `Education`.
Organization Tags	Enter the tags for the contact’s organization.
Organization Technologies	Enter the contact’s organization’s technology details they deal with.
Organization Twitter Handle	Enter the contact’s organization’s Twitter details.
Organization LinkedIn Handle	Enter the contact’s organization’s LinkedIn details.
Organization Facebook Handle	Enter the contact’s organization’s Facebook details.
Organization Crunchbase Handle	Enter the contact’s organization’s Crunchbase details.
Organization Github Handle	Enter the contact’s organization’s GitHub details.
Organization Google+ Handle	Enter the contact’s organization’s Google+ details.

Update a Contact

Updates contact.

Connection	Establish a connection to your ActiveDEMAND account.
Contact ID	Select the Contact ID whose details you want to update.
Contact Edit Link	Enter the contact’s edit link’s URL address.

Update the details as provided in the Create a contact module.

Forget a Contact

Forgets a contact.

Connection	Establish a connection to your ActiveDEMAND account.
Contact ID	Select the Contact ID you want to mark as forget.

Histories

You do not have to add the webhooks in the ActiveDEMAND as it is automatically done for you once you add and save an instant trigger module to your scenario.

Watch New Histories

Triggers when a new history is created.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your ActiveDEMAND account.

List Histories

Returns a list of histories.

Connection	Establish a connection to your ActiveDEMAND account.
Campaign ID	Select the Campaign ID whose histories you want to list.
Contact ID	Select the Contact ID whose histories you want to list.
History Type	Select the history type to list the histories with the specified history. For example, `sent messages`.
Start Date	Enter the start date of the histories you want to list.
End Date	Enter the end date of the histories you want to list.
Contact Group	Select the contact group whose histories you want to list.
Search	Enter the text or phrase to search the histories based on the specified query.
Order	Select the order in which you want to list the contacts: Ascending Descending
Email GUID	Enter the email GUID whose histories you want to list.
Limit	Set the maximum number of histories Boost.space Integrator should return during one scenario execution cycle.

Create a History

Creates a new history

Connection	Establish a connection to your ActiveDEMAND account.
History Type	Select the history type you want to create: Won Deal Sales Note Custom Event
Email Address	Enter the contact’s email address for the deal, or sales notes, or customer event history you want to create.
Description	Enter the deal or event, or sales note details.
Comments	Enter the sales note text.
Value	Enter the deal amount.
Phone Number	Enter the contact’s phone number.
Name	Enter the custom event name.
Custom Event Items	Add the custom event items name and details.
Website	Enter the contact’s or contact’s company website URL address.
Contact Date of Birth	Enter the contact’s date of birth. See the list of supported date and time formats.
City	Enter the contact’s or contact’s company’s city name.
State/Province	Enter the contact’s or contact’s company’s state name.
Address	Enter the contact’s or contact’s company’s address.
Zip/Postal Code	Enter the contact’s or contact’s company’s area postal or ZIP code.
Company Name	Enter the contact’s company’s name.
Title	Enter the deal name.
Country	Enter the contact’s or contact’s company’s country name.
Full Name	Enter the contact’s full name.
Contact Manager Email	Enter the contact’s contact manager’s email address.
Contact ID	Select the Contact ID assigned to this deal, sales note, or event.
Country Select	Select the country in which deal, sales, or event occurred.
Last Name	Enter the contact’s last name.
First Name	Enter the contact’s first name.
Created At	Enter the date when the deal, sale, or event occurred. See the list of supported date and time formats.

Forms

Create a Form Submit

Creates a new form submission.

Connection	Establish a connection to your ActiveDEMAND account.
Form ID	Select the Form ID you want to create and enter the details in the specific form fields.

Other

Make an API Call

Performs an arbitrary authorized API Call

Connection

Establish a connection to your ActiveDEMAND account.

URL

Enter a path relative to https://api.activedemand.com/. For example, /v1/campaigns.json

	Note
	For the list of available endpoints, refer to the ActiveDEMAND 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 Forms

The following API call returns all the forms from your ActiveDEMAND account:

URL:

/v1/forms.json

Method:

GET

Matches of the search can be found in the module’s Output under Bundle > Body.

In our example, 3 forms were returned:

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ActiveDEMAND

Getting Started with ActiveDEMAND

Connecting ActiveDEMAND to Boost.space Integrator

Contacts

Watch New Contacts

Watch Updated Contacts

Search Contacts

Get a Contact

Create a Contact

Update a Contact

Forget a Contact

Histories

Watch New Histories

List Histories

Create a History

Forms

Create a Form Submit

Other

Make an API Call

Example of Use – List Forms

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