Skip to main content

EngageBay

The EngageBay modules 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 Make, 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 module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting EngageBay to Make

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

1. Log in to your EngageBay account.

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

4klmoipmxw.gif

3. Copy the REST API Key to your clipboard.

61f26c1210101.png

4. Go toMake and open the EngageBay module's Create a connection dialog.

61f26c13e438e.gif

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

Triggers when a new company is created.

Connection

Establish a connection to your EngageBay account.

Limit

Enter the maximum number of companies Make should return during one scenario execution cycle.

Watch Companies Updates

Triggers when some company is updated.

Connection

Establish a connection to your EngageBay account.

Limit

Enter the maximum number of companies Make 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 Make 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 Make should return during one scenario execution cycle.

Watch Deals Updates

Trigger when some deal is updated.

Connection

Establish a connection to your EngageBay account.

Limit

Enter the maximum number of deals Make 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 Make 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 status of the deal. For example, Won.

Milestone Label 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 Make 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 Make 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 Make 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 Make 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 Make 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 Make 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 Make 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 owners.

Connection

Establish a connection to your EngageBay account.

Limit

Enter the maximum number owners Make 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 Make 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

61f26c1663442.png

Matches of the search can be found in the module's Output under Bundle > Body. In our example, 2 deals were returned:

61f26c17a2c67.png
In this section: