Automizy

18 min

The Automizy modules allow you to create, update, list, and delete the contacts and lists in your Automizy account.

Get Started with Automizy

Prerequisites

An Automizy account

In order to use Automizy with Make, it is necessary to have an Automizy account. You can create an Automizy account at automizy.com/register.

Connect Automizy to Make

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

Login to your Automizy account.
Click Settings > API Token > Create Token.
Copy the API Token to your clipboard.
Go to Make and open the Automizy module's Create a connection dialog.
In the Connection name field, enter a name for the connection.
In the API Key field, enter the API Token copied in step 3 and click Continue.

The connection has been established.

Automizy modules

List

List All Lists

Retrieves lists of all lists.

Field	Description
Connection	Establish a connection to your Automizy account.
Limit	Enter the maximum number of lists Make should return during one Make execution cycle.
Fields	Enter the field names in the lists which you want to list.
Order	Enter the order in which you want to list the lists. For example, Asc or desc.

Get a List

Retrieves an existing list by ID.

Field	Description
Connection	Establish a connection to your Automizy account.
List	Select the list whose details you want to retrieve.

Create a List

Creates a new list.

Field	Description
Connection	Establish a connection to your Automizy account.
Name	Enter a name for the list.

Update a List

Updates an existing list by ID.

Field	Description
Connection	Establish a connection to your Automizy account.
List	Select the list you want to update.
Name	Enter a new name for the list.

Delete a List

Deletes an existing list by ID.

Field	Description
Connection	Establish a connection to your Automizy account.
List	Select the list you want to delete.

Contact

Watch New Contacts

Triggers when a new contact is created.

Field	Description
Connection	Establish a connection to your Automizy account.
List	Select the list whose new contacts you want to watch.
Limit	Enter the maximum number of contacts Make should return during one Make execution cycle.

List Contacts

Retrieves all contacts from the selected list.

Field	Description
Connection	Establish a connection to your Automizy account.
List	Select the list whose new contacts you want to list.
Limit	Enter the maximum number of contacts Make should return during one Make execution cycle.

Get a Contact

Retrieves an existing contact by email.

Field	Description
Connection	Establish a connection to your Automizy account.
Email Address	Enter the email address of the contact whose details you want to retrieve.

Create a Contact

Creates a new contact for the selected list.

Field	Description
Connection	Establish a connection to your Automizy account.
List	Select the list in which you want to create the contact.
Email Address	Enter the email address of the contact.
Status	Select the status of the contact: Active Bounced Banned Unsubscribed
Tags	Add the tags to filter the contacts when searching.
Company	Enter the company name to which the contact belongs to.
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Phone	Enter the phone number of the contact.
Position	Enter the contact's position in the company.
Website	Enter the website address of the contact or the company.

Update a Contact

Updates an existing contact.

Field	Description
Connection	Establish a connection to your Automizy account.
Contact ID	Enter (map) the Contact ID whose details you want to update.
Email Address	Enter a new email address for the contact.
List	Select the list in which you want to create the contact.
Status	Select the status of the contact: Active Bounced Banned Unsubscribed
Tags	Set the tags to filter the contacts when searching.
Add Tags	Add the new tags to filter the contact when searching.
Remove Tags	Add the tags which you want to remove from the contact details.

Delete a Contact

Deletes an existing contact by email.

Field	Description
Connection	Establish a connection to your Automizy account.
Email Address	Enter the new email address of the contact.

Other

Make an API Call

Performs an arbitrary authorized API call.

Field	Description
Connection	Establish a connection to your Automizy account.
URL	Enter a path relative to https://gateway.automizy.com/. For example: v2/smart-lists
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 - Get All Lists

The following API call returns all the lists from your Automizy account:

URL:

v2/smart-lists

Method:

GET

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

In our example, 2 lists were returned:

For the list of available endpoints, refer to the Automizy API Documentation.