EngageBay

engagebay is an all in one marketing, sales, and support crm platform integrating engagebay with make com allows users to automate contact management, email campaigns, lead tracking, and customer support workflows directly within their engagebay account this is ai generated content based on official engagebay documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www engagebay com/ directly requirements to use the engagebay app in make, you must have an active engagebay account and a rest api key, https //www engagebay com/ for subscription, refer to the https //www engagebay com/ connect engagebay and {{product name}} to get started, you must first create a connection between engagebay and {{product name}} , allowing the two services to communicate obtain your api key in your engagebay account create the connection in make obtain your api key in your engagebay account before you create the connection in {{product name}} , you should first obtain your api key in your engagebay account to obtain your api key navigate to the account admin settings panel click on api in the sidebar menu select rest api key from the api section copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //github com/engagebay/restapi create the connection in {{product name}} https //www make com/en/register , add the engagebay module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your engagebay account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page engagebay modules after connecting to the engagebay app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add tags to contact assigns one or more tags to a selected contact add a contact to a form adds a contact to a specified form in your account add a contact to a sequence adds a contact to a specified email or messaging sequence for automated follow up create a company adds a new company record to your account create a contact adds a new contact to your account create a deal creates a new sales deal in your crm system create a task creates a new task within your selected project or workspace create a track creates a new audio track in your selected music library or playlist delete tags from a contact removes selected tags from a specified contact delete a company permanently removes a specified company from your account delete a contact deletes a specific contact from your account delete a deal permanently removes a selected deal from your account delete a task permanently removes a selected task from your account delete a track removes a selected track from your account get a company retrieves detailed information about a specific company get a contact retrieves detailed information for a specific contact using their unique id get a deal retrieves detailed information about a specific deal get a task retrieves detailed information about a specific task get a track retrieves detailed information about a specific track using its unique id list companies retrieves a complete list of all companies in your account list contacts retrieves a complete list of all contacts from your account list deals retrieves a list of deals from a specified track or from the default track list owners retrieves a complete list of all account owners list tasks retrieves a complete list of all existing tasks in your account list tracks retrieves a complete list of all available tracks from your account make an api call executes a custom api request to the connected service using your authorized credentials update a company updates the details of an existing company record update a contact updates the information of an existing contact in your account update a task modifies the details of an existing task update a track updates the details or metadata of a specific track watch companies updates triggers when any details of a company are modified or updated watch contacts updates triggers when any information about a contact is changed watch deals updates triggers when any changes are made to an existing deal watch new companies triggers an event whenever a new company record is added to your system watch new contacts triggers when a new contact is created in your account watch new deals triggers when a new deal is created in your account watch new tasks triggers when a new task is created in your account watch tasks updates triggers when any changes are made to an existing task templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} engagebay resources you can have access to more resources related to this app on the following links https //community make com/search?q=engagebay https //www engagebay com/ https //github com/engagebay/restapi https //www make com/en/integrations/engagebay