Success.ai by Codex Solutions International

success ai is an ai powered platform for automating and optimizing email outreach and lead generation integrating with make com enables users to automate workflows, synchronize contacts, and enhance sales and marketing processes with minimal manual effort this is ai generated content based on official success ai documentation the content may still contain errors—please verify important information if you have questions, contact success ai support directly how to get support on success ai success ai is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=success ai\&app slug=success ai community\&app unique id=successai ohqqeg requirements to use the success ai app in make, you must have an active account, create your account on success ai app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect success ai and {{product name}} to get started, you must first create a connection between success ai and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to configure access for success ai to your google workspace using the provided client id go to the google workspace admin panel click on add app select oauth app name or client id copy and paste the success ai client id 343851017362 h9p81o15ol8dm80isuls4501eqf6v04u apps googleusercontent com click search and select success ai select oauth client id and click select select your domain and click continue select trusted and click continue click finish the success ai client id is now configured and ready for use some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=success ai\&app slug=success ai community\&app unique id=successai ohqqeg create the connection in {{product name}} log in in your make account , add the success ai 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 success ai or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page success ai modules after connecting to the success ai app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add leads to a campaign easily upload a list of lead records to associate them with a specific campaign this module lets you add multiple leads to your chosen campaign in one go, helping you manage and track your campaign participants more efficiently create a new campaign easily set up a brand new campaign by entering details like your api key, the campaign’s name, and your preferred timezone this module helps you quickly launch and configure campaigns tailored to your needs delete leads from a campaign this module allows you to remove leads from a campaign by specifying the campaign id you can also fine tune the removal process with optional parameters, like deleting only the leads that have certain matching domains get a campaign accounts retrieve a detailed list of all sending accounts linked to a specific campaign get a campaign name get the name of a particular campaign by entering its campaign id this module looks up and returns the campaign’s name based on the id you provide get a campaign status easily check the current status of a particular campaign by entering its id this module lets you monitor how your campaign is progressing and view key details about its performance get a lead retrieve detailed information about a specific lead or search for leads based on certain criteria launch a campaign start a new campaign by triggering its launch within the system, setting your campaign in motion list all accounts retrieves a paginated list of all accounts linked to your api key, allowing you to browse through multiple accounts efficiently list all campaigns fetches a detailed list of all campaigns linked to your account, allowing you to view and manage your campaign information easily mixed people search​ searches for leads in your account and retrieves their details please note that if you're on a newer plan using export credits, each time you run this module, 1 export credit will be used pause a campaign pause a particular campaign in your account, temporarily stopping its activities search a company​ searches for organizations based on specific criteria you provide, helping you quickly find and retrieve details about relevant organizations update a lead status​ lets you change the status of a particular lead in a chosen campaign, helping you keep your lead progress up to date templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} success ai resources you can have access to more resources related to this app on the following links success ai website success ai documentation success ai api documentation success ai page on make