Success.ai by Codex Solutions International

success ai is an ai powered platform for email outreach and lead generation integrating it with make com enables automated workflows for prospecting, email campaigns, and contact management, streamlining sales and marketing processes for users 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 https //help success ai/en/articles/8312142 how to access support center 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 and an api key, https //www success ai/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/success ai community/ 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 grant success ai permission to your google workspace and then connect your account go to the google workspace admin panel click on add app click on oauth app name or client id copy and paste the success ai client id click search select success ai select oauth client id and click select select your domain and click continue select trusted and click continue click finish the credential required is the success ai client id 343851017362 h9p81o15ol8dm80isuls4501eqf6v04u apps googleusercontent com 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 objects to include them in a specific campaign this module lets you add multiple leads at once to your chosen campaign, streamlining your marketing efforts create a new campaign create a brand new campaign by entering details like your api key, the campaign name, and the desired timezone this module helps you set up and launch a campaign with the specific settings you provide delete leads from a campaign this module allows you to remove leads from a specific campaign by entering the campaign id you can also fine tune the removal by setting optional parameters, like deleting only those leads that have matching email domains get a campaign accounts retrieve a detailed list of all sending accounts that are linked to a specific campaign get a campaign name get the name of a particular campaign by entering its campaign id this module lets you quickly look up and display the campaign’s name based on the id you provide get a campaign status get detailed information about the status of a particular campaign by providing its id this module lets you monitor how your campaign is progressing and view key performance details, helping you stay updated on its current state get a lead retrieve detailed information about a specific lead or search for leads that match certain criteria launch a campaign start a new campaign in the system by triggering its launch process list all accounts retrieves a paginated list of all accounts linked to your provided api key, allowing you to view and manage each associated account list all campaigns fetches a detailed list of all campaigns linked to your account, allowing you to view and manage your current and past campaigns easily mixed people search​ searches for leads in your database or crm if you’re on a newer plan that uses export credits, each time you use this module, 1 export credit will be deducted from your balance pause a campaign pause a particular campaign in your account, stopping its activity until you choose to resume it search a company​ finds and retrieves information about organizations based on your search criteria update a lead status​ this module lets you change the status of a particular lead in a selected campaign, helping you keep your lead management up to date 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}} success ai resources you can have access to more resources related to this app on the following links https //www success ai/ https //help success ai/en https //api success ai/api/docs#tag/introduction https //www make com/en/integrations/success ai community