Sales & Marketing

ActiveCampaign

ActiveCampaign is an email marketing and marketing automation service provider that lets you create and manage campaigns, contacts, and targeted customer messages with ease.

Triggers

Actions

AddThis

AddThis is a social bookmarking service that allows you to share, bookmark, print, and translate pages.

Actions

Buffer

Buffer is a software media management software that offers a simpler way to share images, videos, status updates, and links on Facebook, Twitter, LinkedIn, Google+, Pinterest, and several other apps/services.

Triggers

Actions

Campaign Monitor

Campaign Monitor is an email marketing software that lets you create, send, and optimize email marketing campaigns, helping you grow your business.

Triggers

Actions

Captricity

Captricity is an enterprise-level AI solution that allows you to digitize manual workflows, helping you enrich data qaulity at the scale and speed modern business demands.

Actions

Chargify

Chargify is an online platform that streamlines subscription management and recurring billing, eliminating friction in revenue generation, retention, and reporting.

Actions

Drip

Drip provides email marketing automation services for enterprises.

Triggers

Actions

Eventbrite

Eventbrite is an event management tool through which you can browse, create, plan, promote, sell tickets, and publish your events across social networks and emails. It serves for both, the one who organizes the event and one who attends it.

Triggers

Actions

Formstack

Formstack is an online form building application that enables you to create any type of forms, such as surveys, event registrations, contact forms, and order forms.

Triggers

Actions

Get Satisfaction

Get Satisfaction is a third-party customer service app/community that allows customers to offer feedback, get answers, make suggestions, and get help with products/services.

Triggers

Actions

HubSpot

HubSpot provides an inbound marketing and sales platform for enterprises that helps you create, monitor, and manage leads and boost your sales.

See https://developers.hubspot.com/docs/overview for information on HubSpot APIs.

Triggers

Actions

Interakt

Interakt is a customer engagement platform that provides data analytics, marketing, and support for websites and mobile apps.

Triggers

Actions

Landslide

Actions

Lob

Lob is a platform that allows users to seamlessly send personalized postcards and letters and also ensures smooth deliveries every time.

Triggers

Actions

Common Questions

How to retrieve the API key for Lob?

Note: To retrieve or access the API key for Lob, ensure that you are an admin or account owner of the Lob account.

Whenever you try to create a Lob account for configuring a trigger or action, you will see the following window:

To retrieve the API Key for Lob, follow the steps given below:

  1. Login to your Lob account

    Once you login, click on the drop down arrow located beside your profile name. In the drop down list, you will see Settings option as shown below:

  2. Retrieve the API key

    On clicking the Settings option, a pop-up window will appear on screen. Click on the API KEYS tab listed on the top.

    You will see a window with the API keys associated with your Lob account.

    Copy the API key from the Test Environment and paste it in the API Key field of the Connect to Lob Window in WebMethods.io Integration and then click the ADD button.

    An account will automatically be created and added under Connect to Lob field. Once added, this account will be available in all Lob actions and triggers.

    How to input an HTML string in the Attachment Type field of the Create Letter action?

    While you input the HTML string, make sure that the curly braces of the HTML string is replaced with square brackets.

    For example, The HTML string - <html style=\"padding-top: 3in; margin: .5in;\">HTML Letter for {{name}}\n\n</html> should be written like - <html style=\"padding-top: 3in; margin: .5in;\">HTML Letter for [[name]]\n\n</html>

Magento eCommerce Platform

Actions

Mailchimp

Mailchimp is a web-based email marketing platform that allows you put your ideas in email newsletters and share it digitally with customers. You can also attract new subscribers using customized landing pages and forms to gather the data and know the customer happiness.

Triggers

Actions

Marketo

Marketo provides cloud-based marketing automation software for businesses to engage existing and potential customers. It lets you create and maintain records for the leads, identify opportunities, and create email templates for your organization.

Triggers

Actions

Common Questions

How to locate the Lead ID in Marketo

While using Marketo actions in your workflow, you will notice that some actions, for example, actions related to Marketo leads contain the Lead ID field, which requires you to enter the ID of a particular lead from your Marketo account.

Let’s understand how to retrieve the ID of the Lead from your Marketo application.

  1. Log in to your Marketo application.

  2. Go to the Lead Database section.

  3. Select All Leads and then click Leads.

  4. Select the Lead ID you want to use in your webMethods.io Integration workflow.

Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

To know more about how to create custom actions, click here.

Microsoft Dynamics CRM

Actions

Outreach

Outreach is a sales engagement platform that lets you create and manage prospects for your business in order to help you boost your sales numbers. It stores all your customer data and retrieves it whenever you require it to facilitate better customer experience.

See https://api.outreach.io/api/v2/docs for information on Outreach APIs.

Triggers

Actions

Pipedrive

Pipedrive offers sales pipeline and CRM software for companies. You can add new contacts and then create and manage deals associated with them. Each deal can be tracked and its progress can be analyzed in real time.

See https://developers.pipedrive.com/docs/api/v1/ for information on Pipedrive APIs.

Triggers

Actions

Revel

Actions

Salesforce Chatter

Triggers

Actions

Salesforce Marketing Cloud

Actions

Shopify

Shopify is an e-commerce platform that lets you create an online store for your products. It lets you create and update products and orders.

See https://help.shopify.com/en/api/reference for information on the REST Admin APIs.

Triggers

Actions

Typeform

Triggers

Wufoo

Triggers

Actions