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.

Availability: Workflows only

Triggers

Actions

AddThis

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

Availability: Workflows and FlowServices

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.

Availability: Workflows only

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.

Availability: Workflows only

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.

Availability: Workflows only

Actions

Chargify

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

Availability: Workflows only

Actions

Drip

Drip provides email marketing automation services for enterprises.

Availability: Workflows only

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.

Availability: Workflows only

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.

Availability: Workflows only

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.

Availability: Workflows only

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.

Availability: Workflows only

Triggers

Actions

Interakt

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

Availability: Workflows only

Triggers

Actions

Landslide

Landslide is web-based customer relationship management (CRM) software for small and mid-sized businesses.

Availability: Workflows only

Actions

Lob

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

Availability: Workflows only

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

Magento is an open source PHP-based ecommerce platform that provides online merchants with a flexible shopping cart system as well as complete control over their online store’s appearance, structure, and functionality. Magento offers powerful marketing tools, search engine optimization features, and catalog management tools. The software was created using the Zend Framework.

Availability: Workflows and FlowServices

API Versions: v1.9, v2.3, v2.4

API Types: REST

Authentication and Authorization: OAuth v1

Key Capabilities: $filter, Custom Fields Support, Batch

Prerequisites:

Triggers

Actions

Custom Actions

Magento connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other predefined actions do.

To know more about how to create custom actions, see Creating Custom 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.

Availability: Workflows only

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.

Availability: Workflows and FlowServices

Triggers

Actions

Custom Actions

Marketo connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other predefined actions do.

To know more about how to create custom actions, see Creating Custom 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.

Marketo (Deprecated)

IMPORTANT NOTES

  • Deprecated connectors will continue to work as before and are fully supported by Software AG.
  • If you are using deprecated connectors in your existing Workflows and/or FlowServices, they will work as expected.
  • No new feature enhancements will be made for deprecated connectors.
  • If you are creating new Workflows or FlowServices, it is recommended to use the provided alternative connectors instead of the deprecated connectors.
  • The deprecation is applicable only for Actions.
  • The deprecation is not applicable for Triggers, that is, Triggers are supported for both deprecated and alternative connectors. For the list of triggers, see the documentation for alternative connectors.

  • 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.

    Availability: Workflows only

    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 CRM 365 allows you to manage CRM data and access metadata that defines the specific CRM instance to which you are connecting using the OData API Version 4.0. This Application perform standard CRUD operations on business objects by connecting to the OData service endpoint.

    Availability: Workflows and FlowServices

    Actions

    Custom Actions

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

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

    Microsoft Dynamics CRM

    Microsoft Dynamics CRM allows you to manage CRM data and access metadata that defines the specific CRM instance to which you are connecting using the Microsoft Dynamics CRM SOAP API.

    Availability: Workflows and FlowServices

    Actions

    Custom Actions

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

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

    Availability: Workflows only

    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.

    Availability: Workflows only

    Triggers

    Actions

    Recurly

    Recurly is a subscription management platform that helps you simplify subscription billing process, create the most flexible plans, and reduce subscriber churn.

    Availability: Workflows and FlowServices

    Actions

    Custom Actions

    Recurly connector 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.

    Revel

    Availability: Workflows only

    Actions

    Salesforce Chatter

    Salesforce Chatter provides a host of collaboration features to applications built on Force.com.

    Availability: Workflows only

    Triggers

    Actions

    Salesforce Marketing Cloud

    Salesforce Marketing Cloud provides digital marketing automation as well as analytics software and services.

    Availability: Workflows only

    Actions

    SAP S/4HANA Marketing Cloud

    SAP S/4HANA Marketing Cloud connector allows you to create or update CRUD operations on business objects such as Interaction Contacts, Interactions, Interests, Corporate Accounts, Product Categories, and Products using the OData-based REST interface, which lets you to do only bulk imports.

    Availability: Workflows and FlowServices

    API Versions: OData v2.0

    API Types: REST (OData)

    Authentication and Authorization: Basic, Credentials

    Key Capabilities: Custom Fields support, $filter

    Prerequisites:

    Actions

    Custom Actions

    SAP S/4HANA Marketing Cloud connector 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.

    Shopify (Deprecated)

    IMPORTANT NOTES

  • Deprecated connectors will continue to work as before and are fully supported by Software AG.
  • If you are using deprecated connectors in your existing Workflows and/or FlowServices, they will work as expected.
  • No new feature enhancements will be made for deprecated connectors.
  • If you are creating new Workflows or FlowServices, it is recommended to use the provided alternative connectors instead of the deprecated connectors.
  • The deprecation is applicable only for Actions.
  • The deprecation is not applicable for Triggers, that is, Triggers are supported for both deprecated and alternative connectors. For the list of triggers, see the documentation for alternative connectors.

  • 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.

    Availability: Workflows only

    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.

    Availability: Workflows and FlowServices

    Triggers

    Custom Actions

    Shopify connector 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.

    Typeform

    Typeform is an online software as a service company that creates dynamic forms based on user needs.

    Availability: Workflows only

    Triggers

    Wufoo

    Wufoo is an online form builder that helps you create forms for online surveys, event registrations, contact page, etc.

    Availability: Workflows only

    Triggers

    Actions