ActiveCampaign · Arazzo Workflow

ActiveCampaign Create Deal and Schedule a Task

Version 1.0.0

Create a deal then schedule a follow-up task against it.

1 workflow 1 source API 1 provider
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Provider

activecampaign

Workflows

create-deal-add-task
Create a deal and schedule a follow-up task against it.
Creates a deal and then schedules a follow-up task related to the new deal with the supplied due date and task type.
2 steps inputs: apiToken, contactId, currency, dealTaskTypeId, dueDate, groupId, ownerId, stageId, taskNote, title, value outputs: dealId, dealTaskId
1
createDeal
create-a-deal-new
Create the deal against the supplied contact, pipeline, and stage.
2
scheduleTask
create-task
Schedule a follow-up task related to the new deal.

Source API Descriptions

Arazzo Workflow Specification

activecampaign-create-deal-add-task-workflow.yml Raw ↑
arazzo: 1.0.1
info:
  title: ActiveCampaign Create Deal and Schedule a Task
  summary: Create a deal then schedule a follow-up task against it.
  description: >-
    A sales follow-up flow. A deal is created against a contact, pipeline, and
    stage, then a follow-up task with a due date is scheduled against the new
    deal. The task is related to the deal via the relid relation. Every step
    spells out its request inline, including the Api-Token authentication
    header, so the flow can be read and executed without opening the underlying
    OpenAPI description.
  version: 1.0.0
sourceDescriptions:
- name: activecampaignApi
  url: ../openapi/activecampaign-v3.json
  type: openapi
workflows:
- workflowId: create-deal-add-task
  summary: Create a deal and schedule a follow-up task against it.
  description: >-
    Creates a deal and then schedules a follow-up task related to the new deal
    with the supplied due date and task type.
  inputs:
    type: object
    required:
    - apiToken
    - title
    - contactId
    - value
    - currency
    - groupId
    - stageId
    - ownerId
    - dueDate
    - dealTaskTypeId
    properties:
      apiToken:
        type: string
        description: ActiveCampaign API token sent in the Api-Token header.
      title:
        type: string
        description: Title of the deal.
      contactId:
        type: string
        description: Identifier of the primary contact on the deal.
      value:
        type: integer
        description: Deal value in cents.
      currency:
        type: string
        description: Three-letter lowercase currency code, such as usd.
      groupId:
        type: string
        description: Identifier of the pipeline the deal belongs to.
      stageId:
        type: string
        description: Identifier of the stage the deal starts in.
      ownerId:
        type: string
        description: Identifier of the user who owns the deal.
      dueDate:
        type: string
        description: Due date for the task in ISO 8601 format.
      dealTaskTypeId:
        type: integer
        description: Identifier of the task type to assign to the task.
      taskNote:
        type: string
        description: Optional note describing the task.
  steps:
  - stepId: createDeal
    description: Create the deal against the supplied contact, pipeline, and stage.
    operationId: create-a-deal-new
    parameters:
    - name: Api-Token
      in: header
      value: $inputs.apiToken
    requestBody:
      contentType: application/json
      payload:
        deal:
          title: $inputs.title
          contact: $inputs.contactId
          value: $inputs.value
          currency: $inputs.currency
          group: $inputs.groupId
          stage: $inputs.stageId
          owner: $inputs.ownerId
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      dealId: $response.body#/deal/id
  - stepId: scheduleTask
    description: Schedule a follow-up task related to the new deal.
    operationId: create-task
    parameters:
    - name: Api-Token
      in: header
      value: $inputs.apiToken
    requestBody:
      contentType: application/json
      payload:
        dealTask:
          relid: $steps.createDeal.outputs.dealId
          duedate: $inputs.dueDate
          dealTasktype: $inputs.dealTaskTypeId
          note: $inputs.taskNote
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      dealTaskId: $response.body#/dealTask/id
  outputs:
    dealId: $steps.createDeal.outputs.dealId
    dealTaskId: $steps.scheduleTask.outputs.dealTaskId