Cross-Provider Workflow

Salesforce Contact to ActiveCampaign Add and Tag

Version 1.0.0

Create a Salesforce contact, add them to ActiveCampaign, then tag them.

1 workflow 2 source APIs 2 providers
View Spec View on GitHub ArazzoWorkflowsCross-Provider

Providers Orchestrated

salesforce activecampaign

Workflows

salesforce-contact-to-activecampaign-tag
Create a Salesforce contact, add to ActiveCampaign, then tag.
Inserts a Contact record in Salesforce, creates the matching contact in ActiveCampaign, then associates a tag with the new ActiveCampaign contact for segmentation.
3 steps inputs: email, firstName, lastName, phone, tagId outputs: contactId, contactTagId, salesforceId
1
create-sf-contact
$sourceDescriptions.salesforceRestApi.createRecord
Insert a new Contact record into Salesforce.
2
create-ac-contact
$sourceDescriptions.activecampaignApi.create-a-new-contact
Create the matching contact in ActiveCampaign.
3
tag-contact
$sourceDescriptions.activecampaignApi.create-contact-tag
Apply a segmentation tag to the ActiveCampaign contact.

Source API Descriptions

Arazzo Workflow Specification

crm-salesforce-contact-to-activecampaign-add-tag-workflow.yml Raw ↑
arazzo: 1.0.1
info:
  title: Salesforce Contact to ActiveCampaign Add and Tag
  summary: Create a Salesforce contact, add them to ActiveCampaign, then tag them.
  description: >-
    A cross-provider workflow that captures a contact in Salesforce, mirrors
    that person into ActiveCampaign as a new contact, and applies a segmentation
    tag to the ActiveCampaign contact. Demonstrates moving a CRM record into a
    marketing automation platform and immediately classifying it for targeted
    campaigns.
  version: 1.0.0
sourceDescriptions:
  - name: salesforceRestApi
    url: https://raw.githubusercontent.com/api-evangelist/salesforce/refs/heads/main/openapi/salesforce-rest-api-openapi.yml
    type: openapi
  - name: activecampaignApi
    url: https://raw.githubusercontent.com/api-evangelist/activecampaign/refs/heads/main/openapi/activecampaign-v3.json
    type: openapi
workflows:
  - workflowId: salesforce-contact-to-activecampaign-tag
    summary: Create a Salesforce contact, add to ActiveCampaign, then tag.
    description: >-
      Inserts a Contact record in Salesforce, creates the matching contact in
      ActiveCampaign, then associates a tag with the new ActiveCampaign contact
      for segmentation.
    inputs:
      type: object
      properties:
        firstName:
          type: string
        lastName:
          type: string
        email:
          type: string
        phone:
          type: string
        tagId:
          type: string
    steps:
      - stepId: create-sf-contact
        description: Insert a new Contact record into Salesforce.
        operationId: $sourceDescriptions.salesforceRestApi.createRecord
        parameters:
          - name: sobjectType
            in: path
            value: Contact
        requestBody:
          contentType: application/json
          payload:
            FirstName: $inputs.firstName
            LastName: $inputs.lastName
            Email: $inputs.email
        successCriteria:
          - condition: $statusCode == 201
          - condition: $response.body#/success == true
        outputs:
          salesforceId: $response.body#/id
      - stepId: create-ac-contact
        description: Create the matching contact in ActiveCampaign.
        operationId: $sourceDescriptions.activecampaignApi.create-a-new-contact
        requestBody:
          contentType: application/json
          payload:
            contact:
              email: $inputs.email
              firstName: $inputs.firstName
              lastName: $inputs.lastName
              phone: $inputs.phone
        successCriteria:
          - condition: $statusCode == 201
        outputs:
          contactId: $response.body#/contact/id
      - stepId: tag-contact
        description: Apply a segmentation tag to the ActiveCampaign contact.
        operationId: $sourceDescriptions.activecampaignApi.create-contact-tag
        requestBody:
          contentType: application/json
          payload:
            contactTag:
              contact: $steps.create-ac-contact.outputs.contactId
              tag: $inputs.tagId
        successCriteria:
          - condition: $statusCode == 201
        outputs:
          contactTagId: $response.body#/contactTag/id
    outputs:
      salesforceId: $steps.create-sf-contact.outputs.salesforceId
      contactId: $steps.create-ac-contact.outputs.contactId
      contactTagId: $steps.tag-contact.outputs.contactTagId