Automizy

Use the Automizy node to automate work in Automizy, and integrate Automizy with other applications. Ensemble has built-in support for a wide range of Automizy features, including creating, reading, listing, updating, deleting contacts, and lists.

On this page, you'll find a list of operations the Automizy node supports and links to more resources.

Credentials

Refer to Automizy credentials for guidance on setting up authentication.

Basic Operations

• Contact
  • Create a contact
  • Delete a contact
  • Get a contact
  • Get all contacts
  • Update a contact
• List
  • Create a list
  • Delete a list
  • Get a list
  • Get all lists
  • Update a list

Example Usage

This Pathway allows you to create a new list, add a new contact to that list, update the contact, and get all contacts in the list using the Automizy node. This example usage Pathway uses the following nodes. - Start - Automizy

1. Start node

The Start node exists by default when you create a new workflow.

2. Automizy node (create: list)

This node will create a new list called Ensemble-docs in Automizy.

1. First of all, you'll have to enter credentials for the Automizy node. You can find out how to do that here.
2. Select 'List' from the Resource dropdown list.
3. Enter Ensemble-docs in the Name field.
4. Click on Execute Node to run the node.

In the screenshot below, you will notice that the node creates a new list with the name Ensemble-docs.

3. Automizy1 node (create: contact)

This node creates a new contact and adds it to the list created in the previous node.

1. Select the credentials that you entered in the previous node.
2. Enter the email address of the contact you want to add to the list in the Email field.
3. Click on the gears icon next to the List ID field and click on Add Expression.
4. Select the following in the Variable Selector section: Nodes > Automizy > Output Data > JSON > id. You can also add the following expression: {{$node["Automizy"].json["id"]}}.
5. Click on Add Field and select 'Status' from the dropdown list.
6. Select 'Active' from the Status dropdown list.
7. Click on Execute Node to run the node.

In the screenshot below, you will notice that the node creates a new contact with the email address example@Ensemble.io and status Active and adds it to the list Ensemble-docs created in the previous node.

4. Automizy2 node (update: contact)

This node updates the contact that we created in the previous node by adding the tag reviewer to it. Make sure that you create a tag in Automizy.

1. Select the credentials that you entered in the previous node.
2. Select 'Update' from the Operation dropdown list.
3. Click on the gears icon next to the Email field and click on Add Expression.
4. Select the following in the Variable Selector section: Nodes > Automizy1 > Output Data > JSON > email. You can also add the following expression: {{$node["Automizy1"].json["email"]}}.
5. Click on Add Field and select 'Tags' from the dropdown list.
6. Select a tag from the Tags dropdown list.
7. Click on Execute Node to run the node.

In the screenshot below, you will notice that the node updates the contact created in the previous node by adding the tag reviewer to it.

5. Automizy3 node (getAll: contact)

This node returns all the contacts of the Ensemble-docs list that we created using the Automizy node.

1. Select the credentials that you entered in the previous node.
2. Select 'Get All' from the Operation dropdown list.
3. Click on the gears icon next to the List ID field and click on Add Expression.
4. Select the following in the Variable Selector section: Nodes > Automizy > Output Data > JSON > id. You can also add the following expression: {{$node["Automizy"].json["id"]}}.
5. Toggle Return All to true.
6. Click on Execute Node to run the node.