![]() Zapier – Zapier is a web based application that allows you to integrate applications, e.g. You will find two additional tabs on the Settings window relating to integrations with external systems:įacebook Leads – Allows you to login to your Facebook account with in the ActiveTrail system and to choose Facebook leads that you would like to synchronize with your ActiveTrail contacts. View the documentation here and start working! All of the system’s functions are available to you, including automations. not only via the ActiveTrail web app.), and we have posted online documentation on our website that clearly describes each function and what it does!Įvery task that can be completed using ActiveTrail’s user interface, can also be executed using the API. The RESTful API is directly accessible over the web (i.e. (the ActiveTrail user interface).Īdditional events available in the system are: ![]() Contact Manual Changes – when a manual change is made to a contact’s details via the ActiveTrail web app.as a result of an external update (via a registration form, through an API update, by way of a landing page, or any other way that is not manual). Contact Changes – Occurs when a change is made to a contact’s information by some means other than the ActiveTrail user interface, i.e.To setup the events, enter your API’s URL in the appropriate fields. There are a number of events that will trigger the Webhook and cause ActiveTrail to make a call to your API. “Test” – perform a test to check that your application is receiving calls from ActiveTrail. “Parameters” – add parameters based on your own API, that will be sent with every call to your API. in an “update information” form on a 3 rd party website), and more.įor ActiveTrail to be able to connect with your system, you need to enter your API’s web address in the URL field for the desired event. These updates can be made manually, in cases where you make such changes directly in the ActiveTrail system, or automatically, when someone registers via a registration form, when an existing user modifies their contact information externally (e.g. In the system, they represent updates to contact information. The RESTful API’s documentation refers to these events as Webhooks. Under “Settings”, to the right of the “API Apps” tab is the “Events” tab. *Please note that the system will NOT re-generate this key again for security reasons, so make sure you hold on to it and keep it safe.” Webhooks This will generate the actual token and the new token will appear in a new pop-up window. Each token may be canceled separately, such that you may remove access to one system, without affecting your ability to work with other systems.įor any given access token, you may also define a single or range of authorized IP addresses.Īfter filling in the access token information, click on “Save”. ![]() To create an access token, click on the “New” button, which will open the “API App” window, where you can enter the details for and generate the token.ĪctiveTrail gives you the ability to create as many Access Tokens as you need, where each token is defined for a different system. Under Settings, on the “API Apps” tab, you can enter an Access Token that will allow you to connect to the ActiveTrail system. ![]() To begin using the RESTful API, you will need to login to ActiveTrail and, at the top right side of the main menu bar, go to: The API is highly programmer friendly, well-defined and easy to use. RESTful API gives you the option to perform all of the actions available in the ActiveTrail system via a machine interface. The API interface makes such integrations possible, allowing programmers to execute procedures remotely, such as data synchronization. In addition, there are certain operations that require integration with external systems such as a client’s website, CRM (Customer Relationship Management) systems and others. While ActiveTrail provides its users with an easy to use and effective online workspace, there are some companies who find it easier to work with ActiveTrail through their own systems using an Application Programming Interface (API), rather than using the standard ActiveTrail user interface (UI).
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