Platformly

Getting Started with Platformly

The Platformly modules allow you to monitor, add, update, and retrieve contacts or add and remove tags in your Platformly account.

Prerequisites

  • A Platformly account

In order to use Platformly with Integromat, it is necessary to have a Platformly account. If you do not have one, you can create a Platformly account at www.platform.ly.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Platformly to Integromat

To connect your Platformly account to Integromat you need to add a new API Key to your Platformly account and insert the created API Key to the Integromat Platformly module connection dialog.

1. Log in to your Platformly account and open the API Docs & Keys settings.

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2. Click on the New API Key button.

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3. Enter the name for the API Key, copy the provided API Key and click on the Submit button.

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4. Go to Integromat and open the Create a connection dialog in the desired module.
Enter the API Key into the respective field.

After you click the Continue button you can proceed to set up the Platformly module.

Triggers

Watch Contacts

Triggers when a new contact is added or updated.

Connection Establish a connection to your Platformly account.
Limit
Set the maximum number of contacts Integromat will return during one execution cycle.
Project ID Select the project that you want to monitor for new or updated contacts.

Actions

Add a Contact

Creates a new contact in your account.

Connection Establish a connection to your Platformly account.
Project ID Select the project you want to add the new contact to.
Tag Select the tag you want to assign to the new contact.
Custom Fields Add custom fields to the contact, represented by the selected key and entered value.
Segment Assign the contact to the segment.
Email Enter the contact's email.
Full name If First name and Last name are not provided this field can be used to provide the full name of the contact.
First name Enter the first name of the contact.
Last name Enter the last name of the contact.
Company Enter the contact's company.
Address Enter the address details of the contact.
City Enter the city for the contact.
ZIP Enter the ZIP code.
Country Enter the contact's country 
Fax Enter the contact's fax number.
SMS Number Enter the contact's SMS number.
Phone Enter the contact's phone number.
Birthday Enter the contact's birthday date. The list of supported date formats.
Website Enter the contact's website.
Date This is the First Seen date. The list of supported date formats.

Update a Contact

Updates a specified contact.

Connection Establish a connection to your Platformly account.
Project ID Select the project that contains the contact you want to update.
Email Enter the email of the contact you want to update.

Find the descriptions of the fields in the Add a Contact section above.

Add a Tag

Adds a tag to a contact.

Connection Establish a connection to your Platformly account.
Project ID Select the project that contains the contact you want to assign a tag to.
Tag Select the tag you want to add to the contact.
Email/Contact ID Enter or map the email or contact ID of the contact you want to add the tag to.

Remove a Tag

Removes a tag from a contact.

Connection Establish a connection to your Platformly account.
Project ID Select the project that contains the contact you want to remove a tag from.
Tag Select the tag you want to remove from the contact.
Email/Contact ID Enter or map the email or contact ID of the contact you want to remove the tag from.

Remove All Tags

Removes all tags from a contact.

Connection Establish a connection to your Platformly account.
Email/Contact ID Enter or map the email or contact ID of the contact you want to remove all tags from.

Add a Note

Add a note to a contact.

Connection Establish a connection to your Platformly account.
Note Add the text content of the note.
Email/Contact ID Enter or map the email or contact ID of the contact you want to add the note to.

Make an API Call

Allows you to perform a custom API call.

Connection Establish a connection to your Platformly account.
URL

Enter a path relative to https://api.platform.ly/. E.g. /

For the list of available endpoints, refer to the Platform.ly API documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

Platform.ly use the POST method for all endpoints.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

Headers Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String Enter the request query string.
Action

Select the action you want to perform.

The action name can be found in the API documentation.

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Values

Enter the required parameters for the action of your API call. E.g. Project ID (as project_id) and the corresponding value.

Example of Use - List Contacts

The following API call returns all contacts from the project:

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Matches of the search can be found in the module Output under Bundle > Body
In our example, 23 contacts were returned:

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Searches

Get a Contact

Retrieve details of a specified contact.

Connection Establish a connection to your Platformly account.
Email/Contact ID Enter or map the email or contact ID of the contact you want to retrieve details about.

List Contacts

Retrieves the last 100 contacts within a specified project.

Connection Establish a connection to your Platformly account.
Project ID Select the project that contains the contacts you want to list.
Date Enter a date to filter contacts by the last update date. The list of supported date formats.
Sort Order Select whether you want to sort results in descending or ascending order.
Limit Set the maximum number of contacts Integromat will return during one execution cycle.

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