Contacts+

Contacts+
Prev	CRM and Sales tools	Next

With Contacts+ modules in {{Make}}, you can:

watch contacts created, updated, and deleted, list retrieve, created, and update contacts
watch tags created, updated, and deleted, retrieve, create, update tags, and add and remove tags from the contact
watch the business cards transcribed

To get started with Contacts+, create an account at contactplus.com.

Connect Contacts+ to {{Make}}

To connect Contacts+ app, you need to obtain the user credentials.

Log in to your {{Make}} account, insert a Contacts+ module in your scenario and click the Add button next to the Connection field.
In the Connection name field, enter a name for the connection and click Save.
Optional: Click Show Advanced Settings and enter the client credentials of your own app. See Create your custom app and client credentials.
Click Authorize to allow {{Make}} access to your data.

You have successfully connected the Contacts+ app and can now build scenarios.

Create your custom app and client credentials

To create your own app:

Log in to your Contacts+ account and access Settings > Apps.
Click Create New App.
Enter the app's name, and description, add the following redirect URIs and click Create App.
Copy the Client ID and Client Secret value to a safe place and click Close.

You have successfully created your own app and retrieved client credentials.

Contacts

You can watch contacts created, updated, and deleted, list retrieve, created, and update contacts using the following modules.

Watch Contacts Created

Triggers when a new contact is created.

	Note
	{{Make}} automatically creates a webhook in Contacts+ once you add an instant trigger to your scenario.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Contacts+ account.
Team ID	Select or map the Team ID whose created contacts you want to watch.

Watch Contacts Deleted

Triggers when an existing contact is Deleted.

	Note
	{{Make}} automatically creates a webhook in Contacts+ once you add an instant trigger to your scenario.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Contacts+ account.
Team ID	Select or map the Team ID whose deleted contacts you want to watch.

Watch Contacts Updated

Triggers when an existing contact is Updated.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Contacts+ account.
Team ID	Select or map the Team ID whose updated contacts you want to watch.

List Contacts

Gets a list of contacts.

Connection	Establish a connection to your Contacts+ account.
Team ID	Select or map the Team ID whose contacts you want to list.
Limit	Set the maximum number of contacts {{Make}} will return during one execution cycle. The default value is 10.

Get a Contact

Gets an existing contact.

Connection

Establish a connection to your Contacts+ account.

For field descriptions, see the Contacts+ Contacts API reference.

Create a Contact

Creates a new contact.

Connection

Establish a connection to your Contacts+ account.

For field descriptions, see the Contacts+ Contacts API reference.

Update a Contact

Updates an existing contact.

Connection

Establish a connection to your Contacts+ account.

For field descriptions, see the Contacts+ Contacts API reference.

Tags

You can watch tags created, updated, and deleted, retrieve, create, update tags, and add and remove tags from the contact using the following modules.

Watch Tags Created

Triggers when a new tag is created.

	Note
	{{Make}} automatically creates a webhook in Contacts+ once you add an instant trigger to your scenario.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Contacts+ account.
Team ID	Select or map the Team ID whose created tags you want to watch.

Watch Tags Deleted

Triggers when an existing tag is deleted.

	Note
	{{Make}} automatically creates a webhook in Contacts+ once you add an instant trigger to your scenario.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Contacts+ account.
Team ID	Select or map the Team ID whose deleted tags you want to watch.

Watch Tags Updated

Triggers when an existing tag is Updated.

	Note
	{{Make}} automatically creates a webhook in Contacts+ once you add an instant trigger to your scenario.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Contacts+ account.
Team ID	Select or map the Team ID whose updated tags you want to watch.

Get a Tag

Gets an existing tag.

Connection

Establish a connection to your Contacts+ account.

For field descriptions, see the Contacts+ Tags API reference.

Create a Tag

Creates a new tag.

Connection	Establish a connection to your Contacts+ account.
Tag Name	Enter the name of the tags you want to create.
Team ID	Select or map the Team ID whose tags you want to create.

Update a Tag

Updates an existing tag.

Connection

Establish a connection to your Contacts+ account.

For field descriptions, see the Contacts+ Tags API reference.

Add Tags to the Contact

Adds tags to the existing contact.

Connection

Establish a connection to your Contacts+ account.

For field descriptions, see the Contacts+ Tags API reference.

Remove Tags from the Contact

Removes tags from the existing contact.

Connection

Establish a connection to your Contacts+ account.

For field descriptions, see the Contacts+ Tags API reference.

Business Cards

You can watch the business cards transcribed using the following modules.

Watch Business Card Transcribed

Triggers when a business card has been transcribed.

	Note
	{{Make}} automatically creates a webhook in Contacts+ once you add an instant trigger to your scenario.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Contacts+ account.
Team ID	Select or map the Team ID whose business card transcribed you want to watch.

Other

You can call APIs using the following module.

Make an API Call

Performs an arbitrary authorized API call.

	Note
	For the list of available endpoints, refer to the Contacts+ API documentation.

Connection	.Establish a connection to your Contacts+ account
URL	Enter a path relative to `https://api.contactsplus.com`. For example, `/v1/account.get`.
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.
Body	Enter the body content for your API call.

EXAMPLE OF USE - SEARCH TASKS

The following API call returns all tasks from your account.

URL: /v1/teams.get

Matches of the search can be found in the module's Output under Bundle > Body > teams.

In our example, 1 team is returned:

Prev	Up	Next
CompanyHub	Home	Copper