Commerce & billing
Set up ActiveCampaign
Connect ActiveCampaign to make campaigns and automations searchable — each campaign becomes a dated document with its subject, status, send date and the full text of what went out, each automation a document naming its status, so “what did we announce in the May newsletter” answers from the archive itself. Read-only.
Before you start
- The account's API key, from Settings → Developer in ActiveCampaign — the API Access box shows the key beside the account's API URL.
- The account name — the your-company part of https://your-company.api-us1.com in that same box; it never changes.
- Nothing else to grant: the key reads campaigns, messages and automations, and only reads are ever issued.
- In ActiveCampaign open Settings → Developer and copy the key and the API URL from the API Access box.
- Documents → ActiveCampaign, enter Account name (just the your-company part — pasting the whole URL works too) and paste the key as API key.
- Choose access groups, Test, then Sync.
| History to sync (days) | Optional, under Advanced — how far back to read campaigns, by send date; a draft, which has none, counts by its last edit. Blank defaults to 730 days (two years); 3,650 is the most it accepts. A campaign already synced stays searchable when it later ages out of the window; remove it under Documents if one really must go. |
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What comes in
- Campaigns — titled by subject, with status (draft, scheduled, sending, paused, stopped or sent), send date, type, sender and the campaign name when it differs from the subject, then the full message — plain text where there is one, otherwise the HTML rendered down to text. A split or recurring campaign reads its first message.
- Automations — name, status (active or inactive), when created and when last updated. No message body: an automation carries none of its own.
- Campaigns rank by status — a draft never outranks a sent one, and a sent, paused or stopped campaign never outranks one still scheduled or sending. An active automation ranks above an inactive one.
Access
Access is allow-only: the groups chosen on the source cover every campaign and automation — the source exposes no per-item viewers to mirror.
Campaigns cap at 500 inside the lookback window, most-recently-sent first, and automations at the first 500; when a cap is reached the sync summary says so, and campaigns that age out of the window, like automations ActiveCampaign hides, stay searchable rather than disappearing. Reading a campaign's message is one call per campaign on every sync; a campaign without a readable message is left out and counted in the sync summary. Test reports how many campaigns and automations the account has; a rejected key reads as ActiveCampaign rejecting the credentials, and an account name with a dot or space in it is refused with a pointer to Settings → Developer.
Last updated 20 Sep 2026