home / skills / openclaw / skills / activecampaign-automation

activecampaign-automation skill

/skills/sohamganatra/activecampaign-automation

This skill automates ActiveCampaign CRM tasks via Composio, enabling seamless contact management, tagging, subscriptions, automations enrollment, and task

npx playbooks add skill openclaw/skills --skill activecampaign-automation

Review the files below or copy the command above to add this skill to your agents.

Files (2)
SKILL.md
8.0 KB
---
name: activecampaign-automation
description: "Automate ActiveCampaign tasks via Rube MCP (Composio): manage contacts, tags, list subscriptions, automation enrollment, and tasks. Always search tools first for current schemas."
requires:
  mcp: [rube]
---

# ActiveCampaign Automation via Rube MCP

Automate ActiveCampaign CRM and marketing automation operations through Composio's ActiveCampaign toolkit via Rube MCP.

## Prerequisites

- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
- Active ActiveCampaign connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `active_campaign`
- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas

## Setup

**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.


1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `active_campaign`
3. If connection is not ACTIVE, follow the returned auth link to complete ActiveCampaign authentication
4. Confirm connection status shows ACTIVE before running any workflows

## Core Workflows

### 1. Create and Find Contacts

**When to use**: User wants to create new contacts or look up existing ones

**Tool sequence**:
1. `ACTIVE_CAMPAIGN_FIND_CONTACT` - Search for an existing contact [Optional]
2. `ACTIVE_CAMPAIGN_CREATE_CONTACT` - Create a new contact [Required]

**Key parameters for find**:
- `email`: Search by email address
- `id`: Search by ActiveCampaign contact ID
- `phone`: Search by phone number

**Key parameters for create**:
- `email`: Contact email address (required)
- `first_name`: Contact first name
- `last_name`: Contact last name
- `phone`: Contact phone number
- `organization_name`: Contact's organization
- `job_title`: Contact's job title
- `tags`: Comma-separated list of tags to apply

**Pitfalls**:
- `email` is the only required field for contact creation
- Phone search uses a general search parameter internally; it may return partial matches
- When combining `email` and `phone` in FIND_CONTACT, results are filtered client-side
- Tags provided during creation are applied immediately
- Creating a contact with an existing email may update the existing contact

### 2. Manage Contact Tags

**When to use**: User wants to add or remove tags from contacts

**Tool sequence**:
1. `ACTIVE_CAMPAIGN_FIND_CONTACT` - Find contact by email or ID [Prerequisite]
2. `ACTIVE_CAMPAIGN_MANAGE_CONTACT_TAG` - Add or remove tags [Required]

**Key parameters**:
- `action`: 'Add' or 'Remove' (required)
- `tags`: Tag names as comma-separated string or array of strings (required)
- `contact_id`: Contact ID (provide this or contact_email)
- `contact_email`: Contact email address (alternative to contact_id)

**Pitfalls**:
- `action` values are capitalized: 'Add' or 'Remove' (not lowercase)
- Tags can be a comma-separated string ('tag1, tag2') or an array (['tag1', 'tag2'])
- Either `contact_id` or `contact_email` must be provided; `contact_id` takes precedence
- Adding a tag that does not exist creates it automatically
- Removing a non-existent tag is a no-op (does not error)

### 3. Manage List Subscriptions

**When to use**: User wants to subscribe or unsubscribe contacts from lists

**Tool sequence**:
1. `ACTIVE_CAMPAIGN_FIND_CONTACT` - Find the contact [Prerequisite]
2. `ACTIVE_CAMPAIGN_MANAGE_LIST_SUBSCRIPTION` - Subscribe or unsubscribe [Required]

**Key parameters**:
- `action`: 'subscribe' or 'unsubscribe' (required)
- `list_id`: Numeric list ID string (required)
- `email`: Contact email address (provide this or contact_id)
- `contact_id`: Numeric contact ID string (alternative to email)

**Pitfalls**:
- `action` values are lowercase: 'subscribe' or 'unsubscribe'
- `list_id` is a numeric string (e.g., '2'), not the list name
- List IDs can be retrieved via the GET /api/3/lists endpoint (not available as a Composio tool; use the ActiveCampaign UI)
- If both `email` and `contact_id` are provided, `contact_id` takes precedence
- Unsubscribing changes status to '2' (unsubscribed) but the relationship record persists

### 4. Add Contacts to Automations

**When to use**: User wants to enroll a contact in an automation workflow

**Tool sequence**:
1. `ACTIVE_CAMPAIGN_FIND_CONTACT` - Verify contact exists [Prerequisite]
2. `ACTIVE_CAMPAIGN_ADD_CONTACT_TO_AUTOMATION` - Enroll contact in automation [Required]

**Key parameters**:
- `contact_email`: Email of the contact to enroll (required)
- `automation_id`: ID of the target automation (required)

**Pitfalls**:
- The contact must already exist in ActiveCampaign
- Automations can only be created through the ActiveCampaign UI, not via API
- `automation_id` must reference an existing, active automation
- The tool performs a two-step process: lookup contact by email, then enroll
- Automation IDs can be found in the ActiveCampaign UI or via GET /api/3/automations

### 5. Create Contact Tasks

**When to use**: User wants to create follow-up tasks associated with contacts

**Tool sequence**:
1. `ACTIVE_CAMPAIGN_FIND_CONTACT` - Find the contact to associate the task with [Prerequisite]
2. `ACTIVE_CAMPAIGN_CREATE_CONTACT_TASK` - Create the task [Required]

**Key parameters**:
- `relid`: Contact ID to associate the task with (required)
- `duedate`: Due date in ISO 8601 format with timezone (required, e.g., '2025-01-15T14:30:00-05:00')
- `dealTasktype`: Task type ID based on available types (required)
- `title`: Task title
- `note`: Task description/content
- `assignee`: User ID to assign the task to
- `edate`: End date in ISO 8601 format (must be later than duedate)
- `status`: 0 for incomplete, 1 for complete

**Pitfalls**:
- `duedate` must be a valid ISO 8601 datetime with timezone offset; do NOT use placeholder values
- `edate` must be later than `duedate`
- `dealTasktype` is a string ID referencing task types configured in ActiveCampaign
- `relid` is the numeric contact ID, not the email address
- `assignee` is a user ID; resolve user names to IDs via the ActiveCampaign UI

## Common Patterns

### Contact Lookup Flow

```
1. Call ACTIVE_CAMPAIGN_FIND_CONTACT with email
2. If found, extract contact ID for subsequent operations
3. If not found, create contact with ACTIVE_CAMPAIGN_CREATE_CONTACT
4. Use contact ID for tags, subscriptions, or automations
```

### Bulk Contact Tagging

```
1. For each contact, call ACTIVE_CAMPAIGN_MANAGE_CONTACT_TAG
2. Use contact_email to avoid separate lookup calls
3. Batch with reasonable delays to respect rate limits
```

### ID Resolution

**Contact email -> Contact ID**:
```
1. Call ACTIVE_CAMPAIGN_FIND_CONTACT with email
2. Extract id from the response
```

## Known Pitfalls

**Action Capitalization**:
- Tag actions: 'Add', 'Remove' (capitalized)
- Subscription actions: 'subscribe', 'unsubscribe' (lowercase)
- Mixing up capitalization causes errors

**ID Types**:
- Contact IDs: numeric strings (e.g., '123')
- List IDs: numeric strings
- Automation IDs: numeric strings
- All IDs should be passed as strings, not integers

**Automations**:
- Automations cannot be created via API; only enrollment is possible
- Automation must be active to accept new contacts
- Enrolling a contact already in the automation may have no effect

**Rate Limits**:
- ActiveCampaign API has rate limits per account
- Implement backoff on 429 responses
- Batch operations should be spaced appropriately

**Response Parsing**:
- Response data may be nested under `data` or `data.data`
- Parse defensively with fallback patterns
- Contact search may return multiple results; match by email for accuracy

## Quick Reference

| Task | Tool Slug | Key Params |
|------|-----------|------------|
| Find contact | ACTIVE_CAMPAIGN_FIND_CONTACT | email, id, phone |
| Create contact | ACTIVE_CAMPAIGN_CREATE_CONTACT | email, first_name, last_name, tags |
| Add/remove tags | ACTIVE_CAMPAIGN_MANAGE_CONTACT_TAG | action, tags, contact_email |
| Subscribe/unsubscribe | ACTIVE_CAMPAIGN_MANAGE_LIST_SUBSCRIPTION | action, list_id, email |
| Add to automation | ACTIVE_CAMPAIGN_ADD_CONTACT_TO_AUTOMATION | contact_email, automation_id |
| Create task | ACTIVE_CAMPAIGN_CREATE_CONTACT_TASK | relid, duedate, dealTasktype, title |

Overview

This skill automates ActiveCampaign CRM and marketing operations via Rube MCP (Composio). It manages contacts, tags, list subscriptions, automation enrollment, and contact tasks, while instructing callers to always fetch current tool schemas first. It requires an active Rube MCP connection and an ActiveCampaign connection configured with the active_campaign toolkit.

How this skill works

Always call RUBE_SEARCH_TOOLS first to obtain current tool schemas and available actions. Use RUBE_MANAGE_CONNECTIONS to verify the active_campaign connection and follow any returned auth links until the connection status is ACTIVE. Workflows use Composio tools (find, create, manage tags, manage subscriptions, add to automation, create task) in recommended sequences, resolving contact IDs from find calls before mutating operations.

When to use it

  • Create a new contact or look up an existing contact before downstream operations.
  • Add or remove tags from contacts to drive segmentation or automation triggers.
  • Subscribe or unsubscribe contacts from a specific list using list IDs.
  • Enroll an existing contact into an ActiveCampaign automation workflow.
  • Create follow-up tasks tied to a contact with due date, assignee, and status.

Best practices

  • Always call RUBE_SEARCH_TOOLS first to read the current tool schemas and parameters.
  • Resolve contact IDs via ACTIVE_CAMPAIGN_FIND_CONTACT and use contact_id for subsequent calls.
  • Pass all IDs as strings (contact_id, list_id, automation_id) and respect the required capitalization for action parameters.
  • Validate ISO 8601 datetimes with timezone for duedate/edate and ensure edate > duedate for tasks.
  • Implement rate-limit backoff (handle 429 responses) and batch operations with delays to avoid throttling.

Example use cases

  • Onboarding flow: create contact, add onboarding tags, subscribe to a welcome list, and enroll in an onboarding automation.
  • Bulk tagging: iterate contacts and call manage_contact_tag using contact_email to avoid extra lookups, spacing requests to respect rate limits.
  • Support follow-up: find the contact, create a contact task with a timezone-aware due date, and assign to a user.
  • Re-engagement: find inactive contacts, subscribe them to a re-engagement list, and add them to a re-engagement automation.
  • Unsubscribe workflow: locate contact by email and call manage_list_subscription with action 'unsubscribe' using the numeric list_id.

FAQ

Do I need API keys to use Rube MCP?

No. Add the MCP endpoint (https://rube.app/mcp) to your client configuration and use RUBE_MANAGE_CONNECTIONS to authenticate ActiveCampaign via the provided flow.

Can I create automations via the API?

No. Automations must be created in the ActiveCampaign UI; this skill can only enroll contacts into existing automations using automation_id.