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Gist
Integromat Support Team
Updated
Getting Started with Gist
The Gist modules allow you to create, update, list and delete users, leads, tags, segments, or campaigns in your Gist account.
Prerequisites
- A Gist account
In order to use Gist with Integromat, it is necessary to have a Gist account. If you do not have one, you can create a Gist account at app.getgist.com/signup.
Connecting Gist to Integromat
To connect your Gist account to Integromat you need to obtain the API Key from your Gist account.
1. Log in to your Gist account.
2. Go to Settings > API key.
3. Click on the Copy button to copy the API Key to your clipboard.
4. Go to Integromat and open the Gist module's Create a connection dialog.
5. Enter the API Key to the respective field and click the Continue button to establish the connection.
Watch Events
Triggers when specified events are performed.
| Webhook name | Enter the name for the webhook. E.g. Meeting Scheduled. |
| Connection | Establish a connection to your Gist account. |
Assigning the Gist event to the Integromat Watch Events module
1. Go to Integromat and open the Gist Watch Events module's settings.
2. Create a Webhook and copy the provided webhook URL.
3. Log in to your Gist account.
4. Go to Settings > Webhooks.
5. Click on the New Webhook button.
6. Enter the name for the webhook. E.g. User Created.
7. Switch on the Active button.
8. Enter the webhook URL you have copied in step 2 above to the Endpoint URL field.
9. Select the event, or more events, that will trigger the Gist Watch Events module in Integromat and click the Save button.
Now, when the user is created, the Watch Events module in Integromat is triggered.
Users
Create User
Creates a new user.
| Connection | Establish a connection to your Gist account. |
| Email Address | Enter the new user's email address. |
| User ID | Enter the User ID of your choice. Must be a number. |
| Name | Enter the user's full name. |
| Phone | Enter the user's contact phone number. |
| Last Seen IP Address | Enter the last IP address the user visited your website from. |
| Last Seen User Agent | Enter the last user agent the user was seen using. |
| Unsubscribe from Emails | Select the Yes option if the user has unsubscribed from emails. |
| Tags | Add tags to the user. |
| Custom Properties | Add custom properties for the new user. You can choose among boolean, date, email, whole number, text, or URL. |
Update User
Updates user details.
| Connection | Establish a connection to your Gist account. |
| Internal ID or user ID or email | Select whether you want to specify the user by Internal ID, User ID, or email. Then select or map the value in the respective field below. |
Please find the descriptions of the fields in the Create User section above.
Fetch User
Retrieves user details.
| Connection | Establish a connection to your Gist account. |
| Internal ID or user ID or email | Select whether you want to specify the user by Internal ID, User ID, or email. |
| Internal ID/User ID/Email | Select or map the user you want to retrieve details about. |
List Users
Retrieves all users in your account based on filter settings.
| Connection | Establish a connection to your Gist account. |
| Limit | Set the maximum number of users Integromat will return during one execution cycle. |
| Filter By | Select whether you want to filter results by Segment ID, Tag ID, or created since and select or map the value in the respective field. |
| Status Filtering | Select the status you want to filter returned users by. |
| Sorting | Select whether to sort results by created at, last seen at, signed up at, or updated at property. |
| Sorting Order | Select whether to sort results in ascending or descending order. Default: descending. |
Delete User
Deletes a user.
| Connection | Establish a connection to your Gist account. |
| Internal ID or user ID or email | Select whether you want to specify the user you want to delete by Internal ID, User ID, or email. |
| Internal ID/User ID/Email | Select or map the user you want to delete. |
Leads
Create Lead
Creates a new lead.
| Connection | Establish a connection to your Gist account. |
| Email Address | Enter the new lead's email address. |
| Name | Enter the lead's name. |
| Phone | Enter the lead's contact phone number. |
| Last Seen IP Address | Enter the last IP address the lead visited your website from. |
| Last Seen User Agent | Enter the last user agent the lead was seen using. |
| Unsubscribe from Emails | Select the Yes option if the lead has unsubscribed from emails. |
| Tags | Add tags to the lead. |
| Custom Properties | Add custom properties for the new lead. You can choose among boolean, date, email, whole number, text, or URL. |
Update Lead
Updates lead details.
| Connection | Establish a connection to your Gist account. |
| Select the email address of the lead you want to update. |
Please find the descriptions of the fields in the Create Lead section above.
Fetch Lead
Retrieves lead details.
| Connection | Establish a connection to your Gist account. |
| Internal ID or email | Select whether you want to specify the user by Internal ID or email. |
| Internal ID/Email | Select or map the lead you want to retrieve details about. |
List Leads
Retrieves all leads in your account based on filter settings.
| Connection | Establish a connection to your Gist account. |
| Limit | Set the maximum number of leads Integromat will return during one execution cycle. |
| Filter By | Select whether you want to filter leads by segment ID, tag ID, or created since and select or map the value in the respective field. |
| Status Filtering | Select the status you want to filter returned leads by. |
| Sorting | Select whether to sort results by created at, last seen at, signed up at, or updated at property. |
| Sorting Order | Select whether to sort results in ascending or descending order. Default: descending. |
Delete Lead
Deletes a lead.
| Connection | Establish a connection to your Gist account. |
| Internal ID or email | Select whether you want to specify the lead by Internal ID, or email. |
| Internal ID/Email | Select or map the lead you want to delete. |
Tags
Create Tag
Creates a tag in your Gist account.
| Connection | Establish a connection to your Gist account. |
| Tag Name | Enter the name for the tag. White spaces and punctuation are allowed.
Tag names are case insensitive on the web platform, but not case insensitive via the API. 'TAG' and 'tag' will generate separate tags what will affect the results when filtering users/leads by tags in the List Users/Leads modules. However, on the web platform, filtering users by tag 'tag' or 'TAG' will return all users and leads tagged with either 'tag' or 'TAG' (ignoring the case).
|
Update Tag
Changes a tag name.
| Connection | Establish a connection to your Gist account. |
| Tag ID | Select the tag or map the ID of the tag you want to update. |
| Tag Name | Enter the new name for the tag. White spaces and punctuation are allowed.
Tag names are case insensitive on the web platform, but not case insensitive via the API. 'TAG' and 'tag' will generate separate tags what will affect the results when filtering users/leads by tags in the List Users/Leads modules. However, on the web platform, filtering users by tag 'tag' or 'TAG' will return all users and leads tagged with either 'tag' or 'TAG' (ignoring the case).
|
Tag/Untag Users or Leads
Allows you to add a tag to users and/or leads.
| Connection | Establish a connection to your Gist account. |
| Tag Name | Select the tag you want to assign to users/leads. If the tag does not exist, it will be created. |
| Users |
Add users you want to tag. Tagging more than 50 users at a time may result in timeout.
UntagSelect the Yes option to remove the tag from the user. Internal ID/Email/User ID At least one of the fields must be filled in order to specify the user you want to tag. |
| Leads |
Add leads you want to tag. Tagging more than 50 leads at a time may result in timeout.
UntagSelect the Yes option to remove the tag from the lead. Internal ID/Email/User ID At least one of the fields must be filled in order to specify the lead you want to tag. |
List Tags
Retrieves all tags in your Gist account.
| Connection | Establish a connection to your Gist account. |
| Limit | Set the maximum number of tags Integromat will return during one execution cycle. |
Delete Tag
Deletes a tag.
| Connection | Establish a connection to your Gist account. |
| Tag ID | Map or select the tag you want to delete. |
Segments
Fetch Segment
Returns a segment.
| Connection | Establish a connection to your Gist account. |
| Segment ID | Map or select the segment you want to retrieve |
| Include Count | If the Yes option is selected, the module returns also the number of users in the segment. |
List Segments
Returns all segments in your account.
| Connection | Establish a connection to your Gist account. |
| Limit | Set the maximum number of segments Integromat will return during one execution cycle. |
| Include Count | If the Yes option is selected, the module returns also the number of users in the segment. |
Campaigns
Fetch Campaign
Retrieves campaign details.
| Connection | Establish a connection to your Gist account. |
| Campaign ID | Map or select the campaign you want to retrieve details about. |
List Campaigns
Returns all campaigns in your account.
| Connection | Establish a connection to your Gist account. |
| Limit | Set the maximum number of campaigns Integromat will return during one execution cycle. |
Tracked Events
Record Tracked Event
Creates a new tracked event.
| Connection | Establish a connection to your Gist account. |
| Event Name | Enter the tracked event of the user/lead that occurred. Case insensitive. Periods (.) and dollars ($) in event names are replaced with hyphens. e.g., 'completed.order' will be stored as 'completed-order'. |
| User or Lead |
Select whether the event belongs to the user or lead. Internal ID or user ID or email |
| Properties |
Add the custom properties about the event. |
List Tracked Events
Returns all tracked events in your account.
| Connection | Establish a connection to your Gist account. |
| Limit | Set the maximum number of tracked events Integromat will return during one execution cycle. |
Other
Make an API Call
Allows you to perform a custom API call.
| Connection | Establish a connection to your Harvest account. |
| URL |
Enter a path relative to For the list of available endpoints, refer to the Gist API Documentation.
|
| Method |
Select the HTTP method you want to use: GET POST PUT PATCH DELETE |
| 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 - List Users
The following API call returns all users:
Matches of the search can be found in the module's Output under Bundle > Body > users.
In our example, 3 users were returned:
