Mautic

Mautic is an open-source marketing automation platform that helps businesses manage customer interactions, track leads, and automate marketing campaigns. It enables users to create personalized email marketing campaigns, segment audiences, track website visitor behavior, and integrate with various CRM and third-party tools. With Mautic, businesses can optimize customer engagement through automated workflows, lead nurturing, and analytics, making it a powerful tool for enhancing digital marketing strategies.

How to Integrate Mautic with ZBrain Flow

To integrate Mautic with ZBrain Flow, follow these steps:

1. Add a New Integration – Click the ‘+’ button on ZBrain Flow to start setting up a new integration.

2. Search for Mautic – In the integrations search bar, type "Mautic" and select it from the available options.

3. Choose an Action – Select the desired action you want to automate.

How to Create a Mautic Connection in ZBrain Flow

To establish a connection between Mautic and ZBrain Flow, you need to provide the following credentials:

1. Enter a Connection Name – Assign a recognizable name for your Mautic connection.

2. Enter the Base URL – Provide the web address where your Mautic instance is hosted.

   • Example: https://yourmauticdomain.com

3. Enter the Username – The username you use to log in to Mautic.

4. Enter the Password – The password associated with your Mautic account.

After filling in these details, click ‘Save’ to complete the connection setup.

How to Retrieve Mautic Credentials (Base URL, Username, and Password)

Finding the Base URL

• The Base URL is the web address where your Mautic dashboard is hosted.

• To locate it, log in to your Mautic account, and check the URL in the browser’s address bar.

• Example formats:

  • https://mautic.yourcompany.com

  • https://yourdomain.com/mautic

Retrieving the Username

• The Username is the one set during Mautic installation or provided by your administrator.

• If you have forgotten your username, you can check your Mautic database or contact the admin.

Resetting the Password

If you forget your Mautic password, you can reset it using the following methods:

1. Reset via Email

• Go to the Mautic login page and click ‘Forgot Password.’

• Follow the email instructions to reset your password.

2. Reset via SSH (For Advanced Users)

If you have SSH access to the Mautic server, you can reset the password manually:

1. Access the server via SSH

2. Generate a new hashed password using the command:

   php bin/console security:hash-password 'YourNewPassword' 'Mautic\UserBundle\Entity\User'

3. Update the password in the Mautic database:

   php bin/console doctrine:query:sql "UPDATE mautic_users SET password = 'hashed_password' WHERE username = 'your_username';"

4. Clear the Mautic cache to apply the changes:

   php bin/console cache:clear

5. Log in using the new password.

Available Actions in Mautic Integration

1. Create Contact

Adds a new contact to Mautic.

Steps:

• Select an existing connection or create a new one.

2. Search Contact

Searches for an existing contact in Mautic by email or ID.

Steps:

• Select an existing connection or create a new one.

3. Update Contact with Contact ID

Updates details of an existing contact using the Contact ID.

Steps:

• Select an existing connection or create a new one.

• Enter the Contact ID of the entity.

4. Create Company

Creates a new company record in Mautic.

Steps:

• Select an existing connection or create a new one.

5. Search Company

Searches for a company record in Mautic by name or ID.

Steps:

• Select an existing connection or create a new one.

6. Update Company with Contact ID

Updates details of an existing company linked to a contact.

Steps:

• Select an existing connection or create a new one.

• Enter the Contact ID of the entity.

7. Custom API Call for Mautic

Allows direct interaction with the Mautic API for advanced use cases beyond standard actions.

Configuration Steps

1. Select an Existing Connection or Create a New One

   • Choose an active Mautic connection or set up a new one.

2. Enter the API Endpoint URL

   • Use the full URL or a relative path to the Mautic API.

3. Select the HTTP Method Choose the appropriate HTTP request type:

   • GET – Retrieve details of contacts, companies, or campaigns.

   • POST – Create new contacts, companies, or campaigns.

   • PATCH – Modify existing records (e.g., update a contact’s details).

   • PUT – Replace the entire content of an entity.

   • DELETE – Remove contacts, companies, or campaigns permanently.

   • HEAD – Retrieve response headers without fetching data.

4. Add Headers

   • Define any additional headers required for the API request.

   • Authorization headers are automatically included.

   • Click '+ Add Item' to include more headers.

5. Add Query Parameters

   • Customize API requests by adding filters or additional options.

   • Click '+ Add Item' to add more parameters.

6. Enter JSON Body

   • Provide structured request data in JSON format for API interactions.

7. Set Timeout (in Seconds)

   • Define a timeout duration to prevent long-running API calls from stalling the process.

Note: Click 'f' to insert dynamic values for flexible configurations.