Skip to content

feat(instantly.ai): Add Instantly Piece#7604

Merged
kishanprmr merged 20 commits intoactivepieces:mainfrom
AnkitSharmaOnGithub:feature/Instantly-piece
May 25, 2025
Merged

feat(instantly.ai): Add Instantly Piece#7604
kishanprmr merged 20 commits intoactivepieces:mainfrom
AnkitSharmaOnGithub:feature/Instantly-piece

Conversation

@AnkitSharmaOnGithub
Copy link
Copy Markdown
Contributor

@AnkitSharmaOnGithub AnkitSharmaOnGithub commented May 7, 2025

Add Instantly Piece

What does this PR do?

This PR will add the Instantly.ai ActivePiece. It is a powerful cold email outreach and lead engagement platform designed for scale.

How this will help the community

This integration enables automation builders in Activepieces to create, manage, and optimize outreach campaigns, engage with leads, and monitor email communications programmatically.

Demo Video

Demo Video

🛠️ Explain How the Feature Works

The Instantly.ai ActivePiece integrates seamlessly with the Activepieces automation platform to enable powerful cold email outreach and lead engagement workflows. The integration introduces a range of triggers, search actions, and write actions that empower users to automate complex sales and marketing pipelines.

Triggers
• Campaign Status Changed: Activated when a campaign transitions between statuses (e.g., from paused to active). This can be used to resume workflows such as follow-ups or internal notifications.
• New Lead Added: Fires when a lead is added to a campaign or list. Ideal for triggering onboarding sequences, enrichment tasks, or assigning leads to sales representatives.

Search Actions
• Search Campaigns: Enables filtering and listing of campaigns by name or status. Useful for internal dashboards and reporting.
• Search Leads: Retrieves lead information based on email, name, or other attributes. Supports CRM syncing and enrichment workflows.

Write Actions
• Create Campaign: Allows users to programmatically launch new cold email campaigns. Useful when introducing new products or services.
• Reply to Email: Sends replies to leads through Unibox, automating customer support or objection handling.
• Create Lead List: Organizes leads into lists based on segmentation like source, industry, or campaign relevance.
• Add Lead to Campaign: Automates the inclusion of leads into specific campaigns or lists, enabling real-time qualification and engagement.

Relevant User Scenarios

  1. Sales Team Automation
    A sales team wants to automatically launch a product launch campaign when a new lead signs up via a webinar form. Using the “New Lead Added” trigger and the “Create Campaign” action, they can build a no-touch funnel that drives immediate engagement.|

  2. Lead Enrichment Workflow
    When a new lead is captured, the “Search Leads” action can retrieve associated data to update the CRM, while simultaneously using “Add Lead to Campaign” to enroll them in a nurture sequence.

  3. Reactivation Campaigns
    When a campaign changes from paused to active, the “Campaign Status Changed” trigger can resume suspended workflows such as reminder emails or internal team alerts.

  4. Customer Support via Email Reply
    Automatically respond to inbound questions with the “Reply to Email” action—ideal for lean support teams needing quick turnaround.

  5. CRM Segmentation
    Segment and organize leads dynamically with “Create Lead List,” ensuring tailored campaigns for different lead cohorts without manual intervention.

Fixes #7599
/claim #7599
/closes #7599
/attempt #7599

@coderabbitai
Copy link
Copy Markdown
Contributor

coderabbitai bot commented May 7, 2025

Important

Review skipped

Auto reviews are limited to specific labels.

🏷️ Labels to auto review (1)
  • review

Please check the settings in the CodeRabbit UI or the .coderabbit.yaml file in this repository. To trigger a single review, invoke the @coderabbitai review command.

You can disable this status message by setting the reviews.review_status to false in the CodeRabbit configuration file.


Thanks for using CodeRabbit! It's free for OSS, and your support helps us grow. If you like it, consider giving us a shout-out.

❤️ Share
🪧 Tips

Chat

There are 3 ways to chat with CodeRabbit:

  • Review comments: Directly reply to a review comment made by CodeRabbit. Example:
    • I pushed a fix in commit <commit_id>, please review it.
    • Explain this complex logic.
    • Open a follow-up GitHub issue for this discussion.
  • Files and specific lines of code (under the "Files changed" tab): Tag @coderabbitai in a new review comment at the desired location with your query. Examples:
    • @coderabbitai explain this code block.
    • @coderabbitai modularize this function.
  • PR comments: Tag @coderabbitai in a new PR comment to ask questions about the PR branch. For the best results, please provide a very specific query, as very limited context is provided in this mode. Examples:
    • @coderabbitai gather interesting stats about this repository and render them as a table. Additionally, render a pie chart showing the language distribution in the codebase.
    • @coderabbitai read src/utils.ts and explain its main purpose.
    • @coderabbitai read the files in the src/scheduler package and generate a class diagram using mermaid and a README in the markdown format.
    • @coderabbitai help me debug CodeRabbit configuration file.

Support

Need help? Create a ticket on our support page for assistance with any issues or questions.

Note: Be mindful of the bot's finite context window. It's strongly recommended to break down tasks such as reading entire modules into smaller chunks. For a focused discussion, use review comments to chat about specific files and their changes, instead of using the PR comments.

CodeRabbit Commands (Invoked using PR comments)

  • @coderabbitai pause to pause the reviews on a PR.
  • @coderabbitai resume to resume the paused reviews.
  • @coderabbitai review to trigger an incremental review. This is useful when automatic reviews are disabled for the repository.
  • @coderabbitai full review to do a full review from scratch and review all the files again.
  • @coderabbitai summary to regenerate the summary of the PR.
  • @coderabbitai generate docstrings to generate docstrings for this PR.
  • @coderabbitai generate sequence diagram to generate a sequence diagram of the changes in this PR.
  • @coderabbitai resolve resolve all the CodeRabbit review comments.
  • @coderabbitai configuration to show the current CodeRabbit configuration for the repository.
  • @coderabbitai help to get help.

Other keywords and placeholders

  • Add @coderabbitai ignore anywhere in the PR description to prevent this PR from being reviewed.
  • Add @coderabbitai summary to generate the high-level summary at a specific location in the PR description.
  • Add @coderabbitai anywhere in the PR title to generate the title automatically.

CodeRabbit Configuration File (.coderabbit.yaml)

  • You can programmatically configure CodeRabbit by adding a .coderabbit.yaml file to the root of your repository.
  • Please see the configuration documentation for more information.
  • If your editor has YAML language server enabled, you can add the path at the top of this file to enable auto-completion and validation: # yaml-language-server: $schema=https://coderabbit.ai/integrations/schema.v2.json

Documentation and Community

  • Visit our Documentation for detailed information on how to use CodeRabbit.
  • Join our Discord Community to get help, request features, and share feedback.
  • Follow us on X/Twitter for updates and announcements.

@AnkitSharmaOnGithub AnkitSharmaOnGithub changed the title feat(instantly): Add Instantly Piece feat(instantly.ai): Add Instantly Piece May 7, 2025
@AnkitSharmaOnGithub
Copy link
Copy Markdown
Contributor Author

@kishanprmr @ashrafsamhouri I have completed the actions & attached the video in the PR description.

Only triggers are left. Will be completed post I get the access from the team for Instantly account. Reference - #7599 (comment)

@kishanprmr
Copy link
Copy Markdown
Collaborator

@AnkitSharmaOnGithub Please make the Campaign ID or List ID property a dropdown instead of a text field. This will allow users to select from available options. If there is an API endpoint to list the items, please use it to populate the dropdown.

For the trigger, you can create one referring to the Webhook Guide — just the code is fine for now. Make the PR ready for review. We will soon provide the upgraded plan details for the webhook.

@AnkitSharmaOnGithub
Copy link
Copy Markdown
Contributor Author

Thanks @kishanprmr. I will work on it.

@AnkitSharmaOnGithub
Copy link
Copy Markdown
Contributor Author

@AnkitSharmaOnGithub Please make the Campaign ID or List ID property a dropdown instead of a text field. This will allow users to select from available options. If there is an API endpoint to list the items, please use it to populate the dropdown.

For the trigger, you can create one referring to the Webhook Guide — just the code is fine for now. Make the PR ready for review. We will soon provide the upgraded plan details for the webhook.

@kishanprmr I have worked on the comment. And, pushed the updated code.
Can we please review this today, if possible?

@kishanprmr
Copy link
Copy Markdown
Collaborator

@AnkitSharmaOnGithub ,

Please revisit all the props in the actions. For example, in the Create Campaign action, props like body and list_id are not present in the Create Campaign API documentation. Kindly recheck all the props.

@AnkitSharmaOnGithub
Copy link
Copy Markdown
Contributor Author

@AnkitSharmaOnGithub ,

Please revisit all the props in the actions. For example, in the Create Campaign action, props like body and list_id are not present in the Create Campaign API documentation. Kindly recheck all the props.

Missed replying here. I am working on this. I have Create Campaign action on the same day. Working on verifying other items.

@AnkitSharmaOnGithub
Copy link
Copy Markdown
Contributor Author

@kishanprmr I have cross checked & refactored all the actions & triggers.
Request you to please re-review the PR.

@AnkitSharmaOnGithub
Copy link
Copy Markdown
Contributor Author

@kishanprmr Please review once you have time. Thanks.

@nx-cloud
Copy link
Copy Markdown

nx-cloud bot commented May 25, 2025

View your CI Pipeline Execution ↗ for commit 70560e0.


☁️ Nx Cloud last updated this comment at 2025-05-25 13:23:53 UTC

@kishanprmr kishanprmr merged commit 60adcf2 into activepieces:main May 25, 2025
11 checks passed
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Projects

No open projects

Development

Successfully merging this pull request may close these issues.

[MCP] Instantly

3 participants