dex

name	dex
description	Dex CRM personal relationship manager. Manage contacts, notes, reminders, and relationship tracking via Dex API. Use when: 'Dex', 'Dex CRM', 'relationship manager', 'personal CRM', 'track contact', 'add note to contact', 'set reminder for person'. NOT for ActiveCampaign (use activecampaign) or Attio/ShapeScale CRM (use shapescale-crm).

ActiveCampaign Skill 📧

ActiveCampaign integration for ShapeScale sales automation.

Purpose

Manage leads, deals, and email automations for clinic sales:

• Contacts: Sync demo attendees, leads, and prospects
• Deals: Track clinic sales pipeline stages
• Tags: Segment leads (demo-requested, nurture, close-ready)
• Automations: Trigger email sequences based on actions

Setup

# Create config directory
mkdir -p ~/.config/activecampaign

# Add credentials to environment or config
echo "https://yourname.api-us1.com" > ~/.config/activecampaign/url
echo "your_api_key_here" > ~/.config/activecampaign/api_key

# Export for skill (add to .bashrc or profile)
export ACTIVECAMPAIGN_URL=$(cat ~/.config/activecampaign/url)
export ACTIVECAMPAIGN_API_KEY=$(cat ~/.config/activecampaign/api_key)

Get API credentials from ActiveCampaign:

• URL: Settings → Developer → API Access (copy the API URL)
• API Key: Settings → Developer → API Access (copy the API Key)

Usage

# Set credentials once per session
export ACTIVECAMPAIGN_URL="https://youraccount.api-us1.com"
export ACTIVECAMPAIGN_API_KEY="your-api-key"

# Contacts
activecampaign contacts list                    # List all contacts
activecampaign contacts create "[e-mail]" "First Last"  # Create contact
activecampaign contacts sync "[e-mail]"               # Create or update
activecampaign contacts get <id>                # Get contact by ID
activecampaign contacts search "clinic"         # Search contacts
activecampaign contacts add-tag <id> <tag>      # Add tag to contact
activecampaign contacts remove-tag <id> <tag>   # Remove tag from contact

# Deals
activecampaign deals list                       # List all deals
activecampaign deals create "Clinic Name" <stage_id> <value>  # Create deal
activecampaign deals update <id> stage=<stage_id>            # Move deal stage
activecampaign deals get <id>                   # Get deal details

# Tags
activecampaign tags list                        # List all tags
activecampaign tags create "Demo Requested"     # Create new tag
activecampaign tags sync <contact_id> <tag_id>  # Sync tag to contact

# Automations
activecampaign automations list                 # List automations
activecampaign automations add-contact <id> <automation_id>  # Add contact


activecampaign pipelines list                   
activecampaign stages list                      

Contact Fields (POST /api/3/contact/sync)

{
  "contact": {
    "email": "[e-mail]",
    "firstName": "Dr.",
    "lastName": "Smith",
    "phone": "[phone]"
  },
  "fieldValues": [
    {"field": "1", "value": "Medical Spa"},
    {"field": "2", "value": "1000-2000 sq ft"}
  ]
}

Common ShapeScale Workflows

Sync Demo Lead

# 1. Create/update contact
activecampaign contacts sync "[e-mail]" "Dr. Smith"

# 2. Tag as "Demo Requested"
activecampaign tags create "Demo Requested"
# Get tag ID, then:
activecampaign contacts add-tag <contact_id> <tag_id>

# 3. Add to follow-up automation
activecampaign automations add-contact <contact_id> <automation_id>

Update Deal Stage

# List available stages first
activecampaign stages list

# Move deal to "Proposal Sent"
activecampaign deals update <deal_id> stage=<stage_id> value=5000

Rate Limits

• 5 requests per second max
• Use batch operations for bulk imports
• The wrapper handles rate limiting automatically

Related Skills

• shapescale-crm - Attio CRM integration (source of truth)
• shapescale-sales - Sales workflows and qualification
• campaign-orchestrator - Multi-channel follow-up campaigns