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)