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ActiveCampaign + Autotask
ActiveCampaign + Autotask
ActiveCampaign + Autotask integrations
"update contacts in ActiveCampaign for every updated contact in Autotask"
This workflow activates when there's a change in your Autotask contact information. It then swiftly creates or updates the same contact details in ActiveCampaign. It's a hassle-free automation that ensures consistent, updated contact information across both platforms, simplifying your customer management process. Stay organized without needless manual data entry while focusing more on your core tasks.
- When this happens...
Updated ContactTriggers when a contact is updated. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.TriggerInstant - automatically do this!
Create or Update ContactCreates a new contact, or updates an existing contact.ActionWrite
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More things you can do with Autotask and ActiveCampaign
Discover other triggers and actions you can use with Autotask and ActiveCampaign
- New Invoice
Triggers when a new invoice is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new Task is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Time Entry
Triggers when a new time entry is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Company
- Assigned To Resource
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Updated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Service Call
Triggers when an existing service call is updated (not when created).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Create Company
Creates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Ticket Note
Creates a ticket note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Article CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contract ID
- Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- QuoteName
- QuoteID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Country IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Resource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom ObjectRequired
- Trigger EventsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - ListRequired
- Importer_note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- List
- Skip Unsubscribe Events
- Importer_note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NameRequired
- Website
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account ID
- NameRequired
- Update OnlyRequired
- Account Owner
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AutomationRequired
- Automation RunRequired
- Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Account IDRequired
- Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Contact Email
- ActionRequired
- Existing Tags
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom ObjectRequired
- Record ID
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WhatsApp Phone NumberRequired
- Flow to startRequired
- First Name
- Last Name
- Email
- External URL
- Custom properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- Email Address
- Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deal Title
- Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deal Task TitleRequired
- Deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Company
- Assigned To Resource ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Contact
Triggers when a new contact is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new Project is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Service Call
Triggers when a new service call is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Create Company To-Do
Creates a new Company To-Do.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Submitter IDRequired
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)Required
- Status
- Submit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Time Entry
Creates a Time Entry.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TicketRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account ID
- Account Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity Title
- Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
ActionThis is an event a Zap performs.SearchFind existing data in your app- Currency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Account IDRequired
- Name
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AutomationRequired
- Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email MessageRequired
- ListRequired
- Campaign NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- List IDRequired
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Deal IDRequired
- Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ActionRequired
- List IDRequired
- Contact ID
- Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WhatsApp Phone NumberRequired
- WhatsApp Template to sendRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Task TitleRequired
- Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deal Title
- Pipeline
- Stage
- Owner
- Status
- Sort Field
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- Title
- Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
ActiveCampaign is an autonomous marketing platform built to transform how marketers, agencies, and business owners work.
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Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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