ActiveCampaign + Autotask
"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.
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.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create or Update ContactCreates a new contact, or updates an existing contact.
ActionWriteCreate a new record or update an existing record in your app.
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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 planNew 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 planNew 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 planCompany
Assigned To Resource
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated 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 planCreate 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 appID
First Name
Last Name
Email Address
Company
Country
Fax Number
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Name
Quote ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCountry IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appResource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom 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 appDeal Title
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
Deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTemplate 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 planNew 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 planNew 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 planUpdated 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 planCreate 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 appCompany Name
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Title
Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket 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 appCurrency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany 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 foundCustom 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 appContact Task TitleRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About ActiveCampaign
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