ActiveCampaign + bexio
Manage new or updated ActiveCampaign contacts by creating people in bexio
Streamline your contact management process. With this workflow, each time you add or update a contact in ActiveCampaign, it will create a new person in bexio. No more manual data entry, making your customer relationship management more efficient and error-free.
Streamline your contact management process. With this workflow, each time you add or update a contact in ActiveCampaign, it will create a new person in bexio. No more manual data entry, making your customer relationship management more efficient and error-free.
- When this happens...
New or Updated ContactTriggers when a new contact is added or existing contact's details are updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create PersonCreate a new person.
ActionWriteCreate a new record or update an existing record in your app.
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Custom ObjectRequired
Trigger EventsRequired
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.Account IDRequired
Name
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 IDRequired
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.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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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
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 app
New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus of Order
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers new Products.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus of Quote
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany NameRequired
Department
Number
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone
Phone second
Mobile
Fax
Skype Name
Language Id
Remarks
Number of Staff
Tax Nr
Trade Register Number
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing PeopleRequired
Person Id
Last Name
First Name
Number
Birthday (Format yyyy-mm-dd)
E-Mail
Second E-Mail
Address
Zip
City
Country
Correspondence Type
Group Ids
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Invoice Date
Payment Due Date
API Reference
Invoice Title
Invoice Status
VAT included in the total
Currency
Bank Account
Project
Line Item Product Key
Line Item Name/Id/CodeRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Recipient MailRequired
SubjectRequired
MessageRequired
Mark as pending
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TypeRequired
NameRequired
Description
CodeRequired
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project TypeRequired
Project StateRequired
Company or PersonRequired
Company Contact Person
Start Date
End Date
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillableRequired
Business ActivityRequired
Company or Person
Company Contact Person
Project
Status
TypeRequired
Date
Duration
Start Time
End Time
Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ISO 3166
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder Number
API Reference
Include Order PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number
API Reference
Include Quote PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast NameRequired
First NameRequired
EMail
Number
Phone
Mobile
Birthday
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Second Phone
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
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.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.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
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.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.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 appStatus of Invoice
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew/Updated Person
Triggers when a person is added or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planState of Project
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCombined EntryRequired
Automatic Reference Number
Date (line item support)Required
Reference Number (line item support)
CurrencyRequired
Debit Account Numbers (line item support)Required
Credit Account Numbers (line item support)Required
Vat (line item support)
VAT Account
Description (line item support)
Amount (line item support)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Last NameRequired
First NameRequired
Number
Birthday
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File to uploadRequired
FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Order Date
API Reference
Order Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
Name
Description
Remarks
Sales Price
Currency
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Quote Date
API Reference
quote Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing CompanyRequired
Company Id
Name
Department
Number
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Group Ids
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Number of staff
Tax Nr
Trade Register Number
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number
API Reference
Include Invoice PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast Name
First Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appProject NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
EMail
Number
Phone
Mobile
Department
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone second
Fax
Skype Name
Language Id
Remarks
Number of Staff
Tax Nr
Trade Register Number
Url
Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
CodeRequired
Product TypeRequired
Description
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
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
About ActiveCampaign
ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Email NewslettersAbout bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.