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ActiveCampaign + Billbooks

ActiveCampaign + Billbooks integrations

Add new Billbooks clients to ActiveCampaign as contacts

Add every new Billbooks client to your ActiveCampaign list, so follow-ups and newsletters reach the people you bill.

When this happens...
New ClientTriggers when a new client is created in Billbooks.
TriggerPolling
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 Billbooks and ActiveCampaign

Discover other triggers and actions you can use with Billbooks and ActiveCampaign

New Client
Triggers when a new client is created in Billbooks.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is recorded in Billbooks.
Trigger
Polling
Try It
- Name
  Required
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
- Address
- City
- State
- Zip Code
- Phone
- Country
- Country Code (ISO, two letters)
- Registration No.
- Website
- Currency
- Payment Terms (days)
- Language
- Enable Client Portal
- Shipping Address
- Shipping City
- Shipping State
- Shipping Zip Code
- Shipping Phone
- Shipping Country
- Shipping Country Code (ISO, two letters)
- Remarks
Action
Write
- Date
  Required
- Amount
  Required
- Category
- New Category
- Reference No.
- Vendor
- Notes
- Currency
- Client
- Billable
Action
Write
- Name
  Required
- Type
  Required
- Rate
  Required
- SKU
- HSN Code
- Description
- Unit
- Track Inventory
- Opening Stock
- Tax IDs
Action
Write

- Name
  Required
- Contact Email
Action
Search
- Custom Object
  Required
- Trigger Events
  Required
Trigger
Instant
Try It

- Task Type (Optional)
Trigger
Instant
Try It
Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List (Deprecated)
Trigger
Instant
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
Try It
New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
Try It
- List
  Required
- Importer_note
Trigger
Instant
Try It
- List
- Skip Unsubscribe Events
- Importer_note
Trigger
Instant
Try It
- Name
  Required
- Website
- Owner
Action
Write
- Account ID
- Name
  Required
- Update Only
  Required
- Account Owner
- Website
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account
- Contact Email Address
Action
Write
- Automation
  Required
- Automation Run
  Required
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Account ID
  Required
- Job Title
Action
Write
- Contact ID
- Contact Email
- Action
  Required
- Existing Tags
- Tags
Action
Write
- Custom Object
  Required
- Record ID
- External ID
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- WhatsApp Phone Number
  Required
- Flow to start
  Required
- First Name
- Last Name
- Email
- External URL
- Custom properties
Action
Write
- Event Key
  Required
- Event Account ID
  Required
- Event Name
  Required
- Event Value
- Contact Email Address
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Contact
  Required
Action
Search
- Deal Task Title
  Required
- Deal ID
Action
Search
- Template Name
Action
Search

New Estimate
Triggers when a new estimate is created in Billbooks.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created in Billbooks.
Trigger
Polling
Try It
- Self_feed_warning
- Client
  Required
- Estimate Date
  Required
- Estimate Number
  Required
- PO Number
- Expiry Date
- Currency
- Notes
- Terms
- Status
- Item ID
- Description
- Quantity
  Required
- Rate
  Required
- Tax IDs
Action
Write
- Self_feed_warning
- Client
  Required
- Invoice Date
  Required
- Invoice Number
  Required
- PO Number
- Due Terms (days)
- Due Date
- Currency
- Notes
- Terms
- Status
- Item ID
- Description
- Quantity
  Required
- Rate
  Required
- Tax IDs
Action
Write
- Search Query
  Required
- Max Results
Action
Search
- Name
  Required
- Contact Email
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
- Address
- City
- State
- Zip Code
- Phone
- Country
- Country Code (ISO, two letters)
- Registration No.
- Website
- Currency
- Payment Terms (days)
- Language
- Enable Client Portal
- Shipping Address
- Shipping City
- Shipping State
- Shipping Zip Code
- Shipping Phone
- Shipping Country
- Shipping Country Code (ISO, two letters)
- Remarks
Action
Search or write
- Custom Object
  Required
Trigger
Instant
Try It
Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
Trigger
Instant
Try It
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Task type
Trigger
Instant
Try It
New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
Try It
- Importer_note
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Event
  Required
- Tag
Trigger
Instant
Try It
- Account ID
  Required
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- Automation
  Required
- Subscriber Email
  Required
Action
Write
- Email Message
  Required
- List
  Required
- Campaign Name
  Required
Action
Write
- Contact ID
  Required
- List ID
  Required
- Note
  Required
Action
Write
- Task ID
- Title
- Contact ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Contact ID
  Required
- Deal ID
  Required
- Role
Action
Write
- Deal
  Required
- Note
  Required
Action
Write
- Deal
  Required
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Action
  Required
- List ID
  Required
- Contact ID
- Email Address
Action
Write
- WhatsApp Phone Number
  Required
- WhatsApp Template to send
  Required
Action
Write
- Name
  Required
Action
Search
- Contact Task Title
  Required
- Contact ID
Action
Search
- Deal Title
- Pipeline
- Stage
- Owner
- Status
- Sort Field
- Sort Direction
Action
Search
- Title
- Contact Email
Action
Search
- Email
  Required
Action
Search

About ActiveCampaign

ActiveCampaign is an autonomous marketing platform built to transform how marketers, agencies, and business owners work.

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About Billbooks

Billbooks is a cloud invoicing app to manage billing, quotes, items, expenses, scheduling and bank reconciling

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