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ActiveCampaign + Birdview PSA

Create Easy Projects for new or updated ActiveCampaign contacts

Effortlessly manage your contacts and projects with this seamless workflow between ActiveCampaign and Easy Projects. Whenever a new or updated contact is detected in ActiveCampaign, a corresponding project will be created in Easy Projects. This automation ensures your project management stays on track, eliminating the need for manual data entry and keeping your team in sync.

Effortlessly manage your contacts and projects with this seamless workflow between ActiveCampaign and Easy Projects. Whenever a new or updated contact is detected in ActiveCampaign, a corresponding project will be created in Easy Projects. This automation ensures your project management stays on track, eliminating the need for manual data entry and keeping your team in sync.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    TriggerInstant
  2. automatically do this!
    Birdview PSABirdview PSA
    Create Project

    Creates a new project. Please note, custom fields are not supported by this action. If custom fields are required please use action 'Create Project (with custom fields)'

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    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
    • ListRequired

    Trigger
    Instant
    Try It
    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
activecampaign logo
activecampaign logo

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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Related categories

  • Marketing Automation

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About Birdview PSA

Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and finance planning, management, and forecasting.

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