ActiveCampaign + Birdview PSA

ActiveCampaign + Birdview PSA integrations

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.

When this happens...
New or Updated ContactTriggers when a new contact is created or an existing contact's details are updated.
TriggerInstant
automatically do this!
Create ProjectCreates 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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More things you can do with ActiveCampaign and Birdview PSA

Discover other triggers and actions you can use with ActiveCampaign and Birdview PSA

- 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
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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
- Deal Task Title
  Required
- Deal ID
Action
Search
- Template Name
Action
Search
- User
- Activity
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- User
- Project
Trigger
Polling
Try It
- Activity Type
- Activity Status
- Project
- Priority
- Category
- Parent
- Activity
- Assigned to Me
Trigger
Polling
Try It
- Project
- Activity
- User
Trigger
Polling
Try It
- Project
  Required
- File
  Required
Action
Write
- Template
- Name
  Required
- Status
  Required
- Priority
- Portfolio
- Description
- Start Date
- End Date
Action
Write
- User
  Required
- Project
- Activity
  Required
- Duration
  Required
- Description
- Date
  Required
- Billable
Action
Write
- Project
  Required
- Message Text
  Required
Action
Write
- Time Entry ID
  Required
- Duration
- Description
- Date
- Billable
Action
Write
- Project ID
- Portfolio
- Name
Action
Search
- Activity ID
- Project
  Required
- Parent
- Name
  Required
- Activity Type
  Required
- Status
  Required
- Priority
- Category
- Description
- Start Date
- End Date
Action
Search or write
- Time Entry ID
- User
  Required
- Activity
  Required
- Date
  Required
- Duration
  Required
- Description
- Billable
- Project
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
- Title
- Contact Email
Action
Search
- Email
  Required
Action
Search
- Activity Type
- Activity Status
- Project
- Priority
- Category
- Parent
- Assigned to Me
Trigger
Polling
Try It
- User
- Project
- Activity
Trigger
Polling
Try It
- User
- Project
Trigger
Polling
Try It
- Project
- Activity
- User
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Activity
  Required
- File
  Required
Action
Write
- Name
  Required
- Status
  Required
- Priority
- Portfolio
- Description
- Start Date
- End Date
Action
Write
- Name
  Required
- Project
  Required
- Parent
- Activity Type
  Required
- Status
  Required
- Priority
- Category
- Description
- Start Date
- End Date
Action
Write
- Activity
  Required
- Message Text
  Required
Action
Write
- Activity
  Required
- Name
- Project
- Parent
- Activity Type
- Status
- Priority
- Category
- Description
- Start Date
- End Date
Action
Write
- Activity ID
- Project
- Parent
- Name
Action
Search
- Time Entry ID
- User
- Activity
- Date
- Duration
- Description
- Billable
Action
Search
- Project ID
- Portfolio
- Name
  Required
- Template
- Status
  Required
- Priority
- Description
- Start Date
- End Date
Action
Search or write

About ActiveCampaign

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

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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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