ActiveCampaign + Bonsai
Create or update ActiveCampaign contacts when new Bonsai contracts are signed
Save time and stay organized by managing your contacts effortlessly with this Bonsai to ActiveCampaign workflow. Whenever a contract is signed in Bonsai, this automation will create or update the contact in ActiveCampaign, helping you maintain an up-to-date list of clients without any manual effort. Efficiently track your clients and become more productive with this seamless integration.
Save time and stay organized by managing your contacts effortlessly with this Bonsai to ActiveCampaign workflow. Whenever a contract is signed in Bonsai, this automation will create or update the contact in ActiveCampaign, helping you maintain an up-to-date list of clients without any manual effort. Efficiently track your clients and become more productive with this seamless integration.
- When this happens...Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try ItClient NameRequired
Client EmailRequired
Company Name
Website
Phone Number
Job Title
Notes
Contract Viewed
Triggers when a contract is viewed.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Viewed
Triggers when a proposal is viewed by the client.
Try ItProject NameRequired
CurrencyRequired
Client EmailRequired
Client Name
Company Name
Project Description
Project Notes
Client Website
Client Phone Number
Client Job Title
