ActiveCampaign + Bonsai

Create or update ActiveCampaign contacts when new proposals are viewed in Bonsai

Manage your client engagement efficiently with this automation between Bonsai and ActiveCampaign. Whenever a proposal is viewed in Bonsai, it instantly creates or updates a contact in ActiveCampaign. With this workflow, maintain up-to-date records of your leads and save time on manual data entry.

When this happens...
Proposal Viewed
Triggers when a proposal is viewed by the client.
TriggerInstant
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Create or Update Contact
Creates a new contact, or updates an existing contact.
ActionWrite

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Supported triggers and actions

Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
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Deal Updated
Triggers when a deal is updated in Bonsai.
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Instant
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Invoice Paid
Triggers when an invoice is paid.
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Instant
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Event Scheduled
Triggers when a new event is booked via Scheduling
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Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
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- Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write

- Project IDRequired
- Task Template NameRequired
- Task List Name
Action
Write
- Custom ObjectRequired
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Instant
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
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Instant
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- ListRequired
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- ListRequired
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- ListRequired
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- Task type
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New Deal Task
Triggers when a new deal task is created.
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Instant
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- Importer Note
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- ListRequired
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Instant
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- EventRequired
- Tag
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Instant
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- Account IDRequired
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search

Contract Viewed
Triggers when a contract is viewed.
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Instant
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Form Submitted
Triggers when a new form response is submitted.
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Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
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Instant
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Proposal Accepted
Triggers when a proposal is accepted by the client.
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Instant
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Task Updated
Triggers when a task is updated in Bonsai.
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Instant
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- Deal TitleRequired
- Client EmailRequired
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task TitleRequired
- Task Description
- Project ID
- Creator Email
- Assignee Email
- Status
- Task List Name
- Priority
- Start Date
- Due Date
- Estimate in minutes
- Billing
- Service Name
- Tags
- Repeats Frequency
- Repeats frequency Weekly Day
- Repeats frequency Monthly Day
Action
Write
- Custom ObjectRequired
- Trigger EventsRequired
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Instant
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- Task Type (Optional)
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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.
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Instant
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- ListRequired
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- ListRequired
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- List (Deprecated)
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Instant
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New Deal Note
Triggers when a new deal note is created.
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Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
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Instant
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- ListRequired
- Importer Note
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Instant
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- List
- Skip Unsubscribe Events
- Importer Note
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Instant
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- NameRequired
- Website
- Owner
Action
Write
- Account ID
- NameRequired
- Update OnlyRequired
- Account Owner
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact ID
- Contact Email
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search

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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