List that the contact note is associated with.

List the subscriber is updated in.

Leave blank to trigger for all Tags, begin typing to filter, or use the Custom tab for text/input entry

Suggested Format: https://www.example.com

In dollars. Example: 350.00.

The "Auto" option only works if your chosen pipeline has "Automatic Deal Assignment" configured. If no value (or invalid value) is supplied, it will default to the connected ActiveCampaign account user.

Example: usd.

The contact will be removed from this automation.

The automation run(s) that the contact will be removed from.

ActiveCampaign ID of the contact.

Contact that will get added to the account.

Choose an account.

Set a job title for the related contact.

The ID of the Contact where the tag will be added or removed

Add or remove tag from AC Contact

Choose from list or enter/insert tag data below

Enter/insert tag data or use the drop down list above, separate tags with a comma

The object that you want to create a record for in ActiveCampaign

To update an existing record, provide the record ID or external ID

To update an existing record, provide the record ID or external ID

In cents. Example: $350.00 would be 35000.

The "Auto" option only works if your chosen pipeline has "Automatic Deal Assignment" configured. If no value is supplied, it will default to the connected ActiveCampaign account user.

Example: usd.

An Account or Contact is required to create a deal.

An Account or Contact is required to create a deal. The Contact selected will be made the Primary Contact.

Deal's description

Insert the task ID to be updated. Leave blank if creating a new task.

The title to be assigned to the task.

Insert the ID of the Deal to be assigned this task.

The content describing the task.

Due date of the task ex. 2021-02-25T12:00:00-06:00.

End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.

The type of the task based on the available Task Types in your account.

The id of the user this task will be assigned to.

Subscribing will not update lists the Contact already belongs to with any status. Unsubscribing requires the contact already belongs to the list in some status.

List from which you'd like to your Contact to be Subscribed/Unsubscribed

ActiveCampaign ID of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Email Address' MUST BE

Email of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Contact ID' MUST BE

Determines which App Extensions will appear in the dropdown below.

The contact task title

The related contact ID

The title of the Deal

The email of a Contact on the Deal

Email of the user being searched

Use this field to only trigger your Zap on inbound or outbound calls.

Use this filter to only trigger on completed calls. If left blank, this Zap will only trigger when a new call is created.

Use this field to only trigger your Zap on incoming or outgoing emails.

Use this field to only trigger on emails where a specific template was sent.

Use this field to only trigger on emails to/from a specific user.

Filter inbox items by item type. Click here for more information about item types.

You can select more than one.

Select your User from the dropdown.

Filter status changes by the ID of the new status.

Filter status changes by the ID of the old status.

Select Yes to trigger this Zap when a lead is created in one of the statuses in the New Status ID field above. If no New Status ID is selected this Zap will trigger for all newly created leads.

Note: This field cannot be set to Yes if an Old Status ID is selected above because newly created leads do not have an old status.

Select the meeting actions that will cause this Zap to trigger:

• scheduled
  • Triggers when a meeting is created in the future, is rescheduled to a time in the future, or is moved to the status upcoming
• started
  • Triggers when a meeting starts (and is moved to status in-progress)
• completed
  • Triggers when a meeting is completed (and is moved to status completed)
• canceled
  • Triggers when a meeting is canceled (and is moved to status canceled)

You can select more than one.

Note: The testing data for this trigger may return a Meeting in a different status than what is expected from the actions selected in this field. This happens because the trigger pulls the latest available Meeting activity from Close as test data when setting up your Zap. Once the Zap is turned on however, the Zap will trigger for the appropriate Meeting activities.

Use this field to filter events by the type of object the event happened to (e.g. a lead, a contact, an opportunity, etc). Learn more about object types here.

The dropdown lists the most common object types.

Use this field to filter events by the type of action taken. Learn more about event actions here.

The dropdown lists the most common actions taken.

Use this field to only trigger the Zap when the event is created by specific user(s).

If you're using the Updated action type, you can use this field to make the Zap only trigger if specific fields were updated.

Example: Entering description and url will make this Zap only trigger if the description of a lead OR the URL of a lead is updated.

Note: For custom fields, use the dropdown to select the correct custom field.

Filter status changes by the ID of the new status.

Filter status changes by the type of the new status.

Filter status changes by the ID of the old status.

Filter status changes by the type of the old status.

Select Yes to trigger this Zap when an opportunity is created in one of the statuses in the New Status ID field above, with one of the status types selected in the New Status Type field. If no New Status ID or New Status Type is selected this Zap will trigger for all newly created opportunities.

Note: This field cannot be set to Yes if an Old Status ID or Old Status Type is selected above because newly created opportunities do not have an old status.

Use this filter to only trigger for sequence subscriptions associated with a specific sequence.

Select one of the following choices from the dropdown:

• Subscribed to trigger when a contact is subscribed to a sequence.
• Paused to trigger when a sequence subscription was paused manually or by a bulk action.
• Resumed to trigger when a sequence subscription is resumed (moved to active status).
• Goal to trigger when a sequence subscription reached the goal defined in the sequence and should stop.
• Finished to trigger when a sequence subscription went through all of the steps without reaching the goal.
• Error to trigger when a sequence subscription cannot continue because an error occurred.

Use this field to only trigger when a task is completed. If left blank, the Zap will trigger when a task is created.

Select a user, and only trigger on tasks assigned to that user.

The ID of the call you want to delete.

The ID of the contact you want to delete the email address from.

The email address you want to delete from the contact.

Lead ID of the source lead being merged into the destination lead. Note: This lead will be deleted after it's merged into the destination lead.

If conflicts exist in the lead name, description, status, or a custom field, this Zapier Action will keep the data from the destination lead and discard the conflicting data from this lead.

Lead ID of the destination lead that the source lead will be merged into. Note: After the merge is complete, this lead will remain.

If conflicts exist in the lead name, description, status, or a custom field, this Zapier Action will keep the data from this lead and discard the conflicting data from the source lead.

Select yes to receive an email when your bulk email is completed. Select no and you will not receive an email on completion.

The type of bulk action you'd like to complete.

Select a Lead Smart View or enter deprecated text-based search syntax that will find the leads you'd like to bulk edit.

Note: This field defaults to "All Leads".

Select one of the following from the dropdown:

• subscribe: creates a new sequence subscription for contacts that have never received a given sequence.
• resume: resumes any paused sequence subscriptions for a given sequence (if selected below), or all sequences if no sequence is selected.
• pause: pauses any active sequence subscriptions for a given sequence (if selected below), or all sequences if no sequence is selected.

Select a Lead Smart View or enter deprecated text-based search syntax that will find the leads with contacts you'd like to take the bulk sequence subscription action on.

Note: This field defaults to "All Leads".

The ID of the sequence that will be used in the bulk action.

Select whether to take action only on the primary/first contact or to take action on each contact of a lead. Regardless of the choice, if you are subscribing contacts only first email address of the contact will be used.

Select yes to receive an email when your bulk action is completed. Select no and you will not receive an email on completion.

Select the lead to assign this contact to. If you have access to the lead ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.

The name of this contact.

The title of this contact.

An URL of this contact.

Office Phone number (including country code).

Mobile Phone number (including country code).

Home Phone number (including country code).

Direct Phone number (including country code).

Fax Phone number (including country code).

Other Phone number (including country code).

Custom Objects are currently in Private Beta. To use this action make sure you have applied for Beta under your Close Settings > Custom Objects and were granted access.

Select the lead to assign this Custom Object to. This is usually a dynamic variable from a previous step.

Select the type of the Custom Object you're creating from the dropdown. You can go to the Custom Objects settings page in Close to create a new type.

The type of data you want to export.

Format of the exported file. The choices are: CSV and JSON.

JSON is recommended for raw backups or data migrations.

Select a Lead Smart View or enter deprecated text-based search syntax that will find the leads you'd like to export. By default, all leads are exported.

The fields (columns) you'd like to appear in the export. For a full list of fields, you can check our documentation here. By default, all fields are included in the export if this field is empty.

The fields should be entered, separated by a comma. For example, for just the fields id, status_label, and status_id, you would enter:

id,status_label,status_id.

Activities (calls, emails, notes, status changes, etc.) aren't included in any exports by default. If you want all of your activities exported as well, choose yes. Otherwise, leave this field blank.

Note: this field only works for a leads export in JSON format.

Smart Fields aren't included in any exports by default. If you want all of them exported as well, choose yes. Otherwise, leave this field blank.

Note: this field only works for a leads export in JSON format, or any CSV export.

Lead / Company / Organization.

A description about the Lead

Lead status. Lead statuses must be set up in your Organization Settings first before they will show up in this drop-down.

Phone number (including country code, for example +1 833 462 5673).

Direct Phone number (including country code, for example +1 833 462 5673).

Mobile Phone number (including country code, for example +1 833 462 5673).

Home Phone number (including country code, for example +1 833 462 5673).

Fax Phone number (including country code, for example +1 833 462 5673).

Other Phone number (including country code, for example +1 833 462 5673).

The URL for the contact to be associated with this Lead.

Type of address.

First part of the street address for an address (e.g., "501 Forest Ave").

Second part of a street address if necessary (e.g., "Suite 410").

City name for an address (e.g., "Palo Alto").

State (abbreviation, if in the U.S.). E.g., "CA".

Country abbreviation for an address. E.g., "US".

Max 1 note. If you want to create more, use additional Create Note Zapier action steps.

Add a note to this Lead once it's created.

Max 1 task. If you want to create more, use additional Create Task Zapier action steps.

This field is required if you're assigning a task.

Max 1 opportunity. If you want to create more, use additional Create Opportunity Zapier action steps.

Set a value for this opportunity in cents

Set a percentage confidence level in this opportunity (between 0 and 100).

Select an existing Smart View from the dropdown, or type a custom search query based on Close search syntax. When selecting a Smart View from the dropdown, we utilize Smart View queries so that if you change the Smart View in Close, this action will always use the most up to date query to find results.

Filter your report by specific opportunity properties. More info on opportunity search here.

Example: Entering note:important in this field will filter the report by opportunities that have important in their note.

Select a Lead Smart View or enter deprecated text-based search syntax to filter your report by lead search.

Filter the report by selected status types.

Filter the report by selected statuses.

Filter the report by selected users.

Start date for the report in YYYY-MM-DD format.

End date for the report in YYYY-MM-DD format.

Instead of a Start Date and an End Date, use this field to choose a predefined date range for your report.

Note: This field will override Start Date and Date End.

Filter the report by the specified User ID.

Start date for the report in YYYY-MM-DD format.

End date for the report in YYYY-MM-DD format.

Instead of a Start Date and an End Date, use this field to choose a predefined date range for your report.

Note: This field will override Start Date and Date End.

The name of the Smart View.

Custom search query based on Close search syntax.

Select specific users in your organization to share the Smart View with.

Share this Smart View with your whole organization.

Note: This field overrides the Share With Specific Users field.

Select Lead for a lead status change report and select Opportunity for an opportunity status change report.

Select a Lead Smart View or enter deprecated text-based search syntax to filter your report.

Start date for the report in YYYY-MM-DD format.

End date for the report in YYYY-MM-DD format.

Instead of a Start Date and an End Date, use this field to choose a predefined date range for your report.

Note: This field will override Start Date and Date End.

If the report type is Opportunity, you can use this field to filter the report by User.

Specify groups(s) to choose a random user from.

Select online to choose from users that are currently online, and offline to choose from users that are currently offline.

The id of the call you want to edit.

Update the contact of the call.

Update the note of the call.

Update the number called in this call.

Update the duration of the call in seconds.

Update the URL pointing to the MP3 recording of your call. For security reasons, we require the URL to be secure (i.e. starting with https://).

The ID of the Custom Activity you want to update. This is usually a dynamic variable from a previous step.

Select the type of the Custom Activity you're updating from the dropdown. This WILL NOT allow you to change the Activity Type of a Custom Activity, but it's used so that Zapier can load the proper fields to update.

Use this field to update the status of the Custom Activity. If you select published, all required fields in Close must be filled out in order to update the Custom Activity. If you select draft, required fields in Close do not need to be filled out to update the Custom Activity.

Lead / Company / Organization.

A description about the lead.

Lead status. Lead statuses must be setup in your Organization Settings first before they will show up in this drop-down.

The ID of the Opportunity you want to update. Normally found via a "Find Opportunity" step.

Update the Opportunity user.

The ID of the Contact you want to assign the opportunity to. Normally found via a "Find Contact" step.

Update the Opportunity status.

Update the Opportunity confidence. Enter a value from 0 - 100 that represents the % confidence of closing this deal.

Example: For 15% confidence, enter: 15.

Update the Opportunity value in cents.

Choose from one time, monthly, or annual.

Update the notes on the Opportunity.

The ID of the Smart View you want to update.

The name of the Smart View.

Custom search query based on Close search syntax.

Select specific users in your organization to share the Smart View with.

Share this Smart View with your whole organization.

Note: This field overrides the Share With Specific Users field.

Determines which App Extensions will appear in the dropdown below.

The direction of the call.

Use this field to search for calls that contain specific note text.

Note: This field will return more accurate results if used with Lead ID.

The user of the call.

A date range of when the call took place.

Use this field to return the first call on a specified lead.

Note: This field makes the search ignore the fields above it. If you use this field, make sure to also fill in Lead ID.

If you have access to the lead ID value via a trigger or an action variable, you can enter the Lead ID to search for a call on a specific lead.

Alternatively, you can lookup a call by ID if you have access to the call activity ID value via a trigger or an action variable.

If you have access to the lead ID value via a trigger or an action variable, you can enter the lead_id to search for a contact based on lead_id.

Alternatively, you can lookup a contact by ID if you have access to the contact ID value via a trigger or an action variable.

Note: This field will override any other fields selected in this search.

Custom Objects are currently in Private Beta. To use this action make sure you have applied for Beta under your Close Settings > Custom Objects and were granted access.

The type of Custom Object you want to search for.

If you have access to a Lead ID value via a trigger or an action variable, you can enter it in this field to search for a Custom Object on a specific lead.

Alternatively, you can lookup a Custom Object by ID if you have access to the ID value via a trigger or an action variable.

Note: This field will override any other fields selected in this search.

Use this field to find a note that contains certain text.

Note: When using this field, you can increase the reliability of finding a note if you also include a Lead ID below.

If you have access to a Lead ID value via a trigger, action, or search, you can enter the Lead ID to search for a note attached to that specific lead.

Alternatively, you can lookup a note by ID if you have access to a note ID via a trigger, action, or search variable.

The sequence of the subscription you're searching for.

The Contact ID of the subscription you're searching for.

The Lead ID of the contact with the subscription you're searching for.

Close user's full name.

Close user's email address that they use to log in.

Alternatively, you can lookup a user by ID if you have access to a user ID value via a trigger or an action variable.

The type of Custom Activity you want to search for.

Select the lead to assign this Custom Activity to. This is usually a dynamic variable from a previous step.

Alternatively, you can lookup a Custom Activity by ID if you have access to the ID value via a trigger or an action variable.

Note: This field will override any other fields selected in this search.

Select the type of the Custom Activity you're creating from the dropdown. You can go to the Custom Activities settings page in Close to create a new type.

The status of the Custom Activity you're creating. If you select published, all required fields in Close must be filled out in order to create the Custom Activity. If you select draft, required fields in Close do not need to be filled out to create the Custom Activity

Lead / Company / Organization.

If using the Company Name field above, you can choose between Partial (default) to look for a partial match between the Company Name field in this Zap and a Lead Name in Close - e.g. ACME will match ACME Corp., and Exact to look for an exact match between the Company Name field in this Zap and a Lead Name in Close - e.g. ACME won't match ACME Corp.

Alternatively, you can lookup a lead by ID if you have access to the lead ID value via a trigger or an action variable.

Alternatively you can type a custom search query based on Close lead search syntax and make it dynamic using variables. All searches will be limited to a single result.

Lead / Company / Organization.

A description about the Lead

Lead status. Lead statuses must be set up in your Organization Settings first before they will show up in this drop-down.

Phone number (including country code, for example +1 833 462 5673).

Direct Phone number (including country code, for example +1 833 462 5673).

Mobile Phone number (including country code, for example +1 833 462 5673).

Home Phone number (including country code, for example +1 833 462 5673).

Fax Phone number (including country code, for example +1 833 462 5673).

Other Phone number (including country code, for example +1 833 462 5673).

The URL for the contact to be associated with this Lead.

Type of address.

First part of the street address for an address (e.g., "501 Forest Ave").

Second part of a street address if necessary (e.g., "Suite 410").

City name for an address (e.g., "Palo Alto").

State (abbreviation, if in the U.S.). E.g., "CA".

Country abbreviation for an address. E.g., "US".

Max 1 note. If you want to create more, use additional Create Note Zapier action steps.

Add a note to this Lead once it's created.

Max 1 task. If you want to create more, use additional Create Task Zapier action steps.

This field is required if you're assigning a task.

Max 1 opportunity. If you want to create more, use additional Create Opportunity Zapier action steps.

Set a value for this opportunity in cents

Set a percentage confidence level in this opportunity (between 0 and 100).

The Status ID of the Opportunity you want to search for.

The Status Type of the Opportunity. Choose from Active, Won, and Lost.

The value of the Opportunity in cents

The confidence of the Opportunity.

The close date of the Opportunity in yyyy-mm-dd format.

User assigned to the Opportunity.

The note of the Opportunity.

Select the Lead to assign this Opportunity to. Typically, this variable is a dynamic trigger variable.

Alternatively, you can look up an Opportunity by ID if you have access to the Opportunity from a previous step.

Opportunity Status. Opportunity statuses must be setup in Settings first before they will show up in this dropdown.

Set a percentage confidence level for this Opportunity (between 0 and 100).

Set a value for this Opportunity in cents

Choose from one time, monthly, or annual.

Add a note to this Opportunity when you add it.

Select the User to associate to this Opportunity. Defaults to your User account.

The ID of the Contact you want to assign this Opportunity to. Normally found via a "Find Contact" step.

Leave blank to trigger for all task types, begin typing to filter, or use the Custom tab for text/input entry.

List the subscriber is added or updated in. Leave blank if you wish this trigger to run on all contact adds or updates.

Choose "Yes" to stop unsubscribe events from triggering the zap.

Creating contacts via the CSV importer will not cause this trigger to fire.

Suggested Format: https://www.example.com

ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE

Email of the contact, once created it cannot be updated via this action. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE.

Only use this if you can't obtain the first and last name fields separately.

Can be used with our SMS feature.

Separate multiple tags with a comma (IE: "tag1, tag2, etc").

Job Title will be available when there is an Account associated.

The contact email address (to add into the automation).

The email message (previously created). No HTML/text values accepted here. To generate a new email message, create a new campaign and set up the email message on the template step. Save it, then come back into Zapier and choose that message from the dropdown here.

This is internal name of the campaign, not the subject.

Enter the contact ID.

Enter the List ID or enter zero for all lists.

Insert the task ID to be updated. Leave blank if creating a new task

The title to be assigned to the task.

Insert the ID of the Contact to be assigned this task.

The content describing the task.

Due date of the task ex. 2021-02-25T12:00:00-06:00.

End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.

The type of the task based on the available Task Types in your account.

The id of the user this task will be assigned to.

In cents. Example: $350.00 would be 35000.

Example: usd.

Deal's description

Found under the Settings > Tracking > Event Tracking section of ActiveCampaign.

Found under the Settings > Tracking > Event Tracking API section of ActiveCampaign.

If not supplied the event will still be saved.

API docs for ActiveCampaign are located here https://developers.activecampaign.com/v3/reference

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE

Email of the contact. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE

Use either Deal Title or Contact Email to search for a deal. If both are filled out, both the title and email must match on a deal to get a result.

Use either Deal Title or Contact Email to search for a deal. If both are filled out, both the title and email must match on a deal to get a result.