ActiveCampaign + Factomos Integrations
How to connect ActiveCampaign + Factomos
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Custom ObjectRequired
Select the object you want to trigger this Zap
Trigger EventsRequired
Select which events should trigger this Zap
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Type (Optional)
The type of the task based on the available Task Types in your account
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign link click is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the Campaign is sent to.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
List that the contact note is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the subscriber is updated in.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EventRequired
Tag
Leave blank to trigger for all Tags, begin typing to filter, or use the Custom tab for text/input entry
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
Suggested Format:
https://www.example.com
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
In dollars. Example: 350.00.
Owner
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.
CurrencyRequired
Example: usd.
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
The contact will be removed from this automation.
Automation RunRequired
The automation run(s) that the contact will be removed from.
Contact IDRequired
ActiveCampaign ID of the contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Contact that will get added to the account.
Account IDRequired
Choose an account.
Job Title
Set a job title for the related contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
The ID of the Contact where the tag will be added or removed
ActionRequired
Add or remove tag from AC Contact
Existing Tags
Choose from list or enter/insert tag data below
Tags
Enter/insert tag data or use the drop down list above, separate tags with a comma
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
The object that you want to create a record for in ActiveCampaign
Record ID
To update an existing record, provide the record ID or external ID
External ID
To update an existing record, provide the record ID or external ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
In cents. Example: $350.00 would be 35000.
Owner
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.
CurrencyRequired
Example: usd.
PipelineRequired
StageRequired
Account ID
An Account or Contact is required to create a deal.
Contact ID
An Account or Contact is required to create a deal. The Contact selected will be made the Primary Contact.
Description
Deal's description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Insert the task ID to be updated. Leave blank if creating a new task.
Title
The title to be assigned to the task.
Deal IDRequired
Insert the ID of the Deal to be assigned this task.
Note
The content describing the task.
Due DateRequired
Due date of the task ex. 2021-02-25T12:00:00-06:00.
End Date
End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.
Task TypeRequired
The type of the task based on the available Task Types in your account.
Assignee
The id of the user this task will be assigned to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
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 IDRequired
List from which you'd like to your Contact to be Subscribed/Unsubscribed
Contact ID
ActiveCampaign ID of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Email Address' MUST BE
Email Address
Email of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Contact ID' MUST BE
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
The contact task title
Contact ID
The related contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
The title of the Deal
Contact Email
The email of a Contact on the Deal
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Email of the user being searched
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Type
Type of contact among (prospect, client, supplier)
Contact Company Name
Required if Client Type is Enterprise (B2B).
Contact Reference
Internal reference of your contact
Registration number
Registration number of the company. For france, it is : SIRET
Vat Number
For France : N° TVA.
Contact's website
Website URL of your contact
Client Phone number
The phone number of your client
Contact Description
Internat Comments about your client
Contact title
The title of the contact among ('MR', 'MRS', '')
First name
First name of the contact
Last nameRequired
The last name of the contact
E-mail
The email of the contact
Phone number
The phone number of the contact
Contact Language
The language of the contact for the futur quotes or invoices
Address
Street number and name of the address
Address More
Zipcode
City
Country
Country iso code (ex: FR, ES)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Public Id of the contact, can be retrieve with the action "Find Contact"
Invoice object
Subject of the invoice
Invoice attention
Attention of the invoice (To the attention of)
Invoice date
Date of the invoice (ex: 2021-02-10), If not present, will be current date
Date of Payment
Date of payment (deadline, ex: 2021-02-10), if not present will be the default deadline of the account
Invoice Paid Mention
Is the invoice paid or not ? 'pay_before ' : display the mention "Payable before <invoice_due_date>" 'paid' : display the mention "Paid <invoice_due_date>" 'pay_on_receive': display the mention "Pay on receive"
Prices include tax?
If prices in Factomos and Woocommerce are defined including taxes (TTC), set to true
Article idRequired
Public Id of the articles in Factomos
Article title
The name of the article from WooCommerce.
Article quantity
The quantity of the article ordered
Article price
The unit price of the article (without taxes)
Article VAT Rate
The VAT rate for this article
Article Total VAT
The total VAT paid for this article (for whole quantity)
Article description
The description for the article
Article line mode
The "line_mode" section from the "Find Articles" step, useful in case of article images.
Invoice Comment
Comment at the end of the invoice
Invoice creation mode in FactomosRequired
DRAFT INVOICE to test the creation of an invoice. This will create a draft invoice in factomos, that will need to be manually validated to become a real invoice. REAL INVOICE only once everything seems to work, to use live with real orders.
Send invoice to customer via email
Set to TRUE to automatically send the invoice to the customer's email address via Factomos after creating it.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WooCommerce Website DomainRequired
The domain of your WooCommerce website, formatted like
www.myshop.comWooCommerce API Consumer KeyRequired
Found in WooCommerce admin (see documentation)
WooCommerce API Consumer SecretRequired
Found in WooCommerce admin (see documentation)
Product ID
The WooCommerce product ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Keyword
keyword to search among the following fields: client_company_name, description, last name, email, reference, siret
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyword
keyword to search among the following fields: client_company_name, description, last name, email, reference, siret
Contact Type
Type of contact among (prospect, client, supplier)
Contact Company Name
Required if Client Type is Enterprise (B2B).
Contact Reference
Internal reference of your contact
Registration number
Registration number of the company. For france, it is : SIRET
Vat Number
For France : N° TVA.
Contact's website
Website URL of your contact
Client Phone number
The phone number of your client
Contact Description
Internat Comments about your client
Contact title
The title of the contact among ('MR', 'MRS', '')
First name
First name of the contact
Last nameRequired
The last name of the contact
E-mail
The email of the contact
Phone number
The phone number of the contact
Contact Language
The language of the contact for the futur quotes or invoices
Address
Street number and name of the address
Address More
Zipcode
City
Country
Country iso code (ex: FR, ES)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Custom ObjectRequired
Select the object you want to trigger this Zap
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign bounce is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign open is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign unsubscribe is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task type
Leave blank to trigger for all task types, begin typing to filter, or use the Custom tab for text/input entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the subscriber is added to.
Importer Note
Adding contacts to lists via the CSV importer will not cause this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
List the subscriber is added or updated in. Leave blank if you wish this trigger to run on all contact adds or updates.
Skip Unsubscribe Events
Choose "Yes" to stop unsubscribe events from triggering the zap.
Importer Note
Creating contacts via the CSV importer will not cause this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
Suggested Format:
https://www.example.com
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE
Email Address
Email of the contact, once created it cannot be updated via this action. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE.
First Name
Last Name
Full Name
Only use this if you can't obtain the first and last name fields separately.
Phone Number
Can be used with our SMS feature.
Tags
Separate multiple tags with a comma (IE: "tag1, tag2, etc").
Organization Name
Job Title
Job Title will be available when there is an Account associated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
The contact email address (to add into the automation).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
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.
ListRequired
Campaign NameRequired
This is internal name of the campaign, not the subject.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Enter the contact ID.
List IDRequired
Enter the List ID or enter zero for all lists.
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Insert the task ID to be updated. Leave blank if creating a new task
Title
The title to be assigned to the task.
Contact IDRequired
Insert the ID of the Contact to be assigned this task.
Note
The content describing the task.
Due DateRequired
Due date of the task ex. 2021-02-25T12:00:00-06:00.
End Date
End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.
Task TypeRequired
The type of the task based on the available Task Types in your account.
Assignee
The id of the user this task will be assigned to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
In cents. Example: $350.00 would be 35000.
Currency
Example: usd.
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
Deal's description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Found under the Settings > Tracking > Event Tracking section of ActiveCampaign.
Event Account IDRequired
Found under the Settings > Tracking > Event Tracking API section of ActiveCampaign.
Event NameRequired
Event Value
Contact Email Address
If not supplied the event will still be saved.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for ActiveCampaign are located here https://developers.activecampaign.com/v3/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE
Email Address
Email of the contact. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
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.
Contact Email
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.
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
The deal task title
Deal ID
The related deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your appArticle NameRequired
The name of the article, will be displayed in the quotes / invoices lines
Article Type
Type of the article among (service, product)
Article description
The description of the article
Article unit
Unit of the article (day, kg, etc ...)
Article price
Price of the article
Article supplier price
The article price of the supplier
Vat rate
Vat rate of the article in percentage, if not present, will be the default vat rate of the account (ex: 20, for France: Taux de TVA)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Public Id of the contact, can be retrieve with the action "Find Contact"
Estimate subject
Subject of the estimate
Estimate attention
Attention of the estimate (To the attention of)
Estimate date
Date of the estimate (ex: 2021-02-10), If not present, will be current date
Article IdRequired
Public Id of the article, can be retrieve with the action "Find Article"
Article description
If not present, will be the default description of the article
QuantityRequired
Number of articles for this line
Price
Price of the Article, if not present will be the default price of the article
Vat rate
Vat rate in percentage (ex: 20), if not present will be the default rate of the article For France : Taux de TVA
Estimate Comment
Comment at the end of the estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice PIDRequired
The invoice pid given by Factomos after creating the invoice
Payment type
The type of the payment to set in Factomos. Possible values are : "transfer": Bank transfer, "card": Credit/Debit card, "check": Check, "cash": Cash, "order": Direct debit, "other": Any other payment method
Payment date
The date of the payment, given by WooCommerce
Total amount paidRequired
Total amount paid (with taxes) for the order, given by WooCommerce
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article ReferenceRequired
The article's reference, in common with Factomos
Article PriceRequired
The article's price in WooCommerce
Article Total VATRequired
The article's total vat (excluding taxes, for total quantity) from WooCommerce
Article QuantityRequired
Total quantity of this article in order on WooCommerce
Article NameRequired
Article name, given by WooCommerce
Article description
The article description (under the title in the invoice). For all articles except shipping which will be the shipping method.
Article Product ID
WooCommerce product ID for the given article (only useful for Article Images)
Default Article PID
If article not found, use this default PID (creating non-existing articles in factomos is not supported at the moment)
Shipping Article PID
The PID of the article dedicated to shipping in Factomos, so as to show a line in the invoice for shipping costs. If empty, there will be no shipping.
Shipping Total
Total shipping fees for the invoice, excluding taxes (HT)
Shipping Tax
The total taxes paid for shipping, via WooCommerce
Tax Lines Rate Percent
The different tax rates that can be applied, from WooCommerce
Tax Lines Totals
The total taxes paid per tax type, given by WooCommerce
Total paidRequired
Total paid for the order, given by WooCommerce
Total taxes paidRequired
Total taxes paid for the order, given by WooCommerce
Shipping MethodRequired
The shipping methods given by WooCommerce
Image ID
The id (= product id) resulting from the optional "Find Article Images" step
Image SRC
The image src (url) given by the optional "Find Article Images" step
ActionThis is an event a Zap performs.SearchFind existing data in your appArticle ReferenceRequired
The article's reference, in common with Factomos
Article priceRequired
Price of the article
Article Total VATRequired
The article's total vat (excluding taxes, for total quantity) from WooCommerce
Article QuantityRequired
Total quantity of this article in order on WooCommerce
Article NameRequired
Article name, given by WooCommerce
Article description
The description of the article
Article Product ID
WooCommerce product ID for the given article (only useful for Article Images)
Default Article PID
If article not found, use this default PID (creating non-existing articles in factomos is not supported at the moment)
Shipping Article PID
The PID of the article dedicated to shipping in Factomos, so as to show a line in the invoice for shipping costs. If empty, there will be no shipping.
Shipping Total
Total shipping fees for the invoice, excluding taxes (HT)
Shipping Tax
The total taxes paid for shipping, via WooCommerce
Tax Lines Rate Percent
The different tax rates that can be applied, from WooCommerce
Tax Lines Totals
The total taxes paid per tax type, given by WooCommerce
Total paidRequired
Total paid for the order, given by WooCommerce
Total taxes paidRequired
Total taxes paid for the order, given by WooCommerce
Shipping MethodRequired
The shipping methods given by WooCommerce
Image ID
The id (= product id) resulting from the optional "Find Article Images" step
Image SRC
The image src (url) given by the optional "Find Article Images" step
Article NameRequired
The name of the article, will be displayed in the quotes / invoices lines
Article Type
Type of the article among (service, product)
Article unit
Unit of the article (day, kg, etc ...)
Article supplier price
The article price of the supplier
Vat rate
Vat rate of the article in percentage, if not present, will be the default vat rate of the account (ex: 20, for France: Taux de TVA)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
How ActiveCampaign + Factomos Integrations Work
- Step 1: Authenticate ActiveCampaign and Factomos.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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