Create FileInvite invites for new or updated ActiveCampaign contacts
Keep your contact information up-to-date while streamlining the document collection process with this automation. When a new or updated contact is added to ActiveCampaign, this workflow will create a FileInvite to request documents from them. Save time and ensure you have the necessary files from your contacts without any manual effort.
Keep your contact information up-to-date while streamlining the document collection process with this automation. When a new or updated contact is added to ActiveCampaign, this workflow will create a FileInvite to request documents from them. Save time and ensure you have the necessary files from your contacts without any manual effort.
- When this happens...New or Updated Contact
Triggers when a new contact is added or existing contact's details are updated.
- automatically do this!Create Invite
Creates a new invite for an existing person.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew 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 ItListRequired
Try It