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How Zapier works
Zapier makes it easy to integrate ActiveCampaign with Firm360 - no code necessary. See how you can get setup in minutes.
Select a trigger from ActiveCampaign
Setup an action from Firm360
That’s it! You just connected ActiveCampaign to Firm360
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Connect ActiveCampaign and Firm360 to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Custom ObjectRequired
- Trigger EventsRequired
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. - 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
- Importer_note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ListRequired
- Skip Unsubscribe Events
- Importer_note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NameRequired
- Website
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- NameRequired
- Update OnlyRequired
- Account Owner
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- 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
- Automation RunRequired
- Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Account IDRequired
- Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Subscriber EmailRequired
- ActionRequired
- Existing Tags
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom ObjectRequired
- Record ID
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact Email Address
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task ID
- TitleRequired
- Contact IDRequired
- NoteRequired
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ActionRequired
- ListRequired
- Contact IDRequired
- Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request MethodRequired
- Request URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Request Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Email Address
- Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- TitleRequired
- Contact Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deal Task TitleRequired
- Deal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client Added or Updated
Triggers when client is added or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - NameRequired
- Number
- Entity TypeRequired
- Partner In ChargeRequired
- Manager
- Bookkeeper
- TermsRequired
- Status
- Tax IDRequired
- Tags
- State Tax ID
- Notes
- Registration Date
- Industry
- Phone Number
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Invoice Delivery Method
- CapitalizationPolicy
- Accounting Basis
- Communication Preference
- Delivery Method
- Location
- Parent Billing Client
- Fiscal Year End
- Referred By
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- ClientRequired
- Project TemplateRequired
- Assigned To
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Number
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ClientRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Number
- NameRequired
- Entity TypeRequired
- Partner In ChargeRequired
- Manager
- Bookkeeper
- TermsRequired
- Status
- Tax IDRequired
- Tags
- State Tax ID
- Notes
- Registration Date
- Industry
- Phone Number
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Invoice Delivery Method
- CapitalizationPolicy
- Accounting Basis
- Communication Preference
- Delivery Method
- Location
- Parent Billing Client
- Fiscal Year End
- Referred By
- Custom Fields
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- ClientRequired
- NameRequired
- Project TemplateRequired
- Assigned To
- Status
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