ActiveCampaign + Follow Up Boss + Gist Integrations
How to connect ActiveCampaign + Follow Up Boss + Gist
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Do even more with ActiveCampaign + Follow Up Boss + Gist
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ActiveCampaign, Follow Up Boss, and Gist. And don’t forget that you can add more apps and actions to create complex workflows.
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 app
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag nameRequired
The tag this should trigger on.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Tag(s)Required
Tag(s) to add to a contact (separate multiple with a comma)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
StageRequired
The new stage for this contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
NameRequired
The name of the deal
PipelineRequired
StageRequired
Team Member(s)Required
Description
Description of the deal
Price
The price associated with this deal (whole dollar amount, no decimals or symbols)
Commission
Commission value to assign to this deal (whole dollar amount, no decimals or symbols)
Projected Close Date
The projected close date of this deal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
NameRequired
The name of the task
TypeRequired
Assigned ToRequired
Due
When this task is due.
Is Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Action PlanRequired
The Action Plan to pause for the Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event TypeRequired
Type of event occurred on the website. For lead capture forms use Registration type.
Message
Message from visitor and/or any extra details about the event that you'd like to capture in Follow Up Boss.
First Name
Contact's first name. You can also use full name here.
Last Name
Contact's last name.
Email Address
We will search for existing contact with this email address and update if found or create a new contact otherwise.
Phone Number
Contact's phone number.
Source
Name of the website or service where contact is coming from.
Stage
Select a stage to apply to a new contact in Follow Up Boss.
Is Contacted?
Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
Tags
List of tags separated by comma to apply to the contact.
Street Address
Street address of the contact.
City
City of the contact.
State/Province
State or province of the contact.
Zip/Postal Code
ZIP or postal code of the contact.
Custom Field 1 Name
Custom Field 1 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 2 Name
Custom Field 2 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 3 Name
Custom Field 3 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 4 Name
Custom Field 4 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 5 Name
Custom Field 5 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Street Address
Street address of the property being viewed or inquired about.
City
City of the property being viewed or inquired about.
State/Province
State or province of the property being viewed or inquired about.
Zip/Postal Code
ZIP or postal code of the property being viewed or inquired about.
MLS Number
MLS number of the property being viewed or inquired about.
Price
Price of the property being viewed or inquired about.
Is for Rent?
Indicates if this is a rental property.
URL
Link to the property details page.
Type
Type of the property being viewed or inquired about, e.g. Single Family, Condo, Land, etc.
Bedrooms
Number of bedrooms.
Bathrooms
Number of bathrooms.
Area
Property square footage.
Lot Size
Lot size in arches.
Source
The name of the source where the contact originated. Example, if the lead came to your site through an organic search on www.google.com the source is google
Medium
The medium of the campaign, e.g. for an organic search the medium is "organic"
Term
The search terms entered by the contact
Content
The content of the campaign
Campaign
The name or identifier for this campaign
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 Follow Up Boss are located here https://api.followupboss.com/api-documentation/
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.Tag
If left blank, we'll trigger when ANY tag is added to the contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
Choose a campaign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated a Contact Property
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Email address is required to create or update a contact.
User ID
Leave this blank, if the contact is a Lead. User ID is required, if the contact is a User. Also, if an existing contact with this User ID matches, their data will be updated. And you cannot update the User ID of an existing contact with this action.
Full Name
Tags
Phone Number
Signed Up At
Unsubscribed From Emails
If the contact has unsubscribed from emails or not.
Custom Properties
A JSON object containing the contacts custom properties.
Use lowercase characters with no spaces (replace spaces with underscores) for the property names.
E.g. "full_name".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
User ID
Your identifier for the user. Optional if Email provided.
Email
The email address of the subscriber. Optional if User ID provided.
Starting Email Index
The index of the email to send first. Defaults to 0.
Reactivate if Removed
Reactivate the subscription if unsubscribed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 appNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline name
The pipeline this should trigger on. (optional)
Stage name
The stage this should trigger on. (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Stage name
The stage this should trigger on. (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Team Member(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Action PlanRequired
The Action Plan to apply to the Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Contact's first name. You can also use full name here.
Last Name
Contact's last name.
Email Address
We will search for existing contact with this email address and update if found or create a new contact otherwise.
Phone Number
Contact's phone number.
Source
Name of the website or service where contact is coming from.
Stage
Select a stage to apply to a new contact in Follow Up Boss.
Is Contacted?
Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
Tags
List of tags separated by comma to apply to the contact.
Street Address
Street address of the contact.
City
City of the contact.
State/Province
State or province of the contact.
Zip/Postal Code
ZIP or postal code of the contact.
Price
The estimated sell/buy price for this person.
Custom Field 1 Name
Custom Field 1 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 2 Name
Custom Field 2 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 3 Name
Custom Field 3 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 4 Name
Custom Field 4 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 5 Name
Custom Field 5 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
MessageRequired
Message content of your note.
Subject
You can give your note a title or subject using this field.
Message is HTML
Selecting "yes" will allow your note's HTML to show up in Follow Up Boss. Usually this should be set to "no".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Phone NumberRequired
The phone number of the call to be logged.
TypeRequired
Whether the call was incoming or outgoing.
Note
The log message entered for this call.
Call Duration
Length of the call in seconds.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Team MemberRequired
The team member that will be assigned to this contact
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.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag
If left blank, we'll trigger when ANY tag is added to the contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag NameRequired
The name of the tag.
Contact EmailRequired
Email of the contact(User/Lead) to be tagged.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag NameRequired
Contact EmailRequired
Email of the contact(User/Lead) to be untagged.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
The campaign to be unsubscribed.
User ID
Your identifier for the user. Optional if Email provided.
Email
The email address of the subscriber. Optional if User ID provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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How ActiveCampaign + Follow Up Boss + Gist Integrations Work
- Step 1: Authenticate ActiveCampaign, Follow Up Boss, and Gist.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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