ActiveCampaign + Formstack Documents

Create document merges in Formstack Documents from new automation webhooks in ActiveCampaign

Keep your documents up to date with this handy workflow. Once set up, each time a new automation webhook takes place in ActiveCampaign, a document will be created and merged in Formstack Documents. This ensures your records are always current and accurate, saving you time and increasing productivity.

When this happens...
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.
TriggerInstant
automatically do this!
Create Document Merge
Send data to your Merge URL.
ActionWrite

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Supported triggers and actions

What does this mean?

- Custom ObjectRequired
- Trigger EventsRequired
Trigger
Instant
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- Task Type (Optional)
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It

- List (Deprecated)
Trigger
Instant
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- EventRequired
- Tag
Trigger
Instant
Try It
- Account IDRequired
- Name
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact IDRequired
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ID
- Email Address
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- FileRequired
Action
Write
- DocumentRequired
- Download File
Action
Write

- Custom ObjectRequired
Trigger
Instant
Try It
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- Task type
Trigger
Instant
Try It
New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
Try It
- ListRequired
- Importer Note
Trigger
Instant
Try It
- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
Try It
- NameRequired
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search
- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
Action
Write
- FileRequired
Action
Write

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

Help

Related categories

Marketing Automation

Similar apps

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Email Newsletters

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

Learn more Help

Related categories

Documents

Similar apps

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Documents, Google

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File Management & Storage

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PRODUCTS

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By team

ActiveCampaign + Formstack Documents

Create document merges in Formstack Documents from new automation webhooks in ActiveCampaign

New or Updated Custom Object Record

Trigger EventsRequired

Deal Task Completed

Task Type (Optional)

New Automation Webhook

New Campaign Link Click

ListRequired

New Campaign Starts Sending

ListRequired

New Contact Note

List (Deprecated)

New Deal Note

New Deal Added or Updated

Updated Contact

ListRequired

Tag Added or Removed From Contact

EventRequired

Tag

Update Account

Account IDRequired

Name

Website

Create Deal (Deprecated)

TitleRequired

ValueRequired

Owner

CurrencyRequired

PipelineRequired

StageRequired

Account

Contact Email Address

Remove Contact From Automation

AutomationRequired

Automation RunRequired

Contact IDRequired

Add Contact to Account

Contact IDRequired

Account IDRequired

Job Title

Add/Remove Tag From Contact

Contact IDRequired

ActionRequired

Existing Tags

Tags

Create or Update a Custom Object Record

Custom ObjectRequired

Record ID

External ID

Create Deal

TitleRequired

ValueRequired

Owner

CurrencyRequired

PipelineRequired

StageRequired

Account ID

Contact ID

Description

Create or Update Deal Task

Task ID

Title

Deal IDRequired

Note

Due DateRequired

End Date

Task TypeRequired

Assignee

Subscribe or Unsubscribe Contact From List

ActionRequired

List IDRequired

Contact ID

Email Address

API Request (Beta)

Api Docs Info

HTTP MethodRequired