ActiveCampaign + InvestNext

ActiveCampaign + InvestNext integrations

Create or update ActiveCampaign contacts from new InvestNext form submissions

Streamline contact management in ActiveCampaign by pairing it with InvestNext form submissions. Once this workflow is set up, every time someone submits a form in InvestNext, it will create or update a corresponding record in ActiveCampaign. This automation not only saves you time but also ensures contact details are always up to date.

When this happens...
Form SubmissionTrigger when a new form is submitted
TriggerPolling
automatically do this!
Create or Update ContactCreates a new contact, or updates an existing contact.
ActionWrite

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More things you can do with InvestNext and ActiveCampaign

Discover other triggers and actions you can use with InvestNext and ActiveCampaign

Accreditation Created or Updated
Triggers when a new accreditation is created or updated on a given investing account.
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Instant
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Sponsor Countersigned a Given E-Signature Document
Triggers when the sponsor has electronically countersigned a given e-signature document
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Instant
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Deleted Opportuntiy
Triggers when a new opportunity gets deleted
Trigger
Instant
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Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
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Instant
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New Opportunity
Triggers when a new opportunity is created
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Instant
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Updated Opportunity Stage
Triggers when an opportunity stage is updated
Trigger
Instant
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- Contact Id
  Required
Action
Write

- Custom Object
  Required
- Trigger Events
  Required
Trigger
Instant
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- Task Type (Optional)
Trigger
Instant
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Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Trigger
Instant
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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
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- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- List (Deprecated)
Trigger
Instant
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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
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- List
  Required
- Importer_note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer_note
Trigger
Instant
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- Name
  Required
- Website
- Owner
Action
Write
- Account ID
- Name
  Required
- Update Only
  Required
- Account Owner
- Website
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account
- Contact Email Address
Action
Write
- Automation
  Required
- Automation Run
  Required
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Account ID
  Required
- Job Title
Action
Write
- Contact ID
- Contact Email
- Action
  Required
- Existing Tags
- Tags
Action
Write
- Custom Object
  Required
- Record ID
- External ID
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- WhatsApp Phone Number
  Required
- Flow to start
  Required
- First Name
- Last Name
- Email
- External URL
- Custom properties
Action
Write
- Event Key
  Required
- Event Account ID
  Required
- Event Name
  Required
- Event Value
- Contact Email Address
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task Title
  Required
- Deal ID
Action
Search
- Template Name
Action
Search

All Investors Have Signed a Given E-Signature Document
Triggers when all investors have electronically signed a given e-signature document
Trigger
Instant
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Deal Room Lead Trigger
Triggers when an investor visits a capital raise's dealroom
Trigger
Instant
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- Dynamic Fields
Trigger
Polling
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KYC Update
Triggers when a KYC request status changes
Trigger
Instant
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New Transaction
Triggers when a new transaction is created.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
- team ids
Action
Write
- Project Id
  Required
Action
Write
- Custom Object
  Required
Trigger
Instant
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Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
Trigger
Instant
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
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- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- Task type
Trigger
Instant
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New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
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- Importer_note
Trigger
Instant
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- List
  Required
Trigger
Instant
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- Event
  Required
- Tag
Trigger
Instant
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- Account ID
  Required
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- Automation
  Required
- Subscriber Email
  Required
Action
Write
- Email Message
  Required
- List
  Required
- Campaign Name
  Required
Action
Write
- Contact ID
  Required
- List ID
  Required
- Note
  Required
Action
Write
- Task ID
- Title
- Contact ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Contact ID
  Required
- Deal ID
  Required
- Role
Action
Write
- Deal
  Required
- Note
  Required
Action
Write
- Deal
  Required
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Action
  Required
- List ID
  Required
- Contact ID
- Email Address
Action
Write
- WhatsApp Phone Number
  Required
- WhatsApp Template to send
  Required
Action
Write
- Name
  Required
Action
Search
- Contact Task Title
  Required
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- Email
  Required
Action
Search

About ActiveCampaign

ActiveCampaign is an autonomous marketing platform built to transform how marketers, agencies, and business owners work.

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About InvestNext

InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.

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