ActiveCampaign + JobTread

Add contacts to ActiveCampaign automation when new documents are created in JobTread

When a new document is created in JobTread, this workflow seamlessly adds the related contact to an ActiveCampaign operation. This integration between JobTread and ActiveCampaign directly contributes to your time management by eliminating the need for manual entry, streamlining your communications strategy. By incorporating your contacts into the relevant ActiveCampaign operation, the process aids in efficient and effective business communications.

When this happens...
Document Created
Triggers when a document is created.
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Add Existing Contact to Automation
Adds an existing contact into any automation.
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Supported triggers and actions

What does this mean?

- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
- Limit files updated to this type (optional)
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- OrganizationRequired
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- OrganizationRequired
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- OrganizationRequired
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- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
Action
Write
- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignees
Action
Write
- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
Action
Write
- OrganizationRequired
- Add Vendor Contact
Action
Write
- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
Action
Write
- OrganizationRequired
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- OrganizationRequired
- Location IdRequired
- Address
- Name
Action
Write
- OrganizationRequired
- Account Id
- Vendor name
Action
Write
- OrganizationRequired
- Customer Name
Action
Search
- OrganizationRequired
- Location Name
Action
Search
- OrganizationRequired
- Vendor Name
Action
Search
- Custom ObjectRequired
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
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- ListRequired
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- ListRequired
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- ListRequired
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- Task type
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New Deal Task
Triggers when a new deal task is created.
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- ListRequired
- Importer Note
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- List
- Skip Unsubscribe Events
- Importer Note
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- 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

- OrganizationRequired
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- OrganizationRequired
Trigger
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- OrganizationRequired
Trigger
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- OrganizationRequired
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- OrganizationRequired
- Limit files uploaded to this type (optional)
Trigger
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- OrganizationRequired
Trigger
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- OrganizationRequired
Trigger
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- OrganizationRequired
Trigger
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- OrganizationRequired
Trigger
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- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
Action
Write
- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
Action
Write
- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
Action
Write
- OrganizationRequired
- NameRequired
- Description
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
Action
Write
- Query (JSON)Required
Action
Write
- OrganizationRequired
- Job IdRequired
- Description
- Name
- Closed On
Action
Write
- OrganizationRequired
- Task IdRequired
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- File URLsRequired
- Target Type
- Target Id
- File Tag Names
Action
Write
- OrganizationRequired
- Job Number
- Job Name
Action
Search
- OrganizationRequired
- User Email
- User Name
Action
Search
- Custom ObjectRequired
- Trigger EventsRequired
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- Task Type (Optional)
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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.
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- ListRequired
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- ListRequired
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- List (Deprecated)
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New Deal Note
Triggers when a new deal note is created.
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
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- ListRequired
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- EventRequired
- Tag
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- 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

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.

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Related categories

Marketing Automation

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About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Learn more Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

ActiveCampaign + JobTread

Add contacts to ActiveCampaign automation when new documents are created in JobTread

Customer Contact Created

Customer Created

OrganizationRequired

Daily Log Created

OrganizationRequired

Document Created

OrganizationRequired

Document Updated

OrganizationRequired

File Updated

OrganizationRequired

Limit files updated to this type (optional)

Job Updated

OrganizationRequired

Task Updated

OrganizationRequired

Vendor Created

OrganizationRequired

Assign Access

AssigneeRequired

Target TypeRequired

Target IdRequired

Notify

Create Customer

OrganizationRequired

Add Customer Contact

Add Location

Add Files to Customer

Create Daily Log

OrganizationRequired

Job IDRequired

DateRequired

Notes

Notify assignees

Assignees

Create Location

OrganizationRequired

Account IDRequired

Location NameRequired

Location Address

Create Vendor

OrganizationRequired

Add Vendor Contact

Import Task Template

OrganizationRequired

Target TypeRequired

Target IdRequired

Task Template NameRequired

Start Date and Time

Notify

Update Customer

OrganizationRequired

Customer Id

Customer Name

This customer is taxable

Update Location

OrganizationRequired

Location IdRequired

Address

Name

Update Vendor

OrganizationRequired

Account Id

Vendor name

Find a Customer

OrganizationRequired

Customer Name

Find a Location

OrganizationRequired

Location Name

Find a Vendor

OrganizationRequired

Vendor Name

Custom Object Record Deleted

Custom ObjectRequired