ActiveCampaign + Moneybird

Create or update ActiveCampaign contacts from new Moneybird quotes

Keep your contact database up-to-date with this efficient workflow. When a new quote is generated in Moneybird, the corresponding contact will be created or updated in ActiveCampaign. This automation ensures timely and accurate information in your ActiveCampaign contact list, saving you the trouble of manual data entry. Stay on top of your customer interactions and enhance your marketing strategies with ease.

When this happens...
New Quote
Triggers when a new quote is created.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a new contact, or updates an existing contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Instant
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- Company Name
- Address1
- Address2
- Zipcode
- City
- Country
- Email
- Phone
- Delivery Method
- Customer Id
- Tax Number
- Firstname
- Lastname
- Chamber Of Commerce
- Send Invoices To Attention
- Send Invoices To Email
- Send Quotes To Attention
- Send Quotes To Email
- Import Job
- Sepa Active
- Sepa Iban
- Sepa Iban Account Name
- Sepa Bic
- Sepa Mandate Id
- Sepa Mandate Date
- Sepa Sequence Type
- Email Ubl
Action
Write
- Contact IdRequired
- Reference
- Quote Date
- Remove Quote Sequence Id
- Language
- Currency
- Prices Are Incl Tax
- Show Tax
- First Due Interval
- Pre Text
- Post Text
- Discount
- Description
- Period
- Price
- Amount
- Tax Rate Id
- Ledger Account Id
- Row Order
Action
Write
- Sales invoice idRequired
- Delivery Method
- Sending Scheduled
- Deliver UBL
- Mergeable
- Email Address
- Email Message
- Invoice Date
Action
Write

- Name
- Percentage
- Country
Action
Search
- 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
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
Try It
- 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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- ListRequired
Trigger
Instant
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- EventRequired
- Tag
Trigger
Instant
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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

New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
- Document idRequired
- File urlRequired
Action
Write
- ReferenceRequired
- DateRequired
- Contact IdRequired
Action
Write
- Contact IdRequired
- Reference
- Invoice Sequence Id
- Remove Invoice Sequence Id
- Invoice Date
- First Due Interval
- Currency
- Prices Are Incl Tax
- Payment Conditions
- Discount
- Description
- Period
- Price
- Amount
- Tax Rate Id
- Ledger Account Id
- Row Order
Action
Write
- Query
Action
Search
- Query
- Company Name
- Address1
- Address2
- Zipcode
- City
- Country
- Email
- Phone
- Delivery Method
- Customer Id
- Tax Number
- Firstname
- Lastname
- Chamber Of Commerce
- Send Invoices To Attention
- Send Invoices To Email
- Send Quotes To Attention
- Send Quotes To Email
- Import Job
- Sepa Active
- Sepa Iban
- Sepa Iban Account Name
- Sepa Bic
- Sepa Mandate Id
- Sepa Mandate Date
- Sepa Sequence Type
- Email Ubl
Action
Search or 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
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- Task type
Trigger
Instant
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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

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

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About Moneybird

Moneybird provides cloud accounting for SME's in Holland.

Learn more Help

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Accounting

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By team

ActiveCampaign + Moneybird

Create or update ActiveCampaign contacts from new Moneybird quotes

New Contact

New Sales Invoice

Create Contact

Company Name

Address1

Address2

Zipcode

City

Country

Email

Phone

Delivery Method

Customer Id

Tax Number

Firstname

Lastname

Chamber Of Commerce

Send Invoices To Attention

Send Invoices To Email

Send Quotes To Attention

Send Quotes To Email

Import Job

Sepa Active

Sepa Iban

Sepa Iban Account Name

Sepa Bic

Sepa Mandate Id

Sepa Mandate Date

Sepa Sequence Type

Email Ubl

Create Quote

Reference

Quote Date

Remove Quote Sequence Id

Language

Currency

Prices Are Incl Tax

Show Tax

First Due Interval

Pre Text

Post Text

Discount

Description

Period

Price

Amount

Tax Rate Id

Ledger Account Id

Row Order

Send Sales Invoice

Sales invoice idRequired

Delivery Method

Sending Scheduled

Deliver UBL

Mergeable

Email Address

Email Message

Invoice Date

Find Tax Rate

Name

Percentage

Country

New or Updated Custom Object Record

Custom ObjectRequired

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