Create or update ActiveCampaign contacts when new proposals are signed in Moxie
Streamline your sales and marketing efforts with this efficient workflow. When a proposal is signed in Moxie, it will trigger an immediate update or creation of a contact in ActiveCampaign. This automation takes care of manual data entry, ensuring your contact list is always current, helping you stay connected with your clients and speeding up your sales processes.
- When this happens...Proposal Signed[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
- automatically do this!Create or Update ContactCreates a new contact, or updates an existing contact.
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More things you can do with Moxie and ActiveCampaign
Discover other triggers and actions you can use with Moxie and ActiveCampaign
- Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItTriggerInstant - Agreement Viewed
Triggers when a user views the proposal.
Try ItTriggerInstant - Client Deleted
Triggers when a client record is deleted in Moxie.
Try ItTriggerInstant - Task Created
Triggered when a Project Task is created
Try ItTriggerInstant
- Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItTriggerInstant - Client Created
Triggers when a new client is created in Moxie.
Try ItTriggerInstant - Client Updated
Triggers when a client record is updated in Moxie.
Try ItTriggerInstant - Task Deleted
Triggered when a Project Task is deleted
Try ItTriggerInstant
Related Zap Templates
- Update contacts in ActiveCampaign when new forms are completed in Moxie
- "send Moxie proposals and create or update ActiveCampaign contacts"
- Create or update ActiveCampaign contacts when new opportunities are created in Moxie
- Schedule meetings in Moxie and create or update contacts in ActiveCampaign
- Update contacts in ActiveCampaign when new agreements are signed in Moxie







