"send Moxie proposals and create or update ActiveCampaign contacts"
Effortlessly manage your contacts in ActiveCampaign every time you send a proposal using the Moxie app with this workflow. Upon sending a proposal via Moxie, it instantly creates or updates a corresponding contact in ActiveCampaign, keeping your list organized and up-to-date. This automation helps streamline the process, ensuring all your client details are kept in one place for more effective engagement and follow-ups.
- When this happens...Proposal Sent[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
- 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
- Create or update ActiveCampaign contacts when new proposals are signed in Moxie
- 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







