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ActiveCampaign + Offri

Create proposals in Offri for new or updated contacts in ActiveCampaign

Create proposals in Offri effortlessly when new or updated contacts arise in ActiveCampaign with this efficient workflow. Whenever there's a change in your contacts within ActiveCampaign, a proposal will be generated in Offri, saving you time and streamlining your business processes. Stay organized and improve your client engagement by automating this crucial task.

Create proposals in Offri effortlessly when new or updated contacts arise in ActiveCampaign with this efficient workflow. Whenever there's a change in your contacts within ActiveCampaign, a proposal will be generated in Offri, saving you time and streamlining your business processes. Stay organized and improve your client engagement by automating this crucial task.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    TriggerInstant
  2. automatically do this!
    OffriOffri
    Create Proposal

    Creates a proposal, optionally from a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
    Try It
    • Task Type (Optional)

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    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
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
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activecampaign logo

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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offri logo

About Offri

Offri enables you to create great looking proposals quickly.