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.
- When this happens...New or Updated Contact
Triggers when a new contact is added or existing contact's details are updated.
- automatically do this!Create Proposal
Creates a proposal, optionally from a template.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew 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.
Try ItListRequired
Try It