ActiveCampaign + Pennylane

ActiveCampaign + Pennylane integrations

Create estimates in Pennylane when new contacts are added to ActiveCampaign lists

Easily streamline your sales process by creating an estimate in Pennylane as soon as a new contact is added to a list in ActiveCampaign. This workflow ensures that your team can quickly generate estimates for new prospects, allowing you to focus on building relationships and closing deals. Save time and improve efficiency with this seamless automation between ActiveCampaign and Pennylane.

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More things you can do with ActiveCampaign and Pennylane

Discover other triggers and actions you can use with ActiveCampaign and Pennylane

- Custom Object
  Required
- Trigger Events
  Required
Trigger
Instant
Try It
- Task Type (Optional)
Trigger
Instant
Try It
Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Trigger
Instant
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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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- List
  Required
Trigger
Instant
Try It

- List
  Required
Trigger
Instant
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- 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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- List
  Required
- Importer_note
Trigger
Instant
Try It
- List
- Skip Unsubscribe Events
- Importer_note
Trigger
Instant
Try It
- Name
  Required
- Website
- Owner
Action
Write
- Account ID
- Name
  Required
- Update Only
  Required
- Account Owner
- Website
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account
- Contact Email Address
Action
Write
- Automation
  Required
- Automation Run
  Required
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Account ID
  Required
- Job Title
Action
Write
- Contact ID
- Contact Email
- Action
  Required
- Existing Tags
- Tags
Action
Write
- Custom Object
  Required
- Record ID
- External ID
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- WhatsApp Phone Number
  Required
- Flow to start
  Required
- First Name
- Last Name
- Email
- External URL
- Custom properties
Action
Write
- Event Key
  Required
- Event Account ID
  Required
- Event Name
  Required
- Event Value
- Contact Email Address
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task Title
  Required
- Deal ID
Action
Search
- Template Name
Action
Search
New Customer V2
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product V2
Triggers when a new product is created.
Trigger
Polling
Try It
- Start date
  Required
- Mode type
  Required
- Email recipients
- Payment conditions
  Required
- Payment method
  Required
- Recurring rule Type
  Required
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer ID
  Required
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- Invoice Line Label
  Required
- Invoice Line Quantity
  Required
- Invoice Line Raw Currency Unit Price
  Required
- Invoice Line Unit
  Required
- Invoice Line VAT Rate
  Required
- Invoice Line Description
- Invoice Line Product ID
- Invoice Line Ledger Account ID
- Invoice Line Section Rank
- Invoice Line Discount Type
- Invoice Line Discount Value
Action
Write
- Customer ID
  Required
- Company name
- VAT number
- Registration number
- Customer phone
- Billing address
- Billing postal code
- Billing city
- Billing country code
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Customer first name
  Required
- Customer last name
  Required
- Customer phone
- Billing address
  Required
- Billing postal code
  Required
- Billing city
  Required
- Billing country code
  Required
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (before tax)
  Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Quote ID
  Required
- Quote date
- Quote deadline
- Customer ID
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line label
- Quantity
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
- Unit
- VAT rate
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Product ID
  Required
- Product label
- Product description
- Product VAT rate
- Product price (before tax)
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Existing customer identifier (source_id)
  Required
Action
Search
- Existing product identifier (source_id)
  Required
Action
Search
- Existing billing subscription identifier
  Required
- Start date
  Required
- Mode type
  Required
- Email recipients
- Payment conditions
  Required
- Payment method
  Required
- Recurring rule Type
  Required
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer ID
  Required
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- Invoice Line Label
  Required
- Invoice Line Quantity
  Required
- Invoice Line Raw Currency Unit Price
  Required
- Invoice Line Unit
  Required
- Invoice Line VAT Rate
  Required
- Invoice Line Description
- Invoice Line Product ID
- Invoice Line Ledger Account ID
- Invoice Line Section Rank
- Invoice Line Discount Type
- Invoice Line Discount Value
Action
Search or write
- Existing product identifier (source_id)
  Required
- Product label
  Required
- Product description
- Product VAT rate
  Required
- Product price (before tax)
  Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Search or write

- Custom Object
  Required
Trigger
Instant
Try It
Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
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
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Task type
Trigger
Instant
Try It
New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
Try It
- Importer_note
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Event
  Required
- Tag
Trigger
Instant
Try It
- Account ID
  Required
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- Automation
  Required
- Subscriber Email
  Required
Action
Write
- Email Message
  Required
- List
  Required
- Campaign Name
  Required
Action
Write
- Contact ID
  Required
- List ID
  Required
- Note
  Required
Action
Write
- Task ID
- Title
- Contact ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Contact ID
  Required
- Deal ID
  Required
- Role
Action
Write
- Deal
  Required
- Note
  Required
Action
Write
- Deal
  Required
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Action
  Required
- List ID
  Required
- Contact ID
- Email Address
Action
Write
- WhatsApp Phone Number
  Required
- WhatsApp Template to send
  Required
Action
Write
- Name
  Required
Action
Search
- Contact Task Title
  Required
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- Email
  Required
Action
Search
- Cursor
- Limit
- Sort
- Customer ID
- Invoice Number
- Draft Status
- Credit Note
- External Reference
Trigger
Polling
Try It
- Cursor
- Limit
- Sort
- Customer ID
- Invoice Number
- Draft Status
- Credit Note
- External Reference
Trigger
Polling
Try It
- Cursor
- Limit
- Sort
- Customer ID
Trigger
Polling
Try It
- Company name
  Required
- VAT number
- Registration number
- Customer phone
- Billing address
  Required
- Billing postal code
  Required
- Billing city
  Required
- Billing country code
  Required
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Invoice date
  Required
- Invoice deadline
  Required
- Customer ID
  Required
- Draft invoice
  Required
- Invoice template ID
- Additional free field
- Invoice title
- Invoice description
- Invoice currency
- Special mentions
- Invoice language
- External reference
- Discount type
- Discount value
- Banking provider
- Provider field name
- Provider field value
- Section title
- Section description
- Section rank
- Line label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Customer ID
  Required
- Customer first name
- Customer last name
- Customer phone
- Billing address
- Billing postal code
- Billing city
- Billing country code
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Quote date
  Required
- Quote deadline
  Required
- Customer ID
  Required
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Subscription ID
  Required
- Stop subscription
- Mode type
- Email recipients
- Payment conditions
- Payment method
- Recurring rule Type
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer ID
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- New Line: Label
- New Line: Quantity
- New Line: Unit Price
- New Line: Unit
- New Line: VAT Rate
- New Line: Description
- New Line: Product ID
- New Line: Ledger Account ID
- New Line: Section Rank
- New Line: Discount
- Update Line: ID
- Update Line: Label
- Update Line: Quantity
- Update Line: Unit Price
- Update Line: Unit
- Update Line: VAT Rate
- Update Line: Description
- Update Line: Product ID
- Update Line: Ledger Account ID
- Update Line: Section Rank
- Update Line: Discount
- Delete Line IDs
Action
Write
- Existing billing subscription identifier
  Required
Action
Search
- Existing invoice identifier
  Required
Action
Search
- Existing quote identifier
  Required
Action
Search
- Existing invoice identifier
  Required
- Invoice date
  Required
- Invoice deadline
  Required
- Customer ID
  Required
- Draft invoice
  Required
- Invoice template ID
- Additional free field
- Invoice title
- Invoice description
- Invoice currency
- Special mentions
- Invoice language
- External reference
- Discount type
- Discount value
- Banking provider
- Provider field name
- Provider field value
- Section title
- Section description
- Section rank
- Line label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Search or write
- Existing quote identifier
  Required
- Quote date
  Required
- Quote deadline
  Required
- Customer ID
  Required
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line label
  Required
- Quantity
  Required
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
  Required
- Unit
  Required
- VAT rate
  Required
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Search or write

About ActiveCampaign

ActiveCampaign is an autonomous marketing platform built to transform how marketers, agencies, and business owners work.

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About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

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Related categories

Accounting

Related Zap Templates

Create estimates in Pennylane for new or updated contacts in ActiveCampaign

Related Zap Templates

Create estimates in Pennylane for new or updated contacts in ActiveCampaign