ActiveCampaign + Projetly

ActiveCampaign + Projetly integrations

Update ActiveCampaign deals from newly updated Projetly deals

As a deal advances in Projetly, its ActiveCampaign counterpart should mirror the new stage and value rather than an old one. This automation updates the matching deal in ActiveCampaign whenever a new deal is updated in Projetly. Your pipeline reporting and automations stay accurate without anyone rekeying changes.

When this happens...
Existing Deal UpdatedTriggers when an existing deal is updated.
TriggerInstant
automatically do this...
Find DealFinds an existing deal by title or email.
ActionSearch
then do this!
Update DealUpdates an existing deal.
ActionWrite

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More things you can do with Projetly and ActiveCampaign

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

New Company Created
Triggers when a new company is created.
Trigger
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New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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New Deal Created
Triggers when a new deal is created.
Trigger
Instant
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New Project Created
Triggers when a new project is created in Projetly.
Trigger
Instant
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- Project
Trigger
Instant
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- Company Id
- Contact Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
  Required
- Phone (Primary)
- First Name
  Required
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
- Number of Custom Fields
Action
Write
- Company Id
  Required
- Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
  Required
- Project Type
  Required
- Select Project Template
  Required
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
  Required
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Write

- Select Company to Update
  Required
- Company Owner
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
- Company Name
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
Action
Write
- Select Deal to Update
  Required
- Account / Company Id
- Customer / Contact Id
- Default Owner Id
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
- Deal: Pipeline
- Deal: Stage / Milestone
- Select Default Deal Room Template
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Write
- Select Project
  Required
- Task Title
- Task Description
- Due Date
- Checklist Items
- Tags
Action
Write
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
  Required
- Company Name
  Required
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Number of Custom Fields
Action
Search or write
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Account / Company Id
  Required
- Customer / Contact Id
  Required
- Default Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
  Required
- Deal: Pipeline
  Required
- Deal: Stage / Milestone
  Required
- Select Default Deal Room Template
  Required
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Search or write
- Select Project
  Required
- Due
- Search Property 1
- Condition 1
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Due Date Condition
- Due Date
- Task Title
  Required
- Task Description
- Checklist Items
- Tags
Action
Search or write
- Custom Object
  Required
Trigger
Instant
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Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
Trigger
Instant
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
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- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
Try It
- Task type
Trigger
Instant
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New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
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- Importer_note
Trigger
Instant
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- List
  Required
Trigger
Instant
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- Event
  Required
- Tag
Trigger
Instant
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- 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

Existing Company Updated
Triggers when an existing company is updated.
Trigger
Instant
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Existing Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
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Existing Deal Updated
Triggers when an existing deal is updated.
Trigger
Instant
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Existing Project Updated
Triggers when an existing project is updated.
Trigger
Instant
Try It
- Company Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
  Required
- Company Name
  Required
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Number of Custom Fields
Action
Write
- Account / Company Id
  Required
- Customer / Contact Id
  Required
- Default Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
  Required
- Deal: Pipeline
  Required
- Deal: Stage / Milestone
  Required
- Select Default Deal Room Template
  Required
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Write
- Select Project
  Required
- Task Title
  Required
- Task Description
- Due Date
- Checklist Items
- Tags
Action
Write
- Select Contact to Update
  Required
- Select Company
- Contact Owner
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
- Phone (Primary)
- First Name
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
Action
Write
- Select Project to Update
  Required
- Company Id
- Owner Id
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
- Project Type
- Select Project Template
- Account: Account Name
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Write
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Select Project
  Required
- Due
- Search Property 1
- Condition 1
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Due Date Condition
- Due Date
Action
Search
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Id
- Contact Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
  Required
- Phone (Primary)
- First Name
  Required
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
- Number of Custom Fields
Action
Search or write
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Id
  Required
- Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
  Required
- Project Type
  Required
- Select Project Template
  Required
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
  Required
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Search or write
- Custom Object
  Required
- Trigger Events
  Required
Trigger
Instant
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- 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
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- List
- Skip Unsubscribe Events
- Importer_note
Trigger
Instant
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- 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

About ActiveCampaign

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

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About Projetly

Projetly is an AI-powered platform to streamline onboarding, manage projects, automate workflows, and collaborate with customers in digital sales rooms.

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ActiveCampaign + Projetly

ActiveCampaign + Projetly

Update ActiveCampaign deals from newly updated Projetly deals

More things you can do with Projetly and ActiveCampaign

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