ActiveCampaign + Route the Service Platform

ActiveCampaign + Route the Service Platform integrations

Add new ActiveCampaign contacts to Route the Service Platform as clients

Effortlessly manage your new contacts in ActiveCampaign and streamline your onboarding process with this automation. When you add a new contact to a list in ActiveCampaign, this workflow will create a client in the Route the Service Platform app, saving you time and ensuring a seamless transition for new clients. Simplify your client management and focus on providing excellent service.

When this happens...
Contact Added to ListTriggers whenever a contact is added to a list.
TriggerInstant
automatically do this!
Create ClientCreates a client.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with ActiveCampaign and Route the Service Platform

Discover other triggers and actions you can use with ActiveCampaign and Route the Service Platform

- 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
Try It
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
- List
  Required
Trigger
Instant
Try It

- List
  Required
Trigger
Instant
Try It
- List (Deprecated)
Trigger
Instant
Try It

New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
Try It
New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
Try It
- 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
Location Created
Triggers when a new location is created.
Trigger
Polling
Try It
- Client ID
  Required
- Client Name
- Location Type
- Contact Name
- Contact Email
- Contact Phone
- Address
- Custom Info
Action
Write
- Client
  Required
- Location Name
- Address
  Required
- Contact Name
- Contact Email
- Contact Phone
- Location Type
- Notes
- Custom Info
Action
Write
- Name
- _id
Action
Search

- 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
Client Created
Triggers when a new client is created.
Trigger
Polling
Try It
- Client Name
  Required
- Location Type
- Contact Name
- Contact Email
- Contact Phone
- Address
  Required
- Custom Info
Action
Write
- Client
  Required
- Location Name
- Address
  Required
- Contact Name
- Contact Email
- Contact Phone
- Location Type
- Notes
- Custom Info
Action
Write
- Name
- _id
Action
Search

About ActiveCampaign

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

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

AWeber

Email Newsletters

HubSpot

Marketing Automation

Constant Contact

Email Newsletters

About Route the Service Platform

Walkthrough, bidding and proposal software for commercial cleaning companies.

HelpHelp

Related categories

Proposal & Invoice Management