ActiveCampaign + Schedule by Zapier

Create or update ActiveCampaign deal tasks every month with Schedule by Zapier

Keep your deals up-to-date and stay organized with this simple monthly workflow, connecting Schedule by Zapier and ActiveCampaign. Once set up, this automation will create or update deal tasks in ActiveCampaign every month, streamlining your monthly tasks and ensuring you never miss a deal. Save time and boost your sales performance with this easy-to-use monthly scheduling solution.

When this happens...
Every Month
Triggers every month, on the day(s) selected.
TriggerInstant
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Create or Update Deal Task
Creates or updates a deal task
ActionWrite

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Supported triggers and actions

What does this mean?

- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
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Instant
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- Time Offset
- Trigger on weekends?
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Instant
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- Day of the WeekRequired
- Time of DayRequired
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Instant
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- Custom ObjectRequired
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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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- ListRequired
Trigger
Instant
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- ListRequired
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Instant
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- ListRequired
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- Task type
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Instant
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New Deal Task
Triggers when a new deal task is created.
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Instant
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- ListRequired
- Importer Note
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Instant
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- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
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- NameRequired
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search

- Time of DayRequired
- Trigger on weekends?
Trigger
Instant
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- Day of the MonthRequired
- Time of DayRequired
Trigger
Instant
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- Custom ObjectRequired
- Trigger EventsRequired
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Instant
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- Task Type (Optional)
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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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- ListRequired
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Instant
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- ListRequired
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Instant
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- List (Deprecated)
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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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- ListRequired
Trigger
Instant
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- EventRequired
- Tag
Trigger
Instant
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- Account IDRequired
- Name
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact IDRequired
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ID
- Email Address
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search

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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About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

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CAPABILITIES

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ActiveCampaign + Schedule by Zapier

Create or update ActiveCampaign deal tasks every month with Schedule by Zapier

Custom Frequency

Interval

Start DateRequired

Time of DayRequired

Every Hour

Time Offset

Trigger on weekends?

Every Week

Day of the WeekRequired

Time of DayRequired

Custom Object Record Deleted

Custom ObjectRequired

New or Updated Account

New Campaign Bounce

ListRequired

New Campaign Open

ListRequired

New Campaign Unsubscribe

ListRequired

New Contact Task

Task type

New Deal Task

New Contact Added to List

ListRequired

Importer Note

New or Updated Contact

List

Skip Unsubscribe Events

Importer Note

Create Account

NameRequired

Website

Create or Update Contact

List

ID

Email Address

First Name

Last Name

Full Name

Phone Number

Tags

Organization Name

Job Title

Add Existing Contact to Automation

AutomationRequired

Subscriber EmailRequired

Create Campaign

Email MessageRequired

ListRequired

Campaign NameRequired

Add Contact Note

Contact IDRequired

List IDRequired

NoteRequired

Create or Update Contact Task

Task ID

Title

Contact IDRequired

Note

Due DateRequired

End Date

Task TypeRequired

Assignee

Add Secondary Contact to Deal

Contact IDRequired

Deal IDRequired

Role

Add Note to Deal

DealRequired

NoteRequired

Update Deal

DealRequired

Title

Value

Currency