ActiveCampaign + SignRequest

Send SignRequests from templates for updated ActiveCampaign contacts

Effortlessly keep your contracts streamlined and up-to-date with this ActiveCampaign and SignRequest workflow. Whenever a contact is updated in ActiveCampaign, a SignRequest template will be sent out for their review and signature. This automation ensures that all necessary parties stay informed and your agreements remain accurate, saving you time and minimizing manual work.

When this happens...
Updated Contact
Triggers when an existing contact details are updated.
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Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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Supported triggers and actions

What does this mean?

- Custom ObjectRequired
- Trigger EventsRequired
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- Task Type (Optional)
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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.
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Instant
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- ListRequired
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- ListRequired
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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.
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
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- ListRequired
- Importer Note
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- List
- Skip Unsubscribe Events
- Importer Note
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- NameRequired
- Website
- Owner
Action
Write
- Account ID
- NameRequired
- Update OnlyRequired
- Account Owner
- 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 ID
- Contact Email
- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search
- Team
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- Team
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- Team
- TemplateRequired
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write

- 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.
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- ListRequired
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- ListRequired
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- ListRequired
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- Task type
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New Deal Task
Triggers when a new deal task is created.
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- Importer Note
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- ListRequired
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- EventRequired
- Tag
Trigger
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- Account IDRequired
- Name
- 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
- Team
Trigger
Instant
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- Team
- File
- File From URL
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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

Similar apps

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

Learn more Help

Related categories

Signatures

Related Zap Templates

Add contacts to ActiveCampaign automations with newly-signed documents in SignRequest

Send SignRequests from templates for new ActiveCampaign contacts added to lists

Send SignRequest from template in SignRequest when tags are added or removed from contacts in ActiveCampaign

ActiveCampaign + SignRequest

Send SignRequests from templates for updated ActiveCampaign contacts

New or Updated Custom Object Record

Deal Task Completed

Task Type (Optional)

New Automation Webhook

New Campaign Link Click

New Campaign Starts Sending

New Contact Note

List (Deprecated)

New Deal Note

New Deal Added or Updated

New Contact Added to List

Importer Note

New or Updated Contact

List

Skip Unsubscribe Events

Importer Note

Create Account

Website

Owner

Create or Update Account

Account ID

Account Owner

Website

Create Deal (Deprecated)

Owner

Account

Contact Email Address

Remove Contact From Automation

Add Contact to Account

Job Title

Add/Remove Tag From Contact

Contact ID

Contact Email

Existing Tags

Tags

Create or Update a Custom Object Record

Record ID

External ID

Create Deal

Owner

Account ID

Contact ID

Description

Create or Update Deal Task

Task ID

Title

Note

End Date

Assignee

Subscribe or Unsubscribe Contact From List

Contact ID

Email Address

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

ID

Email Address

Phone Number

Find Deal

Deal Title

Contact Email

Find Deal Task

Deal ID

New Document Declined

Team

New Document Signed

Team

Send SignRequest From Template

Team

Sender Email

Who Needs to Sign?

SignRequest Name

Custom SignRequest Email Subject

Custom Message

Send Automatic Reminders?