ActiveCampaign + Trackfront + Filter by Zapier

ActiveCampaign + Trackfront integrations

Add contacts to ActiveCampaign automations for new estimate status changes in Trackfront

With this template, whenever there is a new estimate status change in Trackfront, a corresponding contact will be added to an ActiveCampaign automation. A filter can also be added, so the template only runs for certain estimate statuses. By default this may be when an estimate is sent to your customer so you can do follow-up emails.

When this happens...
Estimate Status ChangeTriggers when an estimate status changes in Trackfront.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Add Existing Contact to AutomationAdds an existing contact into any automation.
ActionWrite

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Discover other triggers and actions you can use with Trackfront, Filter by Zapier, and more

Contact Create
Triggers when a new contact is created in Trackfront.
Trigger
Instant
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Estimate Status Change
Triggers when an estimate status changes in Trackfront.
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Instant
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Project Create
Triggers when a new project is created in Trackfront.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Phone Extension
- Title
- Organization
- Create as new Organization (if not found)
Action
Write
- Only continue if...
  Required
Action
Filter

- Custom Object
  Required
Trigger
Instant
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Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
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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
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- 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

Estimate Save
Triggers when an estimate is saved in Trackfront.
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Instant
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Organization Create
Triggers when a Trackfront Organization is created in your account.
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Project Message
Triggers when a new message is posted to a project in Trackfront.
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Instant
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- Name
  Required
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address Postal Code
- Address Country
Action
Write
- Custom Object
  Required
- Trigger Events
  Required
Trigger
Instant
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- Task Type (Optional)
Trigger
Instant
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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
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- 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.
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Instant
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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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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 Trackfront

The All-In-One Solution For Project Collaboration, Easy Quotes, Estimates and Custom Proposals. Keeping Clients Happy and Coming Back, Reducing Emails and Simplifying Communication.

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Related categories

Proposal & Invoice Management

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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