ActiveCampaign + umsatz.io

Modify the stage of deals in umsatz.io and add existing contacts to automation in ActiveCampaign

When a deal reaches a certain stage in your sales pipeline within the umsatz.io app, it is essential to engage with your contacts promptly in ActiveCampaign. This workflow ensures that any contacts associated with the updated deal are added to a specific automation in ActiveCampaign seamlessly. Utilize this automatic process to enhance the efficiency of your sales pipeline, making sure your contacts receive timely and appropriate communication every time a deal is altered in umsatz.io.

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Supported triggers and actions

Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
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New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
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New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
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Deal Stage Changed
Triggers when a Deal Stage has been changed.
Trigger
Instant
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Create Deal
Creates a new deal in the system.
Action
Write

Update Deal
Updates deal in the system based on deal id.
Action
Write
Find Contact by Id
Finds a Contact by their Id.
Action
Search

Find Deal by Id
Finds a Deal by their Id.
Action
Search
Find or Create Contact by Email
Find a Contact by email. If one is not found, create one.
Action
Search or write
- Custom ObjectRequired
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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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
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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- ListRequired
Trigger
Instant
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- EventRequired
- Tag
Trigger
Instant
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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
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- WhatsApp Phone NumberRequired
- WhatsApp Template to sendRequired
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search

Deal Property Changed
Triggers when a Deal Property has been changed.
Trigger
Instant
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New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
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New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
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Create Contact
Creates a new contact in the system.
Action
Write
Update Contact
Updates a contact based on contactId.
Action
Write
Find Contact by Email
Finds a Contact by their email address.
Action
Search
Find Deals by Email
Find Deals by their related email address.
Action
Search
Find Contact by Search
Finds Contacts by search text.
Action
Search
- Custom ObjectRequired
- Trigger EventsRequired
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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- ListRequired
Trigger
Instant
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- ListRequired
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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- ListRequired
- Importer Note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
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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
- WhatsApp Phone NumberRequired
- Flow to startRequired
- First Name
- Last Name
- Email
- External URL
- Custom properties
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- 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
- 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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Related categories

Marketing Automation

Similar apps

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Learn more

Related categories

Sales & CRM

ActiveCampaign + umsatz.io

Modify the stage of deals in umsatz.io and add existing contacts to automation in ActiveCampaign

Contact Property Changed

New Activity

New Deal Created

Deal Stage Changed

Create Deal

Update Deal

Find Contact by Id

Find Deal by Id

Find or Create Contact by Email

Custom Object Record Deleted

Contact Completed WhatsApp Messaging Flow

New or Updated Account

New Campaign Bounce

New Campaign Open

New Campaign Unsubscribe

New Contact Task

New Deal Task

New Contact

Updated Contact

Tag Added or Removed From Contact

Update Account

Create or Update Contact

Add Existing Contact to Automation

Create Campaign

Add Contact Note

Create or Update Contact Task

Add Secondary Contact to Deal

Add Note to Deal

Update Deal

Subscribe or Unsubscribe Contact From List

Send a WhatsApp Template

Find Account

Find Contact Task

Find Deal Owner

Find User

Deal Property Changed

New Contact Created

New Form Submission

Create Contact

Update Contact

Find Contact by Email

Find Deals by Email

Find Contact by Search

New or Updated Custom Object Record

Deal Task Completed

Contact Joined Inbound WhatsApp Messaging Flow

New Automation Webhook

New Campaign Link Click

New Campaign Starts Sending

New Contact Note

New Deal Note

New Deal Added or Updated

Contact Added to List

New or Updated Contact

Create Account

Create or Update Account

Create Deal (Deprecated)

Remove Contact From Automation

Add Contact to Account

Add/Remove Tag From Contact

Create or Update a Custom Object Record

Create Deal

Create or Update Deal Task

Start a WhatsApp Messaging Flow for a Phone Number

Create Tracked Event

API Request (Beta)

Find Contact

Find Deal

Find Deal Task

WhatsApp Template

About ActiveCampaign

Related categories

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About umsatz.io

Related categories