Create or update Wello Solutions contacts, companies, and tasks for new ones in ActiveCampaign
After creating new contact tasks in ActiveCampaign, this integration automatically sends them directly to Wello Solutions. This Zapier automation will allow you to directly create the task in Odyssee with the right data. If the contact is a new customer, it will automatically create the company and the contact.
- When this happens...New Contact TaskTriggers when a new contact task is created.
- automatically do this...Create or Update CompanyAllows you to Create or update an existing company (account) on your domain.
- then do this...Create or Update ContactCreate or update contact and link it to the company/account.
- then do this!Create or Update Task Create or update a task within Odyssee Field Service. The task can be created for any company/account linked with a contact.
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More things you can do with ActiveCampaign and Wello Solutions
Discover other triggers and actions you can use with ActiveCampaign and Wello Solutions
- Custom ObjectRequired
- Trigger EventsRequired
Try ItTriggerInstant- Task Type (Optional)
Try ItTriggerInstant- Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Try ItTriggerInstant - 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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- Custom ObjectRequired
Try ItTriggerInstant- Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
Try ItTriggerInstant - New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerInstant - ListRequired
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