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ActiveCampaign + Workboard

Add new ActiveCampaign contacts to Workboard as action items

Effortlessly manage your new contacts in ActiveCampaign by creating action items in Workboard with this handy automation. When a contact is added to a specific list in ActiveCampaign, an action item will be created in Workboard, allowing you to keep track of tasks associated with each new contact. Save time and ensure no important steps are missed when onboarding new leads or clients.

Effortlessly manage your new contacts in ActiveCampaign by creating action items in Workboard with this handy automation. When a contact is added to a specific list in ActiveCampaign, an action item will be created in Workboard, allowing you to keep track of tasks associated with each new contact. Save time and ensure no important steps are missed when onboarding new leads or clients.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Contact Added to List

    Triggers when a new contact is added to a list.

    TriggerInstant
  2. automatically do this!
    WorkboardWorkboard
    Create Action Item

    Create an action item in Workboard

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Custom ObjectRequired

    • Trigger EventsRequired

    Trigger
    Instant
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    • Task Type (Optional)

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    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
    Try It
    • Custom ObjectRequired

    Trigger
    Instant
    Try It
  • ActiveCampaign triggers, actions, and search

    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
    Try It
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activecampaign logo

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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workboard logo

About Workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

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