Cling + ActiveCampaign Integrations

How to connect Cling + ActiveCampaign

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Supported triggers and actions

What does this mean?

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
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Document Expired
Triggers when a document changes status to expired.
Trigger
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Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
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- Client type
  Specify if your new client is a individual or a company
- Client nameRequired
  Full name of the client, if client type is individual example "John Andersson" or if client type is company then example "BusinessGroup Inc"
- Client socialSecurityNumber / organisationNumber
  Specify client socialSecurityNumber if client type is individual, or organisationNumber if client type is company
- Client reference
  If clientType is a company, this is the person who is your reference at the company. Example "John Andersson"
- Client email
  Specify a default client email, example "john@domain.com"
- Client cellphone
  Specify a default client cellphone, prefered format is international with prefix but we allow anything to be set. Only valid phonenumbers will allow sending SMS.
  Valid examples: +46731234567, +46 (0) 73 - 123 45 67, 073 - 123 45 67, 0731234567
- Client cellphone region
  Optional region for the cellphone, used to format the number correctly with a correct region. Country code according to ISO_3166, example 'SE' for Sweden
- Client street
  Street of the client, example "Vasagatan 3"
- Client zip
  Zip of the client, example "11152"
- Client city
  City of the client, example "Stockholm"
- Client reverse VAT
  Specify if the client uses reverse VAT as default
- Client note
  Specify a internal comment about the client only visible for you as an authenticated users (never for the client themselves)
Action
Write
- Document IDRequired
  Specify the id of the document that should be sent
Action
Write

- Custom ObjectRequired
  Select the object you want to trigger this Zap
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
  List the campaign bounce is associated with.
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Instant
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- ListRequired
  List the campaign open is associated with.
Trigger
Instant
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- ListRequired
  List the campaign unsubscribe is associated with.
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Instant
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- Task type
  Leave blank to trigger for all task types, begin typing to filter, or use the Custom tab for text/input entry.
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Instant
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New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
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- ListRequired
  List the subscriber is added to.
- Importer Note
  Adding contacts to lists via the CSV importer will not cause this trigger to fire.
Trigger
Instant
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- List
  List the subscriber is added or updated in. Leave blank if you wish this trigger to run on all contact adds or updates.
- Skip Unsubscribe Events
  Choose "Yes" to stop unsubscribe events from triggering the zap.
- Importer Note
  Creating contacts via the CSV importer will not cause this trigger to fire.
Trigger
Instant
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- NameRequired
- Website
  Suggested Format: https://www.example.com
Action
Write
- List
- ID
  ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE
- Email Address
  Email of the contact, once created it cannot be updated via this action. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE.
- First Name
- Last Name
- Full Name
  Only use this if you can't obtain the first and last name fields separately.
- Phone Number
  Can be used with our SMS feature.
- Tags
  Separate multiple tags with a comma (IE: "tag1, tag2, etc").
- Organization Name
- Job Title
  Job Title will be available when there is an Account associated.
Action
Write
- AutomationRequired
- Subscriber EmailRequired
  The contact email address (to add into the automation).
Action
Write
- Email MessageRequired
  The email message (previously created). No HTML/text values accepted here. To generate a new email message, create a new campaign and set up the email message on the template step. Save it, then come back into Zapier and choose that message from the dropdown here.
- ListRequired
- Campaign NameRequired
  This is internal name of the campaign, not the subject.
Action
Write
- Contact IDRequired
  Enter the contact ID.
- List IDRequired
  Enter the List ID or enter zero for all lists.
- NoteRequired
Action
Write
- Task ID
  Insert the task ID to be updated. Leave blank if creating a new task
- Title
  The title to be assigned to the task.
- Contact IDRequired
  Insert the ID of the Contact to be assigned this task.
- Note
  The content describing the task.
- Due DateRequired
  Due date of the task ex. 2021-02-25T12:00:00-06:00.
- End Date
  End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.
- Task TypeRequired
  The type of the task based on the available Task Types in your account.
- Assignee
  The id of the user this task will be assigned to.
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
  In cents. Example: $350.00 would be 35000.
- Currency
  Example: usd.
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
  Deal's description
Action
Write
- Event KeyRequired
  Found under the Settings > Tracking > Event Tracking section of ActiveCampaign.
- Event Account IDRequired
  Found under the Settings > Tracking > Event Tracking API section of ActiveCampaign.
- Event NameRequired
- Event Value
- Contact Email Address
  If not supplied the event will still be saved.
Action
Write
- ID
  ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE
- Email Address
  Email of the contact. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE
Action
Search
- Deal Title
  Use either Deal Title or Contact Email to search for a deal. If both are filled out, both the title and email must match on a deal to get a result.
- Contact Email
  Use either Deal Title or Contact Email to search for a deal. If both are filled out, both the title and email must match on a deal to get a result.
Action
Search
- Deal Task TitleRequired
  The deal task title
- Deal ID
  The related deal ID
Action
Search

Document Denied
Triggers when a document changes status to denied.
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Document Sent
Triggers when a document changes status to sent.
Trigger
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New Document
Triggers when a new document is created.
Trigger
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- Document nameRequired
  Select a name of the document that will be visible to your client
- Template IDRequired
  Specify which template to use when creating the document
- Client IDRequired
  Specify which which client that should be assigned to the document. You can use the action "Create client" first to store a client to be used if it is a new client.
Action
Write
- Custom ObjectRequired
  Select the object you want to trigger this Zap
- Trigger EventsRequired
  Select which events should trigger this Zap
Trigger
Instant
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- Task Type (Optional)
  The type of the task based on the available Task Types in your account
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
  List the campaign link click is associated with.
Trigger
Instant
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- ListRequired
  List the Campaign is sent to.
Trigger
Instant
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- List
  List that the contact note is associated with.
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
  List the subscriber is updated in.
Trigger
Instant
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- EventRequired
- Tag
  Leave blank to trigger for all Tags, begin typing to filter, or use the Custom tab for text/input entry
Trigger
Instant
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- Account IDRequired
- Name
- Website
  Suggested Format: https://www.example.com
Action
Write
- TitleRequired
- ValueRequired
  In dollars. Example: 350.00.
- Owner
  The "Auto" option only works if your chosen pipeline has "Automatic Deal Assignment" configured. If no value (or invalid value) is supplied, it will default to the connected ActiveCampaign account user.
- CurrencyRequired
  Example: usd.
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
  The contact will be removed from this automation.
- Automation RunRequired
  The automation run(s) that the contact will be removed from.
- Contact IDRequired
  ActiveCampaign ID of the contact.
Action
Write
- Contact IDRequired
  Contact that will get added to the account.
- Account IDRequired
  Choose an account.
- Job Title
  Set a job title for the related contact.
Action
Write
- Contact IDRequired
  The ID of the Contact where the tag will be added or removed
- ActionRequired
  Add or remove tag from AC Contact
- Existing Tags
  Choose from list or enter/insert tag data below
- Tags
  Enter/insert tag data or use the drop down list above, separate tags with a comma
Action
Write
- Custom ObjectRequired
  The object that you want to create a record for in ActiveCampaign
- Record ID
  To update an existing record, provide the record ID or external ID
- External ID
  To update an existing record, provide the record ID or external ID
Action
Write
- TitleRequired
- ValueRequired
  In cents. Example: $350.00 would be 35000.
- Owner
  The "Auto" option only works if your chosen pipeline has "Automatic Deal Assignment" configured. If no value is supplied, it will default to the connected ActiveCampaign account user.
- CurrencyRequired
  Example: usd.
- PipelineRequired
- StageRequired
- Account ID
  An Account or Contact is required to create a deal.
- Contact ID
  An Account or Contact is required to create a deal. The Contact selected will be made the Primary Contact.
- Description
  Deal's description
Action
Write
- Task ID
  Insert the task ID to be updated. Leave blank if creating a new task.
- Title
  The title to be assigned to the task.
- Deal IDRequired
  Insert the ID of the Deal to be assigned this task.
- Note
  The content describing the task.
- Due DateRequired
  Due date of the task ex. 2021-02-25T12:00:00-06:00.
- End Date
  End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.
- Task TypeRequired
  The type of the task based on the available Task Types in your account.
- Assignee
  The id of the user this task will be assigned to.
Action
Write
- ActionRequired
  Subscribing will not update lists the Contact already belongs to with any status. Unsubscribing requires the contact already belongs to the list in some status.
- List IDRequired
  List from which you'd like to your Contact to be Subscribed/Unsubscribed
- Contact ID
  ActiveCampaign ID of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Email Address' MUST BE
- Email Address
  Email of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Contact ID' MUST BE
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
  The contact task title
- Contact ID
  The related contact ID
Action
Search
- Title
  The title of the Deal
- Contact Email
  The email of a Contact on the Deal
Action
Search
- EmailRequired
  Email of the user being searched
Action
Search

How Cling + ActiveCampaign Integrations Work

Step 1: Authenticate Cling and ActiveCampaign.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cling + ActiveCampaign

ActiveCampaign Tutorials

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

Proposal & Invoice Management

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.

Learn more

Related categories

Marketing Automation

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Cling + ActiveCampaign Integrations

How to connect Cling + ActiveCampaign

Connect your apps and automate workflows

Document Accepted

Document Expired

Document Viewed

Create Client

Client type

Client nameRequired

Client socialSecurityNumber / organisationNumber

Client reference

Client email

Client cellphone

Client cellphone region

Client street

Client zip

Client city

Client reverse VAT

Client note

Send Document

Document IDRequired

Custom Object Record Deleted

Custom ObjectRequired

New or Updated Account

New Campaign Bounce

ListRequired

New Campaign Open

ListRequired

New Campaign Unsubscribe

ListRequired

New Contact Task

Task type

New Deal Task

New Contact Added to List

ListRequired

Importer Note

New or Updated Contact

List

Skip Unsubscribe Events

Importer Note

Create Account

NameRequired

Website

Create or Update Contact

List

ID

Email Address

First Name

Last Name

Full Name

Phone Number

Tags

Organization Name

Job Title

Add Existing Contact to Automation

AutomationRequired

Subscriber EmailRequired

Create Campaign

Email MessageRequired

ListRequired

Campaign NameRequired

Add Contact Note

Contact IDRequired

List IDRequired

NoteRequired

Create or Update Contact Task

Task ID

Title

Contact IDRequired

Note

Due DateRequired

End Date

Task TypeRequired

Assignee

Add Secondary Contact to Deal

Contact IDRequired

Deal IDRequired

Role

Add Note to Deal

DealRequired