Create integrations between Fee Navigator and ActiveCampaign to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New and Updated Analysis and Proposal
Triggers when a new analysis/proposal OR any subsequent updates are made in Fee Navigator.
Try It - Updated Proposal
Triggers when subsequent updates to an analysis/proposal are generated in Fee Navigator. It does NOT trigger on the initial analysis/proposal.
Try It - Custom ObjectRequired
Try It- New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
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- New Proposal
Triggers when a new analysis/proposal is generated in Fee Navigator. It does NOT trigger on any subsequent updates made to the analysis/proposal.
Try It - Custom ObjectRequired
- Trigger EventsRequired
Try It- Task Type (Optional)
Try It- 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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