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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Custom Object Record" from ActiveCampaign.

Add your action

An action happens after the trigger—such as "Build Workspace" in Octave.

You’re connected!

Zapier seamlessly connects ActiveCampaign and Octave, automating your workflow.

Supported triggers and actions

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.

- Custom Object
  Required
- Trigger Events
  Required
Trigger
Instant
Try It
- Task Type (Optional)
Trigger
Instant
Try It
Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Trigger
Instant
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.
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It

- List
  Required
Trigger
Instant
Try It
- List (Deprecated)
Trigger
Instant
Try It

New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
Try It
New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
Try It
- List
  Required
- Importer_note
Trigger
Instant
Try It
- List
- Skip Unsubscribe Events
- Importer_note
Trigger
Instant
Try It
- Name
  Required
- Website
- Owner
Action
Write
- Account ID
- Name
  Required
- Update Only
  Required
- Account Owner
- Website
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account
- Contact Email Address
Action
Write
- Automation
  Required
- Automation Run
  Required
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Account ID
  Required
- Job Title
Action
Write
- Contact ID
- Contact Email
- Action
  Required
- Existing Tags
- Tags
Action
Write
- Custom Object
  Required
- Record ID
- External ID
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- WhatsApp Phone Number
  Required
- Flow to start
  Required
- First Name
- Last Name
- Email
- External URL
- Custom properties
Action
Write
- Event Key
  Required
- Event Account ID
  Required
- Event Name
  Required
- Event Value
- Contact Email Address
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task Title
  Required
- Deal ID
Action
Search
- Template Name
Action
Search
- Call Prep Agent
  Required
- LinkedIn Profile URL
- First Name
- Email
- Job Title
- Company Domain
- Company Name
- Runtime Context (JSON)
Action
Write
- Enrich Person Agent
  Required
- LinkedIn Profile URL
- Email
- First Name
- Job Title
- Company Domain
- Company Name
- Runtime Context (JSON)
Action
Write
- Qualify Company Agent
  Required
- Company Domain
- Company Name
- Runtime Context (JSON)
Action
Write
- Prospector Agent
  Required
- Company Domain
- Limit
- Minimal Response
- Playbook
- Personas
- Fuzzy Titles
- Exact Titles
- Exclude Titles
- Country Filters
- Country Exclude Filters
- Location Filters
- Location Exclude Filters
- Additional Inputs (JSON)
Action
Write
- Agent
  Required
- Callback URL
  Required
- Experiment OId
- Company Domain
- Company Name
- LinkedIn Profile URL
- First Name
- Email
- Job Title
- URL
- Language
- Output Format
- Runtime Context (JSON)
- Runtime Instructions (JSON)
Action
Write
- Competitors (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
Action
Write
- Name
  Required
- Description
- Agent Type
  Required
- Run Strategy
  Required
- Agent OIds (comma-separated)
  Required
- Weights (JSON Array, required for WEIGHTED strategy)
Action
Write
- Personas (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
- Playbook OId
Action
Write
- Product OId
  Required
- Description
  Required
- Key Insight
  Required
- Name
- Type
- Context
- Persona OIds (JSON Array)
- Use Case OIds (JSON Array)
- Create Templates
- Model
- Additional Context Sources (JSON)
Action
Write
- Name
  Required
- Type
- Description
- Summary
- Internal Name
- Primary URL
- Capabilities (JSON Array)
- Challenges Addressed (JSON Array)
- Customer Benefits (JSON Array)
- Differentiated Value (JSON Array)
- Status Quo (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Product OId
  Required
- Name
- Type
- Description
- Summary
- Internal Name
- Primary URL
- Capabilities (JSON Array)
- Challenges Addressed (JSON Array)
- Customer Benefits (JSON Array)
- Differentiated Value (JSON Array)
- Status Quo (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- ProofPoints (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
Action
Write
- Name
  Required
- Internal Name
- Description
- Primary Offering
- How They Make Money
- How They Use Product
- How They Benefit From Product
- How We Impacted Their Business (JSON Array)
- Key Stats (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product Names or IDs
Action
Write
- Reference OId
  Required
- Name
- Description
- Internal Name
- Email Snippets (JSON Array)
- How They Benefit From Product
- How They Make Money
- How They Use Product
- How We Impacted Their Business (JSON Array)
- Key Stats (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Segments (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
Action
Write
- Name
  Required
- Primary Offering
- Description
- Summary
- Internal Name
- Primary URL
- Business Drivers (JSON Array)
- Desired Outcomes (JSON Array)
- Scenarios (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- UseCase OId
  Required
- Name
- Description
- Summary
- Internal Name
- Primary URL
- Business Drivers (JSON Array)
- Desired Outcomes (JSON Array)
- Scenarios (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Competitor OID
  Required
Action
Search
- Persona OID
  Required
Action
Search
- Playbook OID
  Required
Action
Search
- Product OID
  Required
Action
Search
- ProofPoint OID
  Required
Action
Search
- Reference OID
  Required
Action
Search
- Segment OID
  Required
Action
Search
- UseCase OID
  Required
Action
Search

- Custom Object
  Required
Trigger
Instant
Try It
Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
Trigger
Instant
Try It
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Task type
Trigger
Instant
Try It
New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
Try It
- Importer_note
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Event
  Required
- Tag
Trigger
Instant
Try It
- Account ID
  Required
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- Automation
  Required
- Subscriber Email
  Required
Action
Write
- Email Message
  Required
- List
  Required
- Campaign Name
  Required
Action
Write
- Contact ID
  Required
- List ID
  Required
- Note
  Required
Action
Write
- Task ID
- Title
- Contact ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Contact ID
  Required
- Deal ID
  Required
- Role
Action
Write
- Deal
  Required
- Note
  Required
Action
Write
- Deal
  Required
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Action
  Required
- List ID
  Required
- Contact ID
- Email Address
Action
Write
- WhatsApp Phone Number
  Required
- WhatsApp Template to send
  Required
Action
Write
- Name
  Required
Action
Search
- Contact Task Title
  Required
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- Email
  Required
Action
Search
- Workspace: Name
  Required
- Workspace: URL
- Workspace: Add Existing Users
- Workspace: Agent OIds (JSON Array)
- Offering: Name
  Required
- Offering: Differentiated Value
  Required
- Offering: Status Quo
- Offering: Additional URLs (JSON Array)
- Offering: References (JSON Array)
- Runtime Context (JSON)
Action
Write
- Enrich Company Agent
  Required
- Company Domain
  Required
- Company Name
- Runtime Context (JSON)
Action
Write
- Content Agent
  Required
- Experiment OId
- URL
- LinkedIn Profile URL
- Email
- First Name
- Job Title
- Company Domain
- Company Name
- Runtime Context (JSON)
Action
Write
- Qualify Person Agent
  Required
- LinkedIn Profile URL
- First Name
- Email
- Job Title
- Company Domain
- Company Name
- Runtime Context (JSON)
- Additional Inputs (JSON)
Action
Write
- Sequence Agent
  Required
- Experiment OId
- LinkedIn Profile URL
- First Name
- Email
- Job Title
- Company Domain
- Company Name
- Language
- Output Format
- Runtime Context - All Steps
- Runtime Context - Step 1
- Runtime Context - Step 2
- Runtime Context - Step 3
- Runtime Context - Step 4
- Runtime Context - Step 5
- Runtime Context - Step 6
- Runtime Context - Step 7
- Runtime Instructions - All Steps
- Runtime Instructions - Step 1
- Runtime Instructions - Step 2
- Runtime Instructions - Step 3
- Runtime Instructions - Step 4
- Runtime Instructions - Step 5
- Runtime Instructions - Step 6
- Runtime Instructions - Step 7
Action
Write
- Name
  Required
- Primary Offering
- Description
- Internal Name
- Business Model (JSON Array)
- Comparative Strengths (JSON Array)
- Comparative Weaknesses (JSON Array)
- Key Differentiators (JSON Array)
- Reasons We Win (JSON Array)
- Customers We Won (JSON Array)
- Customers We Switched (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- Competitor OId
  Required
- Name
- Description
- Internal Name
- Business Model (JSON Array)
- Comparative Strengths (JSON Array)
- Comparative Weaknesses (JSON Array)
- Key Differentiators (JSON Array)
- Reasons We Win (JSON Array)
- Customers We Won (JSON Array)
- Customers We Switched (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Name
  Required
- Primary Offering
- Description
- Internal Name
- Common Job Titles (JSON Array)
- Key Concerns (JSON Array)
- Key Objectives (JSON Array)
- Pain Points (JSON Array)
- Primary Responsibilities (JSON Array)
- Why They Matter To Us (JSON Array)
- Why We Matter To Them (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- Persona OId
  Required
- Name
- Description
- Internal Name
- Common Job Titles (JSON Array)
- Key Concerns (JSON Array)
- Key Objectives (JSON Array)
- Pain Points (JSON Array)
- Primary Responsibilities (JSON Array)
- Why They Matter To Us (JSON Array)
- Why We Matter To Them (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Playbook OId
  Required
- Name
- Description
- Key Insight (JSON Array)
- Approach Angle (JSON Array)
- Attributes (JSON Object)
- Custom Fields (JSON Array)
- Differentiated Value (JSON Array)
- Example Description
- Example Domains (JSON Array)
- Explanation
- ICP Concerns (JSON Array)
- ICP Priorities (JSON Array)
- Status Quo (JSON Array)
- Strategic Narrative (JSON Array)
Action
Write
- Products (JSON Array)
  Required
- Status Quo Input
- Differentiated Value Input
Action
Write
- Name
  Required
- Type
  Required
- Primary Offering
- Description
- Internal Name
- How We Talk About This (JSON Array)
- Why This Matters (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- ProofPoint OId
  Required
- Name
- Type
- Description
- Internal Name
- How We Talk About This (JSON Array)
- Why This Matters (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- References (JSON Array)
  Required
- Primary Offering
- Brand Voice
- Linking Strategy
- Product Names or IDs
Action
Write
- Name
  Required
- Primary Offering
- Description
- Data (JSON Object)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- Segment OId
  Required
- Name
- Description
- Internal Name
- Firmographics (JSON Object)
- Fit Explanation
- Key Considerations (JSON Array)
- Key Priorities (JSON Array)
- Unique Approach (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- UseCases (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
Action
Write
- Return All
- Limit
- Offset
- Query
- Agent Type
- Order By Field
- Order Direction
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Product OID (Filter)
- Playbook OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search

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Connect ActiveCampaign and Octave to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate ActiveCampaign on the Zapier blog

Make work flow with AI

Level up your ActiveCampaign to Octave integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ActiveCampaign

ActiveCampaign is an autonomous marketing platform built to transform how marketers, agencies, and business owners work.

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