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How Zapier works

Zapier makes it easy to integrate PlanSo Forms for WordPress with ActiveCampaign - no code necessary. See how you can get setup in minutes.

Select a trigger from PlanSo Forms for WordPress

A trigger is an event that starts your Zap and runs the workflow. For example, with PlanSo Forms for WordPress, a trigger could be "New Submission."

A trigger is the event that kicks off your automated workflow.

Setup an action from ActiveCampaign

An action is what takes place after the automation is triggered. For example, with ActiveCampaign, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected PlanSo Forms for WordPress to ActiveCampaign

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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

Learn about AI automation

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Connect PlanSo Forms for WordPress and ActiveCampaign 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

New Submission
Triggers when a form is submitted
Trigger
Instant
Try It
- Custom Object
  Required
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
  Required
- Website
Action
Write
- List
  Required
- Account ID
  Required
- 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
- Name
  Required
Action
Write
- Account ID
  Required
- List ID
  Required
- Note
  Required
Action
Write
- Task ID
- Title
  Required
- Contact ID
  Required
- Note
  Required
- 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
- Account ID
  Required
- Title
  Required
- Value
  Required
- Currency
  Required
- Owner
- Pipeline
  Required
- Stage
  Required
- Account
- Contact Email Address
- Status
- Description
Action
Write
- Event Key
  Required
- Event Account ID
  Required
- Event Name
  Required
- Event Value
- Contact Email Address
Action
Write
- Name
  Required
Action
Search
- Contact Task Title
  Required
- Contact ID
  Required
Action
Search
- Title
  Required
- Email Address
Action
Search
- Email Address
Action
Search

- Custom Object
  Required
- Trigger Events
  Required
Trigger
Instant
Try It
- Task Type (Optional)
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
  Required
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
  Required
- Skip Unsubscribe Events
- Importer_note
Trigger
Instant
Try It
- Name
  Required
- Website
- Owner
Action
Write
- Account ID
  Required
- 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
  Required
- Subscriber Email
  Required
- 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 Email Address
- Description
Action
Write
- Task ID
- Title
  Required
- Contact ID
  Required
- Note
  Required
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Action
  Required
- List
  Required
- Contact ID
  Required
- Subscriber Email
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- Request Method
  Required
- Request URL
  Required
- Query string parameters
- Additional request headers
- Request Body
Action
Write
- Account ID
  Required
- Email Address
- Phone Number
Action
Search
- Title
  Required
- Contact Email Address
Action
Search
- Deal Task Title
  Required
- Deal ID
  Required
Action
Search

Learn how to automate ActiveCampaign on the Zapier blog

About PlanSo Forms for WordPress

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

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Forms & Surveys WordPress

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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 moreLearn moreHelpHelp

Related categories

Marketing Automation

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