ActiveCampaign + Docupilot

Create documents in Docupilot for new contacts added to ActiveCampaign lists

Effortlessly generate personalized documents for newly added contacts in your ActiveCampaign list with this seamless automation. When a new contact is added to a specific list in ActiveCampaign, this workflow triggers the creation of a customized document in Docupilot, saving you time and ensuring a consistent process for every new contact. Stay organized and make a great impression with this efficient workflow.

Effortlessly generate personalized documents for newly added contacts in your ActiveCampaign list with this seamless automation. When a new contact is added to a specific list in ActiveCampaign, this workflow triggers the creation of a customized document in Docupilot, saving you time and ensuring a consistent process for every new contact. Stay organized and make a great impression with this efficient workflow.

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

    Triggers whenever a contact is added to a list.

    TriggerInstant
  2. automatically do this!
    DocupilotDocupilot
    Create Document

    Creates a new document from a specified template.

    ActionWrite
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Supported triggers and actions

    • Custom ObjectRequired

    Trigger
    Instant
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  • 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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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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About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
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Related categories

  • Documents