ActiveCampaign + FIN Compliance

Create calendar tasks in FIN Compliance for new contacts added to ActiveCampaign lists

Stay on top of your compliance tasks with this efficient workflow. When you add a new contact to your ActiveCampaign list, it will create a calendar task in FIN Compliance, ensuring you never miss an important deadline or action item. Stay organized and reduce manual data entry with this seamless connection between ActiveCampaign and FIN Compliance.

Stay on top of your compliance tasks with this efficient workflow. When you add a new contact to your ActiveCampaign list, it will create a calendar task in FIN Compliance, ensuring you never miss an important deadline or action item. Stay organized and reduce manual data entry with this seamless connection between ActiveCampaign and FIN Compliance.

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

    Triggers whenever a contact is added to a list.

    TriggerInstant
  2. automatically do this!
    FIN ComplianceFIN Compliance
    Create Calendar Task

    Creates a new (blue) task in your FIN Compliance calendar

    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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fin-compliance logo

About FIN Compliance

FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.

Related categories

  • Project Management