ActiveCampaign + FIN Compliance

Create FIN Compliance calendar tasks for updated ActiveCampaign contacts

Keep your compliance tasks up to date whenever an ActiveCampaign contact is updated with this seamless workflow. Once set up, each time a contact is updated in ActiveCampaign, a new calendar task will be created in the FIN Compliance app. This automation ensures you can efficiently manage compliance tasks without manually checking for updates, saving you time and effort.

Keep your compliance tasks up to date whenever an ActiveCampaign contact is updated with this seamless workflow. Once set up, each time a contact is updated in ActiveCampaign, a new calendar task will be created in the FIN Compliance app. This automation ensures you can efficiently manage compliance tasks without manually checking for updates, saving you time and effort.

  1. When this happens...
    ActiveCampaignActiveCampaign
    Updated Contact

    Triggers when an existing contact details are updated.

    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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activecampaign logo

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