ActiveCampaign + MyDesk

Create tasks in MyDesk when new contacts are added to lists in ActiveCampaign

With each new contact added to your ActiveCampaign list, this workflow makes sure a corresponding task is created in MyDesk. This allows your team to stay ahead, ensuring all contacts are efficiently managed and follow-ups are scheduled. This solution takes care of the little things, allowing you to stay focused on significant operations.

When this happens...
Contact Added to List
Triggers whenever a contact is added to a list.
TriggerInstant
automatically do this!
Create Task
Creates a Task.
ActionWrite

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Supported triggers and actions

- Custom ObjectRequired
- Trigger EventsRequired
Trigger
Instant
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- Task Type (Optional)
Trigger
Instant
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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
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- List (Deprecated)
Trigger
Instant
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New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
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- ListRequired
- Importer Note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
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- NameRequired
- Website
- Owner
Action
Write
- Account ID
- NameRequired
- Update OnlyRequired
- Account Owner
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact ID
- Contact Email
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search
- Representative
- Appointment Type
Trigger
Polling
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- Company Group
Trigger
Polling
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- Assigned To
- Created By
Trigger
Polling
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- Representative
Trigger
Polling
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- Assigned To
- Subject
Trigger
Polling
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- CompanyRequired
- Contact With
- SubjectRequired
- Description
- Start DateRequired
- End DateRequired
- Assigned ToRequired
- Location
- Appointment TypeRequired
- Follow UpRequired
Action
Write
- CompanyRequired
- Salutation
- First Name
- Surname Prefixes
- SurnameRequired
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as PrimaryRequired
- ActiveRequired
Action
Write
- Company
- SubjectRequired
- Description
- Planned Date
- Assigned ToRequired
- Created ByRequired
- PerformedRequired
- Completed Date
Action
Write
- Id
- Key
Action
Write
- Code
- Description
Action
Search
- CodeRequired
Action
Search
- Name
- Code
Action
Search
- Info
- Company
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- CompanyRequired
- Salutation
- First Name
- Surname Prefixes
- SurnameRequired
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as PrimaryRequired
- ActiveRequired
Action
Search or write

- Custom ObjectRequired
Trigger
Instant
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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
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- ListRequired
Trigger
Instant
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- Task type
Trigger
Instant
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New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
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- Importer Note
Trigger
Instant
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- ListRequired
Trigger
Instant
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- EventRequired
- Tag
Trigger
Instant
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- Account IDRequired
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search
- Company TypeRequired
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- StatusRequired
- Representative
Trigger
Polling
Try It
- Completed By
- Assigned To
- Subject
Trigger
Polling
Try It
- CompanyRequired
- Address TypeRequired
- Street
- Postal CodeRequired
- CityRequired
- CountryRequired
- Set as Primary Visiting AddressRequired
- Set as Primary Shipping AddressRequired
Action
Write
- Company TypeRequired
- NameRequired
- KeyRequired
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- RepresentativeRequired
- Company Group
Action
Write
- CompanyRequired
- SubjectRequired
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- StatusRequired
- RepresentativeRequired
- Created ByRequired
Action
Write
- Company TypeRequired
- Id
- Key
Action
Write
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Company Group
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Name matchRequired
Action
Search
- Info
- Company
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Key
- Id
- InfoSettings
- Minimum matchesRequired
Action
Search
- Info
- Subject
- Company
- Representative
- Created By
- Status
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Subject matchRequired
Action
Search
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Company Group
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Name matchRequired
- Company TypeRequired
- NameRequired
- KeyRequired
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- RepresentativeRequired
- Company Group
Action
Search or write
- Info
- Subject
- Company
- Representative
- Created By
- Status
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Subject matchRequired
- CompanyRequired
- SubjectRequired
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- StatusRequired
- RepresentativeRequired
- Created ByRequired
Action
Search or write

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 more

Related categories

Marketing Automation

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About MyDesk

MyDesk: Get started quickly with a user-friendly CRM for sales.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Manage tags on ActiveCampaign contacts by creating tasks in MyDesk

Related Zap Templates

Manage tags on ActiveCampaign contacts by creating tasks in MyDesk

ActiveCampaign + MyDesk

Create tasks in MyDesk when new contacts are added to lists in ActiveCampaign

New or Updated Custom Object Record

Deal Task Completed

New Automation Webhook

New Campaign Link Click

New Campaign Starts Sending

New Contact Note

New Deal Note

New Deal Added or Updated

Contact Added to List

New or Updated Contact

Create Account

Create or Update Account

Create Deal (Deprecated)

Remove Contact From Automation

Add Contact to Account

Add/Remove Tag From Contact

Create or Update a Custom Object Record

Create Deal

Create or Update Deal Task

Subscribe or Unsubscribe Contact From List

API Request (Beta)

Find Contact

Find Deal

Find Deal Task

New Appointment

New Contact

New Task

Opportunity Overdue

Task Overdue

Create Appointment

Create Contact

Create Task

Update Opportunity

Find Company Group

Find Country

Find Representative

Find or Create a Contact

Custom Object Record Deleted

New or Updated Account

New Campaign Bounce

New Campaign Open

New Campaign Unsubscribe

New Contact Task

New Deal Task

New Contact

Updated Contact

Tag Added or Removed From Contact

Update Account

Create or Update Contact

Add Existing Contact to Automation

Create Campaign

Add Contact Note

Create or Update Contact Task

Add Secondary Contact to Deal

Add Note to Deal

Update Deal

Create Tracked Event

Find Account

Find Contact Task

Find Deal Owner

Find User

New Company

New Opportunity

Opportunity Completed

Task Completed

Create Address

Create Company

Create Opportunity

Update Company

Find Company

Find Contact

Find Opportunity

Find or Create a Company

Find or Create an Opportunity

About ActiveCampaign

Related categories

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