ActiveCampaign + Copilot
Create Copilot clients from new ActiveCampaign contacts added to list
When a new contact is added to your list in ActiveCampaign, this automation ensures they are instantly created as a client in Copilot. This efficient workflow saves you valuable time by eliminating manual data entry, ensuring your client information is always up-to-date across both platforms. Perfect for businesses looking to streamline their client management process.
When a new contact is added to your list in ActiveCampaign, this automation ensures they are instantly created as a client in Copilot. This efficient workflow saves you valuable time by eliminating manual data entry, ensuring your client information is always up-to-date across both platforms. Perfect for businesses looking to streamline their client management process.
- When this happens...
Contact Added to ListTriggers whenever a contact is added to a list.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ClientCreates a new client.
ActionWriteCreate a new record or update an existing record in your app.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
Skip Unsubscribe Events
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
NameRequired
Update OnlyRequired
Account Owner
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Automation RunRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Account IDRequired
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Contact Email
ActionRequired
Existing Tags
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Record ID
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account ID
Contact ID
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Deal IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
List IDRequired
Contact ID
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Email Address
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
Deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
List App Installs
Lists the app installs in a workspace.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClient Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Clients
Lists the clients.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contract Signed
Triggers when a contract is signed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Custom Fields
Lists all available custom fields.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFile Created
Triggers when a file gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Channel IdRequired
Folder path
Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFolder Created
Triggers when a folder gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Folder Updated
Triggers when a folder gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Internal User Created
Triggers when a new internal user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Deleted
Triggers when an invoice is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Paid
Triggers when an invoice is paid
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when an invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Invoice Templates
Lists the invoice templates.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLink Deleted
Triggers when a link gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Channel Created
Triggers when a new message channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Membership Type
The ID of the membership entity. E.g. ID of a company or individual
The ID of the client user
Member ID
Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMessage Sent
Triggers when a message gets sent in any channels belonging to the portal
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Deleted
Triggers when a note is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Updated
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Failed
Triggers when a payment is failed for an invoice
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Succeeded
Triggers when a payment is successful for an invoice
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Prices
Lists the prices.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Products
Lists the products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSubscription Canceled
Triggers when an subscription is canceled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Subscriptions
Lists the subscriptions.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Archived
Triggers when a task gets archived in your workspace.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Created
Triggers when a task gets created in your workspace.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Limit
Next Token
Created By
Parent Task ID
Status
Client ID
Company ID
Internal User ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Updated
Triggers when a task gets updated in your workspace.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.The ID of the App InstallRequired
The type of the App ConnectionRequired
The content of the App ConnectionRequired
The company id of the App Connection
The client ids to be part of the App Connection
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Given name
Family Name
Company ID
Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Membership Type
The ID of the membership entity. E.g. ID of a company or individual (Deprecated)
IDs of all members in the channel
Client ID
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel IDRequired
PathRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient type
Note
Amount (in cents)
Description
QuantityRequired
Note
Product
Note
Price
Days Until DueRequired
Tax Percentage
Memo
Accept Payment Via Credit Card
Accept Payment Via Bank Transfer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Membership TypeRequired
Entity ID - ID of the membership entity, e.g., ID of a company or individual client user (Deprecated).
Member IDs - IDs of client members to be added to this channel
Client ID
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity TypeRequired
ID of the entity, e.g., ID of a company or client.Required
TitleRequired
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Description
Parent Task ID
Client ID
Company ID
Internal User ID
Status
Due Date
Template ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The ID of the App InstallRequired
ClientId
CompanyId
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Email
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Field IDRequired
Label
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the file to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the internal user to get
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the note to retrieve.
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Product to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the task to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the App InstallRequired
ClientId
The company id of the App Connection
The type of the App ConnectionRequired
The content of the App ConnectionRequired
The client ids to be part of the App Connection
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the Company to get
NameRequired
Icon Image URL
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the file to getRequired
Channel IDRequired
PathRequired
File ContentRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the note to retrieve.
Entity TypeRequired
ID of the entity, e.g., ID of a company or client.Required
TitleRequired
Content
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the task to getRequired
Name
Description
Parent Task ID
Client ID
Company ID
Internal User ID
Status
Due Date
Template ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
Email Address
First Name
Last Name
Full Name
Phone Number
Tags
Organization Name
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
ListRequired
Campaign NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
List IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Contact IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
Currency
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Event Account IDRequired
Event NameRequired
Event Value
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClient Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Updated
High-frequency trigger for each client user update.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Query param to filter placeholder companies
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContract Requested
Triggers when a contract is assigned to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Deleted
Triggers when a file has been deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Updated
Triggers when a file has been updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Folder Deleted
Triggers when a folder gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Internal User Deleted
Triggers when an internal user is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Created
Triggers when an invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Invoices
Lists the invoices.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice Sent
Triggers when an invoice is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Voided
Triggers when an invoice is voided
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Link Created
Triggers when a link gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Link Updated
Triggers when a link gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Channel Deleted
Triggers when a message channel is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Created
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entity Type
The ID of the entity assigned to the note. E.g. ID of a client or company.
Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Payments
Lists the payments.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPrice Created
Triggers when a price is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Created
Triggers when a product is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Updated
Triggers when a product is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Created
Triggers when an subscription is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Subscription Templates
Lists the subscription templates.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Completed
Triggers when a task gets completed in your workspace.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Deleted
Triggers when a task gets deleted in your workspace.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Workspace
List the workspace associated with the portal
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmailRequired
Given nameRequired
Family NameRequired
Company ID
Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Icon Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contract Template ID
Recipient ID (Deprecated)
Client ID
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel IDRequired
PathRequired
File ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient ID (Deprecated)
Form IDRequired
Client ID
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel IDRequired
PathRequired
Link urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The text content of the messageRequired
The Id of the target message channelRequired
(Optional) The Id of the client who is the author of the message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ContentRequired
Note IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient type
Prompt
Amount (in cents)
Description
QuantityRequired
Prompt Product
Product
Price Prompt
Price
Days Until DueRequired
Interval
Tax Percentage
Memo
Accept Payment Via Credit Card
Accept Payment Via Bank Transfer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Description
Client ID
Company ID
Internal User ID
Status
Due Date
Is Archived
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Company to get
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the file channel to get
Membership Type
The ID of the membership entity. E.g. ID of a company or individual
Member ID
Client ID
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Form to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the message channel to get
Membership Type
The ID of the membership entity. E.g. ID of a company or individual
The ID of the client user
Member ID
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Price to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Subscription to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the task template to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appID
EmailRequired
Company ID
Given nameRequired
Family NameRequired
Send Invite?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the file channel to get
Membership Type
The ID of the membership entity. E.g. ID of a company or individual (Deprecated)
Member ID
Client ID
Company ID
IDs of all members in the channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the message channel to get
Membership TypeRequired
Entity ID - ID of the membership entity, e.g., ID of a company or individual client user (Deprecated).
Client ID
Member ID
Limit
Member IDs - IDs of client members to be added to this channel
Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the Subscription to getRequired
Recipient type
Prompt
Amount (in cents)
Description
QuantityRequired
Prompt Product
Product
Price Prompt
Price
Days Until DueRequired
Interval
Tax Percentage
Memo
Accept Payment Via Credit Card
Accept Payment Via Bank Transfer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About ActiveCampaign
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