ActiveCampaign + FileInvite

Create FileInvite invites for new or updated ActiveCampaign contacts

Keep your contact information up-to-date while streamlining the document collection process with this automation. When a new or updated contact is added to ActiveCampaign, this workflow will create a FileInvite to request documents from them. Save time and ensure you have the necessary files from your contacts without any manual effort.

Keep your contact information up-to-date while streamlining the document collection process with this automation. When a new or updated contact is added to ActiveCampaign, this workflow will create a FileInvite to request documents from them. Save time and ensure you have the necessary files from your contacts without any manual effort.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New or Updated Contact

    Triggers when a new contact is created or an existing contact's details are updated.

    TriggerInstant
  2. automatically do this!
    FileInviteFileInvite
    Create Invite

    Creates a new invite for an existing person.

    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
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
activecampaign logo
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.
Learn more

Related categories

  • Marketing Automation

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fileinvite logo
fileinvite logo

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

Related categories

  • Documents