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ActiveCampaign + GoProposal

ActiveCampaign + GoProposal integrations

Remove contacts from ActiveCampaign automation when proposals are won in GoProposal

When a proposal is won in GoProposal, streamline your workflow by instantly removing the contact from a specific automation in ActiveCampaign. This workflow lets you seamlessly shift focus to delivering outstanding service, taking away the hassle of manually altering the status of your contacts. No more worrying about sending irrelevant emails or wasting resources - stay ahead with targeted communication.

When this happens...
Proposal WonTriggers when a proposal is won (Letter of Engagement signed) in GoProposal.
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Remove Contact From AutomationThe contact will be removed from this active automation
ActionWrite

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More things you can do with GoProposal and ActiveCampaign

Discover other triggers and actions you can use with GoProposal and ActiveCampaign

AML Check Ready
Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
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Contact Deleted
Triggers when a contact is deleted in GoProposal.
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New Draft Proposal Created
Triggers when a draft proposal is created in GoProposal.
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New Live Proposal Sent
Triggers when a live proposal is sent to a client in GoProposal.
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Proposal Deleted
Triggers when a proposal is deleted in GoProposal.
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Proposal Made Live and Sent
Triggers when a proposal is made live and sent to a client in GoProposal.
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Proposal Resent
Triggers when a proposal is resent to a client in GoProposal.
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Proposal Superseded
Triggers when a proposal is superseded by a new version in GoProposal.
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- Custom Object
  Required
- Trigger Events
  Required
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Instant
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- Task Type (Optional)
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Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
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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.
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Instant
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- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- List (Deprecated)
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Instant
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New Deal Note
Triggers when a new deal note is created.
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
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Instant
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- List
  Required
- Importer_note
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Instant
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- List
- Skip Unsubscribe Events
- Importer_note
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Instant
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- Name
  Required
- Website
- Owner
Action
Write
- Account ID
- Name
  Required
- Update Only
  Required
- Account Owner
- Website
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account
- Contact Email Address
Action
Write
- Automation
  Required
- Automation Run
  Required
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Account ID
  Required
- Job Title
Action
Write
- Contact ID
- Contact Email
- Action
  Required
- Existing Tags
- Tags
Action
Write
- Custom Object
  Required
- Record ID
- External ID
Action
Write
- Title
  Required
- Value
  Required
- Owner
- Currency
  Required
- Pipeline
  Required
- Stage
  Required
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- WhatsApp Phone Number
  Required
- Flow to start
  Required
- First Name
- Last Name
- Email
- External URL
- Custom properties
Action
Write
- Event Key
  Required
- Event Account ID
  Required
- Event Name
  Required
- Event Value
- Contact Email Address
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task Title
  Required
- Deal ID
Action
Search
- Template Name
Action
Search

New Contact Created
Triggers when a new contact is created in GoProposal.
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Contact Updated
Triggers when a contact is updated in GoProposal.
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Follow-Up Date Reminder
Triggers when a follow-up date reminder fires for a proposal in GoProposal.
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New Proposal Created
Triggers when any proposal (live or draft) is created in GoProposal.
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Proposal Lost
Triggers when a proposal is marked as lost in GoProposal.
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Proposal Manually Marked as Won
Triggers when a proposal is manually marked as won in GoProposal.
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Proposal Signed
Triggers when a proposal is signed by a client in GoProposal.
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Proposal Won
Triggers when a proposal is won (Letter of Engagement signed) in GoProposal.
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- Custom Object
  Required
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Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
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Instant
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- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- List
  Required
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.
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Instant
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- Importer_note
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- List
  Required
Trigger
Instant
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- Event
  Required
- Tag
Trigger
Instant
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- Account ID
  Required
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- Automation
  Required
- Subscriber Email
  Required
Action
Write
- Email Message
  Required
- List
  Required
- Campaign Name
  Required
Action
Write
- Contact ID
  Required
- List ID
  Required
- Note
  Required
Action
Write
- Task ID
- Title
- Contact ID
  Required
- Note
- Due Date
  Required
- End Date
- Task Type
  Required
- Assignee
Action
Write
- Contact ID
  Required
- Deal ID
  Required
- Role
Action
Write
- Deal
  Required
- Note
  Required
Action
Write
- Deal
  Required
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- Action
  Required
- List ID
  Required
- Contact ID
- Email Address
Action
Write
- WhatsApp Phone Number
  Required
- WhatsApp Template to send
  Required
Action
Write
- Name
  Required
Action
Search
- Contact Task Title
  Required
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- Email
  Required
Action
Search

About ActiveCampaign

ActiveCampaign is an autonomous marketing platform built to transform how marketers, agencies, and business owners work.

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About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

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Related categories

Proposal & Invoice Management

Related Zap Templates

Add won proposals in GoProposal to automation contacts in ActiveCampaign

Create or update ActiveCampaign contacts from new GoProposal proposals