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ActiveCampaign + QuoteCloud

Create QuoteCloud documents from updated ActiveCampaign contacts

Effortlessly keep your QuoteCloud documents up-to-date with ActiveCampaign contacts through this streamlined workflow. Whenever a contact is modified in ActiveCampaign, a corresponding document is generated in QuoteCloud, ensuring accuracy while saving time. Strengthen your document management process and maintain consistency across platforms with this seamless automation.

When this happens...
Updated ContactTriggers when an existing contact details are updated.
TriggerInstant
automatically do this!
Create DocumentCreates a document with user details and proposal template and pricing information all potentially supplied.
ActionWrite

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More things you can do with ActiveCampaign and QuoteCloud

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

- Custom Object
  Required
- Trigger Events
  Required
Trigger
Instant
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- Task Type (Optional)
Trigger
Instant
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Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
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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- List
  Required
Trigger
Instant
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- List
  Required
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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- List
  Required
- Importer_note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer_note
Trigger
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
- Contact
  Required
Action
Search
- Deal Task Title
  Required
- Deal ID
Action
Search
- Template Name
Action
Search
Contact Removed
Triggers when a QuoteCloud contact is deleted, using its safe pre-delete snapshot.
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Instant
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- Comment Event
Trigger
Instant
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Document Delivery Failed
Triggers when an email bounces or document delivery fails.
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Instant
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Document Expired
Triggers when a QuoteCloud document expires.
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Instant
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- Payment Event
Trigger
Instant
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Document Review Requested
Triggers when a QuoteCloud document enters workflow review.
Trigger
Instant
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Form Submitted on Document
Triggers when a recipient submits a form on a document.
Trigger
Instant
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Recipient First Viewed Document
Triggers when an identified private recipient first views a document.
Trigger
Instant
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- Document Number
  Required
- Existing Contact
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Job Title
- Company
- Address
- Account Reference
- Recipient Role
  Required
- Notify Document Owner When Opened
  Required
Action
Write
- Delivery Reference
  Required
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Write
- Document Number
  Required
- Comment
  Required
Action
Write
- Document Number
  Required
- Decision
  Required
- Reason
Action
Write
- Delivery Reference
  Required
- New Delivery Time
  Required
- Time Zone
  Required
Action
Write
- Delivery Reference
  Required
Action
Write
- Document Number
  Required
Action
Write
- Document Number
  Required
- Title
- Subtitle
- Renewal Date
- Forecast Date
- Forecast Confidence
- Forecast Estimated Value
- Clear Fields
Action
Write
- Document Number
  Required
- Recipient Reference
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Job Title
- Company
- Address
- Account Reference
- Recipient Role
- Notify Document Owner When Opened
Action
Write
- Search By
  Required
- Email Address or Contact ID
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Document Number or Reference
  Required
Action
Search
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Search
- Page Size
- Page Cursor
Action
Search
- Document Number
  Required
- Comment Status
- Page Size
- Page Cursor
Action
Search
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Search or write

- Custom Object
  Required
Trigger
Instant
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Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
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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- 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.
Trigger
Instant
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- Importer_note
Trigger
Instant
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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
- Deal Title
- Pipeline
- Stage
- Owner
- Status
- Sort Field
- Sort Direction
Action
Search
- Title
- Contact Email
Action
Search
- Email
  Required
Action
Search
New Contact Created
Triggers when a new contact is added to the address book.
Trigger
Instant
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Contact Updated
Triggers when a QuoteCloud contact genuinely changes.
Trigger
Instant
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Document Created
Triggers when a customer QuoteCloud document is fully created.
Trigger
Instant
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- Delivery Status
Trigger
Instant
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Document Part Paid
Triggers when a QuoteCloud document is partially paid.
Trigger
Instant
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Document Review Accepted
Triggers when a QuoteCloud document workflow review is accepted.
Trigger
Instant
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- Document Status
  Required
Trigger
Instant
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- Change Type
Trigger
Instant
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Recipient Signed Document
Triggers when an identified recipient completes every signature field assigned to them.
Trigger
Instant
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- Document Number
  Required
Action
Write
- Document Number
  Required
- Copy Type
  Required
- New Document Title
Action
Write
- Document Title
  Required
- Document Subtitle
- Replace Existing Pricing Table Rows
- Table API Link Id
- Line Item Label
- Line Item Notes
- Row Type
  Required
- Price
- Quantity
- Term Based Product
  Required
- Term
- Tax Type
- Tax
- Discount Type
- Discount
- Cost
- Auto Send Document
  Required
- Send to Email Addresses
- Send CC Email Addresses
- Send Email Subject
- Send Email Body
- Send Email Attach PDF
Action
Write
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Write
- Document Number
  Required
- PDF Mode
  Required
Action
Write
- Document Number
  Required
Action
Write
- Document Number
  Required
- To
  Required
- CC
- BCC
- Email Subject
- Email Content
- Attach Document PDF
- Document Expires At
Action
Write
- Find Contact By
  Required
- Existing Email Address or Contact ID
  Required
- New Email Address
- First Name
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Write
- Document Number
  Required
- Comment Reference
  Required
- Action
  Required
Action
Write
- Document Number or Reference
  Required
- New Status
  Required
- Outcome Reason
Action
Write
- Document Number
  Required
- Detail Level
  Required
Action
Search
- Delivery Reference
  Required
Action
Search
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Search
- Search By
  Required
- SKU or Product ID
  Required
Action
Search
- Document Status
- Owner Email
- Document Source
- Created After
- Created Before
- Page Size
- Page Cursor
Action
Search
- Product State
  Required
- Page Size
- Page Cursor
Action
Search
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
  Required
- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
  Required
- Term Based Pricing
  Required
- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Search or write

About ActiveCampaign

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

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About QuoteCloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

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Related categories

Proposal & Invoice Management

Related Zap Templates

Create QuoteCloud documents for new contacts added to ActiveCampaign lists

Related Zap Templates

Create QuoteCloud documents for new contacts added to ActiveCampaign lists