ActiveCampaign + Better Proposals

Create proposals in Better Proposals for new deal tasks in ActiveCampaign

This workflow springs into action when a new task related to a deal is created in ActiveCampaign, leading to the creation of a proposal in Better Proposals. It's designed to streamline your sales process, by reducing the manual labor involved in proposal generation. Benefit from this efficient link between ActiveCampaign and Better Proposals to save valuable time and ensure your sales proposals are always up-to-date and ready to go.

When this happens...
New Deal Task
Triggers when a new deal task is created.
TriggerInstant
automatically do this!
Create a Proposal
Creates a new proposal.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
Try It
- 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
Try It
- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
Try It
- 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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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
New Proposal
Triggers when a new proposal is created.
Trigger
Scheduled
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Proposal Paid
Triggers when a proposal is paid.
Trigger
Scheduled
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Proposal Signed
Triggers when a proposal is signed.
Trigger
Scheduled
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- 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
Try It
- ListRequired
Trigger
Instant
Try It
- Task type
Trigger
Instant
Try It
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
Proposal Opened
Triggers when a proposal is opened.
Trigger
Scheduled
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Scheduled
Try It
- CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
Action
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.

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Related categories

Marketing Automation

Similar apps

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Learn more Help

Related categories

Proposal & Invoice Management

Related Zap Templates

Add signed proposals from Better Proposals to automation in ActiveCampaign for existing contacts

ActiveCampaign + Better Proposals

Create proposals in Better Proposals for new deal tasks in ActiveCampaign

New or Updated Custom Object Record

Deal Task Completed

Task Type (Optional)

New Automation Webhook

New Campaign Link Click

New Campaign Starts Sending

New Contact Note

List (Deprecated)

New Deal Note

New Deal Added or Updated

New Contact Added to List

Importer Note

New or Updated Contact

List

Skip Unsubscribe Events

Importer Note

Create Account

Website

Owner

Create or Update Account

Account ID

Account Owner

Website

Create Deal (Deprecated)

Owner

Account

Contact Email Address

Remove Contact From Automation

Add Contact to Account

Job Title

Add/Remove Tag From Contact

Contact ID

Contact Email

Existing Tags

Tags

Create or Update a Custom Object Record

Record ID

External ID

Create Deal

Owner

Account ID

Contact ID

Description

Create or Update Deal Task

Task ID

Title

Note

End Date

Assignee

Subscribe or Unsubscribe Contact From List

Contact ID

Email Address

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

ID

Email Address

Phone Number

Find Deal

Deal Title

Contact Email

Find Deal Task

Deal ID

New Proposal

Proposal Paid

Proposal Signed

Custom Object Record Deleted

New or Updated Account

New Campaign Bounce

New Campaign Open

New Campaign Unsubscribe

New Contact Task

Task type

New Deal Task

New Contact