ActiveCampaign + InvestNext

Create new InvestNext contacts from new ActiveCampaign contacts added to list

Effortlessly manage your investor relationships by seamlessly adding new contacts from ActiveCampaign to InvestNext. This workflow activates when you add a new contact to a list in ActiveCampaign, and then instantly creates a corresponding contact in your InvestNext platform. Efficiently streamline your client management process and ensure no investor is overlooked.

When this happens...
New Contact Added to List
Triggers when a new contact is added to a list.
TriggerInstant
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Create Contact
Creates a new contact in the CRM (duplicate email addresses will be ignored)
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
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- 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
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- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
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- 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
- Dynamic Fields
Trigger
Scheduled
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Updated Opportunity Stage
Triggers when an opportunity stage is updated
Trigger
Instant
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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
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- ListRequired
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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- 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
New Opportunity
Triggers when a new opportunity is created
Trigger
Instant
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- First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
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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