ActiveCampaign + Proposify
Create new Proposify clients from newly added or updated ActiveCampaign deals
Ensure your client information in Proposify is always up-to-date with this efficient workflow. Whenever there's an alteration to an existing deal, or a fresh one is added within ActiveCampaign, a corresponding client is generated or updated in Proposify. This seamless integration keeps your two apps consistent and current, saving you valuable time while minimizing potential errors.
Ensure your client information in Proposify is always up-to-date with this efficient workflow. Whenever there's an alteration to an existing deal, or a fresh one is added within ActiveCampaign, a corresponding client is generated or updated in Proposify. This seamless integration keeps your two apps consistent and current, saving you valuable time while minimizing potential errors.
- When this happens...New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
- automatically do this!Create Client
Creates a new client.
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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew 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.
Try ItListRequired
Try It
