Connect Assembly and ActiveCampaign integrations
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Triggers when a client is activated in Copilot.
Triggers when a task is archived.
Triggers when a subscription is canceled.
Triggers when a form response is completed.
Triggers when a task is completed.
Triggers when a client is created in Copilot.
Triggers when a company is created.
Triggers when a file is created.
Triggers when a folder is created in the Files app.
Triggers when an internal user is created.
Triggers when an invoice is created.
Triggers when a link is created in the Files app.
Triggers when a message channel is created.
Triggers when a note is created.
Triggers when a notification has been sent to a client or internal user
Triggers when a price is created.
Triggers when a product is created.
Triggers when a subscription is created.
Triggers when a task is created.
Triggers when a client is deleted.
Triggers when a company is deleted.
Triggers when a file is deleted.
Triggers when a folder is deleted.
Triggers when an internal user is deleted.
Triggers when an invoice is deleted.
Triggers when a link is deleted from a file channel.
Triggers when a message channel is deleted.
Triggers when a note is deleted.
Triggers when a task is deleted.
Triggers when a payment fails.
Triggers when an invoice is paid.
Triggers when an internal user requests a contract signature from a client.
Triggers when an invoice is sent.
Triggers when a message is sent.
Triggers when a contract is signed.
Triggers when a payment is successful.
Triggers when a client custom field is updated.
Triggers when a client is updated.
Triggers when a company is updated.
Triggers when a company custom field is updated.
Triggers when a file has been renamed or moved within a file channel.
Triggers when a folder is renamed or moved.
Triggers when an invoice is updated.
Triggers when a link has been renamed or moved within a file channel.
Triggers when a note is updated.
Triggers when a product name or status is updated. Prices added to products will not trigger this module, for this use the Price Created trigger.
Triggers when a task is updated.
Triggers when an invoice is voided.
Adds a contact to an automation.
Adds a tag to a contact.
Creates a new deal.
Creates a new note for a deal..
Creates a message.
Creates a new account.
Creates a new tracking event (name only).
Adds a note to an activity, a deal, a deal task or to a subscriber.
Creates or updates contact. If a contact with the same email exists, it will be updated.
Creates or updates Custom Object values for specific record by its ID or External ID. If no valid ID or External ID is provided, a new record will be created.
Creates or updates a calendar feed.
Creates a new task or updates an existing task.
Deletes a calendar feed.
Deletes an existing contact.
Deletes an existing deal.
Deletes an existing account.
Deletes an existing task.
Enables or disables event tracking.
Retrieves a campaign.
Retrieves a contact.
Returns a deal.
Retrieves an existing account.
Retrieves an automation a contact is in.
Gets information about logged-in user
Performs an arbitrary authorized legacy API call.
Performs an arbitrary authorized API call.
Moves all deals in one stage to another stage.
Removes a contact from an automation.
Removes a tag from a contact.
Updates a contact by its ID.
Updates a deal by its ID.
Updates list status for a contact.
Retrieves a list of existing accounts.
Retrieves a list of automations a contact is in.
Retrieves a list of automations in the system.
Retrieves a list of campaigns.
Lists all records for specific Custom Objects.
Retrieves a list of deals.
Retrieves a list of organizations.
Retrieves a list of contacts.
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Create custom Assembly and ActiveCampaign workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a contact to an automation.
Adds a tag to a contact.
Cancels a specific subscription. Status must be 'active' or 'not started'.
Creates an app connection for a manual app install. One of Company ID or Client ID(s) must be present, specifying the client(s)/company who will receive the specified content.
Creates a client in Copilot.
Creates a new company.
Creates a new deal.
Creates a new note for a deal..
Creates a file in a specified file channel.
Popular Assembly and ActiveCampaign workflows.
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