Connect Plumsail Documents and ActiveCampaign integrations

Connect Plumsail Documents and ActiveCampaign with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Plumsail Documents and ActiveCampaign to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Popular Plumsail Documents and ActiveCampaign workflows.

Looking to get more out of Plumsail Documents and ActiveCampaign? With Make you can visually integrate Plumsail Documents and ActiveCampaign into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Add new ActiveCampaign subscribers to a Google Sheets spreadsheet

Every time a new subscriber is added to ActiveCampaign, Make will automatically add that subscriber to a new row in a Google Sheets spreadsheet. If you want to use this template as it is, you need to create a table according to this [example] (https://goo.gl/HofgmG).

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Create ActiveCampaign subscribers from new Google Sheets rows

Every time a new subscriber is added to your Google Sheets spreadsheet, Make will automatically create a new subscriber in ActiveCampaign. The template uses this example spreadsheet.

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Create new rows in Google Sheets and new contacts in ActiveCampaign from new Google Contacts

This template periodically checks for new contacts in Google Contacts and uses the retrieved information to: a) Add new rows to a Google Sheets spreadsheet b) Add new contacts to ActiveCampaign

The template is using this sample Google Sheets spreadsheet as a destination for the new Google contacts. You should make a copy of it before configuring the template.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

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Create new records in Airtable from new contacts in ActiveCampaign

This template periodically checks for new contacts in ActiveCampaign and uses the retrieved information to create new records in Airtable.

Your Airtable table should have at least these columns:

Email as email (as primary column)
Name as short text
Phone as number
ActiveCampaign ID as short text

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

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Create new documents from a template in Plumsail Documents from new records in Airtable

This template regularly checks for new records in Airtable and uses the retrieved information to create a new document from a template in Plumsail Documents.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].

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Create ActiveCampaign contacts from Zoom webinars and store them on Airtable

Whenever a new webinar begins, this scenario is instantly triggered, the approved registrants are retrieved and contacts are created/updated in ActiveCampaign. The contacts are also added to Airtable for record keeping and analysis purposes. You will need to use this Airtable template.

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Add new notifications to Telegram bot from new document generation processes finished in Plumsail Documents

This template regularly checks for new document generation processes finished in Plumsail Documents and uses the retrieved information to create a new notification in Telegram Bot.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].

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Create ActiveCampaign contacts from new Acuity Scheduling appointments and send Slack messages

The automation uses a webhook to instantly receive newly scheduled appointments (or even rescheduled, cancelled, changed if selected) in Acuity Scheduling, creates/updates contacts in ActiveCampaign with the person's details and sends Slack notifications about the appointments to the intended person/channel.

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Create/update contacts in ActiveCampaign from updated contact information in custom fields in ClickUp

Every time contact information is updated in custom fields in ClickUp, a new contact will be created (or existing one will get updated) in ActiveCampaign.

The template expects to receive at least these custom fields from ClickUp:

Email
First Name
Last Name

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Build your Plumsail Documents and ActiveCampaign integrations.

Create custom Plumsail Documents and ActiveCampaign workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Contact to an Automation

Adds a contact to an automation.

Action

Add a Tag to a Contact

Adds a tag to a contact.

Action

Create a Contact

Creates a contact.

Action

Create a Deal

Creates a new deal.

Action

Create a Deal Note

Creates a new note for a deal..

Action

Create a Message

Creates a message.

Action

Create a New Event

Creates a new tracking event (name only).

Action

Create a Note

Adds a note to an activity, a deal, a deal task or to a subscriber.

Action

Create an Account

Creates a new account.

Action

Connect any app with Plumsail Documents and ActiveCampaign

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