Connect ActiveCampaign to Sage Sales Management

Both apps 148ActiveCampaign 103Sage Sales Management 45

• Trigger
  Contact unsubscribed from list

  Fires instantly when a contact unsubscribes from a list. Self-registers an ActiveCampaign webhook for the 'unsubscribe' event.

• Trigger
  Deal task completed

  Fires instantly when a deal task is completed.

• Trigger
  Email opened

  Fires instantly when a contact opens an email. Self-registering ActiveCampaign webhook on the 'open' event.

• Trigger
  Link clicked in email

  Fires instantly when a contact clicks a link in an email. Self-registers an ActiveCampaign webhook for the click event.

• Trigger
  New contact

  Polling trigger. Fires when a new contact is created, newest first.

• Trigger
  New contact added to list

  Triggers when a new contact is added to a list.

• Trigger
  New deal

  Polling trigger. Fires when a new deal is created, newest first.

• Trigger
  New deal task

  Fires instantly when a new deal task is created.

• Trigger
  New list

  Polling trigger. Fires when a new list is created, newest first.

• Trigger
  New note

  Triggered when a new note is created.

• Trigger
  New or updated contact

  Polling trigger. Fires when a contact is created or updated, by most-recent update.

• Trigger
  New or updated deal

  Triggers on a new or updated deal.

• Trigger
  New or updated deal (instant)

  Triggers when a new deal is created or an existing deal is updated.

• Trigger
  New tag

  Polling trigger. Fires when a new tag is created, newest first.

• Trigger
  New task

  Triggered when a new task is created.

• Trigger
  Tag added to contact

  Triggers when a tag is added to a contact.

• Trigger
  Tag removed from contact

  Fires instantly when a tag is removed from a contact.

• Trigger
  Two-way sync new or updated contacts

  A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated deals

  A trigger for two-way syncing new and updated deals, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Action
  Add account

  Adds a new account (organization).

• Action
  Add contact

  Adds a new contact.

• Action
  Add contact to automation

  Adds a contact to an automation by contact ID and automation ID.

• Action
  Add contact to list

  Subscribes a contact to a list (status 1) or unsubscribes (status 2) via contactLists.

• Action
  Add contact via mapped list

  Adds (upserts) a contact with mapped fields and the target list id. Ports the dev v1 subscriber_add op to the AC v3 contact/sync endpoint.

• Action
  Add custom contact object record

  Adds a record for the specified contact custom object to the specified contact.

• Action
  Add deal

  Adds a new deal.

• Action
  Add deal via mappings

  Adds a new deal, accepting pipeline and stage by name (mapped) plus standard deal fields.

• Action
  Add list

  Creates a new list.

• Action
  Add note to contact

  Adds a note to a contact.

• Action
  Add or update contact by email

  Adds a new contact, or updates the existing contact if the email already exists (sync endpoint).

• Action
  Add tag

  Creates a new tag.

• Action
  Add tag to contact

  Adds an existing tag to a contact by tag ID and contact ID.

• Action
  Add task

  Adds a new task in ActiveCampaign

• Action
  Bulk import contacts

  Import many contacts in one call with tags/list membership (POST import/bulk_import).

• Action
  Clear contact custom field value

  Clears (empties) the value of the specified custom field for the specified contact.

• Action
  Create abandoned cart

  Creates an abandoned cart record via the Deep Data e-commerce integration (ecomOrders with abandonedDate).

• Action
  Create account association

  Creates an account association with a contact ID.

• Action
  Create a deal note

  Add a note to a deal (POST deal note).

• Action
  Create a deal stage

  Creates a new deal stage in the specified pipeline.

• Action
  Create a deal stage by mapped pipeline

  Creates a new deal stage in the mapped pipeline.

• Action
  Create an ecommerce customer

  Create a Deep Data ecommerce customer linking a contact to a store (POST ecomCustomers).

• Action
  Create an ecommerce order

  Create a Deep Data ecommerce order record (POST ecomOrders).

• Action
  Create a note

  Create a free-text note attached to a CRM object (POST notes).

• Action
  Create an SMS broadcast

  Create a new SMS broadcast message to a recipient list (POST broadcast message).

• Action
  Create a pipeline

  Creates a new pipeline (deal group) in ActiveCampaign.

• Action
  Create a secondary contact

  Associate an additional contact with a deal (POST secondary contact / contactDeal).

• Action
  Create or update custom-object record

  Upsert a custom-object (schema) record (POST create or update record).

• Action
  Delete contact

  Deletes a contact by ID.

• Action
  Delete custom contact object record

  Deletes a record from the specified custom contact object.

• Action
  Delete deal

  Deletes an existing deal.

• Action
  Delete deal stage

  Deletes an existing deal stage.

• Action
  Delete list

  Deletes a list by ID.

• Action
  Delete note

  Delete a note by ID.

• Action
  Delete tag

  Deletes a tag by ID.

• Action
  Delete task

  Deletes a task by ID in ActiveCampaign

• Action
  Duplicate campaign

  Duplicates an ActiveCampaign campaign by ID

• Action
  Edit campaign

  Edits an existing campaign in ActiveCampaign

• Action
  Find account by name

  Finds an existing account by name. Returns matching accounts.

• Action
  Find contact by custom field

  Finds an existing contact by the value of a custom field. Provide the custom field's numeric ID and the value to search for.

• Action
  Find contacts by custom field

  Finds contacts by the selected custom field. May return zero, one, or multiple contact IDs. Use the "Get contact" action to fetch a contact's details.

• Action
  Find deal by title

  Finds an existing deal by title. An error occurs if a single exact match is not found.

• Action
  Find user by email

  Finds an existing user by email. An error occurs if a matching user is not found.

• Action
  Get account

  Returns account info for the specified account ID.

• Action
  Get all deal stages from specified pipeline

  Get all deal stages belonging to a pipeline, looked up by pipeline name. Returns each stage's title (Stage name) and id (Stage ID).

• Action
  Get automation

  Fetches an automation by ID. An error occurs if the automation is not found.

• Action
  Get campaign

  Retrieves a single campaign from ActiveCampaign by its ID.

• Action
  Get contact

  Get contact by ID. An error occurs if the contact is not found.

• Action
  Get contact by email

  Returns full contact details for the specified email address. An error occurs if the contact is not found.

• Action
  Get contact's deals

  Returns all deals associated with the specified contact.

• Action
  Get contact's lists

  Returns all lists the specified contact belongs to.

• Action
  Get contact's tags

  Returns all tags associated with the specified contact.

• Action
  Get deal

  Returns deal info for the specified deal ID.

• Action
  Get form

  Retrieve a single ActiveCampaign form by its ID.

• Action
  Get list

  Returns a single contact list by its id, including its name, sender information and subscriber counts.

• Action
  Get note

  Retrieve a single note by its ID.

• Action
  Get score

  Retrieve a single lead/contact scoring rule by its ID.

• Action
  Get segment

  Retrieve a single ActiveCampaign segment by ID.

• Action
  Get tag

  Fetches a tag by ID. An error occurs if the tag is not found.

• Action
  Get task

  Retrieves a task by ID from ActiveCampaign

• Action
  List all campaigns

  List email campaigns (GET campaigns).

• Action
  List all pipelines

  List deal pipelines (GET pipelines / dealGroups).

• Action
  List all scores

  List the account's lead/contact scoring rules (GET scores).

• Action
  List all stages

  List deal pipeline stages (GET stages / dealStages).

• Action
  List all tasks

  List CRM tasks (GET dealTasks).

• Action
  List automations

  Returns a paginated list of all automations.

• Action
  List contacts

  Returns a paginated list of all contacts.

• Action
  List custom contact object records

  Returns a paginated list of all records for the specified custom contact object.

• Action
  List deals

  Returns a paginated list of all deals.

• Action
  List lists

  Returns a paginated list of all contact lists.

• Action
  List tags

  Returns a paginated list of all tags.

• Action
  Move deal to another stage

  Move a deal to a different pipeline stage (PUT deal stage).

• Action
  Remove contact from automation

  Removes a contact from an automation by deleting the contact automation record.

• Action
  Remove contact from list

  Removes a contact from the specified list.

• Action
  Remove tag from contact

  Removes a tag from a contact by the contactTag association ID.

• Action
  Remove tags from contact

  Removes the provided tags (by name, comma-separated) from a contact identified by email or contact ID.

• Action
  Set automation status

  Enables or disables an automation. Set status to '1' to enable or '0' to disable.

• Action
  Set custom field value for contact

  Create or update a contact's custom field value (POST/PUT custom field value).

• Action
  Set deal currency custom field value

  Set the value for a deal's custom field of the "currency" type

• Action
  Update account

  Updates the specified account.

• Action
  Update contact

  Updates an existing contact having the specified ID.

• Action
  Update deal

  Updates an existing deal.

• Action
  Update tag

  Updates an existing tag.

• Action
  Update task

  Updates a task by ID in ActiveCampaign

• Trigger
  Account Updated

  Fires when an existing account (company) is updated in Sage Sales Management.

• Trigger
  Activity Updated

  Triggers when an activity is updated.

• Trigger
  Calendar Item Updated

  Fires when an existing calendar item (appointment or task) is updated in Sage Sales Management.

• Trigger
  Contact Updated

  Triggers when a contact is created or updated in Sage Sales Management. Returns the contact's name, email and phone details, linked account, sales rep, address and update timestamps.

• Trigger
  New Account

  Triggers when a new account is created.

• Trigger
  New Activity

  Triggers when a new activity is created.

• Trigger
  New Calendar Item

  Triggers when a new calendar item is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Sales Order

  Triggers when a new sales order is created.

• Trigger
  Opportunity Updated

  Triggers when an opportunity is updated.

• Trigger
  Sales Order Updated

  Triggers when a sales order is updated.

• Action
  Create Account

  Creates a new account (company) in Sage Sales Management with its contact details, address, owner and classification IDs. Returns the new account's ID.

• Action
  Create Activity

  Logs a new activity (a call, visit or note) against an account in Sage Sales Management, optionally tied to an opportunity and a sales rep. Returns the new activity's ID.

• Action
  Create Calendar Item

  Creates a calendar appointment or task in Sage Sales Management, optionally linked to an account, contact and sales rep. Returns the new calendar entry's ID.

• Action
  Create Contact

  Creates a new contact person in Sage Sales Management, optionally linked to an account and a sales rep. Returns the new contact's ID.

• Action
  Create Entity

  Creates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of that type's own fields. Returns the new record's ID.

• Action
  Create Opportunity

  Creates a new sales opportunity against an account in Sage Sales Management, with its value, currency, win probability, status and owner. Returns the new opportunity's ID.

• Action
  Create or Update Account

  Finds an account by its exact company name in Sage Sales Management and updates it, or creates a new account when no match is found. Returns the account's ID and which of the two happened.

• Action
  Create or Update Contact

  Finds a contact by email address in Sage Sales Management and updates it, or creates a new contact when no match is found. Returns the contact's ID and which of the two happened.

• Action
  Create Sales Order

  Creates a sales order header for an account in Sage Sales Management, with its reference, total, currency, status, discounts and owner. Returns the new order's ID; order lines are added separately.

• Action
  Find Account

  Returns the accounts in Sage Sales Management whose company name exactly matches the one you give, with the first match surfaced on its own for easy mapping.

• Action
  Find Account by Any Field

  Returns the accounts in Sage Sales Management where the field you name equals the value you give, so you can look an account up by email, phone, VAT number, external ID or any other stored field.

• Action
  Find Account by External ID

  Returns the account in Sage Sales Management carrying the external ID you give — the ID your own system uses for that company.

• Action
  Find Contact

  Returns the contacts in Sage Sales Management whose email address exactly matches the one you give, with the first match surfaced on its own for easy mapping.

• Action
  Find Contact by Any Field

  Returns the contacts in Sage Sales Management where the field you name equals the value you give, so you can look a contact up by phone, last name, account, external ID or any other stored field.

• Action
  Find Contact by External ID

  Returns the contact in Sage Sales Management carrying the external ID you give — the ID your own system uses for that person.

• Action
  Find Entity

  Searches any Sage Sales Management record type — accounts, contacts, opportunities, sales orders, activities and so on — for records where the field you name equals the value you give.

• Action
  Find Opportunity

  Returns the opportunities in Sage Sales Management whose reference exactly matches the one you give, with the first match surfaced on its own for easy mapping.

• Action
  Find Opportunity by Any Field

  Returns the opportunities in Sage Sales Management where the field you name equals the value you give, so you can look one up by account, status, owner, external ID or any other stored field.

• Action
  Find Opportunity by External ID

  Returns the opportunity in Sage Sales Management carrying the external ID you give — the ID your own system uses for that deal.

• Action
  Get User

  Returns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status.

• Action
  List Accounts

  List accounts stored in Sage Sales Management, most recently updated first.

• Action
  List Branches

  Returns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need.

• Action
  List Countries

  Returns every country Sage Sales Management knows about with its ID and ISO codes, so you can supply the country ID accounts and contacts expect.

• Action
  List Currencies

  Returns every currency configured in Sage Sales Management with its ID, ISO code and symbol, so you can supply the currency ID opportunities and orders expect.

• Action
  List Timezones

  Returns every time zone Sage Sales Management supports with its ID and IANA name, so you can supply the time zone ID branches expect.

• Action
  List Users

  Returns the users (sales reps) in Sage Sales Management with their names, emails and IDs, so you can pick the sales-rep ID other operations need.

• Action
  Update Account

  Updates an existing account in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.

• Action
  Update Activity

  Updates an existing activity in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.

• Action
  Update Calendar Item

  Updates an existing calendar appointment or task in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.

• Action
  Update Contact

  Updates an existing contact in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.

• Action
  Update Entity

  Updates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of the fields you want changed. Fields you leave out keep their current values.

• Action
  Update Opportunity

  Updates an existing opportunity in Sage Sales Management. Only the fields you supply are changed; anything left blank is left as it is on the record.

• Action
  Update Sales Order

  Updates an existing sales order in Sage Sales Management. Only the fields you supply are changed; anything left blank stays as it is on the order.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.