--- title: "Connect ActiveCampaign to ServiceTrade - APIANT.ai" description: "When \"Deal task completed\" fires in ActiveCampaign, your agent runs \"Create Contact\" in ServiceTrade." canonical: "https://apiant.ai/connect/activecampaign-to-servicetrade" --- # Connect ActiveCampaign to ServiceTrade When **Deal task completed** fires in [ActiveCampaign](https://apiant.ai/connections/activecampaign), your agent runs **Create Contact** in [ServiceTrade](https://apiant.ai/connections/servicetrade). Describe the whole flow and it is built, tested on every scenario and kept running. ActiveCampaign **19** triggers ActiveCampaign **84** actions ServiceTrade **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ActiveCampaign and ServiceTrade to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. 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[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What ActiveCampaign can start in ServiceTrade - When **Deal task completed** in ActiveCampaign then **Create Contact** in ServiceTrade - When **New contact** in ActiveCampaign then **Create Invoice** in ServiceTrade Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with ActiveCampaign and ServiceTrade ## Triggers and actions 19 triggers · 114 actions - 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. - 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. - 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. - Action **Create an ecommerce order** Create a Deep Data ecommerce order record. - Action **Create a note** Create a free-text note attached to a CRM object. - Action **Create an SMS broadcast** Create a new SMS broadcast message to a recipient list. - Action **Create a pipeline** Creates a new pipeline (deal group) in ActiveCampaign. - Action **Create a secondary contact** Associate an additional contact with a deal. - Action **Create or update custom-object record** Upsert a custom-object (schema) 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. - Action **List all pipelines** List deal pipelines. - Action **List all scores** List the account's lead/contact scoring rules. - Action **List all stages** List deal pipeline stages. - Action **List all tasks** List CRM tasks. - 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. - 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. - 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 - Action **Add Asset to Location** Creates a new asset (equipment or system) at a ServiceTrade location. - Action **Add Attachment to Job** Uploads a file from a URL and attaches it to a ServiceTrade job. - Action **Add Comment to Job** Adds a comment to a ServiceTrade job, with optional visibility, author and pinning. - Action **Add Comment to Location** Adds a comment to a ServiceTrade location. - Action **Add Tag** Creates a tag, or attaches a new or existing tag to a ServiceTrade record such as a job, location or company. - Action **Create Appointment** Creates a new appointment on a ServiceTrade job, optionally assigning services and technicians. - Action **Create Contact** Creates a contact in ServiceTrade and optionally assigns it to companies and locations. - Action **Create Invoice** Creates an invoice or vendor bill in ServiceTrade for a customer, optionally linked to a job, with line items. - Action **Create Job** Creates a new job (work order) at a ServiceTrade location. - Action **Create Job Item** Adds a part, labor, service or other item to an existing ServiceTrade job. - Action **Create Location** Creates a new location (a site where work is performed) for a ServiceTrade company. - Action **Create Quote** Creates a new quote in ServiceTrade for work at a location, covering one or more services. - Action **Find Asset by Search** Finds assets whose text fields or properties match a search term, optionally narrowed by location, job, appointment, type, status or dates. - Action **Find Company** Searches ServiceTrade companies by name, with optional filters for type, status, location and tags, and returns the matching companies. - Action **Find Company by External ID** Finds a ServiceTrade company by the ID it carries in an external system, and returns the full company record. - Action **Find Contact** Finds contacts by name, phone number or email address, optionally narrowed by company, location, contact type or dates. - Action **Find Contract by Name** Finds ServiceTrade contracts whose name contains the text you supply, optionally narrowed by customer, vendor, location, tag or dates. - Action **Find Deficiency by Deficiency Number** Finds deficiencies whose reference number exactly matches the one you supply, optionally narrowed by status, severity, location, company and other filters. - Action **Find Job by Job ID** Returns a single ServiceTrade job by its ID, including its customer, location, service requests, appointments and scheduling comments. - Action **Find Job by Job Number** Finds jobs by their job number and returns the first match plus all matching jobs. - Action **Find Location** Finds locations whose name or store number contains the text you give, optionally narrowed by company, status, region, office or tags. - Action **Find Location by External ID** Finds a ServiceTrade location by its ID in an external system and returns the full location record. - Action **Find Quote by Quote Number** Finds a quote by its exact quote number (reference number) and returns the matching quote. - Action **Remove Tag** Removes a tag from a ServiceTrade record (job, location, company, etc.), or deletes the tag from every record when no record is given. - Action **Update Appointment** Updates an existing ServiceTrade appointment's status, time window, assigned technicians, services, or release state. - Action **Update Contact** Updates an existing ServiceTrade contact's name, phone numbers, email, status, contact types, and company or location assignments. - Action **Update Invoice** Updates an existing ServiceTrade invoice's status, numbering, notes, dates, terms and assignment. - Action **Update Job Item** Updates an existing job item (material, part, labor or service on a job) in ServiceTrade. Only the fields you fill in are changed. - Action **Update Location** Updates an existing ServiceTrade location's name, address, contact details, status, tax and office settings. - Action **Upload File to Bulk Import** Creates a bulk import of the chosen type in ServiceTrade and uploads the CSV file to it, which starts processing the import. ## Each app on its own - [ **ActiveCampaign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connections/activecampaign) - [ **ServiceTrade** ServiceTrade is a customer service and sales application for commercial service contractors.](https://apiant.ai/connections/servicetrade) Reviews ## What our customers say ## More from ActiveCampaign - [ **ActiveCampaign to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/activecampaign-to-hubspot) - [ **ActiveCampaign to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/activecampaign-to-salesforce) - [ **ActiveCampaign to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/activecampaign-to-google-sheets) - [ **ActiveCampaign to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/activecampaign-to-gmail) - [ **ActiveCampaign to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/activecampaign-to-google-drive) - [ **ActiveCampaign to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/activecampaign-to-stripe) ## More into ServiceTrade - [ **HubSpot to ServiceTrade** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-servicetrade) - [ **Salesforce to ServiceTrade** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-servicetrade) - [ **Slack to ServiceTrade** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-servicetrade) - [ **Google Sheets to ServiceTrade** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-servicetrade) - [ **Gmail to ServiceTrade** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-servicetrade) - [ **Google Calendar to ServiceTrade** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-servicetrade) Questions ## ActiveCampaign and ServiceTrade, answered ### ### What can start an automation from ActiveCampaign? Any of ActiveCampaign's 19 triggers in the catalog, including Deal task completed, New contact, New contact added to list and New deal. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ServiceTrade when something happens in ActiveCampaign? Any of ServiceTrade's 30 actions, including Create Appointment, Create Contact, Create Invoice and Create Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ServiceTrade to ActiveCampaign? ServiceTrade has no triggers in the catalog today, so automations start in ActiveCampaign. If you need the other direction, ask: your agent reads ServiceTrade's API documentation and adds it. ### ### Do I have to build a connector for ActiveCampaign or ServiceTrade? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use ActiveCampaign and ServiceTrade without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.