Connect ActiveCampaign and ERP Docs
Integrate ActiveCampaign with ERP Docs to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Bulk Send Batch from ERP Docs when Updated Contact in ActiveCampaign
Get Documents from ERP Docs when Updated Contact in ActiveCampaign
Get Workspaces from ERP Docs when Updated Contact in ActiveCampaign
Get Brand Profiles from ERP Docs when Updated Contact in ActiveCampaign
Update Brand Profile in ERP Docs when Updated Contact in ActiveCampaign
Popular ActiveCampaign + ERP Docs flows
Start from a real workflow other teams are already running.
Choose a trigger
ActiveCampaign
When this happens...
Updated Contact
New Deal Task
New Deal Note
New Contact Added to List
New Campaign Open
New Campaign Starts Sending
Tag Added or Removed From Contact
New or Updated Contact
New Contact Task
New Contact Note
New or Updated Account
Deal Task Completed
New Campaign Link Click
New Deal Added or Updated
New Campaign Unsubscribe
New Contact
Choose an action
ERP Docs
Automatically do this!
Get Templates
Create Document from Template
Get Bulk Send Batch
Get Bulk Send Rows
Get Documents
Download Signed Document
Send Document Reminder
Get Workspaces
Delete Brand Profile
Get Brand Profiles
Update Brand Profile
Create Brand Profile
Get Bulk Send Batch from ERP Docs when Updated Contact in ActiveCampaign
Use this flowGet Documents from ERP Docs when Updated Contact in ActiveCampaign
Use this flowGet Workspaces from ERP Docs when Updated Contact in ActiveCampaign
Use this flowGet Brand Profiles from ERP Docs when Updated Contact in ActiveCampaign
Use this flowUpdate Brand Profile in ERP Docs when Updated Contact in ActiveCampaign
Use this flowCreate Brand Profile in ERP Docs when Updated Contact in ActiveCampaign
Use this flowGet Templates from ERP Docs when New Deal Task in Activecampaign
Use this flowCreate Document from Template in ERP Docs when New Deal Task in Activecampaign
Use this flowGet Bulk Send Batch from ERP Docs when New Deal Task in Activecampaign
Use this flowGet Bulk Send Rows from ERP Docs when New Deal Task in Activecampaign
Use this flowSupported Triggers & Actions
Everything you can automate between ActiveCampaign and ERP Docs.
When this happensTriggers
A trigger is an event that starts a workflow.
Updated Contact
Triggers when an existing contact details are updated.
New Deal Task
Triggers when a new deal task is added.
New Deal Note
Triggers when a new deal note is created.
New Contact Added to List
Triggers when a new contact is added to the list.
New Campaign Open
Triggers when a contact opens a campaign (will trigger once per contact per campaign).
New Campaign Starts Sending
Triggers when a new campaign starts sending.
Do thisActions
Action is the task that follows automatically within your ActiveCampaign integrations.
Find a User
Find an existing user by its email address.
Find a Deal Task
Find an existing deal task by its task title and deal id.
Find a Deal
Find an existing deal by its title or email.
Find a Contact
Retrieve contact details using either the contact ID or email address.
Create Contact
Creates a new contact.
Create an Account
Create a new account.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ActiveCampaign
ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
Learn moreSimilar apps
About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ActiveCampaign and ERP Docs accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ActiveCampaign and ERP Docs as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ERP Docs. No coding required.
Yes. You can set up a workflow where ActiveCampaign triggers actions in ERP Docs, and a separate workflow where ERP Docs triggers actions in ActiveCampaign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ActiveCampaign and ERP Docs. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ActiveCampaign and ERP Docs integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
