
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

Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when an existing contact details are updated.
Triggers when a new deal task is added.
Triggers when a new deal note is created.
Triggers when a new contact is added to the list.
Triggers when a contact opens a campaign (will trigger once per contact per campaign).
Triggers when a new campaign starts sending.
Action is the task that follows automatically within your ActiveCampaign integrations.
Find an existing user by its email address.
Find an existing deal task by its task title and deal id.
Find an existing deal by its title or email.
Retrieve contact details using either the contact ID or email address.
Creates a new contact.
Create a new account.

Discover the top 8 free email marketing tools for 2025. Enhance your campaigns and engage your audience effectively with our comprehensive guide.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
To start, connect both your ActiveCampaign and Way We Do accounts to viaSocket. Once connected, you can set up a workflow where an event in ActiveCampaign triggers actions in Way We Do (or vice versa).
Absolutely. You can customize how ActiveCampaign data is recorded in Way We Do. This includes choosing which data fields go into which fields of Way We Do, setting up custom formats, and filtering out unwanted information.
The data sync between ActiveCampaign and Way We Do typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ActiveCampaign and Way We Do. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreWay We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn More