Connect Document360 and ActiveCampaign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
Automatically do this!
Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update Account
Add a Contact to Account
Update Contact
Ready to use Document360 and ActiveCampaign automations
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Actions and Triggers
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 Document360 integrations.
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
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.
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Frequently Asked Questions
To start, connect both your Document360 and ActiveCampaign accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in ActiveCampaign (or vice versa).
Absolutely. You can customize how Document360 data is recorded in ActiveCampaign. This includes choosing which data fields go into which fields of ActiveCampaign, setting up custom formats, and filtering out unwanted information.
The data sync between Document360 and ActiveCampaign 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 Document360 and ActiveCampaign. 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.
About Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
Learn MoreAbout 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.
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