IntegrationsDocuMocuActiveCampaign
DocuMocu + ActiveCampaign

Connect DocuMocu and ActiveCampaign to Build Intelligent Automations

Choose a Trigger

DocuMocu

When this happens...

Choose an Action

ActiveCampaign

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Ready to use DocuMocu and ActiveCampaign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Updated Contact

Updated Contact

Triggers when an existing contact details are updated.

New Deal Task

New Deal Task

Triggers when a new deal task is added.

New Deal Note

New Deal Note

Triggers when a new deal note is created.

New Contact Added to List

New Contact Added to List

Triggers when a new contact is added to the list.

New Campaign Open

New Campaign Open

Triggers when a contact opens a campaign (will trigger once per contact per campaign).

New Campaign Starts Sending

New Campaign Starts Sending

Triggers when a new campaign starts sending.

Do thisActions

Action is the task that follows automatically within your DocuMocu integrations.

Create a Category

Create a Category

Create a new category.

Archive a Document

Archive a Document

Moves a document to archive. Can be restored later.

Create a Contact

Create a Contact

Create a new contact and use it to create document recipients.

Create a Document

Create a Document

Create a new document.

Create a Product

Create a Product

Create a new product and use it quickly add products to pricing tables in documents.

Create a Recipient

Create a Recipient

Create a recipient in the document. If the email does not match with existing contact, a new contact will be created also.

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Frequently Asked Questions

How do I start an integration between DocuMocu and ActiveCampaign?

To start, connect both your DocuMocu and ActiveCampaign accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuMocu triggers actions in ActiveCampaign (or vice versa).

Can we customize how data from DocuMocu is recorded in ActiveCampaign?

Absolutely. You can customize how DocuMocu 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.

How often does the data sync between DocuMocu and ActiveCampaign?

The data sync between DocuMocu and ActiveCampaign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from DocuMocu to ActiveCampaign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between DocuMocu and ActiveCampaign?

Yes, you can set conditional logic to control the flow of data between DocuMocu 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.

DocuMocu

About DocuMocu

DocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.

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ActiveCampaign

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.

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