Create ActiveCampaign Records Bot
Streamline your business processes with the Create ActiveCampaign Records Bot. Use the Bot to automatically create records based on data added to a document. No need for coding or manual data entry.
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What the Bot does
The Bot creates a ActiveCampaign record by transferring data from a document to the corresponding fields in a record based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically create a new contact, product, or order in ActiveCampaign based on the collected information from your contact form, order form, refund form, and others.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 149 Templates
- Used in 66 Workspaces
- Installed 484 times in the last 30 days
- 98% success rate
Get your automated workflows up and running in minutes with the Create ActiveCampaign Records Bot. No coding required.
Map fields in a document to the fields of your system record’s entity
Configure Bot settings
First, connect to your ActiveCampaign account. Once connected, select the relevant entity and choose where the new record will be created. You can also select a related entity. Then, specify what information from the document will be used to create a new record.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill an invoice with data from the system of record when a recipient opens the document.
View the Bots log or use tags to check if the Bot ran successfully
Get a new record created in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the information added to the document fields you’ve specified will be used to create a new ActiveCampaign record.
Try pre-built workflows to experience the Create ActiveCampaign Records Bot in action
Install the Create ActiveCampaign Records Bot to automate your document workflows
Learn more in this Bot’s airSlate Academy course
Learn more
Other Bots often used with the Create ActiveCampaign Records Bot
Speed up repetitive activities without a single line of write code
Employ Create ActiveCampaign Records Bot
Begin a new Flow and import forms or create templates right in the system to initialize the Bots option. Find and choose a wanted software robot from the list.
Configure it
Open the Bot setup. Fill out all the required fields to customize general and advanced settings. Don’t forget about determining activation circumstances in order to avoid false activations (you can add a couple of circumstances).
Investigate how it works
Implement the workflow and discover the outcomes. Ensure the software robots are working correctly. If something goes wrong, look into the Bots log to fix the errors and run your Flow once more.
