Create ActiveCampaign Records Bot

Create ActiveCampaign Records Bot

Enhance the efficiency of your business operations with the Create ActiveCampaign Records Bot. Utilize the Bot to automatically generate records from information included in a document. Theres no requirement for programming or manual data input.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Create ActiveCampaign Records 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 the Create ActiveCampaign Records Bot
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.
Export Custom Values to Create ActiveCampaign Records Bot

Get your automated workflows up and running in minutes. No coding required.

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 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.
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.
Create ActiveCampaign Records Bot

Install the Create ActiveCampaign Records Bot to automate your document workflows

Start for free

Speed up repetitive activities without a single line of write code

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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.
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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).
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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.