This automation scenario allows you to connect Appointlet and ActiveCampaign
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Appointlet and ActiveCampaign can also be integrated using automation tools other than zapier:
When this trigger fires in Appointlet
Triggered when you receive a new booking.
Then these actions happen in Appointlet and Appointlet
Updates an existing deal.
Triggers when an attendee schedules a meeting or joins an existing one.
This guide contains information on how to set up an automatic workflow that allows to Update ActiveCampaign deals for new Appointlet bookings.
Part I
First, we need to connect Appointlet and ActiveCampaign to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Appointlet to Zapier.
Give Zapier access to your Appointlet account, using Appointlet credentials.
Connect ActiveCampaign to Zapier.
Give Zapier access to your ActiveCampaign account, using ActiveCampaign credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Appointlet
Choose the following trigger: New Booking (Triggered when you receive a new booking.).
Then set up an Action for ActiveCampaign
Choose this action: Update Deal (Updates an existing deal.).
Then set up another Action for Appointlet
Choose this action: Attendee Scheduled (Triggers when an attendee schedules a meeting or joins an existing one.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Appointlet and ActiveCampaign.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Update ActiveCampaign deals for new Appointlet bookings!
Triggers when a new contact is added to a list.
Triggers when a new contact is added or existing contact's details are updated.
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Triggers when a a Tag is added or removed from a Contact
Triggers when a new contact is created.
Triggers when a new contact task is created.
Finds an attendee.
Finds a meeting.
Triggers when an attendee schedules a meeting or joins an existing one.
Triggered when you receive a new booking.
Triggered when an booking is confirmed. If the service booked is marked as auto-confirm (the default), this will be sent immediately after the "New Booking" trigger, otherwise it will be sent when the booking is confirmed by you.
Triggers when booking is confirmed.
Appointlet makes scheduling appointments with clients easy. Integrated with Google Calendar, it simplifies booking and preparation.
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