Daylite
ActiveCampaign
integromat

An automated workflow using integromat

Connects Daylite + ActiveCampaign

Create a new contact in ActiveCampaign from a new contact in Daylite

About this workflow template

This automation scenario allows you to connect Daylite and ActiveCampaign

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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.

Daylite and ActiveCampaign can also be integrated using automation tools other than integromat:

Diagram

Create a new contact in ActiveCampaign from a new contact in Daylite
Workflow diagram: Daylite + ActiveCampaign integration

How it works?

When this trigger fires in Daylite

Daylite

Watch New Contact in Daylite

Triggers when a new person is created in Daylite.

Then these actions happen in ActiveCampaign and ActiveCampaign

Daylite

Get a Contact in Daylite

Shows the details of an contact.

ActiveCampaign

Create/Update a Contact in ActiveCampaign

Creates a new contact or updates an existing contact.

ActiveCampaign

Update Contact's List Status in ActiveCampaign

Updates list status for a contact.

ActiveCampaign

Create/Update a Contact's Custom Field Value in ActiveCampaign

Creates or updates a custom field value for the given contact.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create a new contact in ActiveCampaign from a new contact in Daylite.

Part I

Configure Applications

First, we need to connect Daylite and ActiveCampaign to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Daylite to Make.com.

    Connect Daylite to Make.com.

    Give Make.com access to your Daylite account, using Daylite credentials.

  • Connect ActiveCampaign to Make.com.

    Connect ActiveCampaign to Make.com.

    Give Make.com access to your ActiveCampaign account, using ActiveCampaign credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Daylite

    Set up a Trigger action for Daylite

    Choose the following trigger: Watch New Contact (Triggers when a new person is created in Daylite.).

  • Then set up an Action for Daylite

    Then set up an Action for Daylite

    Choose this action: Get a Contact (Shows the details of an contact.).

  • Then set up another Action for ActiveCampaign

    Then set up another Action for ActiveCampaign

    Choose this action: Create/Update a Contact (Creates a new contact or updates an existing contact.).

  • Then set up another Action for ActiveCampaign

    Then set up another Action for ActiveCampaign

    Choose this action: Update Contact's List Status (Updates list status for a contact.).

  • Then set up another Action for ActiveCampaign

    Then set up another Action for ActiveCampaign

    Choose this action: Create/Update a Contact's Custom Field Value (Creates or updates a custom field value for the given contact.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Daylite and ActiveCampaign.

  • Test the workflow and turn it on for production use

    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 Create a new contact in ActiveCampaign from a new contact in Daylite!

Supported triggers and actions

  • ActiveCampaign

    New contact added to list

    Triggers when a new contact is added to a list.

    zapier
    triggerbyzapier
  • ActiveCampaign

    New or updated contact

    Triggers when a new contact is added or existing contact's details are updated.

    zapier
    triggerbyzapier
  • ActiveCampaign

    New automation webhook

    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.

    zapierpipedream
    triggerbyzapierpipedream
  • ActiveCampaign

    Tag added or removed from contact

    Triggers when a a Tag is added or removed from a Contact

    zapier
    triggerbyzapier
  • ActiveCampaign

    Watch contacts

    Triggers when a new contact is created.

    integromat
    triggerbyintegromat
  • ActiveCampaign

    New contact task

    Triggers when a new contact task is created.

    zapierpipedream
    triggerbyzapierpipedream
  • Daylite

    Create person

    Creates a new person and optionally an associated company.

    zapier
    actionbyzapier
  • Daylite

    Create opportunity for person

    Creates a new opportunity associated with a person or company.

    zapier
    actionbyzapier
  • Daylite

    Create task

    Creates a new task.

    zapier
    actionbyzapier
  • Daylite

    Create a contact

    Creates a new contact.

    integromat
    actionbyintegromat
  • Daylite

    Create project

    Creates a new Project.

    zapier
    actionbyzapier
  • Daylite

    Create appointment

    Creates a new appointment.

    zapier
    actionbyzapier

Apps you need

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.