MoonClerk
ActiveCampaign
zapier

An automated workflow using zapier

Connects MoonClerk + ActiveCampaign

Add or update contacts on ActiveCampaign from new payments on MoonClerk

About this workflow template

This automation scenario allows you to connect MoonClerk 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.

MoonClerk and ActiveCampaign can also be integrated using automation tools other than zapier:

Diagram

Add or update contacts on ActiveCampaign from new payments on MoonClerk
Workflow diagram: MoonClerk + ActiveCampaign integration

How it works?

When this trigger fires in MoonClerk

MoonClerk

New Payment in MoonClerk

Triggers when a payment has been made on MoonClerk.

Then this action happens in ActiveCampaign

ActiveCampaign

Create or Update Contact in ActiveCampaign

Creates a new contact, or updates an existing contact.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add or update contacts on ActiveCampaign from new payments on MoonClerk.

Part I

Configure Applications

First, we need to connect MoonClerk and ActiveCampaign to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect MoonClerk to Zapier.

    Connect MoonClerk to Zapier.

    Give Zapier access to your MoonClerk account, using MoonClerk credentials.

  • Connect ActiveCampaign to Zapier.

    Connect ActiveCampaign to Zapier.

    Give Zapier 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 Zapier.

  • Set up a Trigger action for MoonClerk

    Set up a Trigger action for MoonClerk

    Choose the following trigger: New Payment (Triggers when a payment has been made on MoonClerk.).

  • Then set up an Action for ActiveCampaign

    Then set up an Action for ActiveCampaign

    Choose this action: Create or Update Contact (Creates a new contact, or updates an existing 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 MoonClerk 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 Add or update contacts on ActiveCampaign from new payments on MoonClerk!

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
  • MoonClerk

    Retrieve a plan

    This will get all the information about a specific plan.

    zapier
    actionbyzapier
  • MoonClerk

    New payment

    Triggers when a payment has been made on MoonClerk.

    zapier
    triggerbyzapier
  • MoonClerk

    New plan

    Triggers when a new recurring plan is created.

    zapier
    triggerbyzapier
  • MoonClerk

    Payment succeeded

    Triggers when a payment has succeeded on MoonClerk.

    zapier
    triggerbyzapier
  • MoonClerk

    Plan ended

    Triggers when a recurring plan is canceled or expires.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • MoonClerk

    Plan payment failed

    Triggers when a recurring plan payment fails.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect

Apps you need

Zapier

Zapier

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