Active Campaign BoloForms

Tag contacts when agreements are signed

When an envelope is signed in BoloForms, automatically apply a designated tag to the contact record in Active Campaign.

Try:

See all Active Campaign + BoloForms integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Active Campaign Explore Active Campaign →

Triggers
New lead captured

Fires when a new lead or contact is captured in Active Campaign.

Contact enters a workflow

Fires when a contact enters an automation in Active Campaign.

Contact updated

Fires when a field on a contact changes in Active Campaign.

Contact unsubscribed

Fires when a contact unsubscribes in Active Campaign.

Actions
Create or update a contact

Creates or updates a contact in Active Campaign.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Active Campaign.

Send a message

Sends an email or message to a contact via Active Campaign.

Apply or remove a tag

Changes a contact's tags in Active Campaign.

BoloForms Explore BoloForms →

Triggers
Envelope sent

Fires when a document is sent for signature in BoloForms.

Envelope signed

Fires when all parties have signed a document in BoloForms.

Envelope declined

Fires when a signer declines to sign in BoloForms.

Envelope voided

Fires when a pending envelope in BoloForms is voided.

Actions
Send envelope for signature

Sends a document out for signature via BoloForms.

Void envelope

Voids a pending envelope in BoloForms.

Get envelope status

Checks a document's signing status in BoloForms.

Create template

Creates a reusable signing template in BoloForms.

Send contracts to newly qualified leads When a contact enters a specific workflow stage in Active Campaign, automatically send an envelope for signature via BoloForms. See details
Remove contacts from nurture campaigns if documents are declined When an envelope is declined in BoloForms, update the contact and remove them from active sales campaigns in Active Campaign. See details

See all Active Campaign + BoloForms integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Tag contacts when agreements are signed” between Active Campaign and BoloForms?

Yes — describe it in the box above and Knit's Integrations Agent researches Active Campaign and BoloForms's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why should I integrate BoloForms with Active Campaign?

Automating document status updates ensures your marketing platform reflects contract completions, allowing you to prompt targeted follow-ups or tag contacts accurately.

Can new marketing leads automatically receive signature requests?

Yes, when prospective clients reach specific stages or enter marketing workflows, you can automatically send envelopes for signature.

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