Active Campaign + Proposify Integrations
Put Active Campaign + Proposify to work with AI and enterprise-grade automation
Learn more about Active Campaign integrations or talk to a human
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Workflows you can build between Active Campaign and Proposify
See the kind of workflows teams build with Active Campaign and Proposify below — describe the exact one you want above and the Agent builds it on demand.
Active Campaign + Proposify
Update contact status in ActiveCampaign when a Proposify document is sent.
Sync new marketing leads into accounting records
When a new lead is captured in Active Campaign, sync their contact record in Proposify so finance has immediate visibility into upcoming client profiles.
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Enroll late-paying clients in automated reminder tracks
When an invoice becomes overdue in Proposify, tag the contact in Active Campaign to automatically send payment reminder messages.
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Launch onboarding campaigns upon payment receipt
When a payment is received in Proposify, update the contact in Active Campaign to move them into a welcome and onboarding workflow.
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Browse the full workflow library →
Looking to achieve something else with Active Campaign and Proposify?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Active Campaign and Proposify
Everything Active Campaign and Proposify can do inside a workflow — the triggers that start one and the actions that run when it fires.
Active Campaign Explore Active Campaign →
ActiveCampaign is a customer experience platform that provides email marketing, marketing automation, and sales CRM tools for growing business teams.
Knit's Integrations Agent builds Active Campaign's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Active Campaign's API.
Proposify Explore Proposify →
Proposify is a proposal management application that enables sales teams to build, deliver, and digitally sign business documents.
TriggersTriggers when a new document is created.
Triggers when a document is marked as lost.
Triggers when a document is sent to a client.
Triggers when a document is signed by a client.
Triggers when a document is viewed by a client.
Triggers when a document is marked as won.
Creates a new company.
Creates a new contact.
Creates a new document from a template.
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Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Active Campaign + Proposify
Is there a pre-built Active Campaign + Proposify automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Active Campaign and Proposify's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Active Campaign or Proposify connector?
No. The Agent works whether or not Active Campaign or Proposify already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can customer billing statuses in Proposify control marketing campaigns in Active Campaign?
Yes, financial milestones like cleared payments or overdue balances in Proposify can apply tags or enroll contacts into marketing campaigns in Active Campaign.
Does capturing new leads in Active Campaign create records in Proposify?
Yes, when new prospective clients submit forms in Active Campaign, their details can sync to Proposify to establish unified billing records.