Proposify + Active Campaign Integrations
Put Proposify + Active Campaign to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Proposify and Active Campaign
See the kind of workflows teams build with Proposify and Active Campaign below — describe the exact one you want above and the Agent builds it on demand.
Proposify + Active Campaign
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.
See details
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.
See details
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.
See details
Browse the full workflow library →
Looking to achieve something else with Proposify and Active Campaign?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Proposify and Active Campaign
Everything Proposify and Active Campaign can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
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.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Other Marketing Automation apps on Knit
Explore more Marketing Automation integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
4Dem.it
4Dem.it is an email and SMS marketing automation platform designed to create, send, and analyze multi-channel communication campaigns.
Acelle Mail
Acelle Mail is an open-source marketing automation platform for managing email lists and sending campaigns.
Act-On
Act-On is a marketing automation software platform designed to deliver targeted email campaigns, lead nurturing, and marketing analytics.
ActiveDEMAND
ActiveDEMAND is an integrated marketing automation platform offering lead scoring, email automation, and call tracking for agencies.
ActiveTrail
An email marketing and automation platform providing newsletter delivery, landing pages, and SMS messaging solutions.
AgentFire
AgentFire is a web design and marketing platform that builds custom hyper-local websites and lead tools for real estate agents.
AgentHub
AgentHub is an automation platform that enables users to build, link, and deploy automated AI workflows for business operations.
Aimfox
Aimfox is an automated prospecting and outreach platform that helps businesses optimize lead generation and social media networking campaigns.
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 Proposify + Active Campaign
Is there a pre-built Proposify + Active Campaign automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Proposify and Active Campaign's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Proposify or Active Campaign connector?
No. The Agent works whether or not Proposify or Active Campaign 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.