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 all Proposify + Active Campaign integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
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.
Proposify Explore Proposify →
TriggersFires when a new invoice is created in Proposify.
Fires when a payment is recorded in Proposify.
Fires when an invoice in Proposify passes its due date unpaid.
Fires when a new expense is recorded in Proposify.
Creates a new invoice in Proposify.
Records a payment against an invoice in Proposify.
Creates a new expense entry in Proposify.
Syncs a customer's billing record in Proposify.
Active Campaign Explore Active Campaign →
TriggersFires when a new lead or contact is captured in Active Campaign.
Fires when a contact enters an automation in Active Campaign.
Fires when a field on a contact changes in Active Campaign.
Fires when a contact unsubscribes in Active Campaign.
Creates or updates a contact in Active Campaign.
Adds a contact to a workflow or campaign in Active Campaign.
Sends an email or message to a contact via Active Campaign.
Changes a contact's tags in Active Campaign.
More Proposify + Active Campaign workflows
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
See all Proposify + Active Campaign integrations → · Browse the full workflow library →
Common questions
Can Knit build “Sync new marketing leads into accounting records” between Proposify and Active Campaign?
Yes — describe it in the box above and Knit's Integrations Agent researches Proposify and Active Campaign'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.
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.