ActiveCampaign > No way to SEARCH, UPDATE or GET a DEAL

[TCCO]

No way to SEARCH, UPDATE or GET a DEAL in Active Campaign

See workflow named:
Update ActiveCampaign Deal & Move Deal Stage

Action Events: 'Get A Deal' and 'Update a Deal' both require a DEAL ID

None of the other action steps allow you to retrieve the DEAL ID info

NOTE: other automation software allows you to find a deal by the Deal Title or the Contact Email

 

[PabblyMember4]

Hey @TCCO

We can get the deal id if you are using triggers of Activecampaign to call it. Please let me know on what basis you want to search the deal so that we will create an endpoint for retrieving all the deals.

 

[TCCO]

Desired Workflow:

- TRIGGER: Simpro quote status changes (quote accepted online)
- Simpro notification email sent to pabbly webhook/email parser with all info
- text formatter splits required info
- uses info to search for deal in active campaign
- update deal with required info/shift deal stage to accepted

Ideally we would want to search for Deal ID using Deal Title.

 

[Pabblymember11]

Hey @TCCO

We have added the "Search a Deal by Title" action step according to its availability, kindly give it a try by passing the exact Deal's title.

 

[TCCO]

Hey @TCCO

We have added the "Search a Deal by Title" action step according to its availability, kindly give it a try by passing the exact Deal's title.

View attachment 23303

Yes! works well - appreciate the support, thankyou