The ActiveCampaign integration keeps your Taskip contacts and your email marketing platform in perfect sync — automatically.

Every time you add, update, or remove a contact in Taskip, ActiveCampaign reflects that change without you lifting a finger. When a contact is created, client pays an invoice or completes a project, Taskip can trigger the right email sequence in ActiveCampaign — no manual tagging, no copy-pasting, no missed follow-ups.

In short: Taskip is your CRM. ActiveCampaign is your email engine. This integration connects them.

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Before You Start

You will need:

• An active ActiveCampaign account (any paid or free plan)
• Your Account URL — looks like https://yourname.api-us1.com
• Your API Key — found in AC → Settings → Developer
• Your Account ID — found in AC → Account
• (Optional but recommended) At least one List already created in ActiveCampaign

Where to find your AC credentials:

1. Log in to ActiveCampaign
2. Go to Settings (bottom-left gear icon)
3. Click Developer
4. Copy your API URL and API Key

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Step-by-Step: Connect Your Account

Step 1 — Open the Integration Settings

In Taskip, go to: Settings → Integrations → ActiveCampaign

You will see the Connection tab with two fields: Account URL and API Key.

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Step 2 — Test Before You Save

Paste your Account URL and API Key into the form, then click Test Connection.

Taskip will check whether the credentials are valid — without saving anything yet.

• Green badge = credentials are correct, you’re good to go
• Red message = something is wrong (wrong URL format, incorrect key, or AC account suspended)

Tip: The Account URL must start with https:// and end with .api-us1.com — no trailing slash.

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Step 3 — Save the Connection

Once the test passes, click Connect.

Taskip saves your credentials (encrypted) and activates the sync. From this moment:

• Any new contact you create in Taskip will automatically be pushed to ActiveCampaign
• Any contact you update will be kept in sync
• Any contact you delete will be removed from AC

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Step 4 — Confirm It’s Working

After connecting, the Connection tab shows your account URL with a green “Connected” status and a masked API key.

You can also go to Settings → Sync Health to see real-time sync logs — every push to AC is recorded there.

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Configure Your Sync

Once connected, go to the Settings tab to configure how contacts sync. Each setting is optional but adds more value.

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Default Lists

What it does: When a contact syncs to AC for the first time, automatically subscribe them to the lists you choose here.

Why you’d use it: Without a list, a contact exists in AC but cannot receive any emails. Setting a default list means every Taskip contact is immediately reachable from day one.

Example: You have a list in AC called “All Clients.” Select it here. Every new contact pushed from Taskip will join that list automatically — no manual subscriptions needed.

Note: Create your lists in ActiveCampaign first (under Lists), then come back here to select them.

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Status Rules

What it does: Automatically move a contact between lists when their portal access in Taskip is toggled on or off.

Why you’d use it: Your client relationship evolves — prospect → active client → churned. Status rules keep your AC list membership in sync with that reality, enabling targeted campaigns at each stage.

Example:

When in Taskip	Action in AC
Portal access turned ON	Subscribe to “Active Clients”, remove from “Leads”
Portal access turned OFF	Subscribe to “Churned”, remove from “Active Clients”

Set up these rules once and they run forever.

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Event-to-Tag Rules

What it does: When something specific happens in Taskip (e.g. an invoice is paid), automatically apply a tag to that contact in ActiveCampaign. You then use that tag to trigger an email automation in AC.

Why you’d use it: Tags are how AC knows when to fire automations. Instead of manually tagging contacts, let Taskip do it the moment the event happens.

Available events you can connect to tags:

When this happens in Taskip	Event name to use	Example tag in AC
Contact Created	contact_created	e.g. new-contact
Project Completed	project_completed	e.g. project-done
Invoice Paid	invoice_paid	e.g. invoice-paid
Support Ticket Resolved	ticket_resolved	e.g. ticket-resolved

Important: The tag must already exist in ActiveCampaign before you add the rule. Taskip looks the tag up by name — if it doesn’t exist in AC, nothing happens.

Field Mappings

What it does: Send extra contact information from Taskip into custom fields you’ve created in ActiveCampaign.

Why you’d use it: AC automatically stores email, name, and phone. If you want more — like timezone, address, or company — you create custom fields in AC and map them here.

Example: You created a custom field called “Timezone” in AC. Map Taskip: timezone → AC: Timezone field. Now every contact sync includes that value.

Available Taskip fields to map: phone number, address, zip code, timezone, description

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Webhook Secret

What it does: Allows ActiveCampaign to notify Taskip when a contact unsubscribes, resubscribes, or bounces — and Taskip will update accordingly.

Why you’d use it: This closes the feedback loop. Without it, if someone unsubscribes in AC, Taskip doesn’t know. With it, Taskip automatically respects that preference.

How to set it up:

1. Click Generate in Taskip to create a random secret key
2. Save it in Taskip settings
3. Go to AC → Settings → Developer → Webhooks → Add Webhook
4. Paste your Taskip webhook URL (shown on the same page) and the same secret
5. Select events: Subscribe, Unsubscribe, Bounce

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Real Use Cases

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Use Case 1 — Onboarding a New Client

Scenario: Your agency just signed a new client. You add them as a contact in Taskip and give them portal access.

What happens automatically:

1. Contact is created → synced to AC → subscribed to your “All Clients” default list
2. Portal access is enabled → Status rule fires → contact moves to “Active Clients” list, removed from “Leads”
3. AC automation triggers (if you built one): welcome email sequence starts immediately

Result: New client receives your onboarding email series without you doing anything after adding them in Taskip.

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Use Case 2 — Invoice Paid

Scenario: A client pays an invoice. You want to send them a thank-you email and ask for a review.

Setup:

• Create tag invoice-paid in AC
• Build an AC automation: “When tag ‘invoice-paid’ is added → send Thank You email → 3 days later → send Review Request”
• Add event rule in Taskip: Invoice Paid → apply tag invoice-paid

What happens: Invoice marked as paid in Taskip → Taskip applies invoice-paid tag to that contact in AC → AC automation fires → thank-you email sent, then review request 3 days later.

Result: Every paying client gets a perfect follow-up sequence, automatically.

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Use Case 3 — Churned Client Win-Back

Scenario: A client’s subscription expires. You remove their portal access in Taskip.

Setup:

• Status rule: portal access OFF → subscribe to “Churned” list, unsubscribe from “Active Clients”
• AC campaign targeting “Churned” list: win-back email series

What happens: Portal access toggled off in Taskip → Status rule fires → contact lands on “Churned” list → AC win-back campaign activates automatically.

Result: No client falls through the cracks. Every churned contact enters a re-engagement flow.

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Use Case 4 — Proposal Accepted

Scenario: A prospect accepts a proposal. You want to kick off a formal onboarding sequence.

Setup:

• Create tag proposal-accepted in AC
• AC automation: “When tag ‘proposal-accepted’ is added → send Contract + Next Steps email”
• Add event rule in Taskip: Proposal Accepted → apply tag proposal-accepted

What happens: Proposal status updated to Accepted in Taskip → tag applied in AC → onboarding email fires.

Result: Prospects who say yes receive a professional, timely response the moment you update the proposal status.

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Use Case 5 — Respecting Unsubscribes

Scenario: A contact clicks “Unsubscribe” in one of your AC emails. You don’t want to keep emailing them.

Setup: Webhook secret configured + webhook URL registered in AC (see above).

What happens: Contact unsubscribes in AC → AC sends unsubscribe event to Taskip → Taskip marks that contact’s marketing emails setting as disabled.

Result: You stay compliant. That contact won’t be re-added to marketing lists, and your team can see in Taskip that they opted out.