March 12, 2026 • AI
We are excited to announce expanded capabilities in Active Intelligence for you to build sophisticated workflows that trigger automatically when events happen in your scheduling tools, payment processors, CRM, document signing platform, ad forms, and call tracking software. (Apps include: Calendly, Acuity, Stripe, Square, Salesforce, Eventbrite, D365, Docusign, Facebook Ad Forms, Google Lead Forms, Linkedin Lead Gen, and Aircall) You can also push new leads and contacts to Salesforce automatically, just let Active Intelligence know what you need all through simple, conversational prompts.
Key Features
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Scheduling & Appointment Triggers
Calendly Meeting Created/Updated, Acuity Appointments Created/Updated -
Payment & E-commerce Triggers
Stripe Order Created/Updated, Square Order Created/Updated -
CRM Opportunity Triggers
Salesforce Opportunities Created/Updated, D365 Opportunity Created/Updated -
Event & Registration Triggers
Eventbrite Events Created/Updated, Docusign Event Created/Updated -
Ad Platform Lead Form Triggers
Facebook Ad Forms Created/Updated, Google Lead Form Created/Updated, LinkedIn Lead Gen Form Created/Updated -
Call Tracking Triggers
Aircall Call Created/Updated -
CRM Sync Actions
Create Salesforce Lead, Create Salesforce Contact, Update Deal Value
Benefits
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Unified Event-Driven Automation
React to critical business events across your entire tech stack from a single automation platform -
Seamless Lead Capture
Automatically nurture leads from ad platforms the moment they submit forms on Facebook, Google, or LinkedIn -
Payment-Triggered Workflows
Activate post-purchase sequences, fulfillment notifications, and upsell campaigns based on Stripe or Square transactions -
CRM Bidirectional Sync
Push leads and contacts to Salesforce automatically while triggering workflows from opportunity stage changes -
Meeting Follow-Up Automation
Send confirmations, reminders, and follow-ups triggered by Calendly and Acuity bookings -
Document Workflow Completion
Notify teams and trigger next steps when Docusign documents are signed
Use Cases
Example prompts:
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Scheduling & Appointment Follow-Up
Send confirmation emails automatically when new Calendly or Acuity meetings are scheduled
"When a new calendly meeting comes in, send a confirmation email" -
Payment & Order Management
Notify sales reps instantly when Stripe orders are created
"Notify my sales reps when a new stripe order is created"Assign follow-up tasks when Square orders are placed
"Assign a task to follow up once a Square order is placed" -
CRM Opportunity Automation
Send SMS messages when Salesforce opportunities move to closed stage
"Send an SMS message when a Salesforce Opportunity gets moved to the closed stage."Trigger workflows when Microsoft Dynamics opportunities reach closed stage
"Send an SMS message when a Microsoft Dynamics Opportunity gets moved to the closed stage." -
Event Registration & Document Signing
Send event information automatically when Eventbrite registrations come in
"When a new event registration comes in, send out information about the event." - Assign follow-up tasks when Docusign documents are signed
"Assign a task to follow up when a Docusign document is signed" -
Ad Platform Lead Capture
Subscribe contacts to nurturing lists when they submit Facebook ad forms
"Subscribe my contacts to my Nurturing list when they submit a Facebook form."Add contacts to nurturing workflows when they submit Google lead forms
"Subscribe my contacts to my Nurturing list when they submit a Google form."Nurture LinkedIn lead gen form submissions automatically
"Subscribe my contacts to my Nurturing list when they submit a LinkedIn form." -
Call Tracking & Sales Notifications
Notify sales reps when new Aircall calls are logged
"Notify my sales rep when a new Aircall call is logged"
Salesforce CRM Sync
- Create Salesforce leads automatically when web forms are submitted
"When my web form is submitted, create a new lead in Salesforce." - Create Salesforce contacts from ActiveCampaign form submissions
"When my web form is submitted, create a new contact in Salesforce."
Deal Value Management
Update deal values dynamically as deals progress through stages
"When a deal moves to the Warm Lead stage, add $150 to the deal value"
Upgrade and/or Setup Instructions
These blocks are automatically available in Active Intelligence. Simply describe your desired automation workflow to the Automation agent using natural language, and these triggers and actions will be available as building blocks.