Bring WhatsApp context into the contact record
Save the detail you will need later without writing a separate summary after every conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add contact note
Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.
Why this helps
You remember the conversation happened, but the important context is buried in chat history when it is time to follow up.
- Keep key discussion points beside the contact
- Make future follow-up easier to prepare
- Avoid re-reading long chat threads
Setup
Build it in a few focused steps.
- 1Connect 2Chat and ActiveCampaign once in the Notis portal.
- 2Create a named automation from any Notis channel or in Automations, New Automation.
- 3Tell Notis to summarize the conversation details in a concise note and add it to the matching ActiveCampaign contact using the email address provided.
- 4Choose a webhook trigger and select a report destination.
- 5Send one real conversation with a contact email and review the note.
Questions about this workflow
How does Notis find the right contact?
The action looks up the contact by the email address you provide. Include that email with the webhook data.
Will it save the entire chat?
The instruction can ask Notis to write a concise summary of the details provided, rather than copying the full conversation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Active campaign. A trigger fires from one place; an action lands in another.
2chat triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact to Automation
This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.
Add Secondary Contact to Deal
This tool adds a secondary contact to an existing deal in activecampaign. if the deal has no primary contact set, this contact will be set as primary if no role is specified. the tool requires the user to have permission to manage deals and expects parameters like contact id (required), deal id (required), and role id (optional).
Create Account
This tool creates a new account in activecampaign. it represents a business or organization and allows programmatic account creation. the tool requires the account name and optionally accepts parameters such as account url, owner, and custom fields.
Create contact
Creates a new contact in activecampaign with the specified details. this action allows you to create a new contact with basic information like email, name, phone, organization details, and tags. the email address is the only required field, while all other fields are optional.
Create contact task
Create a task associated with a contact in activecampaign. this action allows you to create a new task that will be associated with a specific contact in your activecampaign account. the task can include details such as due date, title, description, and can be assigned to a specific user.
Create Deal Pipeline
Creates a new deal pipeline in activecampaign. a deal pipeline is a visual representation of your sales process that helps organize and track deals through different stages. when you create a new pipeline, it automatically comes with three default stages: 'to contact,' 'in contact,' and 'follow up.'
Create Deal Task Type
This tool creates a new deal task type in activecampaign. deal task types are used to categorize and organize tasks associated with deals, and they are an important feature for maintaining a structured task management system within the deals pipeline. this action complements the existing active campaign create deal task action by enabling the creation of custom task types that can be used when creating deal tasks.
Connect any two apps with Notis in the middle.
2chat and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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