Keep ActiveCampaign account details current
Record a company update once and keep the account record useful for the next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Account
This tool updates an existing account in activecampaign. it allows modification of account details such as name, website url, and custom fields. it complements the existing active campaign create account action and provides the ability to modify account details after creation, which is a crucial functionality for account management.
Why this helps
Organization changes can leave the account record stale when the person who learns them has to update another system later.
- Reduce manual account detail maintenance.
- Keep website and other supported details current.
- Move verified updates into the shared sales record promptly.
Setup
Build it in a few focused steps.
- 1Connect Ably and ActiveCampaign once in the Notis portal.
- 2Create an automation in Notis and describe which verified organization changes should update an account.
- 3Choose the Notis webhook trigger for the Ably update signal.
- 4Choose where Notis should send run reports.
- 5Test with one real account update and verify the changed details.
Questions about this workflow
What account details can be updated?
The action supports details such as account name, website URL, and custom fields.
Does this create a missing account?
No. Use the upsert account action when the workflow should create an account if it does not exist.
What identifies the account?
Provide the account identity and updated details in the webhook and instruction. Do not assume a lookup key not stated by your data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Active campaign. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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