Keep deal stakeholders connected to the opportunity
Make sure the people involved in a conversation are visible on the deal they are helping move forward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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).
Why this helps
A deal can look like it has only one contact when other stakeholders are introduced through separate conversations.
- Keep additional stakeholders attached to the relevant deal.
- Reduce manual CRM updates after a new introduction.
- Make sales context easier to find before the next conversation.
Setup
Build it in a few focused steps.
- 1Connect Ably and ActiveCampaign once in the Notis portal.
- 2Create an automation in Notis and describe when a stakeholder should be associated with a deal.
- 3Choose the Notis webhook trigger for the Ably stakeholder signal.
- 4Choose where Notis should send run reports.
- 5Test with one real deal and verify the secondary contact association.
Questions about this workflow
What does this action require?
It requires a contact id and deal id. The user also needs permission to manage deals.
Can the action set the primary contact?
If the deal has no primary contact, the provided contact may become primary when no role is specified. Specify the intended role clearly.
Can this create the deal or contact?
No. It associates a contact with an existing deal.
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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