Turn certificate issuance into a clear follow-up task
Keep personal outreach from slipping through by giving a recipient follow-up a visible place in ActiveCampaign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact task
Creates a task associated with a contact.
Why this helps
Important recipient conversations can be forgotten when the next step lives only in an issuance notification.
- Create a visible follow-up task from an issuance request.
- Keep the task associated with the recipient contact.
- Use a supplied due date only when the request includes one.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and ActiveCampaign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to find the contact by recipient email and create a follow-up task using the issuance details, adding a due date only if one is supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request for an existing contact and review the task.
Questions about this workflow
Does this assign a task to a specific person?
The action can include an assignee. Name the intended ActiveCampaign user in your instruction if assignment is needed.
Can Notis infer a due date?
The workflow should use a due date supplied in the request. If none is included, leave the date unspecified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Active campaign. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Adds a note to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Browse Session to Cart
Marks a browsing session as having added an item to the cart, creating the session if needed.
Add Contact to Automation
Enrolls an existing contact in an automation.
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Create Account
Creates a business or organization account.
Add contact to list
Adds a contact to a list.
Add Custom Field
Creates a custom contact field.
Create contact task
Creates a task associated with a contact.
Connect any two apps with Notis in the middle.
Accredible certificates and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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