Add campaign context to Ascora notes
Give the service team useful campaign context where they already manage the customer or job.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Adds a note to an entity using its valid system ID.
Why this helps
Marketing context is easy to lose when service work is managed in a different system.
- Record supplied campaign context on an Ascora entity.
- Keep relevant background next to customer or job work.
- Avoid copying campaign notes by hand.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to add a concise note from each relevant ActiveCampaign webhook to the Ascora entity ID included in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request containing a valid Ascora entity ID and review the note.
Questions about this workflow
Can the note be added without an Ascora entity ID?
No. The Create Note action requires a valid entity ID from Ascora, so include the ID in the webhook.
Can a note be added to a customer, job, or quote?
The action supports entities such as customers, jobs, and quotes. The webhook and instruction should identify the intended entity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Ascora. A trigger fires from one place; an action lands in another.
Active campaign triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Adds a note to an entity using its valid system ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Create a new quotation or enquiry for a customer.
Create or Update Contact
Creates or updates a customer contact.
Create or Update Customer
Creates a customer or updates an existing customer’s details.
Get Customers
Retrieve all customers.
Create or Update Supplier
Creates a supplier or updates an existing supplier’s details.
Get Jobs
Retrieve a list of jobs.
Delete Customer
Deletes a customer after confirming the customer exists.
Connect any two apps with Notis in the middle.
Active campaign and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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