Move qualified campaign opportunities into Attio deals
When a lead meets your qualification criteria, send its opportunity details to Notis and create a deal record in Attio.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Deal Record
Creates a deal record; a unique-attribute conflict causes an error.
Why this helps
Qualified opportunities can remain buried in marketing activity instead of entering the team's deal tracking process.
- Create a deal when an upstream process has already qualified the opportunity.
- Carry supplied opportunity details into the relationship workspace.
- Make the sales handoff easier to spot and act on.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create an Attio deal from incoming payloads that already meet your stated qualification criteria, using only supplied details.
- 4Choose the webhook trigger and a destination for run reports.
- 5Send one real qualified opportunity payload and review the deal record.
Questions about this workflow
Does ActiveCampaign provide a qualification trigger here?
No ActiveCampaign trigger events are listed. An external process must send a webhook request containing the qualified opportunity.
Will Notis determine whether a lead is qualified?
Only if you provide the qualification criteria and the payload includes the facts needed to apply them. Otherwise, use an upstream process to qualify it before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Attio. A trigger fires from one place; an action lands in another.
Active campaign triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
Active campaign and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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