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Notis

Move qualified campaign prospects into Close

Send a qualification event to Notis and let it turn the supplied prospect details into a ready-to-work Close lead.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Lead

Creates a new lead in the sales pipeline.

Why this helps

Promising prospects can get stuck between campaign qualification and the sales team's CRM, leaving founders to re-enter details by hand.

  • Reduce retyping when a prospect is ready for sales follow-up.
  • Keep the lead description focused on why the prospect qualified.
  • Use only contact details included in the event or available from the connected account.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Close once in the Notis portal.
  • 2Create an automation by naming it and describing the qualified-prospect outcome.
  • 3Tell Notis to review the supplied prospect details and create a Close lead with a concise qualification summary.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real qualified prospect by sending its event to the webhook.

Questions about this workflow

Does ActiveCampaign provide the trigger for this workflow?

No ActiveCampaign trigger event is listed here. A webhook starts the automation, and Notis can use the connected ActiveCampaign account to review relevant information.

Will it create a lead from every webhook request?

Describe the qualification conditions in your instruction. Notis can create a lead when the supplied details satisfy them and report when required information is missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Active campaign to Close. A trigger fires from one place; an action lands in another.

Active campaign triggers

Close actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create SMS Message

Creates an SMS activity to log a sent, received, or draft message.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Call

Creates a record of an inbound or outbound call.

ActionInstant

Create Email

ActionInstant

Create Lead

Creates a new lead in the sales pipeline.

ActionInstant

Create Task

Creates a task to track a to-do item.

ActionInstant

Delete Call

Deletes a call record; this action cannot be undone.

ActionInstant

Get Notes

Retrieves recorded notes.

ActionInstant

Get Contact

Retrieves a contact by ID.

ActionInstant

Connect any two apps with Notis in the middle.

Active campaign and Close, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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