Keep customer story resources close to your editorial workflow
Save approved customer resources from deal workflows so story ideas are easier to find later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Collected Link
Adds a link to a publication’s collection.
Why this helps
Links useful for customer stories can disappear into deal notes before anyone turns them into editorial material.
- Save approved source links while deal context is fresh
- Keep editorial resources together in Curated
- Avoid searching CRM notes when planning future content
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Curated once in Notis.
- 2Create an automation and describe how to save supplied approved resource links from deal workflows as Curated collected links.
- 3Choose a webhook trigger and configure the ActiveCampaign workflow to send the relevant resource URL and available context.
- 4Choose where run reports should go, confirm the Curated publication id, and test with one approved resource.
Questions about this workflow
Should deal notes be sent to Curated?
Send only resource details that are appropriate for editorial use. The workflow should not expose private deal notes or confidential customer information.
What if the deal workflow sends no link?
The action needs a URL to create a collected link. Include a valid resource URL in the webhook request.
Does this create a customer story?
No. It saves a supplied link in Curated so you can decide later whether it supports a story.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Curated. A trigger fires from one place; an action lands in another.
Active campaign triggers
Curated actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Draft Issue
Creates a draft issue for a publication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collected Link
Adds a link to a publication’s collection.
List Email Subscribers
Lists a publication’s email subscribers.
List Publications
Lists the publications available to your account.
List Categories
Lists the categories for a publication.
List Issues
Lists a publication’s issues, with optional email performance statistics.
Connect any two apps with Notis in the middle.
Active campaign and Curated, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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