Make chatbot leads easier to review
Bring captured lead details into a review step so promising conversations do not disappear into a separate chatbot workspace.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Export Leads
Exports lead details captured in conversations from a project.
Why this helps
Leads captured in chatbot conversations can be easy to overlook when your follow-up process lives in ActiveCampaign.
- Export lead information captured by a CustomGPT project.
- Use a webhook event to begin a focused lead review.
- Keep the decision to follow up visible before updating CRM contacts.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and CustomGPT once in the Notis portal.
- 2Create an automation named CustomGPT lead review.
- 3Tell Notis to export leads from the relevant CustomGPT project and prepare them for review before any ActiveCampaign contact follow-up.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real webhook request and a project that has captured leads.
Questions about this workflow
Will this automatically create ActiveCampaign contacts?
No. The listed CustomGPT action exports leads, and the workflow prepares them for review. ActiveCampaign contact updates should only happen if separately supported and requested.
Can the export cover a date range?
The CustomGPT export action supports pagination and date range filtering. State the desired range in your instruction if you need one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Customgpt. A trigger fires from one place; an action lands in another.
Active campaign triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
Active campaign and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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