Find deals that may need a closer look
Use your own criteria to create a review list from available deal context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Chat Completion
Generates an AI response to a chat conversation.
Why this helps
A deal can sit without an obvious next step while a founder is focused on other work.
- Apply criteria you define to available deal details.
- Explain why a deal was flagged for review.
- Call out missing context instead of treating it as fact.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and DeepSeek once in the Notis portal.
- 2Create an automation for reviewing deals that may need attention.
- 3Tell Notis your stall criteria and to explain each flag using only available deal context.
- 4Choose the recurring schedule and where run reports should go.
- 5Test one run and check the flagged deals against your criteria.
Questions about this workflow
Does it decide that a deal is definitely stalled?
It flags records against your criteria for review; the team makes the final judgment.
What if deal history is not available?
The report should mark missing history as unavailable. Supply relevant history if the criteria depends on it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to DeepSeek. A trigger fires from one place; an action lands in another.
Active campaign triggers
DeepSeek actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Anthropic Message
Generates a response using an Anthropic-compatible message format.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Chat Completion
Generates an AI response to a chat conversation.
Get User Balance
Retrieves your current account balance.
Fetch Webpage
Fetches a known webpage and returns its content as Markdown.
List Models
Lists currently available models and basic details.
Search Web
Searches the web index and returns ranked results.
Connect any two apps with Notis in the middle.
Active campaign and DeepSeek, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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