See which deals need a follow-up review
Get a scheduled, readable list of deals that may need attention, so follow-up decisions do not rely on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Why this helps
Deals can sit without a clear next step when nobody remembers to revisit the pipeline.
- Bring overdue or inactive deals back into view on a predictable schedule.
- Summarize the deal context and any available last-activity details.
- Give the team a shared review point without opening multiple records.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Discord once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review available deals for stale or missing follow-up and post a concise summary, noting which details are unavailable.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real deal example and confirm the summary is useful.
Questions about this workflow
Can Notis know how long a deal has been inactive?
Only when ActiveCampaign provides a relevant activity date or history in the data available to the automation. If that information is missing, the summary should say so.
Can the schedule determine which deals are stale?
Notis can review returned data against a rule you describe, such as a number of days without activity, when the needed dates are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Discordbot. A trigger fires from one place; an action lands in another.
Active campaign triggers
Discordbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add recipient to group channel
This action is deprecated and unsupported.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guild member
Adds a user to a guild using an OAuth token with the guilds.join scope.
Assign role to guild member
Assigns a role to a member of a server.
Add reaction to message
Adds an emoji reaction from the bot to a message.
Add thread member
Adds a user to an unarchived thread if they can access its parent channel.
Ban user from guild
Permanently bans a user from a guild, optionally deleting their recent messages.
Bulk ban users from guild
Bans up to 200 guild users, optionally deleting their recent messages; BAN_MEMBERS is required.
Bulk Delete Messages
Deletes 2–100 messages under 14 days old from a channel; requires message-management permission.
Connect any two apps with Notis in the middle.
Active campaign and Discordbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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