Skip to content
Notis

Turn ActiveCampaign Contact Details Into DocsBot Leads

Keep support follow-up attached to the contact details already arriving through ActiveCampaign.

Trigger

Webhook received

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

Action

Capture Conversation Lead

Saves lead information in conversation metadata, whether or not the conversation exists.

Why this helps

Support-relevant contacts and replies can get lost between marketing and support tools, leaving founders to copy details by hand.

  • Save support-relevant contact information in DocsBot without manual re-entry.
  • Keep lead details available for support follow-up.
  • Reduce context switching between marketing and support.

Setup

Build it in a few focused steps.

  • 1Connect Active Campaign and Docsbot ai once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to capture support-relevant contact details from the incoming ActiveCampaign request as a DocsBot conversation lead.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real contact example and review the run report.

Questions about this workflow

What starts this automation?

A webhook request starts it. Active Campaign has no listed trigger events, so the request must be sent to the Notis webhook from an external tool or custom backend.

Does the contact need to exist as a DocsBot conversation first?

No. The Capture Conversation Lead action works whether or not the conversation has been created yet.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Active campaign triggers

Docsbot ai actions

Recurring trigger

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

TriggerScheduled

Create Bot

Creates a bot within a team.

ActionInstant

Webhook trigger

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

TriggerInstant

Capture Conversation Lead

Saves lead information in conversation metadata, whether or not the conversation exists.

ActionInstant

Delete Bot

Permanently deletes a bot; this action cannot be undone.

ActionInstant

Generate Conversation Ticket

Turns a Chat Agent conversation into a structured support ticket.

ActionInstant

Create Bot Source

Creates a source for a bot’s knowledge base.

ActionInstant

Get Bot Details

Retrieves details about a bot in a team.

ActionInstant

Create Webhook

Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.

ActionInstant

Get Team Details

Retrieves details about a team, including its members and settings.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsbot ai.