Check Customer Context Before a Campaign
Bring relevant customer history into view before you send a targeted email campaign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Campaign preparation can mean jumping between contact records, notes, and document stores just to understand what a customer already discussed.
- Review relevant documents from one automation report.
- Use campaign details in the webhook request to guide the search.
- Spot missing context before preparing targeted messaging.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Elasticsearch once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to search the specified Elasticsearch index for documents relevant to the contact and campaign details in each webhook request, then summarize matches and gaps.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real contact and campaign request.
Questions about this workflow
Does this send the campaign email?
No. This workflow searches Elasticsearch and reports relevant documents; it does not send an ActiveCampaign email.
What should the webhook include?
Include the contact or campaign context that should guide the search, plus any index details needed to locate the relevant documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Elasticsearch. A trigger fires from one place; an action lands in another.
Active campaign triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
Active campaign and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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