Prepare Follow-up With More Context
Review relevant customer history before deciding what a campaign follow-up should say.
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
Follow-up messages are harder to prepare when earlier interactions are buried in documents outside the campaign workspace.
- Find relevant historical documents for a follow-up request.
- Give Notis the interaction context available to guide the query.
- Review search findings before writing or sending a message.
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 index for documents relevant to the customer and follow-up context in each webhook request, then summarize results for review.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real follow-up request.
Questions about this workflow
Will this draft or send a follow-up email?
No. It searches Elasticsearch and reports context. Email drafting and sending are not among the available actions for this workflow.
What if there is no interaction history in the index?
The report can state that the search returned no relevant documents. Notis cannot infer history that the index does not provide.
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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