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Get the contact details needed for a campaign handoff

Bring specified person details into a campaign handoff run when a request arrives.

Trigger

Webhook received

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

Action

Get People

Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.

Why this helps

A handoff slows down when the team needs to reopen contact records just to confirm basic details.

  • Retrieve requested person fields
  • Reduce repeated contact lookups
  • Include details in the same handoff run

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Gmail once in the Notis portal.
  • 2Create an automation in Automations, then New Automation.
  • 3Tell Notis to identify the relevant person from the incoming request and ActiveCampaign context, then retrieve only the person fields needed for the handoff.
  • 4Pick a webhook trigger, choose where run reports go, and test with one real contact request.

Questions about this workflow

What does this action need to retrieve a specific person's details?

It uses a resource name for the person and specified person fields. Ensure those details are available to the automation.

Can it list other contacts instead?

The action supports listing other contacts when requested. A specific person's detail lookup uses the person's resource name.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Active campaign triggers

Gmail actions

Recurring trigger

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

TriggerScheduled

Modify email labels

Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).

ActionInstant

Webhook trigger

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

TriggerInstant

Create email draft

Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

Delete Draft

Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.

ActionInstant

Delete message

Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

Fetch message by message ID

Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.

ActionInstant

Fetch Message by Thread ID

Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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