Start the week with a clear deal pipeline
Bring deal priorities into Slack on a schedule, with a short summary your team can act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Pipeline reviews take time when deal context has to be gathered and rewritten for the team.
- Put the week's deal priorities in a shared team space.
- Reduce time spent preparing a manual pipeline recap.
- Surface only deal facts available to the automation.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Slack once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to summarize the deal and pipeline information available for the run into a concise Slack review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the summary reflects available deal data.
Questions about this workflow
Can the schedule trigger read every ActiveCampaign deal automatically?
The schedule starts the Notis run, but the workflow can only use deal information made available to it. Supply any required records or context if they are not returned to Notis.
Can it compare this week with last week?
Only if both periods' data or a baseline are available to the run. Otherwise, the review should summarize the current information without claiming a trend.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Slack. A trigger fires from one place; an action lands in another.
Active campaign triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Active campaign and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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