Give every deal its document context
Keep a deal's document milestones close to the opportunity, where the next owner can find them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a Deal Note
Adds a note to a deal.
Why this helps
Deal owners may not know whether a proposal or agreement has been generated, merged, or signed.
- Keep deal context near the opportunity.
- Make ownership changes easier to manage.
- Cut down on status checks across apps.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to add a document milestone note to the specified deal.
- 3Choose the webhook trigger and send the deal identifier and note content from ActiveMerge.
- 4Choose where Notis should send run reports.
- 5Test with one real deal and confirm the note appears.
Questions about this workflow
What does ActiveCampaign need to locate the deal?
The request must provide the existing deal identifier and the note content.
Can I use it for generated proposals?
Yes, if ActiveMerge sends a proposal milestone and the related deal identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Active campaign. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Adds a note to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Browse Session to Cart
Marks a browsing session as having added an item to the cart, creating the session if needed.
Add Contact to Automation
Enrolls an existing contact in an automation.
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Create Account
Creates a business or organization account.
Add contact to list
Adds a contact to a list.
Add Custom Field
Creates a custom contact field.
Create contact task
Creates a task associated with a contact.
Connect any two apps with Notis in the middle.
ActiveMerge and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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