Keep company agreement updates in one place
When an ActiveMerge workflow reaches a meaningful milestone, add the update to the matching company account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account Note
Adds a note to an account.
Why this helps
A company agreement status can be hard to find when it is recorded only in an individual contact's notes.
- Keep company-wide agreement context together.
- Make account handoffs easier to understand.
- Reduce repeated searches through document history.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to add an agreement milestone note to the related account.
- 3Choose the webhook trigger and send the account identifier and note details from ActiveMerge.
- 4Choose where Notis should send run reports.
- 5Test with one real account update and verify the note.
Questions about this workflow
What does the request need to include?
Include the existing ActiveCampaign account identifier and the note content. Notis cannot identify an account from absent data.
Can this record a merge or storage event too?
Yes, when ActiveMerge sends that milestone and its context in the webhook request.
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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