Make recurring document data easier to organize
When your team identifies a useful attribute across document workflows, create a contact field to track it in ActiveCampaign.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Custom Field
Creates a custom contact field.
Why this helps
Repeatedly collected details are difficult to search when there is no suitable field in the contact record.
- Create a consistent place for recurring document attributes.
- Make later contact searches and reporting more practical.
- Reduce reliance on unstructured notes for repeatable data.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to create the named contact field and field type.
- 3Choose the recurring schedule trigger and run it when the field definition is ready.
- 4Choose where Notis should send run reports.
- 5Test with one field definition and confirm it is available in ActiveCampaign.
Questions about this workflow
Does a schedule discover fields from ActiveMerge?
No. Supply the field name and type in the automation instruction; the schedule only starts the run.
Will the field appear in a field group automatically?
This action creates the field. Adding it to a field group is a separate action.
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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