Give company agreement details a clear home
Use a scheduled Notis run to create a dedicated account field for the agreement information your team wants to track.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Account Custom Field Metadata
Creates a custom field definition for accounts.
Why this helps
Company agreement details can be hard to compare when they live in different notes and files.
- Give repeatable company details a consistent place.
- Support clearer account reviews and handoffs.
- Make structured updates possible in later workflows.
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 specified account custom field metadata.
- 3Choose the recurring schedule trigger for the setup run.
- 4Choose where Notis should send run reports.
- 5Test with one field definition and verify it in ActiveCampaign.
Questions about this workflow
Does this create an account value too?
No. This action creates field metadata. Setting values on accounts is a separate operation.
What should I supply?
Specify the intended field name and any required field settings in your instruction.
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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