Keep campaign context on the relevant deal
Pass the deal identifier and update details to Notis so the note lands on the ActiveCampaign deal record.
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 records can lack the marketing context that explains why a prospect is engaging now.
- Keep prospect context next to the deal.
- Reduce switching between campaign and pipeline tools.
- Capture update details supplied by an external process.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and ActiveCampaign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for deal updates.
- 3Tell Notis to add the webhook's update details as a note on the specified ActiveCampaign deal.
- 4Choose the webhook trigger and select a destination for run reports.
- 5Test with one real deal and confirm the note appears.
Questions about this workflow
What is needed to identify the deal?
The webhook request should include the ActiveCampaign deal identifier and the note content.
Will this find the deal from a contact email?
The listed action creates a deal note for a specified deal, so supply its identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Active campaign. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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