Turn partner referrals into follow-up tasks
Give important referrals a clear next action before they get buried.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact task
Creates a task associated with a contact.
Why this helps
A promising referral can be forgotten when it arrives without an assigned follow-up step.
- Keep personal follow-up visible
- Use due dates provided in the request
- Reduce dropped referral conversations
Setup
Build it in a few focused steps.
- 1Connect Adtraction and ActiveCampaign once in the Notis portal.
- 2Create an automation and describe creating a contact task from referrals needing follow-up.
- 3Choose a Notis webhook trigger and include contact details and any desired task deadline.
- 4Choose where run reports should go.
- 5Test with one real referral that needs personal follow-up.
Questions about this workflow
Can the task have a due date?
Yes, if the webhook supplies a due date and the action accepts it.
Does this assign the task to a specific person automatically?
The action supports an assigned user, but the request or your instruction needs to specify the intended assignment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Active campaign. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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