Keep relevant competitor findings with deal records
Put campaign context beside the deal where a founder or sales teammate can use it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a Deal Note
Adds a note to a deal.
Why this helps
Deal records can miss market context when competitor research is stored in a separate tool.
- Preserve relevant market context beside the deal.
- Help deal owners prepare for informed conversations.
- Reduce repeated searches across research reports.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and ActiveCampaign once in the Notis portal.
- 2Create an automation and describe how to decide whether a finding relates to a deal and what the note should include.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real finding and a related deal.
Questions about this workflow
Will it create deals when none match?
No. This action creates a note for a specific deal. Tell Notis to skip findings without a reliable deal match.
What if Adyntel does not provide a baseline?
Supply a baseline or comparison period in your instruction if you need Notis to call a finding a change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Active campaign. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Active campaign.