Keep competitor research with company account records
Give account owners a concise view of relevant competitor advertising without asking them to search another report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Account Note
Adds a note to an account.
Why this helps
Company-level competitive context can be missed when research is detached from account records.
- Keep account-level context with the business record.
- Reduce repeated ad research across teammates.
- Make relevant competitor activity easier to review.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and ActiveCampaign once in the Notis portal.
- 2Create an automation and tell Notis which findings matter and how to match them to existing accounts.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real finding and a matching account.
Questions about this workflow
Can it create an account when no match exists?
This action adds a note to an existing account. Supply an account match rule and skip findings that cannot be matched reliably.
What information should the note contain?
Ask for a concise finding, the relevant competitor or campaign, and why it matters to the account.
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
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