Keep AeroLeads prospect research with the ActiveCampaign contact
Send a prospect for research and save the useful context alongside the matching ActiveCampaign contact.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add contact note
Adds a note to a contact.
Why this helps
Prospect context gets scattered across research tools and inboxes instead of staying with the CRM record.
- Keep research context close to the contact record.
- Avoid copying prospect findings into notes by hand.
- Use a webhook request when a lead needs extra research.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and ActiveCampaign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe how to identify the prospect, what research to gather, and what concise note to add to the matching contact.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect that already exists in ActiveCampaign.
Questions about this workflow
How does the note action find the contact?
It uses the provided email address to find the ActiveCampaign contact before creating the note.
What if AeroLeads has no extra context?
The prompt can tell Notis to add only useful returned details and avoid inventing missing facts.
Does this create a contact if none matches?
No. This action adds a note to a matching contact. Use a contact creation workflow for new records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Active campaign. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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