Turn partner research into organized ActiveCampaign contacts
Find potential collaborators based on your criteria and capture suitable prospects in ActiveCampaign for later review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create contact
Why this helps
Partner research often lives in temporary notes, making it hard to return to promising introductions or collaboration ideas.
- Keep potential partner prospects in your CRM.
- Make partner criteria reusable in a plain-language prompt.
- Start a focused search on demand.
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 the kinds of partners and people to find, and that Notis should create contacts for suitable prospects.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real partner prospect search.
Questions about this workflow
Can I search for companies as well as people?
Describe the organizations and relevant roles you want to find. Create contacts only for suitable people returned by the research.
Can the prompt exclude current customers or competitors?
Yes, if you provide the exclusion criteria and the available research is sufficient to assess them.
Does contact creation guarantee an email address?
Email is required by the contact action. Notis should create a contact only when it has a usable email address.
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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