Keep ActiveCampaign account relationships in sync with prospect research
Use recurring research to connect existing contacts to the company accounts they belong with.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Account Contact Association
Links an existing contact to an existing account.
Why this helps
Contacts researched individually can remain disconnected from their company account, making relationship context harder to see.
- Keep contact and company context connected.
- Use prospect research to identify likely account relationships.
- Reduce manual account association work.
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 which prospects to research and how to identify the existing ActiveCampaign account for a matching contact.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real prospect linked to a known account.
Questions about this workflow
Does the workflow create an account?
No. This action links an existing contact to an existing account.
Can Notis associate a prospect when the company match is uncertain?
The prompt should instruct Notis to associate only when the available information supports a clear match.
Can a job title be included?
The association action can optionally include the contact's job title at that account when it is available.
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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