Keep prospect research with the ActiveCampaign deal
Bring useful lead research into the deal record so the context is ready when you review the opportunity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a Deal Note
Adds a note to a deal.
Why this helps
Deal discussions lose useful context when prospect research remains separate from the sales record.
- Keep prospect findings with the relevant deal.
- Make deal reviews easier by bringing context into ActiveCampaign.
- Start research from a webhook request when a deal needs it.
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 prospect to research, the relevant deal, and which findings should be added as a deal note.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect and an existing deal.
Questions about this workflow
Does this action create a deal?
No. It adds a note to a specified existing deal.
What if the prospect has no deal yet?
Use a contact note workflow, or first create or identify the appropriate deal in a separate process.
Can the note include unverified assumptions?
The prompt should include only facts returned by AeroLeads or supplied in the request.
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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