Keep a prospect's professional context with their contact record
When you need more context before reaching out, research the prospect and save useful findings alongside the existing 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
Without role and company context close to the contact, personalized follow-up takes extra research and tab switching.
- Keep relevant professional context with the contact.
- Prepare for more informed follow-up.
- Trigger a focused research step 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 contact to research and the role or company details that are useful in a concise contact note.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect already in ActiveCampaign.
Questions about this workflow
What does the note action use to find the contact?
It looks up the contact using the email address provided to the action.
Should the note include inferred details?
No. Ask Notis to include only information AeroLeads returns or that you provide.
Can this create the contact if it is missing?
No. The contact must already exist for this note action.
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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