Keep signed contract details with the deal
Capture the details your team needs from a signed agreement right on the deal record, where the commercial conversation already lives.
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 context becomes harder to retrieve when the signed agreement and sales record are disconnected.
- Keep agreement context attached to the deal.
- Reduce rereading long contract documents.
- Make deal handoffs easier.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to extract the agreed details and add a note to the related ActiveCampaign deal.
- 3Pick a webhook trigger.
- 4Choose where Notis should send run reports.
- 5Test with one signed contract and verify the note is on the right deal.
Questions about this workflow
What details can the note capture?
Specify the relevant terms, dates, parties, or commitments for your workflow. Notis should use only information present in the contract.
How does it identify the related deal?
Include a clear matching instruction, such as a deal reference supplied with the webhook. Ask Notis to report ambiguous matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Active campaign. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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