Keep proposal commitments visible during sales follow-up
Capture what was proposed beside the deal, so follow-up stays grounded in the actual scope and commitments shared with the prospect.
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
Sales follow-up can lose track of proposal details when the latest document is not reflected on the deal.
- Keep proposal context with the deal.
- Make follow-up more consistent with the offer.
- Reduce time spent reopening documents.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to extract proposal scope and commitments and add a concise note to the matching deal.
- 3Pick a webhook trigger.
- 4Choose a channel for run reports.
- 5Test with one real proposal and verify its deal note.
Questions about this workflow
Can the workflow identify commitments that are implied?
Ask Notis to capture clearly stated commitments only. Provide any business-specific interpretation rules if you want additional analysis.
What if several deals match the proposal?
Provide a deal identifier or matching context in the webhook instruction, and ask Notis to report ambiguous matches instead of choosing one.
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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