Make proposal review status visible on the contact
Give your team a quick way to spot contacts whose proposal needs attention, based on criteria you choose.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Tag to Contact
Adds an existing tag to a contact.
Why this helps
Proposals needing review can get buried when there is no visible signal on the contact record.
- Make review needs easier to spot.
- Use a consistent contact signal.
- Reduce manual scanning of proposal submissions.
Setup
Build it in a few focused steps.
- 1Connect Affinda and ActiveCampaign once in the Notis portal.
- 2Create an automation instructing Notis to check proposals against your criteria and apply an existing tag to the matching contact.
- 3Pick a webhook trigger.
- 4Choose a report channel for run updates.
- 5Test with one proposal and verify the tag is applied only when appropriate.
Questions about this workflow
Does this create the tag?
No. The tag action requires an existing tag. Create or identify the tag in ActiveCampaign before using it.
Can Notis choose its own review criteria?
Provide explicit criteria in the prompt. If a proposal does not provide enough information to decide, ask Notis to report it 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Active campaign.