Connect the right AgencyZoom stakeholder to the deal
Keep the people involved with an opportunity visible alongside its deal record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Why this helps
Deal context gets fragmented when key stakeholders are known in the agency system but missing from the deal.
- Keep known stakeholders linked to a deal
- Reduce manual relationship updates
- Carry the handoff into the sales pipeline
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and ActiveCampaign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add the identified existing contact to the matching ActiveCampaign deal as a secondary contact.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal and stakeholder, then confirm the association.
Questions about this workflow
Does this action create the contact or deal?
No. It adds a contact to an existing deal. Provide identifiers for an existing contact and deal.
Can the stakeholder become the primary contact?
The action description says the contact may become primary if the deal has no primary contact and no role is specified. Use the intended role and review the outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Active campaign. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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