Keep customer context with the contact
Save the detail you will need later right where your team already manages the relationship.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Add contact note
Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.
Why this helps
Important customer details often stay trapped in an email thread instead of the contact record.
- Preserve key requests in the contact record
- Make handoffs easier to understand
- Avoid rereading long email threads
Setup
Build it in a few focused steps.
- 1Connect Agent mail and ActiveCampaign once in the Notis portal.
- 2Create an automation in Automations, or tell Notis the outcome in plain language.
- 3Ask Notis to summarize useful customer context from new emails and add it as a note to the matching ActiveCampaign contact.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real customer message and review the note for accuracy.
Questions about this workflow
Can Notis summarize a long email?
Your instruction can ask Notis to capture the key request and relevant context concisely from the email it receives.
Does the note attach to the sender's contact?
The action looks up the contact using the email address provided. Confirm the sender address is the one associated with the intended contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Active campaign. A trigger fires from one place; an action lands in another.
Agent mail triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact to Automation
This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.
New Email Received
Trigger for new emails in an AgentMail inbox
Add Secondary Contact to Deal
This tool adds a secondary contact to an existing deal in activecampaign. if the deal has no primary contact set, this contact will be set as primary if no role is specified. the tool requires the user to have permission to manage deals and expects parameters like contact id (required), deal id (required), and role id (optional).
Create Account
This tool creates a new account in activecampaign. it represents a business or organization and allows programmatic account creation. the tool requires the account name and optionally accepts parameters such as account url, owner, and custom fields.
Create contact
Creates a new contact in activecampaign with the specified details. this action allows you to create a new contact with basic information like email, name, phone, organization details, and tags. the email address is the only required field, while all other fields are optional.
Create contact task
Create a task associated with a contact in activecampaign. this action allows you to create a new task that will be associated with a specific contact in your activecampaign account. the task can include details such as due date, title, description, and can be assigned to a specific user.
Create Deal Pipeline
Creates a new deal pipeline in activecampaign. a deal pipeline is a visual representation of your sales process that helps organize and track deals through different stages. when you create a new pipeline, it automatically comes with three default stages: 'to contact,' 'in contact,' and 'follow up.'
Create Deal Task Type
This tool creates a new deal task type in activecampaign. deal task types are used to categorize and organize tasks associated with deals, and they are an important feature for maintaining a structured task management system within the deals pipeline. this action complements the existing active campaign create deal task action by enabling the creation of custom task types that can be used when creating deal tasks.
Connect any two apps with Notis in the middle.
Agent mail and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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