Bring adoption milestones into customer workflows
Make meaningful product progress visible where customer engagement can respond to it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event in ActiveCampaign
This tool creates a custom website or application event in activecampaign by recording events through a post api endpoint. it allows tracking of specific actions performed by contacts, and includes parameters such as event key, event actid, event name, event value, and event contact email for authentication, recording, and contextual information. the tool aids in automating workflows and monitoring user engagement.
Why this helps
Usage data can show progress without making it easy for customer-facing teams to act on it.
- Record meaningful adoption progress
- Connect product usage to customer engagement
- Reduce manual milestone checks
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and the source of product usage data once in the Notis portal.
- 2Create an automation in Automations, or tell Notis the outcome in plain language.
- 3Define the adoption milestone and event details, then ask Notis to record it for matching contacts.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one known adoption example and verify the event details.
Questions about this workflow
Can this track a milestone that is not in the usage data?
No. The milestone needs to be present in available data or supplied by another connected source.
Which event details should I specify?
Provide the event key, account identifier, event name, contact email, and any value you want recorded.
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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