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Notis

Keep prospect research with the contact

Send a prospect page for review and keep the useful findings beside the contact in ActiveCampaign.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Add contact note

Adds a note to a contact.

Why this helps

Prospect research scattered across tabs and notes is hard to find when it is time to follow up.

  • Keep page-based research with the relevant contact.
  • Summarize only details returned from the page.
  • Reduce context switching before outreach.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and ActiveCampaign once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for prospect research.
  • 3Tell Notis to inspect the supplied page, find the contact by email when available, and add a concise note containing supported findings and the page URL.
  • 4Choose the webhook trigger and a report destination.
  • 5Test with one real prospect page and check the contact note.

Questions about this workflow

What if the page does not show an email?

The automation needs an email address to find the contact for this action. Have it report the missing match details rather than guess which contact to update.

Will the note include unsupported claims?

Instruct Notis to use only details AgentQL returns and to flag anything the page does not establish.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Active campaign. A trigger fires from one place; an action lands in another.

Agentql triggers

Active campaign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add contact note

Adds a note to a contact.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Browse Session to Cart

Marks a browsing session as having added an item to the cart, creating the session if needed.

ActionInstant

Add Contact to Automation

Enrolls an existing contact in an automation.

ActionInstant

Add Secondary Contact to Deal

Adds a secondary contact to a deal.

ActionInstant

Create Account

Creates a business or organization account.

ActionInstant

Add contact to list

Adds a contact to a list.

ActionInstant

Add Custom Field

Creates a custom contact field.

ActionInstant

Create contact task

Creates a task associated with a contact.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Active campaign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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