Keep lead context beside the ActiveCampaign contact
Preserve the useful details gathered in Agile CRM so your next conversation starts with context.
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
Important lead context can get lost when a prospect's record is recreated or reviewed in another CRM.
- Keep lead background with the contact
- Reduce repeated research before follow-up
- Make handoffs easier to understand
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ActiveCampaign once in Notis.
- 2Create an automation that adds the incoming lead context as a note on the matching contact.
- 3Choose the webhook trigger and send the lead email and relevant context to the Notis webhook.
- 4Choose where run reports should go.
- 5Test with one real lead and verify its note in ActiveCampaign.
Questions about this workflow
How does ActiveCampaign find the contact for the note?
The listed action looks up the contact using the email address provided, then creates a note associated with that contact.
What context can the note contain?
Include the context available in the webhook request, such as a summary or relevant lead details. The workflow cannot recover information that was not supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Active campaign. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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