Keep project changes visible on the ActiveCampaign deal
When a project update affects a sale or renewal, make the change easy to find on the related deal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a Deal Note
Adds a note to a deal.
Why this helps
Deal owners may make decisions with outdated context when project changes stay buried in Agiled.
- Keep deal context close to the sales record
- Reduce time spent searching for project updates
- Make handoffs clearer
Setup
Build it in a few focused steps.
- 1Connect Agiled and ActiveCampaign once in Notis.
- 2Create an automation in the portal or tell Notis to create one.
- 3Ask Notis to turn relevant Agiled project changes sent to the webhook into concise notes on the specified ActiveCampaign deal.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real project change and verify the note on the intended deal.
Questions about this workflow
What identifies the deal?
Provide the deal ID or other information that lets Notis identify the intended deal in ActiveCampaign.
Can Notis decide which project changes matter?
Yes. Describe the change types or conditions that should be recorded, using information present in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Active campaign. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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