Keep SEO opportunity context with active deals
Give sales conversations a useful link to search opportunities, site issues, or competitor findings.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a Deal Note
Adds a note to a deal.
Why this helps
Deal records can lack the research context that explains why an SEO opportunity matters to a prospect.
- Attach relevant research to specified deals.
- Make deal reviews more informed.
- Avoid manually copying findings into CRM records.
Setup
Build it in a few focused steps.
- 1Connect Ahrefs and ActiveCampaign once in Notis.
- 2Create an automation prompt that specifies which deals to consider and how to summarize relevant findings.
- 3Pick a recurring schedule.
- 4Choose where run reports should go.
- 5Test with one real opportunity and deal, then verify the note.
Questions about this workflow
What if a deal cannot be identified from the request?
Ask Notis to report the ambiguity and skip creating a note until the intended deal is clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ahrefs to Active campaign. A trigger fires from one place; an action lands in another.
Ahrefs 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.
Ahrefs and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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