Keep business lead details ready for sales
Create an organization record when a business lead is clear enough to support useful follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Account
Creates a business or organization account.
Why this helps
Business details gathered during marketing activity often need re-entry before sales can act.
- Create an organization account from supplied business details.
- Avoid creating records for anonymous or incomplete activity.
- Reduce re-entry before sales follow-up.
Setup
Build it in a few focused steps.
- 1Connect AimTell and ActiveCampaign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an ActiveCampaign account only when the AimTell payload identifies an organization and supplies the required account name.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real, identified business lead.
Questions about this workflow
Can anonymous visitor activity create an account?
No. Require an identified organization and the account name.
Can the action add optional account details?
Include optional details only when they are supplied in the payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Active campaign. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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