Keep engagement context with the deal
Make a relevant subscriber signal easy to find in the deal record where follow-up happens.
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 decisions slow down when relevant engagement context stays outside the sales record.
- Attach a useful signal to the identified deal.
- Keep the note grounded in webhook evidence.
- Make the next sales conversation easier to prepare.
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 add a concise note to the specified ActiveCampaign deal when the AimTell payload identifies that deal and contains relevant engagement context.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real deal engagement example.
Questions about this workflow
Can Notis select a deal from a contact's email alone?
The action requires a deal identifier. Supply a reliable deal ID or an explicit method to identify it.
What should happen when the deal is unclear?
Have Notis skip the note and report that the deal could not be identified confidently.
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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