Keep engaged stakeholders connected to the deal
Make the people involved in a deal easier to find when engagement data identifies the right contact and opportunity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Why this helps
Deal follow-up can miss a stakeholder when their relationship to the opportunity is not recorded.
- Associate an existing contact with an existing deal.
- Use a supplied deal role only when it is clear.
- Keep stakeholder context attached to the opportunity.
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 the identified existing contact to the identified ActiveCampaign deal only when the AimTell payload supports the relationship.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real contact and deal example.
Questions about this workflow
Could this contact become the primary contact?
The action can set the contact as primary if the deal has no primary contact and no role is specified. State the intended role explicitly when known.
What if the relationship is uncertain?
Do not create the association until the contact and deal relationship is supported by the supplied data.
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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