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Notis

Keep your ActiveCampaign account aligned with Airtable

Reflect Airtable base changes in the right ActiveCampaign account, without a manual update slipping through.

Trigger

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

Action

Upsert Account

This tool creates a new account if it doesn't exist or updates an existing account in activecampaign. it is particularly useful to ensure an account exists without creating duplicates, combining the functionality of create and update operations into a single action.

Why this helps

Airtable changes can leave the corresponding account record out of date, creating extra cleanup for the person coordinating tools.

  • Update the account after an Airtable base metadata change.
  • Use account upsert to avoid creating a second account for an existing organization.
  • Keep the account identity consistent by specifying how to match the Airtable base to an account.

Setup

Build it in a few focused steps.

  • 1Connect Airtable and ActiveCampaign once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to use the changed base name to upsert the corresponding account, and provide the account matching rule and any required account details.
  • 4Pick the Airtable Base Metadata Changed trigger and choose where run reports go.
  • 5Test with one real base metadata change.

Questions about this workflow

What happens when the base name changes?

Notis can use the changed base name to update the corresponding ActiveCampaign account through Upsert Account. Specify how to identify that account, since the event description does not define an account matching rule.

Does the trigger include permission details?

The event is described as firing when a base name or permission level changes. Do not rely on other event data unless it is available in the run.

Can this create duplicate accounts?

Upsert Account creates or updates an account. Give Notis a clear matching rule so it can identify the existing account.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtable to Active campaign. A trigger fires from one place; an action lands in another.

Airtable triggers

Active campaign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add contact note

Add a note to a contact in activecampaign. the note will be associated with a contact as a subscriber type. the tool will first find the contact id using the provided email address and then create the note.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Contact to Automation

This tool adds an existing contact to a specific automation in activecampaign. it first looks up the contact by email address to get their id, then adds them to the specified automation using the /api/3/contactautomations endpoint.

ActionInstant

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

TriggerPolling

Add Secondary Contact to Deal

This tool adds a secondary contact to an existing deal in activecampaign. if the deal has no primary contact set, this contact will be set as primary if no role is specified. the tool requires the user to have permission to manage deals and expects parameters like contact id (required), deal id (required), and role id (optional).

ActionInstant

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

TriggerPolling

Create Account

This tool creates a new account in activecampaign. it represents a business or organization and allows programmatic account creation. the tool requires the account name and optionally accepts parameters such as account url, owner, and custom fields.

ActionInstant

User Profile Changed

Triggers when the connected Airtable user's profile information changes.

TriggerPolling

Create contact

Creates a new contact in activecampaign with the specified details. this action allows you to create a new contact with basic information like email, name, phone, organization details, and tags. the email address is the only required field, while all other fields are optional.

ActionInstant

View Created

Triggers when a new view is created in an Airtable base.

TriggerPolling

Create contact task

Create a task associated with a contact in activecampaign. this action allows you to create a new task that will be associated with a specific contact in your activecampaign account. the task can include details such as due date, title, description, and can be assigned to a specific user.

ActionInstant

View Deleted

Triggers when a previously known Airtable view is deleted.

TriggerPolling

Create Deal Pipeline

Creates a new deal pipeline in activecampaign. a deal pipeline is a visual representation of your sales process that helps organize and track deals through different stages. when you create a new pipeline, it automatically comes with three default stages: 'to contact,' 'in contact,' and 'follow up.'

ActionInstant

View Metadata Changed

Triggers when an Airtable view changes its name or type.

TriggerPolling

Create Deal Task Type

This tool creates a new deal task type in activecampaign. deal task types are used to categorize and organize tasks associated with deals, and they are an important feature for maintaining a structured task management system within the deals pipeline. this action complements the existing active campaign create deal task action by enabling the creation of custom task types that can be used when creating deal tasks.

ActionInstant

Connect any two apps with Notis in the middle.

Airtable and Active campaign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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