Keep prospect research beside the contact
Turn a browser research session into concise notes on the matching ActiveCampaign contact, so useful context is there when you need it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add contact note
Adds a note to a contact.
Why this helps
Research spread across tabs and scratch notes is hard to find again when it is time to follow up.
- Keep research attached to the relevant contact.
- Summarize only information visible in the reviewed pages.
- Reduce time spent reopening research tabs.
Setup
Build it in a few focused steps.
- 1Connect Airtop and ActiveCampaign once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3Tell Notis which prospect pages Airtop may review and what concise, relevant findings to add as contact notes.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real prospect and confirm the note appears on the intended contact.
Questions about this workflow
How does it find the ActiveCampaign contact?
The selected contact note action uses an email address to find the contact before creating the note. The workflow needs a reliable matching email from the available context.
Will it add a note when the page has no useful information?
You can instruct it to skip pages with no relevant, verifiable findings. Do not assume information the reviewed pages do not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Active campaign. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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