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Notis

Check whether researched prospects are already in your CRM

Review prospect pages and look up matching ActiveCampaign contacts, so you know which records exist before deciding what to do next.

Trigger

Recurring schedule

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

Action

Find contact

Finds a specific contact.

Why this helps

Repeated research and manual CRM searches make it hard to tell whether a prospect is already in your pipeline.

  • Check for an existing contact before taking another action.
  • Keep prospect research and contact lookup in one workflow.
  • Surface missing or ambiguous matches for review.

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 pages to review, what email to use for lookup, and how to report matching or missing contacts.
  • 4Choose a recurring Notis schedule and select where run reports should go.
  • 5Test with one real prospect and confirm the lookup result is useful.

Questions about this workflow

Does this workflow create contacts?

No. It uses the Find contact action to look up a contact using an email address, ID, or phone number. Add a contact creation action only if that outcome is desired and supported.

What if Airtop cannot find a reliable email?

The contact lookup needs a usable identifier. Instruct the workflow to report the gap rather than guessing.

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.

TriggerScheduled

Add contact note

Adds a note to a contact.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Browse Session to Cart

Marks a browsing session as having added an item to the cart, creating the session if needed.

ActionInstant

Add Contact to Automation

Enrolls an existing contact in an automation.

ActionInstant

Add Secondary Contact to Deal

Adds a secondary contact to a deal.

ActionInstant

Create Account

Creates a business or organization account.

ActionInstant

Add contact to list

Adds a contact to a list.

ActionInstant

Add Custom Field

Creates a custom contact field.

ActionInstant

Create contact task

Creates a task associated with a contact.

ActionInstant

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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