Keep your outbound email recap on the contact
After you send an important message, preserve its key points and next step on the matching contact record.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
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.
Why this helps
The details of an outbound conversation can be hard to recall later if they live only in a sent thread.
- Keep a concise record of important outbound conversations.
- Make future follow-up easier to prepare.
- Reduce the need to reopen sent threads for a reminder of what was discussed.
Setup
Build it in a few focused steps.
- 1Connect Gmail and ActiveCampaign once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe which sent messages matter and what recap should be added to the matching contact.
- 4Choose the Gmail Email Sent trigger and where run reports should go.
- 5Test by sending one real qualifying email and reviewing the contact note.
Questions about this workflow
How is the contact selected?
The action finds a contact using the email address you provide, then adds a note to that contact.
Can Notis summarize the sent message?
You can ask Notis to capture the key points and next step from the available message data in the note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Active campaign. A trigger fires from one place; an action lands in another.
Gmail triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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).
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
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.
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.'
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.
Connect any two apps with Notis in the middle.
Gmail and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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