Keep contact notes aligned across Pipedrive and ActiveCampaign
Make customer context available where marketing and follow-up work happens.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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
Important context gets trapped in a CRM that other teams do not check before sending messages.
- Preserves context across teams
- Reduces repeated questions
- Improves message relevance
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ActiveCampaign in Notis once.
- 2Create an automation for cross-system contact notes.
- 3Tell Notis to find the matching ActiveCampaign contact and add the new Pipedrive note with its source and date.
- 4Pick the New Note Received trigger and choose a report channel.
- 5Test with one real note and review the contact timeline.
Questions about this workflow
How is the ActiveCampaign contact found?
The action uses the contact email supplied by the Pipedrive event or your instruction.
What if the note is internal only?
Tell Notis which note types or content should be excluded before enabling the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Active campaign. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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