Record Salesforce task outcomes on ActiveCampaign contacts
Keep a useful activity summary close to the contact by turning completed Salesforce task context into an ActiveCampaign note.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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 customer context can stay buried in a Salesforce task instead of being available where marketing works.
- Make relevant activity context easier to find
- Reduce manual note copying
- Keep a contact level record in ActiveCampaign
Setup
Build it in a few focused steps.
- 1Connect Salesforce and ActiveCampaign once in the Notis portal.
- 2Create an automation by telling Notis to summarize the completed Salesforce task and add the note to the matching ActiveCampaign contact by email.
- 3Pick the Salesforce Task Created or Completed trigger and specify a completed status condition in your instruction.
- 4Choose where run reports should go.
- 5Test with one real completed task and review the note.
Questions about this workflow
Will every task be added as a note?
Describe which task outcomes should be recorded in the instruction. The trigger can also be configured with an optional status or subject filter.
What is needed to find the contact?
The note action looks up an ActiveCampaign contact using an email address, so the relevant email must be available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Active campaign. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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).
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.'
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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