The moment it happens

Share contact notes in Slack

When someone writes a note on a contact, the team sees the note and who it is about.

Runs: The moment it happens
Apps: ActiveCampaign
AI: Not needed
Access: API key

Send this to your assistant

Create a ClickRuntime automation: when a note is added to an ActiveCampaign contact, post the contact's name and the note to #sales in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

In ActiveCampaign a note on a contact is where the real information lives: that the customer prefers phone calls, that a renewal is delayed, that a complaint was handled. Notes added by one team member are rarely seen by the others unless someone opens that contact. A support agent can promise one thing while the account manager wrote a different instruction an hour earlier.

Whenever a note is added to a contact, ActiveCampaign sends an event and Slack receives a post showing who the contact is and the text of the note. Colleagues see it where they already work, with no need to visit the record to learn what was written.

It is especially useful for teams that split a customer relationship across sales, support and success, and for managers who want visibility without asking everyone to write a separate update.

What you get out of it

Everyone works from the same facts
A note about a billing agreement or a promised callback is visible to the whole team within seconds, so replies to the customer match what was already agreed. Nobody has to chase a colleague to find out what was said last.
Fewer repeated questions to customers
When a colleague has just written down what the customer said, nobody asks the same thing again on the next call. Customers notice when you remember. Customers notice when a company remembers what they said, and repeat questions are what irritates them most.
Managers can follow key accounts passively
Seeing notes scroll through a channel gives a manager a sense of activity on important accounts without sitting in on calls or requesting status reports. It works as a passive window into the accounts you care about, with no extra meetings.
Escalations are caught while they matter
A note that mentions a threat to cancel or a missed deadline appears in a channel others read. Someone can step in the same day, not when the next review comes around.
A shared timeline survives staff changes
Posts remain searchable in Slack. When an account owner leaves or goes on leave, the replacement can search the channel for the customer's name and see the recent history. Context stays with the account instead of leaving with the person.

How it works

What happens, step by step

When someone writes a note on a contact in ActiveCampaign, ActiveCampaign tells ClickRuntime straight away.
The automation picks out the contact's name, or their email if there is no name, and the note.
It posts the note to your #sales Slack channel, so the team sees it without opening ActiveCampaign.

Before it runs live

Connect ActiveCampaign
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Share contact notes in Slackjust nowSucceeded

Slack · #salesNote on Sam Rivera: > Wants a demo for the Northwind ops team next week

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other ActiveCampaign steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

new_contact_note_alert.pyexample

from clickruntime import on_event, notify

@on_event
def handle(event):
    f = event.json
    name = f"{f.get('contact[first_name]', '')} {f.get('contact[last_name]', '')}".strip() or f.get("contact[email]")
    notify.slack(f"Note on {name}:\n> {f.get('note', '').strip()}", channel="#sales")
    return {"posted": True}

FAQ

Common questions

Are private or sensitive notes also posted?

Every note that ActiveCampaign reports through the webhook is posted. If some notes are sensitive, you can filter by a keyword or send to a restricted channel, so only the right people see them. A common approach is a private channel for notes on larger accounts.

Does it post edits to existing notes?

The alert is for newly added notes. Editing an existing note does not create a new post unless ActiveCampaign emits a separate event for it, so the channel stays focused on fresh information. This avoids reposting the same text each time a typo is corrected.

Can the post link back to the contact?

Yes. The message can include a link to the contact record in your ActiveCampaign account, built from the contact ID, so a teammate can open the full history with one click. Teammates then see the person behind the note without searching for them.

What permissions does it need?

API key. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens