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Notis

Give campaign responses a clear follow-up task

Turn an agreed next step into an Agencyzoom task while the response is still fresh.

Trigger

Webhook received

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

Action

Create task post endpoint

Creates a task.

Why this helps

A good response can still go nowhere when nobody records who should follow up and when.

  • Create a task from a supplied follow-up request.
  • Use the contact email, customer ID, or lead ID provided to link the task.
  • Keep the next action visible in the agency workflow.

Setup

Build it in a few focused steps.

  • 1Connect Activecampaign and Agencyzoom once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to create an Agencyzoom follow-up task using the requested next step and contact details in each request.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real follow-up and valid contact or lead details.

Questions about this workflow

Can the task be linked to a lead?

Yes, when the request includes a valid lead ID. The action also supports a contact email or customer ID for linking.

Can Notis infer a due date?

Use the timing supplied in the request. This workflow does not discover a due date from Activecampaign.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Active campaign to Agencyzoom. A trigger fires from one place; an action lands in another.

Active campaign triggers

Agencyzoom actions

Recurring trigger

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

TriggerScheduled

Authenticate for JWT via V4 SSO

Completes sign-in by exchanging an authorization code for an access token.

ActionInstant

Webhook trigger

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

TriggerInstant

Batch create contacts

Creates up to five contacts at once.

ActionInstant

Batch create leads

Creates up to five leads at once.

ActionInstant

Batch delete tasks

Permanently deletes multiple tasks.

ActionInstant

Change lead status

Changes a lead’s lifecycle status.

ActionInstant

Mark task as completed

Marks an existing task as completed.

ActionInstant

Create a customer note

Adds a note to an existing customer’s profile.

ActionInstant

Create a driver for an opportunity

Creates a driver record for an existing opportunity.

ActionInstant

Connect any two apps with Notis in the middle.

Active campaign and Agencyzoom, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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