Review Connecteam smart groups with campaign segments in mind
Keep group context close to campaign planning without searching through separate tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Smart Groups
Retrieve the smart groups associated with the account.
Why this helps
Campaign planning can involve separate audience groupings, making it easy to lose track of which Connecteam groups are available.
- Retrieve available Connecteam smart groups on a recurring schedule.
- Review group context alongside campaign segments.
- Avoid claiming a match unless the available information supports it.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to retrieve Connecteam smart groups and summarize possible relevance to the ActiveCampaign segments you identify.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real run and review any suggested correspondences.
Questions about this workflow
Will it create or edit groups?
No. The listed action retrieves smart groups.
Can it automatically equate a campaign segment with a smart group?
Only when the available data and rules you provide support that match. Otherwise ask Notis to report candidates for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Connecteam. A trigger fires from one place; an action lands in another.
Active campaign triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Archives users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Creates multiple user accounts.
Generate Upload URL
Generates a secure, time-limited URL for uploading a file.
Get Chat
Retrieves team chats and channels.
Get Custom Field Categories
Retrieves custom field categories.
Get Custom Fields
Retrieves the custom fields associated with an account.
Get Forms
Retrieves form definitions.
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Connect any two apps with Notis in the middle.
Active campaign and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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