Review group differences before they affect campaign planning
Make group comparison a short planning check using references you already trust.
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
Audience and team groupings can diverge while campaigns are prepared in separate systems.
- Compare current smart groups against a supplied segment reference.
- Flag possible discrepancies for review before relying on a match.
- Avoid treating similarly named groups as equivalent without evidence.
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 smart groups and compare them with the segment reference you provide, noting possible differences.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real run and verify the reference represents the intended segments.
Questions about this workflow
Can this prove the groups contain the same people?
No. The listed action retrieves smart groups, not necessarily each group's membership. Treat comparisons as name or metadata checks unless membership data is separately available.
Does it change either group's membership?
No. This action retrieves smart groups 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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