Keep unconverted ActiveCampaign leads visible in Customer.io
Surface leads that still need a next step, using the conversion rule your team sets.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Track Event
Records an event associated with a person, along with its properties.
Why this helps
A lead can remain in limbo when conversion status is not reviewed alongside follow-up activity.
- Review leads against a team-defined conversion rule.
- Record follow-up events for identified matching people.
- Keep unresolved leads visible in Customer.io activity.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Customer.io once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Define what counts as unconverted and instruct Notis to record a follow-up event for matching identified people.
- 4Choose the recurring schedule trigger and set the review cadence.
- 5Choose where run reports go, then test with one known unconverted lead.
Questions about this workflow
How does the workflow know whether a lead converted?
Define the conversion signal and ensure it is available from ActiveCampaign. Notis cannot infer missing conversion history.
Will the event create a follow-up task?
No. The listed Customer.io action records an event. Task creation is not among the supplied actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Customerio. A trigger fires from one place; an action lands in another.
Active campaign triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Get Integrations
Lists the integrations configured in your workspace.
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Get Messages
Retrieves messages sent from your workspace and their delivery metrics.
Get Segment Details
Retrieves details about a specific segment.
Get Segment Membership
Retrieves the people in a specific segment.
Get Segments
Lists the segments in your workspace.
Connect any two apps with Notis in the middle.
Active campaign and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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