Give unattended partner leads another follow-up path
Review older referrals and restart follow-up when your rules say they merit it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Contact to Automation
Enrolls an existing contact in an automation.
Why this helps
Partner leads can go quiet when the initial follow-up is missed or delayed.
- Create a recurring review for unattended referrals
- Use a supplied age or activity rule
- Enroll contacts in an existing follow-up automation
Setup
Build it in a few focused steps.
- 1Connect Adtraction and ActiveCampaign once in the Notis portal.
- 2Create an automation and describe what counts as stale and which existing follow-up automation to use.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one older referral and verify the intended contact enrollment.
Questions about this workflow
Can the workflow know whether a lead was contacted?
Only if that information is available from the connected records or supplied in the instruction. The source description does not promise follow-up history.
Does this create a new nurture automation?
No. The action enrolls a contact in a specific existing automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Active campaign. A trigger fires from one place; an action lands in another.
Adtraction triggers
Active campaign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contact note
Adds a note to a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Browse Session to Cart
Marks a browsing session as having added an item to the cart, creating the session if needed.
Add Contact to Automation
Enrolls an existing contact in an automation.
Add Secondary Contact to Deal
Adds a secondary contact to a deal.
Create Account
Creates a business or organization account.
Add contact to list
Adds a contact to a list.
Add Custom Field
Creates a custom contact field.
Create contact task
Creates a task associated with a contact.
Connect any two apps with Notis in the middle.
Adtraction and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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