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Notis

Make high-fit prospects easy to spot in ActiveCampaign

Ask Notis to find prospects that fit your target profile and flag their existing contacts for a focused review.

Trigger

Recurring schedule

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

Action

Add Tag to Contact

Adds an existing tag to a contact.

Why this helps

The most relevant leads can get buried among broad prospect lists when fit is not visible at a glance.

  • Make a priority segment easy to identify.
  • Apply consistent fit criteria from a single prompt.
  • Focus review time on the leads that best match your profile.

Setup

Build it in a few focused steps.

  • 1Connect AeroLeads and ActiveCampaign once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3Describe your high-fit profile and the existing ActiveCampaign tag to apply to matching contacts.
  • 4Choose the recurring schedule and where run reports should go.
  • 5Test with one real prospect that fits the profile.

Questions about this workflow

Can I use a custom high-fit definition?

Yes. Include the factors you use, such as role, industry, geography, or company characteristics.

Does this create the tag?

No. The tag must already exist in ActiveCampaign.

What if a prospect does not have enough information to assess fit?

Tell Notis to skip tagging and report that the available details were insufficient.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Aeroleads triggers

Active campaign actions

Recurring trigger

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

TriggerScheduled

Add contact note

Adds a note to a contact.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Browse Session to Cart

Marks a browsing session as having added an item to the cart, creating the session if needed.

ActionInstant

Add Contact to Automation

Enrolls an existing contact in an automation.

ActionInstant

Add Secondary Contact to Deal

Adds a secondary contact to a deal.

ActionInstant

Create Account

Creates a business or organization account.

ActionInstant

Add contact to list

Adds a contact to a list.

ActionInstant

Add Custom Field

Creates a custom contact field.

ActionInstant

Create contact task

Creates a task associated with a contact.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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