Turn prospect research into ActiveCampaign follow-up tasks
Have Notis find prospects on a schedule and create a clear next step for leads that warrant a personal touch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create contact task
Creates a task associated with a contact.
Why this helps
Research notes can pile up without a visible next action, making promising leads easy to overlook.
- Convert selected leads into actionable follow-up work.
- Keep due date and task details in the automation prompt where supported.
- Reduce the chance that a promising prospect gets forgotten.
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 which prospects to find and when a contact task should be created, including the task details you want.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real prospect that needs follow-up.
Questions about this workflow
Can the task be assigned to a specific user?
Include an owner only if you know the appropriate ActiveCampaign user. The workflow cannot infer an owner that was not supplied or returned.
Can I set a due date?
Yes, if you specify the due date or timing in the prompt and the task action supports it.
Will every prospect get a task?
The prompt can limit tasks to leads that meet your criteria or need personal follow-up.
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.
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.
Aeroleads and Active campaign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Active campaign.