Refresh a focused prospect segment with AeroLeads research
Revisit a defined prospect segment on a schedule and put eligible existing contacts on the list used for that audience.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add contact to list
Adds a contact to a list.
Why this helps
A prospect segment can drift out of date as business priorities change, while manual reviews get postponed.
- Apply current qualification criteria on a regular schedule.
- Keep relevant existing contacts together in a focused list.
- Reduce the effort required to revisit a segment.
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 the updated prospect criteria, the segment's purpose, and the ActiveCampaign list to add eligible contacts to.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real prospect that should qualify for the segment.
Questions about this workflow
How is this different from a one-time list build?
The scheduled run reapplies your stated criteria over time to refresh the segment.
Does the list need to exist?
Yes. Specify an existing ActiveCampaign list for the action.
Does this automatically remove contacts who no longer qualify?
No. The selected action adds contacts to a list. It does not remove contacts who no longer meet the criteria.
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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